Ridgeline Wealth Management, based in St. Johnsbury, Vt., has joined LPL Financial’s broker-dealer and corporate registered investment advisor custodial platforms, the companies announced today in a news release.

Ridgeline was formerly with Wells Fargo Advisors Financial Network (WFAFN), where they managed approximately $210 million in brokerage and advisory assets.

The firm’s founding advisors, Jake Lavely and Robert Dimick, first partnered in 2005 before deciding to take their practice independent in 2011. Since then, their team has grown to include fellow partner-advisor Tyler Cahoon; associate wealth manager Elysia Gingue; operations manager Stacey Randall; and administrative assistant Jolene Brennan. 

LPL Financial, headquartered in Fort Mill, S.C., San Diego and Boston, is the nation’s largest independent broker-dealer.