LPL Financial Welcomes HighWater Wealth to Quotient Advisor Partners

LPL Financial Holdings, Inc. SAN DIEGO, July 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Quotient Advisor Partners , an existing firm supporting LPL-affiliated advisors. The team reported serving approximately $2.4 billion in advisory assets* and joins LPL from U.S. Bank. Based in San Diego, HighWater Wealth provides multi-generational office services for high-net-worth individuals and families. The team consists of Kristian Forster, Mike Rookus, Falko Hörnicke, CFA®, CFP®, Tim Davidson, CFA®, and Brian Rissman. HighWater Wealth takes a planning-first approach, beginning with a comprehensive review of each client’s trust and estate structure, balance sheet and cash flow needs. The team then develops proactive, customized investment strategies designed to evolve over time in alignment with each client’s objectives. “We built HighWater Wealth to deliver a highly personalized, planning-led experience for our clients,” said Rookus, president and founding partner. “Our approach is centered on understanding the full financial picture — from trust and estate considerations to cash flow and long-term objectives — so we can design strategies that are tailored to each family’s needs.” Why HighWater Wealth Chose LPL and Quotient Advisor Partners After evaluating multiple options, the HighWater Wealth team chose to affiliate with LPL Financial, supported by Quotient Advisor Partners, for the ability to combine independence, scale and advanced planning capabilities. “With LPL and the support of Quotient Advisor Partners, we have the flexibility, tools and infrastructure to deliver a more comprehensive.