Former PNC Private Bank Advisers Launch $2B Independent Practice With LPL

Advisers Scott Gilliam and Travis Blessing have launched Align Private Wealth, an independent practice affiliated with LPL Financial’s broker-dealer and registered investment adviser platform. The Greenwood, Ind.-based team reported serving approximately $2 billion in client assets as of year-end 2025, and joins LPL from PNC Private Bank.

Gilliam and Blessing said Align serves high-net-worth and ultra-high-net-worth families, business owners, and multigenerational households.

“Independence is incredibly important to us; we wanted the ability to build our business entirely around our clients,” Blessing said. “LPL’s platform gives us the flexibility, technology, and support to do exactly that.”

Gilliam said the team evaluated multiple firms before selecting LPL. “LPL stood out for its reputation and its focus on helping advisers grow businesses that are built for clients, not for a firm,” he said.

Align uses a goals-based, planning-first model and works with a limited client roster, according to the firm. The practice is located in Greenwood, Ind., just outside Indianapolis.

Last month, LPL added two independent advisory teams – True Compass Advisers in Southbury, Conn., and Emerald Wealth Management in Seattle – with approximately $1.7 billion in combined client assets.

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