LPL Financial is a firm that provides insurance agent or broker, financial advisor, investment management, consulting services, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most LPL Financial clients are outpatient health care practitioners and facilities with revenues ranging from $13 million to $77 million.
Previous legal names, trade names, or just variations of their name include: LPL Financial LLC; LPL Financial Corp.; and LPL Financial LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Club Management Association of America (CMAA) | 501(c)(6) | Alexandria, VA | ||
| 2 | Clean Water Action | 501(c)(4) | Washington, DC | ||
| 3 | DC Prep | 501(c)(3) | Washington, DC | ||
| 4 | Center for American Progress (CAP) | 501(c)(3) | Washington, DC | ||
| 5 | Greater Lawrence Community Action Council (GLCAC) | 501(c)(3) | Lawrence, MA | ||
| 6 | Asheville School (AS) | 501(c)(3) | Asheville, NC | ||
| 7 | American Academy of Otolaryngology - Head and Neck Surgery Foundation | 501(c)(3) | Alexandria, VA | ||
| 8 | Pancreatic Cancer Action Network (PCAN) | 501(c)(3) | El Segundo, CA | ||
| 9 | Childrens Defense Fund (CDF) | 501(c)(3) | Washington, DC | ||
| 10 | Stand Together | 501(c)(6) | Arlington, VA | ||
| ... | and 202 more LPL Financial not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial in the nonprofit sector include Cetera Advisor Networks, LLC, Great-West Life and Annuity Insurance Co., Nationwide, Reliance Trust Company, Mutual Of America Life Insurance Company, Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, Minnesota Life Insurance Company, Fidelity Investments Institutional, and The Segal Company.
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