Cause IQ vendor profile

LPL Financial

LPL Financial is a firm that provides insurance agent or broker, financial advisor, investment management, administrative support, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most LPL Financial clients are ambulatory health care services, hospitals, and vocational rehabilitation services with revenues ranging from $13 million to $76 million.

Previous legal names, trade names, or just variations of their name include: LPL Financial LLC; LPL Financial Corp.; and LPL Financial LL.

Primary location:
San Diego, CA
All locations:
Identified clients:
Avg client size:
$52 mil revenue
Median client size:
$19 mil revenue

LPL Financial client list

1United States Fund for Unicef501(c)(3)New York, NY
2Club Managers Association of America (CMAA)501(c)(6)Alexandria, VA
3Pharmaceutical Research and Manufacturers of America (PhRMA)501(c)(6)Washington, DC
4Greater Lawrence Community Action Council (GLCAC)501(c)(3)Lawrence, MA
5Asbury Theological Seminary501(c)(3)Wilmore, KY
6Presbyterian Retirement Communities Northwest (PRCN)501(c)(3)Bellevue, WA
7The Cleveland Foundation501(c)(3)Cleveland, OH
8Living Legacy Foundation of Maryland501(c)(3)Baltimore, MD
9Community Bridges Incorporated (CBI)501(c)(3)Mesa, AZ
10Butler Health System (BHS)501(c)(3)Butler, PA
...and 149 more LPL Financial not-for-profit tax-exempt clients identified by Cause IQ

LPL Financial competitors

Competitors to LPL Financial in the nonprofit sector include Metlife Securities Inc, Milliman, Vanguard Energy Services LLC, Tiaa-Teachers Insurance and Annuity, Ubs Financial Services, Minnesota Life Insurance Company, Kibble and Prentice, Newport Group, Inc., Gallagher Benefit Services, and Merrill Lynch Pierce Fenner and Smith.

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