Cause IQ vendor profile

LPL Financial


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.

Primary location:
San Diego, CA
Clients in:
MA, WI, SC, PA, NC, AZ, NY, CA
Identified clients:
212
Avg client size:
$55 mil revenue
Median client size:
$23 mil revenue

LPL Financial client list

 NameTypeLocation
1Club Management Association of America (CMAA)501(c)(6)Alexandria, VA
2Clean Water Action501(c)(4)Washington, DC
3DC Prep501(c)(3)Washington, DC
4Center for American Progress (CAP)501(c)(3)Washington, DC
5Greater Lawrence Community Action Council (GLCAC)501(c)(3)Lawrence, MA
6Asheville School (AS)501(c)(3)Asheville, NC
7American Academy of Otolaryngology - Head and Neck Surgery Foundation501(c)(3)Alexandria, VA
8Pancreatic Cancer Action Network (PCAN)501(c)(3)El Segundo, CA
9Childrens Defense Fund (CDF)501(c)(3)Washington, DC
10Stand Together501(c)(6)Arlington, VA
...and 202 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 Minnesota Life Insurance Company, The Segal Company, Capfinancial Partners, LLC, Adp, Fidelity Investments Institutional, JP Morgan Chase, Kibble and Prentice, Oppenheimer, Morgan Stanley Smith Barney, and MML Investors Services.

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