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 outpatient health care practitioners and facilities and hospitals with revenues ranging from $14 million to $107 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:
NY, CA
Identified clients:
157
Avg client size:
$60 mil revenue
Median client size:
$20 mil revenue

LPL Financial client list

 NameTypeLocation
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
4Asbury Theological Seminary501(c)(3)Wilmore, KY
5Greater Lawrence Community Action Council (GLCAC)501(c)(3)Lawrence, MA
6Freedom Partners501(c)(6)Arlington, VA
7Hebrew Home at Riverdale501(c)(3)Bronx, NY
8Transforming Age (PRCN)501(c)(3)Bellevue, WA
9Pine Street Inn501(c)(3)Boston, MA
10Florida Realtors501(c)(6)Orlando, FL
...and 147 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 Gallagher Benefit Services Inc, Raymond James and Associates, Wells Fargo Bank, Metlife Securities Inc, Newport Group, Inc., Ascensus, Ubs Financial Services Inc, Kibble and Prentice, Vanguard Energy Services LLC, and Gallagher Benefit Services.

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