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 and hospitals with revenues ranging from $15 million to $98 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 | UCSF Benioff Children's Hospital Oakland | 501(c)(3) | Oakland, CA | ||
| 4 | Operation Smile | 501(c)(3) | Virginia Beach, VA | ||
| 5 | DC Prep | 501(c)(3) | Washington, DC | ||
| 6 | Childrens Defense Fund (CDF) | 501(c)(3) | Washington, DC | ||
| 7 | Stand Together | 501(c)(6) | Arlington, VA | ||
| 8 | Annie Wright Schools | 501(c)(3) | Tacoma, WA | ||
| 9 | The Bear Creek School (TBCS) | 501(c)(3) | Redmond, WA | ||
| 10 | Bellevue Christian School (BCS) | 501(c)(3) | Clyde Hill, WA | ||
| ... | and 214 more LPL Financial not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial in the nonprofit sector include Adp, Capfinancial Partners, LLC, Minnesota Life Insurance Company, JP Morgan Chase, Fidelity Investments Institutional, The Segal Company, Marsh and Mclennan Agency, Marsh and Mclennan Agency, LLC, Nationwide, and Usi Consulting Group.
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