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 grantmaking foundations with revenues ranging from $14 million to $97 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 | The Bowery Mission | 501(c)(3) | New York, NY | ||
| ... | and 201 more LPL Financial not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial in the nonprofit sector include Marsh and Mclennan Agency, Mutual Of America Life Insurance Company, Nationwide, Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, Cetera Advisor Networks, LLC, Reliance Trust Company, Great-West Life and Annuity Insurance Co., Marsh and Mclennan Agency, LLC, and The Angell Pension Group, Inc..
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