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 Pennsylvania and New York (although they are present in other states as well).
Most LPL Financial clients are outpatient health care practitioners and facilities, hospitals, and social advocacy organizations with revenues ranging from $12 million to $74 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 | United States Fund for Unicef | 501(c)(3) | New York, NY | ||
| 2 | Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 3 | Network for Teaching Entrepreneurship (NFTE) | 501(c)(3) | New York, NY | ||
| 4 | Club Management Association of America (CMAA) | 501(c)(6) | Alexandria, VA | ||
| 5 | Pharmaceutical Research and Manufacturers of America (PhRMA) | 501(c)(6) | Washington, DC | ||
| 6 | Asbury Theological Seminary | 501(c)(3) | Wilmore, KY | ||
| 7 | DC Prep | 501(c)(3) | Washington, DC | ||
| 8 | Freedom Partners Chamber of Commerce | 501(c)(6) | Arlington, VA | ||
| 9 | Transforming Age (PRCN) | 501(c)(3) | Bellevue, WA | ||
| 10 | The Bear Creek School (TBCS) | 501(c)(3) | Redmond, WA | ||
| ... | and 167 more LPL Financial not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial in the nonprofit sector include Mutual Of America Life Insurance Company, Nationwide, Merrill Lynch Pierce Fenner and Smith, Global Retirement Partners LLC, Valic, Raymond James and Associates, The Vanguard Group, Merrill Lynch, Wells Fargo Bank, and Gallagher Benefit Services Inc.
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