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 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 $12 million to $116 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, MA, WI
Identified clients:
144
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
5Freedom Partners501(c)(6)Arlington, VA
6Hebrew Home at Riverdale501(c)(3)Bronx, NY
7Transforming Age (PRCN)501(c)(3)Bellevue, WA
8Florida Realtors501(c)(6)Orlando, FL
9The Bear Creek School (TBCS)501(c)(3)Redmond, WA
10The Bowery Mission501(c)(3)New York, NY
...and 134 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 Metlife Securities Inc, Ubs Financial Services Inc, Variable Annuity Life Insurance Company, Newport Group, Inc., Ascensus, Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Co., Ubs Financial Services, Minnesota Life Insurance Company, and Valic.

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