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 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.

Primary location:
San Diego, CA
All locations:
Identified clients:
Avg client size:
$52 mil revenue
Median client size:
$22 mil revenue

LPL Financial client list

1United States Fund for Unicef501(c)(3)New York, NY
2Institute of Internal Auditors (IIA)501(c)(6)Lake Mary, FL
3Network for Teaching Entrepreneurship (NFTE)501(c)(3)New York, NY
4Club Management Association of America (CMAA)501(c)(6)Alexandria, VA
5Pharmaceutical Research and Manufacturers of America (PhRMA)501(c)(6)Washington, DC
6Asbury Theological Seminary501(c)(3)Wilmore, KY
7DC Prep501(c)(3)Washington, DC
8Freedom Partners Chamber of Commerce501(c)(6)Arlington, VA
9Transforming Age (PRCN)501(c)(3)Bellevue, WA
10The Bear Creek School (TBCS)501(c)(3)Redmond, WA
...and 167 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 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.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!