LPL Financial Corporation is a firm that provides insurance agent or broker, insurance, financial advisor, consulting services, and investment management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most LPL Financial Corporation clients are hospitals, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and vocational rehabilitation services with revenues ranging from $12 million to $118 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United States Fund for Unicef | 501(c)(3) | New York, NY | ||
| 2 | Orbis International | 501(c)(3) | New York, NY | ||
| 3 | John T Mather Memorial Hospital | 501(c)(3) | Westbury, NY | ||
| 4 | Yedei Chesed | 501(c)(3) | Chestnut Ridge, NY | ||
| 5 | Ethiopian Community Dev Council (ECDC) | 501(c)(3) | Arlington, VA | ||
| 6 | Trinity Health Corporation | 501(c)(3) | Livonia, MI | ||
| 7 | Mass General Brigham Incorporated | 501(c)(3) | Somerville, MA | ||
| 8 | Froedtert and the Medical College of Wisconsin | 501(c)(3) | Milwaukee, WI | ||
| 9 | University Hospitals Health System | 501(c)(3) | Shaker Heights, OH | ||
| 10 | North Memorial Health | 501(c)(3) | Robbinsdale, MN | ||
| ... | and 137 more LPL Financial Corporation not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial Corporation in the nonprofit sector include Cetera Advisor Networks, LLC, Usi Consulting Group, Great-West Life and Annuity Insurance Co., Merrill Lynch Pierce Fenner and Smith, Nationwide, Mutual Of America Life Insurance Company, Kestra Investment Services LLC, Kibble and Prentice, Oppenheimer, and Morgan Stanley Smith Barney.
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