Cause IQ vendor profile

LPL Financial Corporation


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.

Primary location:
San Diego, CA
Clients in:
CA, VA
Identified clients:
147
Avg client size:
$79 mil revenue
Median client size:
$24 mil revenue

LPL Financial Corporation client list

 NameTypeLocation
1United States Fund for Unicef501(c)(3)New York, NY
2Orbis International501(c)(3)New York, NY
3John T Mather Memorial Hospital501(c)(3)Westbury, NY
4Yedei Chesed501(c)(3)Chestnut Ridge, NY
5Ethiopian Community Dev Council (ECDC)501(c)(3)Arlington, VA
6Trinity Health Corporation501(c)(3)Livonia, MI
7Mass General Brigham Incorporated501(c)(3)Somerville, MA
8Froedtert and the Medical College of Wisconsin501(c)(3)Milwaukee, WI
9University Hospitals Health System501(c)(3)Shaker Heights, OH
10North Memorial Health501(c)(3)Robbinsdale, MN
...and 137 more LPL Financial Corporation not-for-profit tax-exempt clients identified by Cause IQ

LPL Financial Corporation competitors

Competitors to LPL Financial Corporation in the nonprofit sector include Minnesota Life Insurance Company, Fidelity Investments Institutional, LPL Financial, RBC Capital Markets, Ubs Financial Services, Inc., Ameriprise Financial Services, Capfinancial Partners, LLC, The Segal Company, JP Morgan Chase, and Ubs Financial Services.

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