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 and outpatient health care practitioners and facilities with revenues ranging from $13 million to $133 million.

Primary location:
San Diego, CA
Clients in:
VA, CA
Identified clients:
137
Avg client size:
$88 mil revenue
Median client size:
$26 mil revenue

LPL Financial Corporation client list

  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 May Institute 501(c)(3) Randolph, MA
4 John T Mather Memorial Hospital 501(c)(3) Westbury, NY
5 SBCS Corporation (SBCS) 501(c)(3) Chula Vista, CA
6 Ethiopian Community Dev Council (ECDC) 501(c)(3) Arlington, VA
7 Yedei Chesed 501(c)(3) Chestnut Ridge, NY
8 Trinity Health Corporation 501(c)(3) Livonia, MI
9 Froedtert ThedaCare Health 501(c)(3) Milwaukee, WI
10 Wentworth-Douglass Hospital 501(c)(3) Dover, NH
... and 127 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 Wells Fargo Bank, Merrill Lynch, Global Retirement Partners LLC, CBIZ Benefits and Insurance Services, Gallagher Benefit Services Inc, Commonwealth Financial Network, Valic, Usi Consulting Group, Reliance Trust Company, and Great-West Life and Annuity Insurance Co..

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