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, and individual and family services with revenues ranging from $14 million to $118 million.

Primary location:
San Diego, CA
Clients in:
VA, CA
Identified clients:
147
Avg client size:
$80 mil revenue
Median client size:
$25 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 Yedei Chesed 501(c)(3) Chestnut Ridge, NY
7 Ethiopian Community Dev Council (ECDC) 501(c)(3) Arlington, VA
8 Trinity Health Corporation 501(c)(3) Livonia, MI
9 Froedtert and the Medical College of Wisconsin 501(c)(3) Milwaukee, WI
10 Wentworth-Douglass Hospital 501(c)(3) Dover, NH
... 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 Merrill Lynch Pierce Fenner and Smith, Kestra Investment Services LLC, Usi Consulting Group, Reliance Trust Company, Great-West Life and Annuity Insurance Co., Nationwide, Mutual Of America Life Insurance Company, Marsh and Mclennan Agency, Cetera Advisor Networks, LLC, and Oppenheimer.

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