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 $13 million to $118 million.

Primary location:
San Diego, CA
Clients in:
VA, CA
Identified clients:
145
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 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 and the Medical College of Wisconsin 501(c)(3) Milwaukee, WI
10 Wentworth-Douglass Hospital 501(c)(3) Dover, NH
... and 135 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 Ascensus, Fidelity Investments, Transamerica Life Insurance Company, Variable Annuity Life Insurance Co., Empower Annuity Insurance Company, Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, Ubs Financial Services Inc, Metlife Securities Inc, and Alliant Insurance Services, Inc..

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