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 residential intellectual and developmental disability facilities with revenues ranging from $13 million to $131 million.

Primary location:
San Diego, CA
Clients in:
MA, CA, VA
Identified clients:
129
Avg client size:
$88 mil revenue
Median client size:
$27 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 John T Mather Memorial Hospital 501(c)(3) Westbury, NY
4 SBCS Corporation (SBCS) 501(c)(3) Chula Vista, CA
5 Yedei Chesed 501(c)(3) Chestnut Ridge, NY
6 Trinity Health Corporation 501(c)(3) Livonia, MI
7 Wentworth-Douglass Hospital 501(c)(3) Dover, NH
8 Sauk Prairie Healthcare 501(c)(3) Prairie Du Sac, WI
9 Kintegra Health 501(c)(3) Gastonia, NC
10 Refuah Health Center 501(c)(3) Spring Valley, NY
... and 119 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 Metlife Securities Inc, Ubs Financial Services Inc, Alliant Insurance Services, Inc., Transamerica Life Insurance Company, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Empower Annuity Insurance Company, Variable Annuity Life Insurance Company, Ascensus, and Fidelity Investments.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!