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 $12 million to $86 million.
| 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 | Transforming Age (PRCN) | 501(c)(3) | Bellevue, WA | ||
| 5 | Center City Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 6 | University Hospitals Health System / Management Services Center | 501(c)(3) | Shaker Heights, OH | ||
| 7 | Froedtert and the Medical College of Wisconsin | 501(c)(3) | Milwaukee, WI | ||
| 8 | North Memorial Health | 501(c)(3) | Robbinsdale, MN | ||
| 9 | Wentworth-Douglass Hospital | 501(c)(3) | Dover, NH | ||
| 10 | Sauk Prairie Healthcare | 501(c)(3) | Prairie Du Sac, WI | ||
| ... | and 145 more LPL Financial Corporation not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial Corporation in the nonprofit sector include Fidelity Investments Institutional, Capfinancial Partners, LLC, LPL Financial, JP Morgan Chase, Ubs Financial Services, Inc., Ubs Financial Services, The Segal Company, Minnesota Life Insurance Company, Ameriprise Financial Services, and Commonwealth Financial Network.
Log in to see a complete profile, including complete list of identified clients.
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.