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, individual and family services, and residential intellectual and developmental disability facilities with revenues ranging from $13 million to $107 million.

Primary location:
San Diego, CA
Clients in:
MA, CA, VA, SC
Identified clients:
119
Avg client size:
$90 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 Wentworth-Douglass Hospital 501(c)(3) Dover, NH
7 Kintegra Health 501(c)(3) Gastonia, NC
8 Partners in Community Supports (PICS) 501(c)(3) Saint Paul, MN
9 Amery Hospital and Clinic 501(c)(3) Minneapolis, MN
10 Hudson Hospital 501(c)(3) Hudson, WI
... and 109 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 Ameriprise Financial Services, Ubs Financial Services, Inc., JP Morgan Chase, Minnesota Life Insurance Company, Raymond James Financial Services, Mma Securities LLC, RBC Capital Markets, The Segal Company, LPL Financial, and Fidelity Investments Institutional.

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