Cause IQ vendor profile

LPL Financial Corporation

LPL Financial Corporation is a firm that provides insurance agent or broker, insurance, investment management, financial advisor, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most LPL Financial Corporation clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $16 million to $87 million.

Primary location:
San Diego, CA
All locations:
Identified clients:
Avg client size:
$73 mil revenue
Median client size:
$22 mil revenue

LPL Financial Corporation client list

1May Institute501(c)(3)Randolph, MA
2Truth Initiative501(c)(3)Washington, DC
3National Association for the Advancement of Colored People (NAACP)501(c)(3)Baltimore, MD
4American Society of Clinical Oncology (ASCO)501(c)(3)Alexandria, VA
5Simons Foundation501(c)(3)New York, NY
6Trinity Health Corporation501(c)(3)Livonia, MI
7North Memorial Health Care501(c)(3)Robbinsdale, MN
8Froedtert and the Medical College of Wisconsin501(c)(3)Milwaukee, WI
9Wentworth-Douglass Hospital501(c)(3)Dover, NH
10Ascension Providence Rochester Hospital501(c)(3)Rochester, MI
...and 88 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 Gallagher Benefit Services Inc, Raymond James and Associates, Wells Fargo Bank, Metlife Securities Inc, Merrill Lynch Pierce Fenner and Smith, Nationwide, Kestra Investment Services LLC, LPL Financial, The Segal Company, and Minnesota Life Insurance Company.

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