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:
VA, CA, MA
Identified clients:
130
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 Ethiopian Community Dev Council (ECDC) 501(c)(3) Arlington, VA
7 Trinity Health Corporation 501(c)(3) Livonia, MI
8 Wentworth-Douglass Hospital 501(c)(3) Dover, NH
9 Sauk Prairie Healthcare 501(c)(3) Prairie Du Sac, WI
10 Kintegra Health 501(c)(3) Gastonia, NC
... and 120 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 Mma Securities LLC, Fidelity Investments Institutional, Ubs Financial Services, Inc., Capfinancial Partners, LLC, RBC Capital Markets, Ubs Financial Services, Raymond James Financial Services, Minnesota Life Insurance Company, LPL Financial, and Ameriprise Financial Services.

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