Cause IQ vendor profile

LPL Financial LLC - RPCP


LPL Financial LLC - RPCP is a firm that provides financial advisor, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Washington, and Illinois (although they are present in other states as well).

Most LPL Financial LLC - RPCP clients are outpatient health care practitioners and facilities, credit unions, elementary and secondary schools, inpatient nursing, hospice, and rehabilitative care facilities, other residential care facilities, and grantmaking foundations with revenues ranging from $24 million to $207 million.

Identified clients:
24
Avg client size:
$62 mil revenue
Median client size:
$32 mil revenue

LPL Financial LLC - RPCP client list

  Name Type Location
1 Human Rights First 501(c)(3) New York, NY
2 Seattle Foundation 501(c)(3) Seattle, WA
3 Vital Strategies 501(c)(3) New York, NY
4 CHAS Health 501(c)(3) Spokane, WA
5 Americans for Prosperity (AFP) 501(c)(4) Arlington, VA
6 National Equity Fund 501(c)(4) Chicago, IL
7 Kitsap Mental Health Services (KMHS) 501(c)(3) Bremerton, WA
8 Distinctive Schools of Illinois 501(c)(3) Chicago, IL
9 Pathways 501(c)(3) Corning, NY
10 Family Health Centers (FHC) 501(c)(3) Okanogan, WA
... and 14 more LPL Financial LLC - RPCP not-for-profit tax-exempt clients identified by Cause IQ

LPL Financial LLC - RPCP competitors

Competitors to LPL Financial LLC - RPCP in the nonprofit sector include Prime Buchholz and Associates, Towers Watson, Fiduciary Investment Advisors, Wells Fargo Clearing Services LLC, CBIZ Retirement Plan Services, Minnesota Life Insurance Company, Raymond James Financial Services, Healthcare Community Securities Cor, Cambridge Investment Research, and Creative Planning.

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