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.
| 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 | ||||
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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