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 Illinois, New York, and Washington (although they are present in other states as well).

Most LPL Financial LLC - RPCP clients are outpatient health care practitioners and facilities, elementary and secondary schools, inpatient nursing, hospice, and rehabilitative care facilities, individual and family services, and grantmaking foundations with revenues ranging from $20 million to $223 million.

Identified clients:
21
Avg client size:
$72 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 Americans for Prosperity (AFP) 501(c)(4) Arlington, VA
4 Vital Strategies 501(c)(3) New York, NY
5 National Equity Fund 501(c)(4) Chicago, IL
6 Kitsap Mental Health Services (KMHS) 501(c)(3) Bremerton, WA
7 Distinctive Schools of Illinois 501(c)(3) Chicago, IL
8 Pathways 501(c)(3) Corning, NY
9 Family Health Centers (FHC) 501(c)(3) Okanogan, WA
10 Community Health Center of Central Missouri 501(c)(3) Jefferson City, MO
... and 11 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 Fiduciary Investment Advisors, Prime Buchholz and Associates, Proaccount, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Northwestern Mutual Investment Serv, Benefit Plans Admin Services, Inc., NFP Retirement Inc., Gallagher Fiduciary Advisors, and Segall Bryant and Hamill.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!