LPL Financial Services is a firm that provides insurance agent or broker, investment management, financial advisor, insurance, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Massachusetts, and Pennsylvania (although they are present in other states as well).
Most LPL Financial Services clients are outpatient health care practitioners and facilities, hospitals, and labor unions with revenues ranging from $22 million to $362 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Shirley Ryan AbilityLab | 501(c)(3) | Chicago, IL |
| 2 | National Association of Government Employees / Nage (NAGE) | 501(c)(5) | Quincy, MA |
| 3 | Primary Care Health Services (PCHS) | 501(c)(3) | Pittsburgh, PA |
Competitors to LPL Financial Services in the nonprofit sector include Merrill Lynch, Leafhouse Financial Advisors, LLC, Commonwealth Financial Network, CBIZ Benefits and Insurance Services, Gallagher Benefit Services Inc, Wells Fargo Bank, Valic, Global Retirement Partners LLC, Ubs Financial Services, Inc., and Captrust.
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