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LPL

is a California-based investment management company that provides serives such as financial planning and wealth management for financial advisors across the globe... Read more
OverviewCompetitorsAcquisitionsFundingInvestmentsNews & Insights

LPL

is a California-based investment management company that provides serives such as financial planning and wealth management for financial advisors across the globe... Read more
LPL CEO: Rich Steinmeier

CEO

Rich Steinmeier

CEO Approval Rating

83/100

1989

PublicNASDAQLPLA

Banking, Financial Services and Insurance
Asset & Investment Management
61996282 NAICS listing

Annual Revenue
$12.4B
Employees
6,900
Funding
$1.9B
Acquisitions
16
Investments
2

News

Conference Presentation
Feb 05, 2025
Marketscreener
LPL Financial to present at the Bank of America Securities Financial Services Conference
Partnership
Nov 25, 2024
Coverager
Prudential Advisors integrates with LPL Financial
Acquisition
Sep 04, 2024
GlobeNewswire
LPL acquired The Investment Center, Inc. for undisclosed amount
Funding
May 19, 2024
cravath.com
LPL received $1B in Post-IPO Debt Funding

LPL Competitors

1Commonwealth Financial Network
2Cetera
3Hightower Advisors
4Cambridge Investment Research
5Morgan Stanley
6Bank of America Merrill Lynch
7UBS
8Wells Fargo Advisors
9Charles Schwab
10Fidelity Investments
Unlock 25 + competitors

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