NPH owns and operates a broker-dealer network that offers asset management, financial planning and advisory services. Read more

1 Followers on Owler
1 Followers on Owler
1 Followers on Owler
1 Followers on Owler

NPH owns and operates a broker-dealer network that offers asset management, financial planning and advisory services. Read more

Scott Romine's photo - President & CEO of National Planning Holdings

President & CEO

Scott Romine

CEO Approval Rating

73/100

Founded:

1998

TOP COMPETITORS OR ALTERNATIVES

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Waddell & Reed is seen as one of National Planning Holdings's top competitors. Waddell & Reed was founded in Overland Park, Kansas} in 1937. Waddell & Reed is in the Asset & Investment Management industry. Compared to National Planning Holdings, Waddell & Reed generates $74.8M more revenue.

Eaton Vance is National Planning Holdings's #2 competitor. Eaton Vance was founded in 1924, and its headquarters is in Boston, Massachusetts. Eaton Vance is in the Investment Banking & Brokerage field. Eaton Vance has 1,927 more employees than National Planning Holdings.

SEI is National Planning Holdings's #3 rival. SEI is headquartered in Oaks, Pennsylvania, and was founded in 1968. SEI operates in the Asset & Investment Management industry. SEI generates 172% the revenue of National Planning Holdings.

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Growth Score - 1/1

Is 56 a good estimate for National Planning Holdings's Employee count?

Acquisitions

No recent acquisitions found related to National Planning Holdings

National Planning Holdings Funding History

No recent funding data found related to National Planning Holdings

Investments

No recent investments found related to National Planning Holdings

National Planning Holdings News

September 11, 2017Financial Planning

After LPL deal, $170M firm bolts National Planning for Securities America

The move previews what will be a tough recruiting fight for the IBD giant following its massive buy.... See more »
August 15, 2017btvi

PRUDENTIAL SELLS US BROKER-DEALER NETWORK FOR $325 MILLION

Britain's Prudential (PRU.L) sold its broker-dealer network in the United States for $325 million to ... See more »
August 15, 2017thediwire

LPL Financial Buys National Planning Holdings

LPL Financial, a nation’s largest independent broker-dealer, has acquired the independent broker-deal... See more »
August 14, 2017financial-planning

LPL buys National Planning Holdings with eye toward 17,000-advisor firm

The nation’s largest independent broker-dealer just got a whole lot bigger. LPL Financial closed Tue... See more »
August 14, 2017Reuters

BRIEF-LPL Financial announces purchase of National Planning Holdings

* LPL Financial announces the purchase of National Planning Holdings... See more »
August 13, 2017Financial Planning

National Planning loses $340 million firm amid sale rumors

Securities America adds 10 advisors in the second recent poach by a Ladenburg Thalmann firm.... See more »
December 16, 2016Wealth Adviser

NPH enhances WealthONE fee-based advisory platform

National Planning Holdings (NPH) has launched a raft of service and operational enhancements to its f... See more »

National Planning Holdings Press Releases

January 11, 2017Blackbird

SII Investments, Part of NPH Network, Recruits JLM Financial and Capital Investment Advisers

APPLETON, Wis.-(BUSINESS WIRE)-SII Investments, Inc. ® (SII), a broker-dealer in the National Plannin... See more »
October 31, 2016Business Wire

Jason Albino Named SVP, Chief Compliance Officer of INVEST Financial

TAMPA, Fla.--(BUSINESS WIRE)--INVEST Financial Corporation® (INVEST), a member broker-dealer in the N... See more »

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Headquarters

100 N Sepulveda Blvd Ste 1800 Suite 1800

El Segundo, California90245

1-877-428-8860

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Summary

ABOUT

Overview

NPH owns and operates a broker-dealer network that offers asset management, financial planning and advisory services. National Planning Holdings was founded in 1998. National Planning Holdings' headquarters is located in El Segundo, California, USA 90...

CEO

National Planning Holdings's President & CEO, Scott Romine, currently has an approval rating of 73%. National Planning Holdings's primary competitors are Waddell & Reed, Eaton Vance & SEI.

Website

nationalplanningholdings.com

Frequently Asked Questions about National Planning Holdings

  1. When was National Planning Holdings founded?

    National Planning Holdings was founded in 1998
  2. Who is National Planning Holdings's CEO?

    National Planning Holdings's CEO is Scott Romine
  3. How much revenue does National Planning Holdings generate?

    National Planning Holdings generates $966.7M in revenue
  4. How much funding does National Planning Holdings have?

    National Planning Holdings has historically raised $0 in funding
  1. Where is National Planning Holdings's headquarters?

    National Planning Holdings's headquarters is in El Segundo California, USA
  2. How many employees does National Planning Holdings have?

    National Planning Holdings has 56 employees
  3. What sector does National Planning Holdings operate in?

    National Planning Holdings is in Insurance Brokers
  4. Who are National Planning Holdings's competitors?

    National Planning Holdings's top competitors are Waddell & Reed, Eaton Vance, SEI