LPL Financial
Finance · California, United States · 5K - 10K Employees
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Overview
Headquarters
4707 Executive Dr Fl 11, San Diego, Cali...Phone Number
(800) 558-7567Website
www.lpl.comRevenue
$18.3 BillionStock Symbol
LPLAIndustry
ZI Rank: 25
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
27
19
28
25
27
25
About LPL Financial
LPL Financial Holdings is a leading U.S. wealth management firm supporting financial advisors and institutions with a full range of brokerage, advisory, and practice management services. The company provides flexible business models, investment solutions, and technology tools designed to help advisors efficiently manage client relationships, grow their practices, and deliver comprehensive financial guidance. LPL emphasizes innovation, choice, and support in the financial advisor marketplace.Explore more
LPL Financial Org Chart
KR
Executive Vice President & Chief Accounting O...
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Executive Vice President, Banking and Lending
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Executive Vice President, Investor Experience
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Executive VP, Wealth Planning
BG
Executive VP, Corporate Development & Investo...
MZ
Chief Investment Officer & Director, Research
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Activity Insights
LPL Financial is experiencing low activity levels compared to other companies in the Finance sector.
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LPL Financial financials insights
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2010
Stock Offering
$469.7M
LPL Financial Tech Stack
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LPL Financial News & Media
LPL Financial Welcomes Advisor Les Smith
SAN DIEGO, June 11, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Les Smith, CFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Smith reported serving approximately $185 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.LPL Welcomes Allegia Wealth Management
SAN DIEGO, June 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, launching Allegia Wealth Management. Colananni reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Centurion Wealth Management.LPL Financial Welcomes Align Private Wealth
SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, Align Private Wealth, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.Is LPL Financial Holdings (LPLA) One of the Best Wide Moat Stocks to Buy According to Wall Street Analysts?
LPL Financial Holdings Inc. (NASDAQ:LPLA) is one of the Best Wide Moat Stocks to Buy According to Wall Street Analysts. On May 21, the company released its monthly activity report for April 2026, with total client assets at the end of the month coming at $2.48 trillion, up by $141.4 billion, or 6.1%, relative to March […]
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LPL Financial Holdings is a leading U.S. wealth management firm supporting financial advisors and institutions with a full range of brokerage, advisory, and practice management services. The company provides flexible business models, investment solutions, and technology tools designed to help advisors efficiently manage client relationships, grow t... Read More
