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
$17.8 BillionStock Symbol
LPLAIndustry
ZI Rank: 26
Signal Type
Jan
Feb
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Jun
ZI Rank
19
28
25
27
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26
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
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Revenue
Number of Employees
Type
Funding
Founded In
LPL Financial
$17.8B
5K - 10K
Public
$469.7M
1989
Ashley WorleyAssistant Vice President & Chief Financial Officer, Solutions
Company Profile Activity
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LPL Financial is experiencing low activity levels compared to other companies in the Finance sector.
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LPL Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LPL Financial.
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 Welcomes Advisors Frank Patton and Kimberlee Mott of PacK Financial to Balmville Wealth Group
SAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. They reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join from Cetera.LPL Welcomes Sunny Day Financial
SAN DIEGO, July 29, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Dawn Parks, CFP®, CLU®, Enrolled Agent, of Sunny Day Financial has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. She reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera Wealth Services.LPL Financial’s Latitude Unifies Technology Built for the Future of Advice
This year, LPL expects to introduce more than 35 major technology enhancements inside Latitude.LPL Financial Welcomes Williams Tax & Financial Services
The financial advisors of Williams Tax & Financial Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform.
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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
