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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May
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
Activity Insights
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
Gather financial insights about LPL Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2010
Stock Offering
$469.7M
LPL Financial Tech Stack
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LPL Financial News & Media
LPL Welcomes John and Brian Bizjack to Ascendus Financial Advisors
Financial advisors John Bizjack and Brian Bizjack have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform.LPL Financial Welcomes Advisor Alan Feutz
SAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.LPL Financial Welcomes Buell Wealth Management
SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $370 million in advisory, brokerage and retirement plan assets* and joins from Buell Securities Corporation.LPL Financial Announces Second Quarter 2026 Earnings Release Date and Conference Call
SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.
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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
