LPL Financial
Finance · California, United States · 10K+ Employees
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Overview
Headquarters
4707 Executive Dr Fl 11, San Diego, Cali...Phone Number
(800) 558-7567Website
www.lpl.comRevenue
$19.2 BillionStock Symbol
LPLAIndustry
ZI Rank: 27
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
28
25
27
25
26
27
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
$19.2B
10K+
Public
$469.7M
1989
Ashley WorleyAssistant Vice President & Chief Financial Officer, Solutions
$2.4B
10K+
Public
-
2002
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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Person-Based
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LPL Financial News & Media
LPL Financial Welcomes Advisor Chris Stockton
SAN DIEGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Stockton, CEPA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Stockton reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors
SAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matt Roberts, CFS, CAS, and Kent Voges have joined Frontline Investment Advisors, powered by 15 Wealth, affiliating through LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. Frontline Investment Advisors and 15 Wealth are existing firms supporting LPL-aligned advisors. Roberts and Voges reported serving approximately $350 million in advisory, brokerage and retiremLPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026
Firm expands wealth management platform, specialized expertise and planning capabilities to help advisors deliver more sophisticated & personalized adviceLPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth Management
LPL showcases investments in AI, cybersecurity & wealth management solutions designed to help financial professionals thrive in a rapidly evolving industry
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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
