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
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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 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.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.
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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
