LPL Financial is a firm that provides insurance agent or broker, financial advisor, investment management, consulting services, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most LPL Financial clients are outpatient health care practitioners and facilities and elementary and secondary schools with revenues ranging from $14 million to $77 million.
Previous legal names, trade names, or just variations of their name include: LPL Financial LLC; LPL Financial Corp.; and LPL Financial LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Club Management Association of America (CMAA) | 501(c)(6) | Alexandria, VA | ||
| 2 | Clean Water Action | 501(c)(4) | Washington, DC | ||
| 3 | DC Prep | 501(c)(3) | Washington, DC | ||
| 4 | Greater Lawrence Community Action Council (GLCAC) | 501(c)(3) | Lawrence, MA | ||
| 5 | Center for American Progress (CAP) | 501(c)(3) | Washington, DC | ||
| 6 | Asheville School (AS) | 501(c)(3) | Asheville, NC | ||
| 7 | American Academy of Otolaryngology Head and Neck Surgery (AAO-HNS) | 501(c)(3) | Alexandria, VA | ||
| 8 | Pancreatic Cancer Action Network (PCAN) | 501(c)(3) | Manhattan Beach, CA | ||
| 9 | Childrens Defense Fund (CDF) | 501(c)(3) | Washington, DC | ||
| 10 | Stand Together | 501(c)(6) | Arlington, VA | ||
| ... | and 199 more LPL Financial not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial in the nonprofit sector include Global Retirement Partners LLC, The Vanguard Group, Commonwealth Financial Network, Gallagher Benefit Services Inc, Valic, Wells Fargo Bank, Merrill Lynch, Raymond James and Associates, Minnesota Life Insurance Company, and Fidelity Investments Institutional.
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