LPL Financial Corporation is a firm that provides insurance agent or broker, insurance, financial advisor, consulting services, and investment management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most LPL Financial Corporation clients are hospitals, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and vocational rehabilitation services with revenues ranging from $11 million to $109 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United States Fund for Unicef | 501(c)(3) | New York, NY | ||
| 2 | Orbis International | 501(c)(3) | New York, NY | ||
| 3 | John T Mather Memorial Hospital | 501(c)(3) | Port Jefferson, NY | ||
| 4 | New Concepts for Living | 501(c)(3) | Rochelle Park, NJ | ||
| 5 | Trinity Health Corporation | 501(c)(3) | Livonia, MI | ||
| 6 | Mass General Brigham Incorporated | 501(c)(3) | Somerville, MA | ||
| 7 | Froedtert and the Medical College of Wisconsin | 501(c)(3) | Milwaukee, WI | ||
| 8 | University Hospitals Health System | 501(c)(3) | Shaker Heights, OH | ||
| 9 | North Memorial Health | 501(c)(3) | Robbinsdale, MN | ||
| 10 | Wentworth-Douglass Hospital | 501(c)(3) | Dover, NH | ||
| ... | and 140 more LPL Financial Corporation not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to LPL Financial Corporation in the nonprofit sector include Fidelity Investments Institutional, Ameriprise Financial Services, RBC Capital Markets, Capfinancial Partners, LLC, The Segal Company, JP Morgan Chase, LPL Financial, Ubs Financial Services, Minnesota Life Insurance Company, and Global Retirement Partners LLC.
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