LPL Financial Holdings Overview
- Service
-
Financing Advisory
- Employees
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12,816
- Serviced Companies
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31
- Serviced Deals
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6
- Serviced Investors
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35
LPL Financial Holdings General Information
Description
Established in 1989, LPL Financial Holdings is a retail investment advisory and independent broker-dealer firm headquartered in San Diego, California. The firm empowers independent financial advisors and institutions with a wide range of services, including technology solutions, brokerage platforms, compliance services, and consultative practice management. The firm is also committed to corporate social responsibility, emphasizing environmental sustainability, community involvement, and diversity and inclusion initiatives. The firm also caters to clients in the media, information technology, software, legal services, and financial technology industries among others.
Contact Information
Website
www.lpl.comCorporate Office
- 4707 Executive Drive
- San Diego, CA 92121
- United States
LPL Financial Holdings Services to Companies
Service on a Deal (6)
LPL Financial Holdings has provided services on 6 deals. It last acted as a general advisor to Starr Financial on a . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Starr Financial | Advisor: General | Sep 2024 | ||
| Longbow Financial Services | Advisor: General | Dec 2023 | ||
| V Wealth | Advisor: General | Jul 2023 | ||
| May, Bonee & Clark Insurance | Advisor: General | Feb 2023 | ||
| Investors Financial Group (Asset Management) | Advisor: General | Mar 2022 | ||
| Fitzgerald Wealth Management | Advisor: General | Jun 2021 |
LPL Financial Holdings Services to Investors
Service on a Deal — Buy Side (3)
LPL Financial Holdings has provided buy side services on 3 deals. It last acted as a general advisor to Great Valley Advisor Group on a . The deal was made in 2021.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Great Valley Advisor Group | Advisor: General | May 2021 | ||
| Capital City Bank Group | Advisor: General | Apr 2021 | ||
| Brown Wealth Management | Advisor: General | Feb 2021 |
LPL Financial Holdings Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
LPL Financial Holdings Affiliates
Subsidiaries (20)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Atria Wealth Solutions | New York, NY | 2017 | |
| Financial Resources Group Investment Services | Fort Mill, SC | 2010 | |
| Blaze portfolio | Chicago, IL | 2010 | |
| Tanglewood Family Office | Fredericksburg, TX | 2005 | |
| Verus Capital Partners | Scottsdale, AZ | 2003 |
LPL Financial Holdings FAQs
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Where is LPL Financial Holdings headquartered?
LPL Financial Holdings is headquartered in San Diego, CA.
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What is the size of LPL Financial Holdings?
LPL Financial Holdings total number of employees/professionals is 12,816.
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What service provider type is LPL Financial Holdings?
LPL Financial Holdings's service provider type is Financing Advisory.
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What companies has LPL Financial Holdings invested in or acquired?
LPL Financial Holdings has invested in or acquired companies like The Investment Center, Wintrust Investments, and The Noble Group (Other Financial Services).
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What are LPL Financial Holdings subsidiaries?
Atria Wealth Solutions, Financial Resources Group Investment Services, and Blaze portfolio are subsidiaries of LPL Financial Holdings.
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