LPL Financial Holdings Inc - Company Profile
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LPL Financial Holdings Inc (LPL) operates as a leading independent broker-dealer, investment advisory firm, and custodian in the financial advisor-mediated marketplace. The company provides a range of services including advisor affiliation models, investment solutions, fintech tools, and practice management services. LPL does not have proprietary products but offers curated access to a broad range of financial products and services. The company supports independent financial advisors and institutions, enabling them to offer personalized financial guidance and wealth management services. LPL collaborates with various channel partners, including independent financial advisors and institutions, to distribute its services. The company operates across the United States, serving a diverse client base through its extensive network. LPL is headquartered in San Diego, California, the US.
Headquarters
United States of America
Address
4707 Executive Drive, San Diego, California, 92121
Website
lplfinancial.lpl.com
Telephone
1 302 6587581
No of Employees
10,000
Industry
Financial Services
Ticker Symbol & Exchange
LPLA (NASD)
Revenue (2024)
$17.0B
37.2%
(2024 vs 2023)
EPS
XYZ
Net Income (2024)
XYZ
-18.5%
(2024 vs 2023)
Market Cap*
$23.6B
Net Profit Margin (2024)
XYZ
-40.6%
(2024 vs 2023)
* As of and is in US$
LPL Financial Holdings Inc premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Variable and Fixed Annuities | Independent Advisory | Atria Wealth Solutions |
| Mutual Funds | Institution | BlazePortfolio |
| Alternative Investments | Research | CLIENTWORKS |
| XYZ | XYZ | XYZ |
| XYZ | XYZ | XYZ |
| XYZ | XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2026 | Contracts/Agreements | In June, LPL Financial LLC entered a four-year partnership with the PGA of America as official wealth management partner for championships and PGA HOPE. |
| 2026 | Others | In May, LPL Financial LLC welcomed Paxara Wealth Partners to its Linsco platform, expanding advisor capabilities and enhancing client service offerings. |
| 2026 | Contracts/Agreements | In April, the company signed an agreement to acquire Mariner Advisor Network. |
Competitor Comparison
| Key Parameters | LPL Financial Holdings Inc | Morgan Stanley | The Charles Schwab Corp | Ameriprise Financial Inc | Edward D Jones & Co LP |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | San Diego | New York | Westlake | Minneapolis | St.Louis |
| State/Province | California | New York | Texas | Minnesota | Missouri |
| No. of Employees | 10,000 | 84,000 | 33,000 | 13,600 | - |
| Entity Type | Public | Public | Public | Public | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| James S. Putnam | Chairman | Executive Board | 2017 | 71 |
| Richard Steinmeier | Chief Executive Officer; Director | Executive Board | 2024 | 52 |
| Matthew J. Audette | Chief Financial Officer; President | Senior Management | 2024 | 51 |
| Matthew Morningstar | Chief Legal Officer; Managing Director - Group | Senior Management | 2025 | 50 |
| Emily Field | Chief People Officer; Group Managing Director | Senior Management | 2025 | 37 |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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