Search company, investor...
LPL Financial company logo

LPL Financial

Founded Year




Date of IPO


Market Cap


Stock Price


About LPL Financial

LPL Financial operates as a brokerage firm. It offers asset management, research analysis, portfolio construction, financial planning, and advisory services. LPL Financial was formerly known as LPL Investment Holdings. The company was founded in 1989 and is based in San Diego, California.

Headquarters Location

4707 Executive Drive

San Diego, California, 92121,

United States


Missing: LPL Financial's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: LPL Financial's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

LPL Financial Patents

LPL Financial has filed 1 patent.

patents chart

Application Date

Grant Date


Related Topics




Plumbing, Thermodynamics, Temperature control, Bathing, Hydrotherapy


Application Date


Grant Date



Related Topics

Plumbing, Thermodynamics, Temperature control, Bathing, Hydrotherapy



Latest LPL Financial News

Former Wells Fargo Advisors with $240 Million in Assets Joins LPL Financial

May 24, 2023

The DI Wire May 24, 2023 DIRECTORY SPOTLIGHT LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Bruce Pienton and Scott O’Mara have launched a new independent practice, Bridgewright Wealth Partners, through affiliation with LPL Strategic Wealth Services. The advisors, formerly affiliated with Wells Fargo Advisors, reported having served approximately $240 million in advisory and brokerage assets. Based in Grand Rapids, Pienton and O’Mara are Michigan natives with a collective of more than 60 years of industry experience, guiding families and business owners through the challenges of growing, maintaining and passing along wealth to heirs and causes they care about. They are joined by Bradley Day, director of client relations. “It’s our goal to help clients through the minefield of emotions and misinformation concerning investing and wealth management,” Pienton said. “We believe an investment portfolio should work cohesively with a client’s goals, tax strategies, estate plan, income needs, philanthropic goals and gifting. We work closely with other professionals to make sure that everyone is working towards these common goals for the client.” LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

LPL Financial Frequently Asked Questions (FAQ)

  • When was LPL Financial founded?

    LPL Financial was founded in 1989.

  • Where is LPL Financial's headquarters?

    LPL Financial's headquarters is located at 4707 Executive Drive, San Diego.

  • What is LPL Financial's latest funding round?

    LPL Financial's latest funding round is IPO.

  • Who are the investors of LPL Financial?

    Investors of LPL Financial include Hellman & Friedman and TPG Capital.

  • Who are LPL Financial's competitors?

    Competitors of LPL Financial include Cetera Financial Group and 5 more.

Compare LPL Financial to Competitors

OneVest Logo

OneVest is a financial technology company offering a comprehensive all-in-one wealth management platform that enables enterprises to expand their product capabilities, enhance distribution, and streamline front, middle, and back office operations while extending innovative investor and advisor experiences. OneVest was founded in 2021 and is based in Calgary, Canada.

LoanStreet Logo

LoanStreet creates a marketplace to enable the efficient syndication of any sized loan. LoanStreet's marketplace automates and standardizes syndication from origination to maturity enabling lenders and investors to buy, sell and manage loans directly on LoanStreet. As a result, there is no wasted time or management resources negotiating individual syndication agreements.


Pebble offers a digital financial application. It enables consumers to build their own exchange-traded funds (ETFs) and indexes. The company was founded in 2021 and is based in Cambridge, Massachusetts.

Wealthfront Logo

Wealthfront provides automated investment services helping investors to maximize returns and minimize taxes. It focuses on investment banking, investing, borrowing, and planning. The company was formerly known as kaChing. The company was founded in 2011 and is based in Palo Alto, California.

M1 Logo

M1 develops a personal finance platform. It unites individual perspectives and empowers financial well-being with tools to invest, borrow, and spend. It was founded in 2015 and is based in Chicago, Illinois.


TakeProfit is a community-driven trading platform that combines intuitive user-centered design with the creators economy.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.