Xcout IntelLPL Financial Holdings Inc. competitors & alternatives
The 12 closest competitors and alternatives to LPL Financial Holdings Inc. among financial services companies — ranked by similarity to what LPL Financial Holdings Inc. actually does, not by market-cap band.
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About LPL Financial Holdings Inc.
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
LPL Financial Holdings Inc. at a glance
LPL Financial Holdings Inc. is a financial services company headquartered in San Diego, United States. It is publicly listed (LPLA) with a market capitalisation of $26B. Xcout tracks 30 named people at LPL Financial Holdings Inc., including Richard Steinmeier (Chief Executive Officer & Director).
LPL Financial Holdings Inc. leadership
- Richard SteinmeierChief Executive Officer & Director
- Matthew Jon AudettePresident & Chief Financial Officer
- Greg GatesGroup MD and Chief Product & Technology Officer
- Matthew K. EnyediMD & Chief Client Officer
- Aneri JambusariaGroup MD & Chief Wealth Officer
- Emily FieldGroup MD & Chief People Officer
24 more named people on record for LPL Financial Holdings Inc., with roles, board committees and tenure — see the full roster →
Top 12 LPL Financial Holdings Inc. competitors
Ranked by semantic similarity — how close each company is to LPL Financial Holdings Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Similar financial services company
Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides back-office support, technology, and business solutions to independent financial advisors.
Similar financial services company
DPL Financial Partners, LLC is a U.S. insurance platform and distribution network that helps fee-only financial advisors access commission-free insurance and annuity products. It serves registered investment advisors and other fiduciary wealth professionals, connecting them with insurance carriers and providing related product and support services.
Similar financial services company
Maplewood Investments is an independent brokerage firm that helps financial professionals and investors access diverse financial solutions and investing strategies. Drawing on decades of experience since 1999, the firm provides brokerage and advisory services through affiliated entities.
Similar financial services company
Larson Financial Holdings is a financial services firm that provides comprehensive wealth management, tax and accounting, real estate, insurance, and specialized planning services. The company serves individual investors, retirees, business owners, family offices, institutions, and healthcare professionals.
Similar financial services company
Edward Jones provides financial advisory services and wealth management strategies to individual investors. The company helps clients explore financial products, review pricing, and connect with local advisors to support their financial security.
Similar financial services company
Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.
Similar financial services company
MLP SE, alongside its various subsidiaries, delivers comprehensive financial advisory and intermediary solutions to individuals, businesses, and institutional entities throughout Germany. Its Financial Consulting division furnishes tailored advice to academics and other clientele on matters such as insurance, investment strategies, occupational retirement provisions, and mortgage financing, as well as facilitating the brokering of financial product agreements. The Banking segment offers a suite of traditional banking services, including current and savings accounts, credit cards, various lending options (loans, mortgages), and comprehensive wealth management. This segment further encompasses securities safekeeping, brokerage commissions, investment guidance, and the facilitation of insurance and investment transactions. The FERI segment specializes in wealth and investment advisory, asset management, and in-depth research services, catering specifically to institutional investors and affluent families and charitable foundations. DOMCURA functions as an underwriting agency, devising, refining, and implementing innovative non-life insurance solutions for both private individuals and corporate entities, alongside its brokerage offerings. The Industrial Broker division arranges insurance coverage and provides expert consulting for industrial and commercial enterprises. Lastly, the Holding and Others unit focuses on real estate development. Founded in 1971, the company's main office is situated in Wiesloch, Germany.
Similar financial services company
Elm Holdings, LLC (operating as Elm Wealth) provides wealth management and investment services, including separately managed accounts and an exchange-traded fund. The company serves individual and institutional investors through a dynamic index investing approach, offering various portfolio tools, tax calculators, and financial research insights.
Similar financial services company
Dynasty Financial Partners provides technology, investment-management, and operational support to independent wealth-management firms and registered investment advisors (RIAs). Its platform helps advisors launch, manage, and scale independent practices while serving high-net-worth and affluent clients.
Similar financial services company
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
Similar financial services company
EdgeCo Holdings provides technology-enabled solutions and support services to financial intermediaries and their clients through its subsidiary companies. Its offerings include full-service retirement plan administration, brokerage, advisory, and trust and custody solutions.
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