Xcout IntelLPL 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.
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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 $25.6B. 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 →
LPL Financial Holdings Inc. competitors
A few of LPL Financial Holdings Inc.'s closest competitors — see the full list of competitors and alternatives →
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.
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.
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.
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.
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.
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.
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More on LPL Financial Holdings Inc. in Xcout Intel
- 30 named people with titles, LinkedIn and board committees
- 2 corporate events with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access