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LPL Financial Holdings Inc. (LPLA)
Nasdaq · Finance, Insurance & Real Estate · Security & Commodity Brokers, Dealers, Exchanges & Services
Core research established · 4/4 core data layers currently established
What LPL Financial Holdings Inc. does
Overview LPL serves the financial advisor-mediated marketplace as the nation’s largest independent broker-dealer, a leading investment advisory firm, and a top custodian. We support more than 32,000 financial advisors, and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run successful businesses. We are steadfast in our commitment to the advisor-mediated model and the belief that investors deserve access to personalized guidance from a financial advisor.
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