LPL Financial Holdings Inc.
A leading platform of tech, brokerage, and advisory services for independent financial advisors.
LPLA | NDAQ
Overview
Corporate Details
- ISIN(s):
- N/A
- LEI:
- Country:
- United States of America
- Address:
- 4707 EXECUTIVE DRIVE, 92121 SAN DIEGO
- Website:
- https://lplfinancial.lpl.com/
- Sector:
- Mining and quarrying
- Industry:
- Extraction of natural gas
Description
LPL Financial Holdings Inc. is a leading wealth management firm and the largest independent broker-dealer in the United States. The company provides an integrated platform of technology, brokerage, and investment advisory services to a network of more than 29,000 independent financial advisors and financial institutions. LPL equips its partners with comprehensive resources, including objective market research, sophisticated wealth management solutions, compliance support, and operational services. This enables financial professionals to offer personalized guidance to their clients, covering financial planning, investment advice, insurance, and banking solutions. As of June 2025, the firm services or custodies approximately $1.9 trillion in brokerage and advisory client assets, positioning itself as a key partner for advisors seeking to build and manage their practices with greater flexibility and ownership.
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Filings
| Date | Filing | Language | Size | Actions | |
|---|---|---|---|---|---|
| No filings match the current criteria. | |||||
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Market Data
Market Data Not Available
Financials & KPIs
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Insider Transactions
| Date | Insider Name | Position | Type | Shares | Value |
|---|---|---|---|---|---|
| No insider transactions recorded for this company. | |||||
