Insights

Rapid Growth Potential LPL Financial's status as one of the fastest growing wealth management firms in the U.S. indicates a strong and expanding client base, presenting opportunities to offer innovative financial technology solutions, advisory tools, and support services to sustain their growth trajectory.

Technology Innovation With recent awards for AI-driven client and advisor experiences and the launch of new digital products like the Cash Management Account, LPL demonstrates a focus on leveraging advanced fintech solutions, creating openings for partnerships in artificial intelligence, cloud services, and digital banking integrations.

Strategic Partnerships LPL's collaborations with South State Bank and Amazon Business highlight their openness to forming strategic alliances to enhance service offerings and operational efficiency, signaling opportunities for vendors specializing in banking integrations, institutional collaborations, and e-commerce solutions.

Market Expansion Serving over 6 million Americans with assets totaling approximately $1.7 trillion, LPL's extensive reach offers avenues for targeted marketing of investment products, estate planning tools, and client engagement platforms to further increase their market penetration.

Client-Centric Solutions LPL’s focus on flexible advisor models and integrated financial services underscores a demand for customizable, seamless technology solutions that improve client engagement, compliance, and practice management, presenting sales opportunities in fintech software, CRM systems, and compliance platforms.

LPL Financial Tech Stack

LPL Financial uses 8 technology products and services including AWS Fargate, Iron Mountain, PyTorch, and more. Explore LPL Financial's tech stack below.

  • AWS Fargate
    Application Development & Management
  • Iron Mountain
    Backup And Recovery
  • PyTorch
    Machine Learning
  • ServiceNow
    Miscellaneous
  • Microsoft
    Miscellaneous
  • Red Hat Enterprise Linux
    Operating Systems
  • SAP ABAP
    Programming Languages
  • RabbitMQ
    Software Framework

Media & News

LPL Financial's Email Address Formats

LPL Financial uses at least 1 format(s):
LPL Financial Email FormatsExamplePercentage
First.Last@lpl.comJohn.Doe@lpl.com
93%
First.L@lpl.comJohn.D@lpl.com
4%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%

Frequently Asked Questions

Where is LPL Financial's headquarters located?

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LPL Financial's main headquarters is located at 4707 Executive Drive, San Diego, CA 92121-1968, US. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is LPL Financial's phone number?

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You can contact LPL Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LPL Financial's stock symbol?

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LPL Financial is a publicly traded company; the company's stock symbol is LPLA.

What is LPL Financial's official website and social media links?

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LPL Financial's official website is lpl.com and has social profiles on LinkedInCrunchbase.

How much revenue does LPL Financial generate?

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As of October 2025, LPL Financial's annual revenue is estimated to be $2.2B.

What is LPL Financial's NAICS code?

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LPL Financial's NAICS code is 52 - Finance and Insurance.

How many employees does LPL Financial have currently?

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As of October 2025, LPL Financial has approximately 14K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Technology Officer/Evp: S. V.Chief Culture And Inclusion Officer: N. N.Chief Data & Ai Officer: V. H.. Explore LPL Financial's employee directory with LeadIQ.

What industry does LPL Financial belong to?

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LPL Financial operates in the Financial Services industry.

What technology does LPL Financial use?

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LPL Financial's tech stack includes AWS FargateIron MountainPyTorchServiceNowMicrosoftRed Hat Enterprise LinuxSAP ABAPRabbitMQ.

What is LPL Financial's email format?

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LPL Financial's email format typically follows the pattern of First.Last@lpl.com. Find more LPL Financial email formats with LeadIQ.

How much funding has LPL Financial raised to date?

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As of October 2025, LPL Financial has raised $1.5B in funding. The last funding round occurred on Mar 31, 2025 for $1.5B.

When was LPL Financial founded?

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LPL Financial was founded in 1989.
LPL Financial

LPL Financial

Financial ServicesUnited States10001+ Employees

LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. 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 thriving businesses.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.

Section iconCompany Overview

Headquarters
4707 Executive Drive, San Diego, CA 92121-1968, US
Phone number
Website
lpl.com
Stock Symbol
LPLA
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
10001+

Section iconFunding & Financials

  • $1.5B

    LPL Financial has raised a total of $1.5B of funding over 2 rounds. Their latest funding round was raised on Mar 31, 2025 in the amount of $1.5B.

  • $10B

    LPL Financial's revenue is estimated to be in the range of $10B

Section iconFunding & Financials

  • $1.5B

    LPL Financial has raised a total of $1.5B of funding over 2 rounds. Their latest funding round was raised on Mar 31, 2025 in the amount of $1.5B.

  • $10B

    LPL Financial's revenue is estimated to be in the range of $10B

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