LPL Financial Email Format
Financial ServicesCalifornia, United States10001+ Employees
LPL Financial Holdings Inc. operates in the financial services sector and is based in San Diego, California. It positions itself as a leading platform in the advisor-mediated wealth management marketplace, supporting more than 29,000 financial advisors and the wealth management practices of about 1,100 financial institutions. It services and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of roughly 7 million Americans, and provides a range of advisor affiliation models, investment options, fintech tools, and practice management services to give advisors and institutions flexibility in how they run their businesses. The company's customers are financial advisors and financial institutions seeking brokerage and advisory services, enabling them to manage and grow wealth management practices. In June 2026, LPL announced the addition of Les Smith, CFP, to its broker-dealer and RIA platform, reflecting ongoing expansion of its advisor network.