LPL at a Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone. We provide financial professionals and institutions the tools they need to develop meaningful, long-term client relationships. We help independent financial professionals support their clients with research, technology, compliance, access to an ever-growing array of products, continuing education, and more. Our dedicated Institution Services division focuses exclusively on the needs of financial institutions and their diverse clients.

Corporate Snapshot

1989
LPL is founded through the merger of Linsco (est. 1968) and Private Ledger (est. 1973)
$5.71b
Trailing 12-Month Gross Revenue
17,168
Financial Professionals
4,658
LPL Employees

Recognition

Client Assets Serviced and Custodied

LPL Across America

LPL has home offices in Austin, Boston, Fort Mill, and San Diego, and financial professionals located in all 50 states.

Banks and Credit Unions

Largest provider of third-party investment services to banks and credit unions²

These financial institution partners comprise:

$36.6B

Advisory Assets

$710.8M

Trailing 12-Month Gross Revenue

$95.1B

Brokerage Assets

2,534

Financial Professionals

LPL backs the wisdom and experience of independent professionals with a catalog of services and resources, including:
Objective market research
Innovative technology with leading cybersecurity functionality
Compliance oversight
Ongoing practice consulting and training