3541 Old Conejo Road
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.
LPL is founded through the merger of Linsco (est. 1968) and Private Ledger (est. 1973)
Trailing 12-Month Gross Revenue
LPL has home offices in Boston, Fort Mill, and San Diego, and financial professionals located in all 50 states.
Largest provider of third-party investment services to banks and credit unions2
These financial institution partners comprise:
Brokerage and Advisory Assets
Trailing 12-Month Gross Revnenue
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
Ongoing practice consulting and training
Data as of 12/31/19
1 Source: 2019 WealthManagement.com Industry Awards
2 2017/2018 Kehrer Bielan TPM Survey. Based on financial institution market share.