LPL Financial Revenue, Growth & Competitor Profile

DBA LPL FINANCIAL LLC

Company Profile & Annual Report for LPL Financial

Access the complete profile.

LPL Financial Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	1055 Lpl Way Fort Mill, SC 29715

LPL Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • LPL Financial's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • LPL Financial is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

LPL Financial is a publicly traded company on using the ticker symbol LPLA. Detailed information on company financials and operating reports can be found here: : LPLA

LPL Financial Annual Revenue and Growth Rate

LPL Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: LPL Financial's revenues are gauged from an analysis of company filings.

Investor Activity

LPL Financial has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
November 25, 2009	105	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that LPL Financial is developing and marketing. LPL Financial's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
LPLE Financial services; broker/dealer services; financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; enterprise and institutional investment and investment management services; financial clearing house services; financial research; business outsourcing service provider for financial advisors, institutions, and institutional investors; providing financial platforms for financial advisors, institutions, and institutional investors	06/30/2023
LPL ENTERPRISE Financial services; broker/dealer services; financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; enterprise and institutional investment and investment management services; financial clearing house services; financial research; business outsourcing service provider for financial advisors, institutions, and institutional investors; providing financial platforms for financial advisors, institutions, and institutional investors	06/30/2023
CLIENTWORKS CONNECTED Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies	11/14/2018

See all trademarks and details in the Full Report.

Market Share of LPL Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as LPL Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to LPL Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
LPL FINANCIAL	Fort Mill, SC	100
FINANCIAL RESOURCES GROUP INVEST	Fort Mill, SC	2
R.P. BOGGS	Lake Wylie, SC	0
NBI FINANCIAL GROUP	Clover, SC	0
BEYOND WEALTH FINANCIAL ADVISORS	Rock Hill, SC	0
BRIDGE FINANCIAL PARTNERS	Fort Mill, SC	0
PATHFINDER PLANNING	Clover, SC	0
BNA WEALTH	Rock Hill, SC	0
KA GREGORY WEALTH MANAGEMENT 401K PLAN	Lake Wylie, SC	0
FINANCIAL CONSULTANTS NETWORK	Clover, SC	0

Future Competition: LPL Financial's Fastest Growing Competitors

These companies are in the same general field as LPL Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)