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Company Profiles: Revenue, Growth, Competition

LPL Financial Revenue, Growth & Competitor Profile

DBA LPL FINANCIAL LLC
Last updated:

Company Awards

VC / Private Equity
Venture Capital / Private Equity
Fast Growing
Fastest Growing
Big Fish
Big Fish
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for LPL Financial

Access the complete profile.

LPL Financial Fast Facts

RevenueOver $500 million    See Exact Annual Revenue
EmployeesOver 1,000Exact Company Size
Primary Industry52312 Securities Brokerage
Address1055 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)
  • 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):
Premium Report

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 HeadquartersRevenue ($ MM)
RITE-VALUE PHARMACYLouisa, KY100 
CHARLES SCHWAB BANK SSBWestlake, TX47 
LPL FINANCIALFort Mill, SC28 
UBS FINANCIAL SERVICESWeehawken, NJ26 
RBC USA HOLDCOMinneapolis, MN18 
TD AMERITRADE INVESTMENT MANAGEMENTOmaha, NE14 
AMERITRADE ONLINE HOLDINGSOmaha, NE14 
MIZUHO SECURITIES USANew York, NY12 
ROBERT W. BAIRDMilwaukee, WI10 




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 HeadquartersRevenue ($ MM)
LPL FINANCIALFort Mill, SC100 
FINANCIAL RESOURCES GROUP INVESTFort Mill, SC2 
R.P. BOGGSLake Wylie, SC0 
NBI FINANCIAL GROUPClover, SC0 
BEYOND WEALTH FINANCIAL ADVISORSRock Hill, SC0 
BRIDGE FINANCIAL PARTNERSFort Mill, SC0 
PATHFINDER PLANNINGClover, SC0 
BNA WEALTHRock Hill, SC0 
KA GREGORY WEALTH MANAGEMENT 401K PLANLake Wylie, SC0 
FINANCIAL CONSULTANTS NETWORKClover, SC0 




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.

CompanyRevenue ($ MM)
LPL Financial Competitors