About LPL Financial
LPL Financial is a company based in San Diego (United States) founded in 1989 was acquired by Inszone Insurance Services in December 2023. The company has 9,000 employees as of December 31, 2024. LPL Financial has completed 14 acquisitions, including AdvisoryWorld, Allen & Company and Atria Wealth Solutions.
- Headquarter San Diego, United States
- Employees 9000 as on 31 Dec, 2024
- Stage Public
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Lpl Financial Holdings Inc.
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Annual Revenue
$16.99 B (USD)37.18as on Dec 31, 2025
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Net Profit
$863.02 M (USD)-18.48as on Dec 31, 2025
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EBITDA
$2.91 B (USD)31.49as on Dec 31, 2025
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Latest Funding Round
$859.4 M (USD), Debt – Conventional
Oct 01, 2014
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Investors
TPG
& 2 more
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Employee Count
9000
as on Dec 31, 2024
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Investments & Acquisitions
AdvisoryWorld
& 13 more
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Acquired by
Inszone Insurance Services
(Dec 27, 2023)
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IPO & Listings of LPL Financial
LPL Financial is a publicly listed company on the NASDAQ with ticker symbol LPLA in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
People of LPL Financial
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Finance and Accounting
120 people
Software Development Team
107 people
Leadership Team
100 people
Data Analysis and Operations Team
31 people
Sales and Marketing
27 people
Legal and Compliance
24 people
Product Management Team
15 people
Operations Team
11 people
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Funding Insights of LPL Financial
Investors in LPL Financial
LPL Financial has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include TPG, InsZone Insurance and Hellman & Friedman.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Fund of funds focused on pre-seed and seed-stage companies
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Locked | Locked | Locked | |
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Private equity firm focused on acquisitions
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Locked | Locked | Locked | |
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Insurance brokerage services are provided for personal and business sectors.
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Locked | Locked | Locked |
Investor details for LPL Financial
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Investments & Acquisitions by LPL Financial
LPL Financial has strategically engaged in corporate development activities, having acquired 14 companies. Notable acquisitions include AdvisoryWorld, Allen & Company and Atria Wealth Solutions.
Investment portfolio details for LPL Financial
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Provider of electrical services
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Locked | Locked | 2022 | Locked | |
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Wealth management services are provided to clients nationwide.
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Locked | Locked | 2017 | Locked | |
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Diversified investment management services are offered by Lucia Securities.
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Locked | Locked | 2011 | Locked |
Complete acquisition details for LPL Financial
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Financial Statements - LPL Financial
Detailed financials for LPL Financial
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Lpl Financial Comparisons
Peer comparison for LPL Financial
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Competitors of LPL Financial
Detailed competitors of LPL Financial
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Latest news on Lpl Financial
Complete news archive for LPL Financial
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- Brand-specific news history
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Frequently Asked Questions about LPL Financial
LPL Financial was founded in 1989 and raised its 1st funding round 16 years after it was founded.
LPL Financial is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Dan H Arnold is the current CEO of LPL Financial.
As of Dec 31, 2024, the latest employee count at LPL Financial is 9,000.
Annual revenue of LPL Financial is $16.99B as on Dec 31, 2025.
LPL Financial was founded in 1989 and is headquartered in San Diego, United States. Operations are focused on the financial services sector, where brokerage, advisory, and wealth management services are offered to independent advisors and clients across the country. In 2022, annual revenues of 8.6 billion were recorded, alongside a net profit of 0.84 billion. Leadership includes CEO Dan H. Arnold and Managing Director Greg Gates.
Yes, LPL Financial is publicly traded on NASDAQ under the ticker symbol LPLA.
LPL Financial has made 14 acquisitions, including AdvisoryWorld, Allen & Company, and Atria Wealth Solutions.
LPL Financial has 3 investors. Key investors include TPG, InsZone Insurance, and Hellman & Friedman.
The ticker symbol of LPL Financial is LPLA on NASDAQ.