About LPL Financial
LPL Financial is a publicly listed company based in San Diego (United States) founded in 1989, and was acquired by Inszone Insurance Services in December 2023. Stock brokerage and financial advisory services are provided to investors. The company has 9,000 employees. LPL Financial has completed 14 acquisitions, including AdvisoryWorld, Allen & Company and Atria Wealth Solutions. Its chief executive, as recorded, is Dan H Arnold. Its website lpl.com draws about 5.4 million monthly visits. Its focus areas include Brokers and Dealers.
Company details
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.
- Headquarters San Diego, United States
- Employees 9,000
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Investing
- Phone•••• ••••
- Website lpl.com
- Social LinkedIn X Facebook
- Acquired by Inszone Insurance Services (Dec 2023)
- Legal Name Lpl Financial Holdings Inc.
- Annual Revenue$16.99 B (USD)37.18as on Dec 31, 2025
- Net Profit$863.02 M (USD)-18.48as on Dec 31, 2025
- EBITDA$2.91 B (USD)31.5as on Dec 31, 2025
- Latest Funding Round$859.4M (USD), Debt – Conventional
Oct 2014
- InvestorsTPG
& 2 more
- Employee Count9,000
- Investments & AcquisitionsAdvisoryWorld
& 13 more
- Acquired byInszone Insurance Services
(Dec 2023)
Apps and channels of LPL Financial
LPL Financial publishes 2 mobile apps with over 50K+ downloads.
Funding Insights of LPL Financial
- Total Rounds 2
- Last Round Debt – Conventional — $859.4M
- Investors Count 2
All 2 funding rounds of LPL Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2014 | $859.4M | Debt – Conventional | – | – | – |
| Dec 2005 | Private Equity Round | – | – |
3 investors in total: 3 institutional.
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 |
|---|---|---|---|---|
Fund of funds focused on pre-seed and seed-stage companies | 1992 | tpg.com | Fort Worth, United States | |
Private equity firm focused on acquisitions | hf.com | San Francisco, United States | ||
Insurance brokerage services are provided for personal and business sectors. | 2002 | inszoneinsurance.com | Rancho Cordova, United States |
Investor details for LPL Financial
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People of LPL Financial
501 people are tracked at LPL Financial (224 in leadership, 9 in board & advisors, 268 in team); the tracked headcount is 9,000.
| Name | Role | Group |
|---|---|---|
Greg Gates | Managing Director | Leadership |
Dan H Arnold | CEO | Leadership |
Emily Field | Chief People Officer | Leadership |
Aman Brar | Vice President, Distribution And Monetization Strategy, LPL Business Solutions | Leadership |
Monte Tomasino | Executive Vice President | Leadership |
Chansen Saw | CFO Solutions Analyst | Leadership |
Jeanne Rataski | VP Network Engineering | Leadership |
Phillip Geltman | Vice President, Data & Advanced Analytics – Growth Strategy & Enablement | Leadership |
Jeff Carter | AVP | West Regional Transition Partner | Business Transitions | Business Strategy & Growth | Leadership |
Swati Baradia | Chief Architect (head Of Architecture) | Leadership |
Andrew Mohn | Vice President Of Product Management | Leadership |
Chuck Morris | Vice President Of Digital Transformation | Leadership |
Matthew Audette | Managing Director, CFO | Leadership |
Kraleigh Woodford | Executive Vice President, Growth Strategy & Enablement | Leadership |
David Cook | Vice President, Wealth Management | Leadership |
Francis E. Toomey Jr. | Senior Vice President, Continuous Improvement And Automation | Leadership |
Sindhu Subramaniam | Vice President Corporate Strategy | Leadership |
Harsh Bhattachar | Head Of Core Data | Leadership |
Azad Rad | Regional Investment Director | Leadership |
Lee Unks | Vp, Principal Architect | Leadership |
481 more people are available in the full profile.
Complete people profiles for LPL Financial
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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.
- IPO date08 Feb 2022
- Listed onB3: L2PL34
- Listed entityLPL Financial Holdings Inc.
- Exchange sectorFinance
- ISINUS50212V1008
- Share price$325.63 (-1.36% on the day) · 2026-10-13
- Market capitalisation$25.64B
- Price to earnings26.0
- EPS (diluted, trailing year)$12.54
- Dividend yield0.37%
- Volume (last session)616,244
Financials of LPL Financial
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | $16.99B | $863.0M | $2.91B |
| 2024 | $12.39B | $1.06B | $2.22B |
| 2023 | $10.05B | $1.07B | $1.99B |
| 2022 | $8.60B | $845.7M | $1.53B |
| 2021 | $7.72B | $459.9M | $1.04B |
Detailed financial statements for LPL Financial
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | marinerwealthadvisors.com | Overland Park, United States | 2006 | Apr 2026 | •••• | |
Financial management services are provided to clients by Commonwealth. | commonwealth.com | Waltham, United States | 1979 | Mar 2025 | •••• | |
Provider of investment advisory services | investmentctr.com | United States | 1997 | Sep 2024 | •••• | |
Financial advisory services are provided by Crown Capital Securities. | crowncapitalsecurities.com | Orange, United States | 1999 | May 2024 | •••• | |
Wealth management services are provided to clients nationwide. | atriawealth.com | New York, United States | 2017 | Feb 2024 | •••• | |
Financing and investment services are provided in the United States. | financialresourcesgroup.net | Fort Mill, United States | 2010 | Nov 2022 | •••• | |
Technology solutions for investment portfolio management are delivered. | blazeportfolio.com | Chicago, United States | 2005 | Oct 2020 | $12M | |
Diversified investment management services are offered by Lucia Securities. | luciasecurities.com | San Diego, United States | 2011 | Apr 2020 | •••• | |
Wealth management firm | alleninvestments.com | Lakeland, United States | 1932 | May 2019 | •••• | |
Portfolio analysis and investment planning apps are offered to professionals. | advisoryworld.com | Los Angeles, United States | 1987 | Dec 2018 | •••• |
Complete acquisition details for LPL Financial
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Timeline of LPL Financial
15 dated milestones of LPL Financial across 37 years, from founding to its latest funding, stage changes and deals.
- Founded LPL Financial is founded.
- Funding First funding round.
- Funding Latest funding round, Debt – Conventional, of $859.4M.
- Acquisition Acquires AdvisoryWorld.
- Acquisition Acquires Allen & Company.
- Acquisition Acquires Lucia Securities.
- Acquisition Acquires Blaze Portfolio.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires Financial Resources Group Investment Services.
- Exit Acquired by Inszone Insurance Services.
- Acquisition Acquires Atria Wealth Solutions.
- Acquisition Acquires Crown Capital Securities.
- Acquisition Acquires The Investment Center.
- Acquisition Acquires Commonwealth Financial Network.
- Acquisition Acquires Mariner.
Web traffic of LPL Financial
The website of LPL Financial (lpl.com) receives about 5.4M visits a month and ranks #7,599 among all websites worldwide, #496 in Investing.
- Monthly visits5.4M
▲ 2.9% vs previous month
- Unique visitors642.6K
per month
- Global rank#7,599
among all websites
- Category rank#496
Finance · Investing
- Bounce rate18%
- Pages per visit10.0
- Average visit15 min 16 sec
- DevicesDesktop 84% · Mobile 17%
Websites whose visitors overlap most with LPL Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
myaccountviewonline.com | myaccountviewonline.com | 100% | #158,700 | – | |
| schwab.com | 81% | 94M | #365 | View details | |
| finra.org | 81% | 2.5M | #20,707 | View details | |
| edwardjones.com | 77% | 10.9M | #5,768 | View details | |
| commonwealth.com | 76% | 189.6K | #151,013 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for LPL Financial
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Top companies in Brokers and Dealers
2 companies that operate in the same segment as LPL Financial (Brokers and Dealers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance brokerage and consulting services are provided to clients. | 2007 | San Francisco, California, United States | ||||
Discount brokerage services for stock trading are provided. | 1982 | Plantation, Florida, United States |
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Related news about Lpl Financial
Complete news archive for LPL Financial
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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 CEO of LPL Financial, as recorded in our data.
LPL Financial has 9,000 employees.
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.
Yes. LPL Financial was acquired by Inszone Insurance Services in December 2023.
Yes. LPL Financial publishes LPL Account View and 1 more app, with over 50,000 downloads.
The website of LPL Financial receives about 5.4 million visits a month and ranks #7,599 among all websites worldwide.