LPL BY THE
NUMBERS
AN INDUSTRY LEADER
1989
LPL was founded in 1989
22K+
Financial professionals serviced
1K+
Financial institution partners
FORTUNE
500
Ranked no. 440 on the Fortune 500 List 1
#1 INDEPENDENT
BROKER/DEALER
In the United States
#1 MARKET SHARE
among 3rd-party providers
of brokerage services to banks and credit unions
TOP RIA CUSTODIAN
In the United States
LPL ACROSS AMERICA
LPL has home offices in Austin, Boston, Fort Mill, San Diego, and financial professionals located in all 50 states
SERVING & PROTECTING YOUR ASSETS
7.9M+
Client Accounts Served
$1T+
Brokerage and advisory client assets, serviced or custodied
24/7
Access to your account information via our mobile app and portal
$40M
DEDICATED ANNUAL BUDGET
We invest in cybersecurity and data privacy to keep you and your data protected from cyberattacks
150+
CYBERSECURITY PROFESSIONALS
to keep you
and your assets protected
ZERO
PROPRIETARY LPL PRODUCTS WITH THOUSANDS OF INVESTMENT OPTIONS
Access to a breadth of investment solutions—from mutual funds to bonds to alternative investments—and fee-based investment programs that your financial professional can leverage to craft your customized portfolio
Data as of October 30, 2023
- Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity.
- As reported by Financial Planning magazine, 1996-2023, based on total revenue.
- 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.
- LPL is ranked the #4 custodian based on Cerulli Associates’ 2022 U.S. RIA Marketplace Report
LPL BY THE NUMBERS
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.
If your financial professional is located at a bank or credit union, please note that the bank/credit union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of the bank/credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC/NCUA or Any Other Government Agency
- Not Bank/Credit Union
Guaranteed - Not Bank/Credit Union
Deposits or Obligations - May Lose
Value
LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial, a registered investment advisor. Member FINRA/SIPC.
MC-1248553-0822 Tracking #1-05329749 (Exp. 10/24)