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LPL by the Numbers

Bringing confidence and integrity to your financial life.

An Industry leader

1989

LPL was
founded
in 1989
22K

+
Financial
Professional
serviced

1K

+ Financial Institution partners
Fortune 500
Ranked no. 440
on the Fortune
500 List
#1
INDEPENDENT BROKER/DEALER
In the United States2
#1
MARKET SHARE
among 3rd-party providers of brokerage services to banks and credit unions3
TOP RIA CUSTODIAN
In the United States4
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 serviced
$1T+
Brokerage and advisory client assets, serviced or controlled

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 clients protected
ZER0
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
1 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.
2 As reported by Financial Planning magazine, 1996-2023, based on total revenue.
3 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.
4 LPL is ranked the #4 custodian based on Cerulli Associates’ 2022 U.S. RIA Marketplace Report

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