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CompanyCompany profileReviewed 2026-10-23

LPL Financial Holdings Inc.

LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and has been described as the largest independent broker-dealer in the United States. As of 2026, the company had more than 32,000 financial advisors, approximately US$2.3 trillion in client assets, including US$1.4 trillion in advisory assets. LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego. The company is a member of FINRA and the SIPC.

Sources and references ↗
COMPANY PROFILE / 7 SOURCE-LINKED FIELDS

Basic company information

Each field links to its source. Financial figures retain their reporting periods; background references are identified in the source list.

Business sectors
financial services [1]
Company / filing name
LPL Financial Holdings Inc. [2]
Headquarters location
San Diego [1]
Founded
1968 [1]
Official website
https://www.lpl.com/; https://www.lpl.com/waddell-reed/access-your-account.html [1]
CIK
1397911 [2]
Symbols / exchanges
LPLA (Nasdaq) [2]

Company positioning and business

LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and has been described as the largest independent broker-dealer in the United States. As of 2026, the company had more than 32,000 financial advisors, approximately US$2.3 trillion in client assets, including US$1.4 trillion in advisory assets. LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego. The company is a member of FINRA and the SIPC. [3]

Background text: Wikipedia contributors, LPL Financial. Selected introductory paragraphs, licensed under CC BY-SA 4.0. Official filing data is cited separately.

Financial year, securities and disclosures

Listed securities: LPLA (Nasdaq). Multiple symbols may represent different share classes or securities of the same registrant. [2]

History and key events

  1. Founding / inception date recorded in Wikidata. [1]

Financial results and regulatory disclosures

No individual financial documents have been indexed yet. Open the source to consult company disclosures. [2]

Related entities and concepts

Frequently asked questions

When was LPL Financial Holdings Inc. founded?

Founded: 1968. The linked source provides the background record. [1]

Where is the headquarters of LPL Financial Holdings Inc.?

Headquarters location: San Diego. The linked source provides the background record. [1]

Which business sectors are recorded for LPL Financial Holdings Inc.?

Business sectors: financial services. The linked source provides the background record. [1]

Sources and review dates

  1. Wikidata — company background record (CC0) ↗
  2. Company identity and profile data ↗
  3. Wikipedia contributors — LPL Financial (CC BY-SA 4.0) ↗

Reviewed 23 October 2026. Financial periods and historical event dates are shown separately. Figures reflect their stated source dates; this page is not a live quote or investment recommendation.

Content preparation: source-based compilation with AI assistance. See methods and attribution. Named sources identify the underlying records; no individual expert review is claimed.