What Does LPL Financial Do?

Total employees8000
HeadquartersSan Diego
Founded1989

LPL Financial is one of the largest independent broker-dealers and registered investment advisors (RIAs) in the United States. The company provides a platform of brokerage and investment advisory services to a network of independent financial advisors, enabling them to offer personalized financial advice and services to their clients. LPL Financial supports advisors with technology, research, clearing and compliance services, and practice management programs, without promoting proprietary investment products. Their model focuses on empowering advisors to build their own businesses and serve their clients' best interests.

Where Is LPL Financial's Headquarters?

HQ Function

Serves as a key corporate hub, housing executive leadership, technology development, operations, and strategic planning functions for LPL Financial's national network.

Notable Features:

Modern office campus designed with sustainability in mind (LEED certified buildings), featuring collaborative workspaces, employee amenities, and advanced technology infrastructure.

Work Culture:

Emphasizes collaboration, innovation, and a client-centric approach. The culture supports independent thinking and provides resources for employee growth and development. Focus on empowering financial advisors.

HQ Significance:

The San Diego headquarters is strategically located in a major business and technology hub, facilitating talent acquisition and supporting the company's growth on the West Coast and nationwide.

Values Reflected in HQ: The headquarters' design and operations reflect LPL's commitment to innovation, sustainability, employee well-being, and providing robust support to its financial advisors.

Location:

LPL Financial's operations are primarily focused on the United States. The company serves independent financial advisors and institutions across all 50 states. While it does not have significant physical office locations internationally for brokerage or advisory services, its technology and support infrastructure enables U.S.-based advisors to work with clients who may have international connections or assets, within U.S. regulatory frameworks.

Street Address:

4707 Executive Dr

City:

San Diego

State/Province:

CA

Country:

USA

Where Else Does LPL Financial Operate Around the World?

Fort Mill, South Carolina, USA

Address: 1055 LPL Way, Fort Mill, SC 29715, USA

Serves as a primary East Coast hub, providing comprehensive support services to financial advisors across the eastern United States and complementing the San Diego operations.

Austin, Texas, USA

Address: 420 W 2nd St, Austin, TX 78701, USA

Supports LPL's technology development and client service initiatives, contributing to the firm's digital transformation and operational efficiency.

Boston, Massachusetts, USA

Address: 9780 S. Meridian Blvd., Suite 400, Englewood, CO 80112 (Note: This is a Private Trust Company office, LPL has historical ties to Boston but main large offices are SD, FM, Austin)

Maintains a presence in a key financial center, supporting specific business lines like trust services and tapping into the region's financial expertise.

Buying Intent Signals for LPL Financial

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading LPL Financial? Meet the Executive Team

As of April 2025, LPL Financial' leadership includes:

Dan H. Arnold - President and Chief Executive Officer
Aneri Jambusaria - Executive Vice President and Chief Financial Officer
Kabir Sethi - Executive Vice President, Chief Product Officer
Rich Steinmeier - Managing Director and Divisional President, Business Development
Michelle Oroschakoff - Executive Vice President, Chief Legal and Risk Officer
Greg Gates - Executive Vice President and Chief Technology & Information Officer
Sallie Larsen - Managing Director and Chief Human Capital Officer

Who's Investing in LPL Financial?

LPL Financial has been backed by several prominent investors over the years, including:

LPL Financial Holdings Inc. is a publicly traded company (NASDAQ: LPLA).
Major institutional investors typically include The Vanguard Group, BlackRock, State Street Corporation, T. Rowe Price Associates, and various other mutual funds and asset managers.

What Leadership Changes Has LPL Financial Seen Recently?

Hire1
Exits0

LPL Financial has experienced key leadership appointments and transitions aimed at strengthening its strategic growth and operational capabilities. Notably, Aneri Jambusaria was appointed CFO.

New Appointments:

Aneri Jambusaria, Aneri Jambusaria joined LPL Financial as its new CFO, taking over from Matt Audette who transitioned to a new role focusing on the company's long-term financial strategy before his planned retirement.

What Technology (Tech Stack) Is Used byLPL Financial?

Discover the tools LPL Financial uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

LPL Financial Email Formats and Examples

LPL Financial primarily utilizes a standard corporate email format which is typically a combination of the employee's first and last name. The most common format is [first].[last]@lpl.com.

first.last@lpl.com

Format

jane.doe@lpl.com

Example

92%

Success rate

What's the Latest News About LPL Financial?

LPL Financial Press ReleasesMay 2, 2024

LPL Financial Announces First Quarter 2024 Results

LPL Financial Holdings Inc. (Nasdaq: LPLA) announced its financial results for the first quarter ended March 31, 2024. The company reported strong net new assets, revenue growth, and advisor recruitment, highlighting continued momentum....more

InvestmentNewsApril 15, 2024

LPL nabs another big team, this time from Lincoln Financial

LPL Financial successfully recruited a significant advisory team from Lincoln Financial Advisors. The team, known as Professional Financial Solutions, manages approximately $360 million in client assets and cited LPL's technology and independence as key reasons for the move....more

LPL Financial Press ReleasesFebruary 1, 2024

LPL Financial Announces Fourth Quarter and Full Year 2023 Results

LPL Financial reported its financial results for the fourth quarter and full year ended December 31, 2023, showcasing robust organic growth, including record recruited assets and advisor count....more

Highperformr's free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including LPL Financial, are just a search away.