Buyer
LPL Financial
Largest independent broker-dealer; advisor-as-customer model.
Sector footprint
One company, every side of the market
WealthThis site
LPL Financial
Largest independent broker-dealer; advisor-as-customer model.
Capability matrix
| Capability | LPL Financial |
|---|---|
| managed | ● |
| planning | ● |
| insurance | ● |
Parent organization
LPL Financial
Founded
Not yet sourced
Scale
$1.5T AUM
Companies alongside it
Peers grouped as ibd — the nearest comparables in the same part of the market.