Last seen 10 Oct 2026
The most recent date Firmable detected LPL Financial at this company.
Decision makers · 1 on fileSenior people on file at this company. Firmable holds their names, emails and mobiles.
President & CEOEmail
Unlock names, emails and mobiles in the trial.
Signals Recent events at this company, such as a leadership change, funding or a new office.
Independent Wealth Management invested into assets: property in the amount of $40M in Richfield, Minnesota, United States, Northern America, Americas on Sep 24th '26. · 24 Sep 2026
A breakdown of the 156 companies running LPL Financial.
Top industries
Financial services141
Professional and business services3
Health and wellness1
Information technology and services1
No industry recorded: 10
Company size
1–1048 (38%)
11–5042 (33%)
51–25024 (19%)
251–5006 (5%)
501–1,0002 (2%)
1,001–5,0003 (2%)
10,001+1 (1%)
Share of companies with a recorded size, by employees.
No size recorded: 30
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Frequently asked questions
About the LPL Financial data on this page.
How many companies use LPL Financial?
Firmable holds confirmed LPL Financial detections for 156 distinct companies, 98 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.
Which companies use LPL Financial?
Allen & Company, Independent Wealth Management - and The Monteverde Group, LLC are among the most prominent in the current set.
What industries use LPL Financial?
Financial services, professional and business services and health and wellness lead the set, across 6 industries in total.
What size companies use LPL Financial?
Adoption concentrates in the 1-10 employee band, across the companies whose size is recorded.
Where are LPL Financial users based?
The United States, Australia, Canada and the Philippines account for most detections, across 10 countries.
How current is this data?
98 companies were confirmed in the last 90 days. Last detection 13 October 2026.
