LPL Financial Holdings Inc.

LPL Financial Holdings Inc. is a leading provider of wealth management and investment advisory services, operating as an independent broker-dealer primarily within the financial services sector. Established in 1989, the company serves a vast network of over 17,000 financial advisors and numerous institutions, offering them access to a comprehensive platform that integrates proprietary technology, brokerage solutions, and advisory services. LPL Financial’s offerings are designed to support advisors in delivering tailored investment strategies and financial planning to their individual and institutional clients. The company plays a pivotal role in the U.S. capital markets by facilitating investment access and operational support for independent financial professionals, thus promoting investor engagement and diversification. With a significant market capitalization and robust revenue base, LPL Financial Holdings Inc. is recognized for its scale and technological innovation within the independent advisory space, continually shaping the infrastructure and competitive landscape of the wealth management industry.