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Last updated:
Jun 18, 2026
LPL Financial
No issues
mm/dd/yyyy
LPL Financial
No issues
mm/dd/yyyy
LPL Financial
About this institution
LPL Financial is the largest independent broker-dealer in the US, supporting thousands of independent financial advisors with investment and practice management tools.
Preferred aggregator:
Yodlee
Stop living in spreadsheets.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
features
Company
Legal
Stop living in spreadsheets.
$1,500,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
Legal