LPL Financial Competitors and Similar CompaniesClear all
LPL Financial's competitors and similar companies include Morgan Stanley, Southside Bancshares and Charles Schwab.
 LPL Financial LPL Financial Holdings is a company that provides investment and business solutions for independent financial advisors. |  Southside Bancshares Southside Bancshares, Inc. (also known as Southside Bank) is a financial holding company engaged in providing banking and financial services. |  Charles Schwab Charles Schwab Corporation (CSC, formerly known as First Commander) is a company that provides brokerage and banking services. | ||
Founding Date | Founding Date 1989 | Founding Date 1935 | Founding Date 1960 | Founding Date 1971 |
Type | Type Public | Type Public | Type Public | Type Public |
Tags | ||||
Locations | Locations San Diego, US HQ Austin, US Boston, US Fort Mill, US | Locations New York, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU São Paulo, BR Calgary, CA Montréal, CA see more | Locations Tyler, US HQ Hartford, US Tyler, US | Locations Westlake, US HQ Hong Kong, HK London, GB El Paso, US Lone Tree, US Orlando, US San Francisco, US |
Employees | Employees 8,40022% increase | Employees 80,000 | Employees 781 | Employees 32,1003% decrease |
Valuation ($) | Valuation ($) 19.9 b | Valuation ($) 165.6 b | Valuation ($) 990.5 m | Valuation ($) 114.7 b |
Financial | ||||
Revenue (est.) | Revenue (est.) $17b (FY, 2025) | Revenue (est.) $70.6b (FY, 2025) | Revenue (est.) $419m (FY, 2025) | Revenue (est.) $23.9b (FY, 2025) |
Net income | Net income $863m (FY, 2025) | Net income $17b (FY, 2025) | Net income $69.2m (FY, 2025) | Net income $8.9b (FY, 2025) |
Operating ⚠ | ||||
Assets Under Management | Assets Under Management N/A | Assets Under Management $1.4t (Q3, 2023) | Assets Under Management $1b (FY, 2016) | Assets Under Management N/A |
Total Deposits | Total Deposits N/A | Total Deposits $345.5b (Q3, 2023) | Total Deposits N/A | Total Deposits $306.5b (FY, 2023) |
Total Loans | Total Loans N/A | Total Loans $225b (Q3, 2023) | Total Loans $2.6b (Q2, 2017) | Total Loans $40.2b (FY, 2023) |
Funding | ||||
Total funding raised | Total funding raised $ 157.6m | Total funding raised $ 18.3b | Total funding raised N/A | Total funding raised N/A |
For sources of this data, please see the company profile
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Morgan Stanley
HQ
New York, US
Employees
80,000
Morgan Stanley is a company that provides financial management solutions.
View companySouthside Bancshares
HQ
Tyler, US
Employees
781
Southside Bancshares, Inc. (also known as Southside Bank) is a financial holding company engaged in providing banking and financial services.
View companyCharles Schwab
HQ
Westlake, US
Employees
32,100↓ 3% decrease
Charles Schwab Corporation (CSC, formerly known as First Commander) is a company that provides brokerage and banking services.
View company