LPL Financial Competitors and Similar CompaniesClear all
LPL Financial's competitors and similar companies include Southside Bancshares, Charles Schwab and Envestnet.
 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. |  Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness. | |
Founding Date | Founding Date 1989 | Founding Date 1960 | Founding Date 1971 | Founding Date 1999 |
Type | Type Public | Type Public | Type Public | Type Public |
Tags | ||||
Locations | Locations San Diego, US HQ Austin, US Boston, US Fort Mill, US | 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 | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more |
Employees | Employees 8,40022% increase | Employees 781 | Employees 32,1003% decrease | Employees 3,10010% decrease |
Valuation ($) | Valuation ($) 19.9 b | Valuation ($) 990.5 m | Valuation ($) 114.7 b | Valuation ($) 3.5 b |
Financial | ||||
Revenue (est.) | Revenue (est.) $17b (FY, 2025) | Revenue (est.) $419m (FY, 2025) | Revenue (est.) $23.9b (FY, 2025) | Revenue (est.) $1.2b (FY, 2023) |
Cost of goods | Cost of goods N/A | Cost of goods $182m (FY, 2025) | Cost of goods N/A | Cost of goods $473m (FY, 2023) |
Gross profit | Gross profit N/A | Gross profit $237m (FY, 2025) | Gross profit N/A | Gross profit $772.6m (FY, 2023) |
Net income | Net income $863m (FY, 2025) | Net income $69.2m (FY, 2025) | Net income $8.9b (FY, 2025) | Net income ($245.8m) (FY, 2023) |
Operating ⚠ | ||||
Advisors | Advisors 20.9 k (Q2, 2022) | Advisors N/A | Advisors N/A | Advisors 105.5 k (FY, 2022) |
Total Loans | Total Loans N/A | Total Loans $2.6b (Q2, 2017) | Total Loans $40.2b (FY, 2023) | Total Loans N/A |
Funding | ||||
Total funding raised | Total funding raised $ 157.6m | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 584.7m |
For sources of this data, please see the company profile
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Southside 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 companyEnvestnet
HQ
Berwyn, US
Employees
3,100↓ 10% decrease
Envestnet is a provider of intelligent systems for wealth management and financial wellness.
View company