LPL Financial
San Diego, California, United States · Finance, Financial Services, Fintech
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting over 20,000 financial advisors, approximately 1,000 institution-based investment programs and approximately 500 RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the be
Key facts
- Headquarters
- San Diego, California, United States
- Employees
- 10,000
- Industries
- Finance, Financial Services, Fintech
- Status
- Public (LPLA)
- Website
- www.lpl.com
- Company page
Recent activity at LPL Financial
- : LPL Financial Appoints Jonathan Lewis as Chief Technology and Information Officer
- : LPL Financial to fully acquire Good Life
- : LPL Financial acquires Mariner Advisor Network
- : LPL Financial Appoints Suzanne Elovic as Executive Vice President and Mike Murphy as Senior Vice President
- : SEC 8-K (5.02): On January 5, 2026, Somesh Khanna was elected as a director of LPL Financial Holdings Inc. by the Company’s board of directors, effective immediately. The Board determined that Mr. Khanna is independent under applicable Nasdaq listing standards. Under the Company’s non-employee director compensation policy, Mr. Khanna will receive a pro-rated annual service retainer and will be awarded cash and restricted shares of the Company’s common stock on February 1, 2026, which will vest in full on May 13, 2026. This appointment enhances the Board's expertise and governance as Mr. Khanna brings valuable skills and experience to the organization.
- : SEC 8-K (5.02): On January 5, 2026, Somesh Khanna was elected as a director of LPL Financial Holdings Inc. by the company's board of directors. This election is effective immediately, and Mr. Khanna has been determined to be independent according to Nasdaq’s listing standards. As part of his compensation, he will receive a pro-rated annual service retainer under the company's non-employee director compensation policy, along with cash and restricted shares of the company's common stock on February 1, 2026. The restricted shares will fully vest by May 13, 2026, signaling a strategic addition to the board to support governance and oversight.
- : LPL Financial Holdings Appoints Matthew Morningstar as Chief Legal Officer
- : LPL Financial acquires Commonwealth Financial Network
- : LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending
- : LPL Financial LLC Increases Holdings in Kimbell Royalty Partners, LP
Leadership
- Greg Gates, Director
- Dale Camillo, Financial Advisor
- Shubham Ghosh, Talent Acquisition Partner
- Mike Murphy, Senior Vice President
- Suzanne Elovic, Executive Vice President
- Matthew Morningstar, Chief Legal Officer
- Mike Holtschlag, Vice President
- Matt Audette, President
- Rich Steinmeier, Chief Executive Officer
- Althea Brown, Chief Legal Officer
- Tom Gannon, Chief Advocacy Officer
- Christa Carone, Chief Marketing Officer
Verified email and direct lines for LPL Financial’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Employee benefit plans
LPL Financial files 7 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
LPL Financial in the news
- What Advisors Need to Know About Estate Planning in 2027 - LPL Financial (Oct 07, 2026)
- LPL Financial & Simplicity Group Partner on Insurance - LPL Financial (Feb 18, 2026)
- From Bubble Fears to Disruption Risk: The New AI Market Narrative - LPL Financial (Feb 17, 2026)
- 5 Reasons Emerging Markets Could Continue Their Run in 2026 - LPL Financial (Feb 09, 2026)
- 2026 Tax Strategy and Wealth Planning: An Advisor’s Guide for High‑Net‑Worth Clients - LPL Financial (Feb 10, 2026)
- LPL Closes Its Acquisition of Commonwealth Financial Network - LPL Financial (Aug 01, 2025)
- Scaling Success: Insights from Successful Financial Advisors - LPL Financial (Sep 05, 2023)
- Focus 2020 Highlights LPL’s Commitment to Helping Advisors Thrive - LPL Financial (Aug 20, 2020)
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About LPL Financial: questions and answers
What does LPL Financial do?
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting over 20,000 financial advisors, approximately 1,000 institution-based investment programs and approximately 500 RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the be
Where is LPL Financial headquartered?
LPL Financial is headquartered in San Diego, California, United States.
How many employees does LPL Financial have?
LPL Financial has about 10,000 employees.
Who leads LPL Financial?
Mike Murphy is a Senior Vice President at LPL Financial.
What is the latest news on LPL Financial?
On Aug 24, 2026, LPL Financial Appoints Jonathan Lewis as Chief Technology and Information Officer
Is LPL Financial a public company?
Yes. LPL Financial is publicly traded under the ticker LPLA.
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy