trueNAICSLPL Financial NAICS Code
LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker/dealer*.
About LPL Financial
LPL Financial, legally known as LPL Financial Holdings Inc., headquartered in San Diego, California, is a leading wealth management firm serving independent financial advisors across the United States. The company provides personalized investment advice, financial planning, sophisticated wealth management, banking and lending solutions, insurance, and tax planning. LPL Financial supports 29,500 financial advisors who serve 7 million families, and it employs a team of 9,000 people. The company is committed to responsible business practices and sustainability, offering innovative technology to simplify workflows and enhance the experience of its advisors and financial institutions.
Primary NAICS Classification
523940Portfolio Management and Investment AdviceAlso Classified Under
Revenue Breakdown by NAICS
Estimated revenue distribution across industry classifications:
Core Offerings
- •Insurance and Tax Planning Services
- •Personalized Financial Planning Services
- •Wealth Management Solutions
- •Dealer and Broker-Dealer Services
- •Investment Research and Data Services
- •Investment Advisory Services
- •Institutional Securities Clearing Services
- •Banking and Lending Solutions
- •Compliance and Regulatory Support Services
- •Sustainability and LEED-Certified Facility Solutions
- •Business Succession and Liquidity Consulting
- •Financial Professional Training Services
- •Securities and Advisory Platform Services
- •Retirement Planning Services
Industry Classification
Technologies
Code Crosswalks
| System | Code | Title |
|---|---|---|
| SIC | 6371 | Pension, Health, and Welfare Funds (managers) |
| SIC | 6799 | Investors, NEC (commodity contract pool operators) |
| SIC | 6733 | Trusts, Except Educational, Religious, and Charitable (managers) |
| SIC | 6282 | Investment Advice (portfolio managers) |
| SIC | 6282 | Investment Advice (except portfolio managers) |
| NACE | 66.3 | Fund management activities |
| NACE | 66.19 | Other activities auxiliary to financial services, except insurance and pension funding |
| ISIC | 6630 | Fund management activities |
| ISIC | 6619 | Other activities auxiliary to financial service activities |
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