LPLA LPL Financial Holdings Inc.

UPDATE -- LPL Financial Ranked Among Top 100 Companies Supporting Healthy Communities and Families by JUST Capital

UPDATE -- LPL Financial Ranked Among Top 100 Companies Supporting Healthy Communities and Families by JUST Capital

CHARLOTTE, N.C., June 10, 2021 (GLOBE NEWSWIRE) -- (Nasdaq:LPLA) today announced that the company has been ranked among the “Top 100 U.S. Companies Supporting Healthy Communities and Families,” an annual benchmarking report published by JUST Capital, a leading platform for measuring and improving corporate performance in the stakeholder economy.

JUST Capital, with support from the Robert Wood Johnson Foundation, honors companies that are investing in the health of communities and the families that inhabit them, including protecting worker health and safety, paying a fair, livable wage, cultivating a diverse and inclusive workplace, and combating climate change, among others**.

“We are honored to be recognized as a leader by JUST Capital,” said Sallie Larsen, Chief Human Capital Officer. “Healthier communities achieve improved education outcomes, attract more talented workers, and perform more productively and competitively.  As part of our culture and values, we are committed to practices and policies that nurture safe, healthy and productive employees and communities.”

As part of its dedication to building healthy communities and families, LPL has:

  • by reducing energy use 30 percent among its offices across the country in 2020
  • Contributed over to address pandemic impacts in 2020
  • Focused on to roles at, or above, vice president, resulting in an increase in diverse representation among the executive level
  • that provides all workers with up to 14 days of full pay if they are sick
  • Collaborated with organizations through the LPL Foundation to donate

More information on LPL’s sustainability and diversity initiatives can be found in the firm’s 2021 .

About LPL Financial:

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 more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

* Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)

** This ranking leverages data from JUST Capital’s 2021 Rankings of America’s Most JUST Companies. Of the 19 Issues essential to just business, we collaborated with the Robert Wood Johnson Foundation to identify the 10 that best define how companies invest in the health and well-being of their workers, the families they support, and the communities in which they operate. The issues are: Pays a fair, livable wage. Cultivates a diverse and inclusive workplace. Protects worker health and safety. Provides benefits and work-life balance. Contributes to community development. Supports local communities. Makes products that do not harm. Helps combat climate change. Minimizes pollution. Prioritizes value creation for all stakeholders.

Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Connect with Us!

Media Contact:

Lauren Hoyt-Williams

813-351-9203

 



EN
10/06/2021

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on LPL Financial Holdings Inc.

 PRESS RELEASE

LPL Financial Welcomes Lighthouse Private Wealth

LPL Financial Welcomes Lighthouse Private Wealth SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) --  announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the team – an existing firm supporting LPL-affiliated advisors - have come together to form . The practice joins LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and join LPL from RBC. Located in Red Bank, New Jersey, within the m...

 PRESS RELEASE

LPL Financial Welcomes Tennant Financial

LPL Financial Welcomes Tennant Financial SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- announced today that the partners of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, CFP®, Jeremy Berry, CPA and Ryan Wade, MBA, CFA®, provides financial services to clients throughout New England and nationwide. The three have collaborat...

 PRESS RELEASE

LPL Financial Reports Monthly Activity for August 2025

LPL Financial Reports Monthly Activity for August 2025 SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for August 2025. Total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025. Total net new assets for August were $292.8 billion, which included $275.0 billion of acquired net new assets resulting from the acquisition of Commonwealth Financial Network ("C...

 PRESS RELEASE

LPL Financial Welcomes Worley Monroe Advisors

LPL Financial Welcomes Worley Monroe Advisors SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) --  announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form and join LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Edward Jones. Based in southeast Missouri in the town of Dexter, the team has 36 years of experience. Worley's interest in finance was sparked at a young age when he began investing in t...

 PRESS RELEASE

LPL Releases Inaugural Advisor Growth Study

LPL Releases Inaugural Advisor Growth Study Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purpose SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over 14,000 financial advisors across business models, geographies and growth stages to identify behavior...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch