Supply Chain Intelligence

LPL Financial Holdings Inc. Supply Chain

LPLA supply chain intelligence for LPL Financial Holdings Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.

LPLA ·Last updated 2026-07-30 · Interactive map →

Data compiled by Redley Lamar · ChainSifter Intelligence

1Suppliers
10Customers
1Debt Items
20Related Chains

LPL Financial Holdings Inc. Suppliers

TickerNameConfidenceEvidence
SF Stifel Financial Corp. 72% Reciprocal relationship from SF graph: Reciprocal relationship from LPLA graph: Reciprocal relationship from SF graph: us and which compete with us in one or more markets: Affiliated Managers Group I…

LPL Financial Holdings Inc. Customers

TickerNameConfidenceEvidence
MTB M&T Bank Corporation 72% to result in assets per advisor growing over time. Business services and planning and advice services are a source of organic growth as a larger share of advisors adopts these service solutions. Attr…
MTB M&T Bank Corporation 72% Reciprocal relationship from MTB graph: Reciprocal relationship from LPLA graph: Reciprocal relationship from MTB graph: Reciprocal relationship from LPLA graph: to result in assets per advisor growi…
MTB-PH MTB-PH 72% Reciprocal relationship from MTB-PH graph: Reciprocal relationship from LPLA graph: to result in assets per advisor growing over time. Business services and planning and advice services are a source …
MTB-PH MTB-PH 72% to result in assets per advisor growing over time. Business services and planning and advice services are a source of organic growth as a larger share of advisors adopts these service solutions. Attr…
BANK-HOLDING-COMPANY BANK-HOLDING-COMPANY 62% nstitute proceedings and impose sanctions for violations of the Advisers Act and associated regulations. Investment advisers also are subject to certain state securities laws and regulations. Failure…
FLORIDA-LLC FLORIDA-LLC 62% ing trading and portfolio rebalancing platform. • The Private Trust Company, N.A. (“PTC”) provides trust administration, investment management oversight and Individual Retirement Account (“IRA”) cust…
PTC-FIDUCIARY-TRUST-COMPANY PTC-FIDUCIARY-TRUST-COMPANY 62% nstitute proceedings and impose sanctions for violations of the Advisers Act and associated regulations. Investment advisers also are subject to certain state securities laws and regulations. Failure…
PTC-PTC-HOLDINGS-INC PTC-PTC-HOLDINGS-INC 62% nstitute proceedings and impose sanctions for violations of the Advisers Act and associated regulations. Investment advisers also are subject to certain state securities laws and regulations. Failure…
REFINITIV-US-LLC REFINITIV-US-LLC 62% ant reputational harm and could have a material adverse effect on our ability to recruit or retain financial advisors or institutions, or our results of operations, cash flows or financial condition.…
SECURITIES-INVESTOR-PROTECTION-CORPORATION SECURITIES-INVESTOR-PROTECTION-CORPORATION 62% our Credit Agreement are not restricted by that agreement. To the extent new debt or other obligations are added to our currently anticipated debt levels, the substantial indebtedness risks described…

LPL Financial Holdings Inc. Debt Obligations

InstrumentDescriptionConfidenceEvidence
LPLA-DEBT Debt stack $7.5B 90% Market cache reports total debt of $7.5B.

LPL Financial Holdings Inc. Acquisitions

No acquisitions on recordNo completed or pending acquisitions found in our database for LPL Financial Holdings Inc..

LPL Financial Holdings Inc. Ownership

HolderNameConfidenceEvidence
LPLA-OWNER-JANUS-HENDERSON-GROUP-PLC JANUS HENDERSON GROUP PLC 90% 13F overlay lists JANUS HENDERSON GROUP PLC as top holder; 772 tracked holders.

LPL Financial Holdings Inc. Extended Supply Chain Network

TickerNameChain IndexHopsRelationship Types
COF Capital One Financial Corporation 100.00 2
OPTU Optimum Communications, Inc. 100.00 2
MTB-PH M&T BANK CORP 100.00 1 ['customer']
KB KB Financial Group Inc. 100.00 2
SF Stifel Financial Corp. 100.00 1 ['supplier']
PRGS Progress Software Corporation 100.00 2
JPM-PD JPMorgan Chase & Co. 50.00 2
BEN Franklin Resources, Inc. 50.00 2
CSR Centerspace 50.00 2
AMP Ameriprise Financial, Inc. 50.00 2
AEG Aegon Ltd. 50.00 2
BML-PL Bank of America Corporation 50.00 2
TROW T. Rowe Price Group, Inc. 50.00 2
MGPI MGP Ingredients, Inc. 50.00 2
RILY BRC Group Holdings, Inc. 50.00 2
RJF Raymond James Financial, Inc. 50.00 2
RSKD Riskified Ltd. 50.00 2
JEF Jefferies Financial Group Inc. 50.00 2
PIPR Piper Sandler Companies 50.00 2
MTB M&T Bank Corporation 38.88 1 ['customer']
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