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  2. LPL Financial - Wikipedia

    en.wikipedia.org/wiki/LPL_Financial

    LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors , [3] over US$ 1 trillion in advisory and brokerage assets, [4] and generated approximately $5.9 billion in annual ...

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  4. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    US$ 16.125 Billion (Fiscal Year Ended December 31, 2021) [1] Number of employees. ~18,600 (As of December 31, 2022) [1] Subsidiaries. Principal Mutual Fund. Website. principal .com. Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, U.S.

  5. Waddell & Reed - Wikipedia

    en.wikipedia.org/wiki/Waddell_&_Reed

    Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri. It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas , and was planning a move back to Downtown Kansas City before the company was sold.

  6. All You Need to Know About LPL Financial Holdings Inc. (LPLA ...

    www.aol.com/news/know-lpl-financial-holdings-inc...

    LPL Financial Holdings Inc. (LPLA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

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    Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

  8. SEI Investments Company - Wikipedia

    en.wikipedia.org/wiki/SEI_Investments_Company

    Number of employees. 4,700 (2022) Website. www .seic .com. SEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". [1]

  9. Invest Financial Corporation - Wikipedia

    en.wikipedia.org/wiki/Invest_Financial_Corporation

    Invest Financial Corporation was an American broker/dealer that operated between 1982 and 2018 when it was acquired by LPL Financial. [1] Invest supervised and supported both financial institutions and independent registered representatives who offered advisory services, investment and insurance products . [1]

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