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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, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.

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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).

  7. 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]

  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. Limited liability partnership - Wikipedia

    en.wikipedia.org/wiki/Limited_liability_partnership

    A limited liability partnership ( LLP) is a partnership in which some or all partners (depending on the jurisdiction) have limited liabilities. It therefore can exhibit aspects of both partnerships and corporations. In an LLP, each partner is not responsible or liable for another partner's misconduct or negligence.

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