

LPL Financial is a financial organization of independent financial advisors in the United States. Among its major competitors, LPL Financial is ranked in 4th place for NPS while Southside Bank is 1st, and JPMorgan Chase & Co is 2nd.Their current market cap is $11.46B
LPL Financial's Net Promoter Score (NPS) is a -10 with 38% Promoters, 14% Passives, and 48% Detractors. Net Promoter Score tracks whether LPL Financial's customers would recommend using the product based on a scale of -100 to 100.
| 38% | Promoters |
|---|---|
| 14% | Passives |
| 48% | Detractors |
| Summary | Date | Score |
|---|---|---|
Jul 2024 -8 | Jul 2024 | -8 |
Sep 2024 -10 | Sep 2024 | -10 |
Oct 2024 -8 | Oct 2024 | -8 |
Dec 2024 -11 | Dec 2024 | -11 |
Jan 2025 -12 | Jan 2025 | -12 |
May 2025 -10 | May 2025 | -10 |
Aug 2025 -10 | Aug 2025 | -10 |
Sep 2025 -9 | Sep 2025 | -9 |
Oct 2025 -12 | Oct 2025 | -12 |
Nov 2025 -12 | Nov 2025 | -12 |
Dec 2025 -12 | Dec 2025 | -12 |
Jan 2026 -10 | Jan 2026 | -10 |
LPL Financial is ranked third for NPS among its competitors. JPMorgan Chase & Co and Charles Schwab come in first and second, with Envestnet coming in at #4. Among those competitors, it is the third most valued company behind JPMorgan Chase & Co.
![]() LPL Financial | ![]() JPMorgan Chase & Co | ![]() Charles Schwab | ![]() Envestnet | |
| Global Ranking | #- | #72 | #239 | #- |
| NPS | -10 | 31 | 8 | -25 |
| Valuation Updated every 24 hours for public companies | $11.46B | $451.20B | - | $4.32B |
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Male customers rated LPL Financial's NPS 37 points higher than Female customers.
LPL Financial's NPS was rated -5 by Male customers on Comparably.
LPL Financial's NPS was rated -42 by Female customers on Comparably.
LPL Financial's NPS was rated the highest by Caucasian customers, and the lowest by Asian or Pacific Islander customers.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian -13 | Caucasian | -13 |
Asian or Pacific Islander -25 | Asian or Pacific Islander | -25 |
Other -14 | Other | -14 |
LPL Financial's NPS was rated the highest by customers ages 66+, and the lowest by customers ages 51-55.
LPL Financial's NPS was rated the highest by customers who have used LPL Financial's products/services for 2 to 5 Years, and the lowest by customers with 5 to 10 Years of usage.
| Summary | Usage | Score |
|---|---|---|
Less than 1 Year -23 | Less than 1 Year | -23 |
2 to 5 Years 0 | 2 to 5 Years | 0 |
5 to 10 Years -25 | 5 to 10 Years | -25 |
Over 10 Years 0 | Over 10 Years | 0 |
Compared to its competitors, LPL Financial's NPS is rated right above Envestnet, and is preceded by Charles Schwab.
| COMPANY | NPS Score | |
|---|---|---|
![]() | Southside Bank | 34 |
![]() | JPMorgan Chase & Co | 31 |
![]() | Charles Schwab | 8 |
![]() | LPL Financial | -10 |
![]() | Envestnet | -25 |
Out of the 4 LPL Financial customer reviews 2 were positive and 2 were constructive. LPL Financial customer reviews reflect that more than half of the customers expect a better service or product from the company and believe there is room for improvement.
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
60% of LPL Financial users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
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Male customers rated LPL Financial's Customer Loyalty score 14% higher than Female customers.
LPL Financial's Customer Loyalty score was rated the highest by Caucasian customers, and the lowest by Asian or Pacific Islander customers.
% who answered "Yes"
LPL Financial's Customer Loyalty score was rated the highest by customers ages 46-50, and the lowest by customers ages 51-55.
| Summary | Age | Score |
|---|---|---|
46-50 78% | 46-50 | 78% |
51-55 55% | 51-55 | 55% |
61-65 64% | 61-65 | 64% |
66+ 70% | 66+ | 70% |
LPL Financial's Customer Loyalty score was rated the highest by customers who have used LPL Financial's products/services for Over 10 Years, and the lowest by customers with Less than 1 Year of usage.
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LPL Financial's Customer Loyalty score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.
Sign Up for Brand Profile PRO to get the full Customer Loyalty by Industry data and uncover the answer to "Would you consider yourself a loyal user/customer?" by industry.
Compared to its competitors, LPL Financial's Customer Loyalty score is rated right above Envestnet, and is preceded by Charles Schwab.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
![]() | Southside Bank | 89% |
![]() | JPMorgan Chase & Co | 83% |
![]() | Charles Schwab | 79% |
![]() | LPL Financial | 60% |
![]() | Envestnet | 49% |
LPL Financial has an overall Product Quality score of 3 out of 5 stars rated by its users and customers.
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LPL Financial’s product quality score is a 3 out of 5 as rated by its users and customers. Reviewers from the Banking and Financial Services industry rated LPL Financial's product the highest. Reviewers from the Tech industry rated LPL Financial the lowest at 1.9.
LPL Financial's Product Quality score was rated highest by customers from the Banking and Financial Services industry, and rated lowest by customers ages 51-55.
Male customers rated LPL Financial's Product Quality score 1 stars higher than Female customers.
LPL Financial's Product Quality score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 2.8 | Caucasian | 2.8 |
Asian or Pacific Islander 3.9 | Asian or Pacific Islander | 3.9 |
Other 2.4 | Other | 2.4 |
LPL Financial's Product Quality score was rated the highest by customers ages 66+, and the lowest by customers ages 51-55.
| Summary | Age | Score |
|---|---|---|
46-50 3 | 46-50 | 3 |
51-55 1.6 | 51-55 | 1.6 |
61-65 2.5 | 61-65 | 2.5 |
66+ 3.6 | 66+ | 3.6 |
LPL Financial's Product Quality score was rated the highest by customers who have used LPL Financial's products/services for Over 10 Years, and the lowest by customers with 5 to 10 Years of usage.
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LPL Financial's Product Quality score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.
Sign Up for Brand Profile PRO to get the full Product Quality by Industry data.
Compared to its competitors, LPL Financial's Product Quality score is rated right above Envestnet, and is preceded by Charles Schwab.
| COMPANY | Product Quality Score | |
|---|---|---|
![]() | JPMorgan Chase & Co | 4/5 |
![]() | Southside Bank | 3.8/5 |
![]() | Charles Schwab | 3.4/5 |
![]() | LPL Financial | 3/5 |
![]() | Envestnet | 3/5 |
LPL Financial has a value for money and ROI score of 2.8 out of 5 stars rated by its users and customers.
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Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Banking and Financial Services industry. The users from the Tech industry think that they had the lowest ROI from LPL Financial.
LPL Financial's ROI score was rated highest by customers from the Banking and Financial Services industry, and rated lowest by Female customers.
Male customers rated LPL Financial's ROI score 1.5 stars higher than Female customers.
LPL Financial's ROI score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 2.6 | Caucasian | 2.6 |
Asian or Pacific Islander 3.2 | Asian or Pacific Islander | 3.2 |
Other 2.3 | Other | 2.3 |
LPL Financial's ROI score was rated the highest by customers ages 66+, and the lowest by customers ages 51-55.
| Summary | Age | Score |
|---|---|---|
46-50 3.1 | 46-50 | 3.1 |
51-55 1.8 | 51-55 | 1.8 |
61-65 2.2 | 61-65 | 2.2 |
66+ 3.4 | 66+ | 3.4 |
LPL Financial's ROI score was rated the highest by customers who have used LPL Financial's products/services for Over 10 Years, and the lowest by customers with 5 to 10 Years of usage.
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LPL Financial's ROI score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.
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Compared to its competitors, LPL Financial's ROI score is rated right below Envestnet.
| COMPANY | Pricing Score | |
|---|---|---|
![]() | JPMorgan Chase & Co | 3.9/5 |
![]() | Southside Bank | 3.5/5 |
![]() | Charles Schwab | 3.4/5 |
![]() | Envestnet | 3/5 |
![]() | LPL Financial | 2.8/5 |
LPL Financial has an overall Customer Satisfaction score of 55 rated by its users and customers.
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Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
LPL Financial's Customer Satisfaction score was rated highest by Asian or Pacific Islander customers, and rated lowest by customers from the Tech industry.
Female customers rated LPL Financial's Customer Satisfaction score 1 points higher than Male customers.
Very Satisfied | 36% | |
|---|---|---|
Satisfied | 23% | |
Neither Satisfied nor Dissatisfied | 5% | |
Dissatisfied | 18% | |
Very Dissatisfied | 18% |
Very Satisfied | 40% | |
|---|---|---|
Satisfied | 20% | |
Neither Satisfied nor Dissatisfied | 0% | |
Dissatisfied | 20% | |
Very Dissatisfied | 20% |
LPL Financial's Customer Satisfaction (CSAT) score was rated 50% according to Caucasian users and customers.
LPL Financial's Customer Satisfaction (CSAT) score was rated 75% according to Asian or Pacific Islander users and customers.
LPL Financial's Customer Satisfaction (CSAT) score was rated 67% according to Other users and customers.
LPL Financial's Customer Satisfaction score was rated the highest by customers ages 51-55, and the lowest by customers ages 61-65.
| Breakdown | Age | Score | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 46-50 | 50% | |||||||||||||||
| 51-55 | 67% | |||||||||||||||
| 61-65 | 40% | |||||||||||||||
| 66+ | 55% |
LPL Financial's Customer Satisfaction score was rated the highest by customers who have used LPL Financial's products/services for Over 10 Years, and the lowest by customers with 5 to 10 Years of usage.
Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Usage data.
LPL Financial's Customer Satisfaction score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.
Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Industry data.
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| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
![]() | JPMorgan Chase & Co | 77% |
![]() | Southside Bank | 72% |
![]() | Charles Schwab | 55% |
![]() | LPL Financial | 55% |
![]() | Envestnet | 42% |
LPL Financial has an overall Customer Service score of 2.9 out of 5 stars rated by its users and customers.
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LPL Financial 75 State Street, 24th Floor, Boston, MA 02109
http://lplfinancial.lpl.com/
617-423-3644
LPL Financial's Customer Service score was rated highest by customers from the Banking and Financial Services industry, and rated lowest by customers ages 51-55.
Male customers rated LPL Financial's Customer Service score 1.4 stars higher than Female customers.
LPL Financial's Customer Service score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.
| Summary | Ethnicity | Customer Service Score |
|---|---|---|
Caucasian 3 | Caucasian | 3 |
Asian or Pacific Islander 3.4 | Asian or Pacific Islander | 3.4 |
Other 2.3 | Other | 2.3 |
LPL Financial's Customer Service score was rated the highest by customers ages 46-50, and the lowest by customers ages 51-55.
| Summary | Age | Customer Service Score |
|---|---|---|
46-50 3.2 | 46-50 | 3.2 |
51-55 1.7 | 51-55 | 1.7 |
61-65 2.8 | 61-65 | 2.8 |
66+ 3.1 | 66+ | 3.1 |
LPL Financial's Customer Service score was rated the highest by customers who have used LPL Financial's products/services for 2 to 5 Years, and the lowest by customers with Less than 1 Year of usage.
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LPL Financial's Customer Service score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.
Sign Up for Brand Profile PRO to get the full Customer Service by Industry data.
Compared to its competitors, LPL Financial's Customer Service score is rated right below Envestnet.
| COMPANY | Customer Service Score | |
|---|---|---|
![]() | JPMorgan Chase & Co | 4/5 |
![]() | Southside Bank | 3.5/5 |
![]() | Charles Schwab | 3.5/5 |
![]() | Envestnet | 3.1/5 |
![]() | LPL Financial | 2.9/5 |
LPL Financial has a 4.1/5 stars for its overall company culture rated by their employees

LPL Financial scored a -10 for Net Promoter Score and a 17 for Employee Net Promoter Score. NPS gauges how likely a customer of LPL Financial would recommend the brand to a friend. ENPS measures how likely LPL Financial employees would recommend working at LPL Financial to a friend.
| 38% | Promoters |
|---|---|
| 14% | Passive |
| 48% | Detractors |
| 50% | Promoters |
|---|---|
| 17% | Passive |
| 33% | Detractors |