LPL Financial NPS & Customer Reviews | Comparably
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LPL Financial
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About LPL Financial's Brand

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

Brand at a Glance

60%
Customer Loyalty
3/5
Product Quality
2.8/5
Pricing
2.9/5
Customer Service

LPL Financial Ranking

LPL Financial NPS

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.

LPL Financial Overall NPS

-10
NPS
38%Promoters
14%Passives
48%Detractors
LPL Financial Overall NPS

LPL Financial NPS Trend

-100
-50
0
50
100
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

How Other Brands Compare

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's Logo
LPL Financial
JPMorgan Chase & Co's Logo
JPMorgan Chase & Co
Charles Schwab's Logo
Charles Schwab
Envestnet's Logo
Envestnet
Global Ranking#-#72#239#-
NPS-10318-25
Valuation Updated every 24 hours for public companies$11.46B$451.20B-$4.32B

What is NPS

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.

LPL Financial NPS by Gender

Male customers rated LPL Financial's NPS 37 points higher than Female customers.

Male

-5

LPL Financial's NPS was rated -5 by Male customers on Comparably.

37%
Promoters
21%
Passives
42%
Detractors

Female

-42

LPL Financial's NPS was rated -42 by Female customers on Comparably.

29%
Promoters
0%
Passives
71%
Detractors

LPL Financial NPS by Ethnicity

LPL Financial's NPS was rated the highest by Caucasian customers, and the lowest by Asian or Pacific Islander customers.

-100
-50
0
50
100
Caucasian
-13
Caucasian-13
Asian or Pacific Islander
-25
Asian or Pacific Islander-25
Other
-14
Other-14

LPL Financial NPS by Age

LPL Financial's NPS was rated the highest by customers ages 66+, and the lowest by customers ages 51-55.

0
20
40
60
80
100
Promoters
50%
Passives
0%
Detractors
50%
46-5050%0%50%
Promoters
16%
Passives
17%
Detractors
67%
51-5516%17%67%
Promoters
20%
Passives
20%
Detractors
60%
61-6520%20%60%
Promoters
56%
Passives
0%
Detractors
44%
66+56%0%44%

LPL Financial NPS by Usage

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.

-100
-50
0
50
100
Less than 1 Year
-23
Less than 1 Year-23
2 to 5 Years
0
2 to 5 Years0
5 to 10 Years
-25
5 to 10 Years-25
Over 10 Years
0
Over 10 Years0

LPL Financial NPS vs. Competitors

Compared to its competitors, LPL Financial's NPS is rated right above Envestnet, and is preceded by Charles Schwab.

LPL Financial Customer Reviews

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.

What can this brand most improve?
not lose money when they are charging high fees!
What do you value most about this brand?
Good service and good company
What do you value most about this brand?
I value their professionalism and Integrity
What can this brand most improve?
The entire customer service experience

LPL Financial Customer Loyalty

60%

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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60
60%
40
40%
LPL Financial Customer Loyalty

LPL Financial Customer Loyalty Score by Gender

Male customers rated LPL Financial's Customer Loyalty score 14% higher than Female customers.

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Male
63%
Yes
Female
49%
Yes

LPL Financial Customer Loyalty Score by Ethnicity

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"

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64
out of 100
Caucasian
33
out of 100
Asian or Pacific Islander
49
out of 100
Other

LPL Financial Customer Loyalty Score by Age

LPL Financial's Customer Loyalty score was rated the highest by customers ages 46-50, and the lowest by customers ages 51-55.

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0
20%
40%
60%
80%
100%
46-50
78%
46-5078%
51-55
55%
51-5555%
61-65
64%
61-6564%
66+
70%
66+70%

LPL Financial Customer Loyalty Score by Usage

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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Less than 1 Year
30%
2 to 5 Years
70%
5 to 10 Years
78%
Over 10 Years
82%

LPL Financial Customer Loyalty Score by Industry

LPL Financial's Customer Loyalty score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.

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Tech
49%
Banking and Financial Services
70%

LPL Financial Customer Loyalty vs. Competitors

Compared to its competitors, LPL Financial's Customer Loyalty score is rated right above Envestnet, and is preceded by Charles Schwab.

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LPL Financial's Logo
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Southside Bank's Logo
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LPL Financial Product Quality

3/5

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 Product Information

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.

Website
http://lplfinancial.lpl.com/
Company Size
1,001-5,000 Employees

Industry

Tech
FinTech

Quick Insights into LPL Financial Product Quality

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.

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Ranked LPL Financial Product Quality the Highest

Banking and Financial Services
4.1
Asian or Pacific Islander
3.9
66+
3.6

Ranked LPL Financial Product Quality the Lowest

Female
2.2
Tech
1.9
51-55
1.6

LPL Financial Product Quality Score by Gender

Male customers rated LPL Financial's Product Quality score 1 stars higher than Female customers.

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Male

3.2/5

Female

2.2/5

LPL Financial Product Quality Score by Ethnicity

LPL Financial's Product Quality score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.

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0
1
2
3
4
5
Caucasian
2.8
Caucasian2.8
Asian or Pacific Islander
3.9
Asian or Pacific Islander3.9
Other
2.4
Other2.4

LPL Financial Product Quality Score by Age

LPL Financial's Product Quality score was rated the highest by customers ages 66+, and the lowest by customers ages 51-55.

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0
1
2
3
4
5
46-50
3
46-503
51-55
1.6
51-551.6
61-65
2.5
61-652.5
66+
3.6
66+3.6

LPL Financial Product Quality Score by Usage

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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Less than 1 Year
2.9
2 to 5 Years
2.9
5 to 10 Years
2.2
Over 10 Years
3.2

LPL Financial Product Quality Score by Industry

LPL Financial's Product Quality score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.

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Tech
1.9
Banking and Financial Services
4.1

LPL Financial Product Quality vs. Competitors

Compared to its competitors, LPL Financial's Product Quality score is rated right above Envestnet, and is preceded by Charles Schwab.

COMPANYProduct Quality Score
JPMorgan Chase & Co4/5
Southside Bank3.8/5
Charles Schwab3.4/5
LPL Financial3/5
Envestnet3/5

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LPL Financial Pricing

LPL Financial ROI & Value For Money

2.8/5

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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LPL Financial Pricing Plans

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.

Quick Insights into LPL Financial ROI

LPL Financial's ROI score was rated highest by customers from the Banking and Financial Services industry, and rated lowest by Female customers.

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Ranked LPL Financial ROI the Highest

Banking and Financial Services
3.5
66+
3.4
Asian or Pacific Islander
3.2

Ranked LPL Financial ROI the Lowest

Tech
2
51-55
1.8
Female
1.7

LPL Financial ROI Score by Gender

Male customers rated LPL Financial's ROI score 1.5 stars higher than Female customers.

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Male

3.2/5

Female

1.7/5

LPL Financial ROI Score by Ethnicity

LPL Financial's ROI score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.

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0
1
2
3
4
5
Caucasian
2.6
Caucasian2.6
Asian or Pacific Islander
3.2
Asian or Pacific Islander3.2
Other
2.3
Other2.3

LPL Financial ROI Score by Age

LPL Financial's ROI score was rated the highest by customers ages 66+, and the lowest by customers ages 51-55.

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0
1
2
3
4
5
46-50
3.1
46-503.1
51-55
1.8
51-551.8
61-65
2.2
61-652.2
66+
3.4
66+3.4

LPL Financial ROI Score by Usage

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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Less than 1 Year
2.4
2 to 5 Years
3.1
5 to 10 Years
2.2
Over 10 Years
3.2

LPL Financial ROI Score by Industry

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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Tech
2
Banking and Financial Services
3.5

LPL Financial Pricing vs. Competitors

Compared to its competitors, LPL Financial's ROI score is rated right below Envestnet.

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JPMorgan Chase & Co's Logo
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LPL Financial Customer Satisfaction (CSAT)

LPL Financial Customer Satisfaction (CSAT) Score

55 / 100

LPL Financial has an overall Customer Satisfaction score of 55 rated by its users and customers.

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Very Satisfied26%
Satisfied29%
Neither Satisfied nor Dissatisfied8%
Dissatisfied14%
Very Dissatisfied23%
Very Satisfied
26%
Satisfied
29%
Neither Satisfied nor Dissatisfied
8%
Dissatisfied
14%
Very Dissatisfied
23%

What is Customer Satisfaction (CSAT) Score

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.

Quick Insights into LPL Financial Customer Satisfaction

LPL Financial's Customer Satisfaction score was rated highest by Asian or Pacific Islander customers, and rated lowest by customers from the Tech industry.

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Ranked LPL Financial Customer Satisfaction the Highest

Asian or Pacific Islander
75%
Over 10 Years
72%
51-55
67%

Ranked LPL Financial Customer Satisfaction the Lowest

Caucasian
50%
61-65
40%
Tech
33%

LPL Financial Customer Satisfaction Score by Gender

Female customers rated LPL Financial's Customer Satisfaction score 1 points higher than Male customers.

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59 / 100
Male
Very Satisfied
36%
Satisfied
23%
Neither Satisfied nor Dissatisfied
5%
Dissatisfied
18%
Very Dissatisfied
18%
60 / 100
Female
Very Satisfied
40%
Satisfied
20%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
20%
Very Dissatisfied
20%

LPL Financial Customer Satisfaction Score by Ethnicity

CSAT according to Caucasian

LPL Financial's Customer Satisfaction (CSAT) score was rated 50% according to Caucasian users and customers.

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50 / 100
Very Satisfied29%
Satisfied21%
Neither Satisfied nor Dissatisfied7%
Dissatisfied14%
Very Dissatisfied29%
Very Satisfied
29%
Satisfied
21%
Neither Satisfied nor Dissatisfied
7%
Dissatisfied
14%
Very Dissatisfied
29%

CSAT according to Asian or Pacific Islander

LPL Financial's Customer Satisfaction (CSAT) score was rated 75% according to Asian or Pacific Islander users and customers.

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75 / 100
Very Satisfied25%
Satisfied50%
Neither Satisfied nor Dissatisfied0%
Dissatisfied25%
Very Dissatisfied0%
Very Satisfied
25%
Satisfied
50%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
25%
Very Dissatisfied
0%

CSAT according to Other

LPL Financial's Customer Satisfaction (CSAT) score was rated 67% according to Other users and customers.

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67 / 100
Very Satisfied50%
Satisfied17%
Neither Satisfied nor Dissatisfied0%
Dissatisfied17%
Very Dissatisfied16%
Very Satisfied
50%
Satisfied
17%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
17%
Very Dissatisfied
16%

LPL Financial Customer Satisfaction Score by Age

LPL Financial's Customer Satisfaction score was rated the highest by customers ages 51-55, and the lowest by customers ages 61-65.

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0
20
40
60
80
100
46-50 CSAT Score
50%
Very Satisfied
50%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
25%
Very Dissatisfied
25%
46-5050%
51-55 CSAT Score
67%
Very Satisfied
67%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
33%
51-5567%
61-65 CSAT Score
40%
Very Satisfied
20%
Satisfied
20%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
20%
Very Dissatisfied
40%
61-6540%
66+ CSAT Score
55%
Very Satisfied
33%
Satisfied
22%
Neither Satisfied nor Dissatisfied
11%
Dissatisfied
23%
Very Dissatisfied
11%
66+55%

LPL Financial Customer Satisfaction Score by Usage

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.

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Less than 1 Year
63
2 to 5 Years
50
5 to 10 Years
50
Over 10 Years
72

LPL Financial Customer Satisfaction Score by Industry

LPL Financial's Customer Satisfaction score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.

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Tech
33
Banking and Financial Services
67

LPL Financial Customer Satisfaction vs. Competitors

Compared to its competitors, LPL Financial's Customer Satisfaction score is rated right above Envestnet, and is preceded by Charles Schwab.

COMPANYCustomer Satisfaction (CSAT) Score
JPMorgan Chase & Co77%
Southside Bank72%
Charles Schwab55%
LPL Financial55%
Envestnet42%

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LPL Financial Customer Service

2.9/5

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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About LPL Financial's Customer Service

Address

LPL Financial 75 State Street, 24th Floor, Boston, MA 02109


Website

http://lplfinancial.lpl.com/


Phone Number

617-423-3644

Quick Insights into LPL Financial Customer Service

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.

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Ranked LPL Financial Customer Service the Highest

Banking and Financial Services
3.8
2 to 5 Years
3.6
Asian or Pacific Islander
3.4

Ranked LPL Financial Customer Service the Lowest

Tech
2.1
Female
1.8
51-55
1.7

LPL Financial Customer Service Score by Gender

Male customers rated LPL Financial's Customer Service score 1.4 stars higher than Female customers.

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Male

3.2/5

Female

1.8/5

LPL Financial Customer Service Score by Ethnicity

LPL Financial's Customer Service score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.

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0
20
40
60
80
100
Caucasian
3
Caucasian3
Asian or Pacific Islander
3.4
Asian or Pacific Islander3.4
Other
2.3
Other2.3

LPL Financial Customer Service Score by Age

LPL Financial's Customer Service score was rated the highest by customers ages 46-50, and the lowest by customers ages 51-55.

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0
20
40
60
80
100
46-50
3.2
46-503.2
51-55
1.7
51-551.7
61-65
2.8
61-652.8
66+
3.1
66+3.1

LPL Financial Customer Service Score by Usage

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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Less than 1 Year
2.5
2 to 5 Years
3.6
5 to 10 Years
2.5
Over 10 Years
2.9

LPL Financial Customer Service Score by Industry

LPL Financial's Customer Service score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.

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Tech
2.1
Banking and Financial Services
3.8

LPL Financial Customer Service vs. Competitors

Compared to its competitors, LPL Financial's Customer Service score is rated right below Envestnet.

COMPANYCustomer Service Score
JPMorgan Chase & Co4/5
Southside Bank3.5/5
Charles Schwab3.5/5
Envestnet3.1/5
LPL Financial2.9/5

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LPL Financial as an Employer

4.1/5

LPL Financial has a 4.1/5 stars for its overall company culture rated by their employees

  LPL Financial CEO
top
15%
CEO of LPL Financial

In the Top 15% of Similar Sized Companies on Comparably.

Consumer vs. 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.

Net Promoter Score

-10
NPS Score
38%Promoters
14%Passive
48%Detractors

Employee Net Promoter Score

17
eNPS Score
50%Promoters
17%Passive
33%Detractors

Global Ranking Snapshot

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