On the Record · LPL Financial
LPL Financial subsidiaries, as it lists them
The subsidiaries LPL Financial lists in its latest annual report, with the jurisdiction of each, linked to the filing.
Subsidiaries it lists
| Subsidiary | Jurisdiction |
|---|---|
| LPL Holdings, Inc. | Massachusetts |
| PTC Holdings, Inc. | Ohio |
| The Private Trust Company, N.A. | Ohio |
| LPL Financial LLC | California |
| LPL Insurance Associates, Inc. | Delaware |
| AW Subsidiary, Inc. | Delaware |
| LPL Employee Services, LLC | Delaware |
| Allen & Company of Florida, LLC | Delaware |
| Blaze Portfolio Systems LLC | Illinois |
| LPL Enterprise, LLC | Delaware |
| Atria Wealth Solutions, Inc. | Delaware |
| CFN Holding Company LLC | Massachusetts |
From Exhibit 21 of the 10-K for 2025. Companies must list their significant subsidiaries there and may leave out smaller ones, so this is the company’s own list, not every entity it owns.
Read from LPL Financial’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-23. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.