LPL Financial
lpl.com ↗In their words
“LPL Financial achieved 83% asset retention from the Commonwealth acquisition, with net new client assets rising 5% to $29 billion.”
“LPL earned a Net Promoter Score (NPS) of 70, 25 points higher than the No. 2 firm”
“LPL Solutions advisors report over 50% higher Net Promoter Scores and 2x faster growth compared to non-users.”
NPS disclosures (4)
LPL Solutions advisors report over 50% higher Net Promoter Scores and 2x faster growth compared to non-users.
We conduct NPS surveys three times a year, and had a 45-point increase from the beginning of 2018 to the end of 2019.
LPL earned a Net Promoter Score (NPS) of 70, 25 points higher than the No. 2 firm
The momentum of the I&B program for advisors is tracked through annual net promoter scores; recruitment and retention of underrepresented advisor groups; attendance at our hosted events; and the results from our engagement and satisfaction surveys.
Retention disclosures (1)
LPL Financial achieved 83% asset retention from the Commonwealth acquisition, with net new client assets rising 5% to $29 billion.
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Lighthouse companies in Payments, wealth & financial services
About these figures
Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.
NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.