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This entity appears on both sides of lobbying disclosures. The firm tab shows registrant-reported income; the client tab shows client-reported lobbying spend. Contract awards are separate and are not included here.
Lobbying Spend
$13.9M
Filings
90
Firms Hired
2
Active Period
2014–2026
Client-reported lobbying expenses on LDA filings
Lobbying firms retained by this client; amounts are client-reported expenses when available
Government entities explicitly identified as targets in LDA filings
Most frequently reported lobbying issues
Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · third_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: H.R. 1013
Generating Retirement Ownership through Long-Term Holding
2026 · third_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: H.R. 2089
Improving Disclosure for Investors Act of 2025
2026 · third_quarter · Firm: LPL FINANCIAL
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
Client expense: $520,000 · Firm income: —
Matched citations: H.R.2441
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
Client expense: $520,000 · Firm income: —
Matched citations: H.R. 7187
Helping Young Americans Save for Retirement Act
2026 · third_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: S.1707
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: S. 1756
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: S.1831
Improving Disclosure for Investors Act of 2025
2026 · third_quarter · Firm: LPL FINANCIAL
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
Client expense: $520,000 · Firm income: —
Matched citations: S.1877
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · third_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: S. 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · second_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $600,000 · Firm income: —
Matched citations: H.R. 1013
Generating Retirement Ownership through Long-Term Holding
2026 · second_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $600,000 · Firm income: —
Matched citations: H.R. 2089
Improving Disclosure for Investors Act of 2025
2026 · second_quarter · Firm: LPL FINANCIAL
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
Client expense: $600,000 · Firm income: —
Matched citations: H.R.2441
Helping Young Americans Save for Retirement Act
2026 · second_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $600,000 · Firm income: —
Matched citations: S.1707
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $600,000 · Firm income: —
Matched citations: S. 1756
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $600,000 · Firm income: —
Matched citations: S.1831
Improving Disclosure for Investors Act of 2025
2026 · second_quarter · Firm: LPL FINANCIAL
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
Client expense: $600,000 · Firm income: —
Matched citations: S.1877
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · second_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $600,000 · Firm income: —
Matched citations: S. 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · first_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: H.R. 1013
Generating Retirement Ownership through Long-Term Holding
2026 · first_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: H.R. 2089
Improving Disclosure for Investors Act of 2025
2026 · first_quarter · Firm: LPL FINANCIAL
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
Client expense: $520,000 · Firm income: —
Matched citations: H.R.2441
Helping Young Americans Save for Retirement Act
2026 · first_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: S.1707
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: S. 1756
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: S.1831
Improving Disclosure for Investors Act of 2025
2026 · first_quarter · Firm: LPL FINANCIAL
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
Client expense: $520,000 · Firm income: —
Matched citations: S.1877
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · first_quarter · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Client expense: $520,000 · Firm income: —
Matched citations: S. 424
Source: Senate LDA