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LPL Financial ClientWorks vs Pershing X

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Overview
Focus
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Product
Advisor platform by LPL Financial providing trading, account management, and research tools for advisors.
Wealth management platform by BNY Mellon providing integrated advisor technology and custody services.
Headquarters
San Diego, California
Jersey City, New Jersey
Company size
10,001+ employees
10,001+ employees
Founded
1989
1939
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026

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