LPL FINANCIAL

Lobbying client · Massachusetts · filed 2025 to 2026

$4,430,000 Reported spend

24 Filings counted

3 Outside firms hired

11 Bills named

Spend is reported income plus in-house expenses across 24 filings. 2 further filings for this client were restated by a later amendment and are left out of every total here. The LDA keeps a separate client record for every registrant that files for a client, so this page adds up 4 records, one per registrant listed below. Records are combined when the client name matches once case, punctuation and endings such as Inc. or LLC are set aside; for a city, county or port the state has to match as well. These filings have also been reported as LPL FINANCIAL LLC.

Who filed for this client 4

LPL FINANCIAL $3,680,000 In-house, the client's own filings · 7 filings
MINDSET ADVOCACY, LLC $420,000 Outside firm · 7 filings
CROSSROADS STRATEGIES, LLC $330,000 Outside firm · 8 filings
DAVIS & HARMAN LLP $0 Outside firm · 2 filings

Spend per registrant: fees an outside firm reported, or the costs the client reported for lobbying in-house. The rows add up to the total above.

Bills named in these filings 11

H.R. 2441
Improving Disclosure for Investors Act of 2025

17 filings
H.R. 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025

7 filings
S. 424
Retirement Fairness for Charities and Educational Institutions Act of 2025

7 filings
H.R. 1
One Big Beautiful Bill Act

6 filings
S. 1707
Helping Young Americans Save for Retirement Act

6 filings
S. 1831
Auto Reenroll Act of 2025

6 filings
S. 1877
Improving Disclosure for Investors Act of 2025

6 filings
H.R. 2089
Generating Retirement Ownership through Long-Term Holding

3 filings
S. 1756
Conscience Protection Act of 2025

3 filings
H.R. 3633
Digital Asset Market Clarity Act

1 filing
H.R. 7187
Clarity for Compensation Act

1 filing

Reported by year 2 years

2026 $1,970,000 9 filings
2025 $2,460,000 15 filings

Issues lobbied 6

The count is how many filings named that issue area. A filing reports one lump figure covering every issue on it, so the money above cannot be split between them.

Agencies and chambers lobbied 2

HOUSE OF REPRESENTATIVES 22
SENATE 22

Recent filings 26 total

Q3 report

LPL FINANCIAL

3rd Quarter 2026 (July 1 - Sep 30) · House · Senate · $520,000 expenses · posted Oct 20, 2026

View → Q3 report

MINDSET ADVOCACY, LLC

3rd Quarter 2026 (July 1 - Sep 30) · House · Senate · $60,000 income · posted Oct 20, 2026

View → Q3 report

CROSSROADS STRATEGIES, LLC

3rd Quarter 2026 (July 1 - Sep 30) · House · Senate · $50,000 income · posted Oct 19, 2026

View → Q2 report

LPL FINANCIAL

2nd Quarter 2026 (Apr 1 - June 30) · House · Senate · $600,000 expenses · posted Jul 20, 2026

View → Q2 report

MINDSET ADVOCACY, LLC

2nd Quarter 2026 (Apr 1 - June 30) · House · Senate · $60,000 income · posted Jul 20, 2026

View → Q2 report

CROSSROADS STRATEGIES, LLC

2nd Quarter 2026 (Apr 1 - June 30) · House · Senate · $50,000 income · posted Jul 19, 2026

View → Q1 report

CROSSROADS STRATEGIES, LLC

1st Quarter 2026 (Jan 1 - Mar 31) · House · Senate · $50,000 income · posted Apr 20, 2026

View → Q1 report

LPL FINANCIAL

1st Quarter 2026 (Jan 1 - Mar 31) · House · Senate · $520,000 expenses · posted Apr 20, 2026

View → Q1 report

MINDSET ADVOCACY, LLC

1st Quarter 2026 (Jan 1 - Mar 31) · House · Senate · $60,000 income · posted Apr 20, 2026

View → Q2 amendment

LPL FINANCIAL

2nd Quarter 2025 (Apr 1 - June 30) · House · Senate · $470,000 expenses · posted Mar 17, 2026

View → Q4 report

MINDSET ADVOCACY, LLC

4th Quarter 2025 (Oct 1 - Dec 31) · House · Senate · $60,000 income · posted Feb 5, 2026

View → Q4 report

LPL FINANCIAL

4th Quarter 2025 (Oct 1 - Dec 31) · House · Senate · $710,000 expenses · posted Jan 20, 2026

View → Q4 report

CROSSROADS STRATEGIES, LLC

4th Quarter 2025 (Oct 1 - Dec 31) · House · Senate · $50,000 income · posted Jan 19, 2026

View → Q3 report

LPL FINANCIAL

3rd Quarter 2025 (July 1 - Sep 30) · House · Senate · $510,000 expenses · posted Oct 20, 2025

View → Q3 report

MINDSET ADVOCACY, LLC

3rd Quarter 2025 (July 1 - Sep 30) · House · Senate · $60,000 income · posted Oct 20, 2025

View → Q3 report

CROSSROADS STRATEGIES, LLC

3rd Quarter 2025 (July 1 - Sep 30) · House · Senate · $50,000 income · posted Oct 19, 2025

View → Q2 amendment

LPL FINANCIAL Amended

2nd Quarter 2025 (Apr 1 - June 30) · House · Senate · $470,000 expenses · posted Oct 7, 2025

View → Q2 report

LPL FINANCIAL Amended

2nd Quarter 2025 (Apr 1 - June 30) · House · Senate · $470,000 expenses · posted Jul 21, 2025

View → Q2 report

MINDSET ADVOCACY, LLC

2nd Quarter 2025 (Apr 1 - June 30) · House · Senate · $60,000 income · posted Jul 21, 2025

View → Q2 report

CROSSROADS STRATEGIES, LLC

2nd Quarter 2025 (Apr 1 - June 30) · House · Senate · $50,000 income · posted Jul 20, 2025

View →

Showing the 20 most recent of 26 filings. Search the explorer for "LPL FINANCIAL".

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Filings through October 20, 2026, the newest posted date on this record. Source: federal Lobbying Disclosure Act filings, synced daily. Money is self-reported by the filer and often rounded. Lobbying is legal, disclosed activity.