|
⚲
|
| LPL Enterprise LLC
✚
|
|
|---|---|
| CRD # | 8733 |
| SEC # | 801-130883 |
| CIK # | |
| AUM | $18.9 B (2025-03-31) |
| Employees | 4,650 (67% Investors, 78% Brokers) |
| Phone | 704-733-3300 |
| Address | 1055 LPL Way Fort Mill, SC 29715 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80,370 | 12.9 |
| (b) Individuals (high net worth individuals) | 6,019 | 5.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.1 |
| (h) Charitable organizations | 64 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 233 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 114,002 | 18.9 |
| By Discretionary | ||
| Discretionary | 114,002 | 18.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114,002 | 18.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.9 | |
| Total | 114,002 | 18.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Matson Money Inc
✚
|
OH | 20.6 |
|
Highland Consulting Associates Inc
✚
|
OH | 20.2 |
|
Bahl & Gaynor Inc
✚
|
OH | 20.1 |
|
Oppenheimer Asset Management Inc
✚
|
NY | 20.0 |
|
US Bancorp Investments Inc
✚
|
MN | 19.3 |
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 18.7 |
|
Wilmington Trust Investment Advisors Inc
✚
|
DE | 17.4 |
|
United Capital Financial Advisors LLC
✚
|
TX | 17.2 |
|
Baring International Investment Ltd
✚
|
17.1 | |
|
Financial Counselors Inc
✚
|
KS | 17.0 |