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| Keyboard |
| LPL Enterprise LLC
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|---|---|
| CRD # | 8733 |
| SEC # | 801-130883 |
| CIK # | |
| AUM | 24.94 B (2026-03-31) |
| Employees | 5,215 (86% Investors, 72% Brokers) |
| Fees | |
| Minimum | |
| 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) | 79,249 | 11.8 |
| (b) Individuals (high net worth individuals) | 22,822 | 12.7 |
| (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 | 127 | 0.2 |
| (h) Charitable organizations | 79 | 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 | 286 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 139,192 | 24.9 |
| By Discretionary | ||
| Discretionary | 139,113 | 24.9 |
| Non-Discretionary | 79 | 0.0 |
| Total | 139,192 | 24.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.9 | |
| Total | 139,192 | 24.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 12,118 |
| Serves | Institutional, Retail, Research |
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