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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| LPL Financial LLC
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|---|---|
| CRD # | 6413 |
| SEC # | 801-10970 |
| CIK # | 0001007444, 0001403438 |
| AUM | $618.9 B (2025-07-15) |
| Employees | 37,893 (75% Investors, 76% Brokers) |
| Phone | 704-733-3300 |
| Address | 1055 LPL Way Fort Mill, SC 29715 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 5.0 | ||
| Microsoft Corp | 4.5 | ||
| Apple Inc | 4.4 | ||
| Amazon Com Inc | 3.3 | ||
| Facebook Inc | 2.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,113,911 | 188.8 |
| (b) Individuals (high net worth individuals) | 541,594 | 401.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9,201 | 12.8 |
| (h) Charitable organizations | 4,300 | 5.4 |
| (i) State or municipal government entities | 6 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7,166 | 10.3 |
| (n) Other | 14 | 0.0 |
| Total | 2,369,378 | 618.9 |
| By Discretionary | ||
| Discretionary | 2,368,041 | 618.3 |
| Non-Discretionary | 1,337 | 0.6 |
| Total | 2,369,378 | 618.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 618.5 | |
| Total | 2,369,378 | 618.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001403438] | |
| SC 13G | [0001403438] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fidelity Personal and Workplace Advisors LLC
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|
MA | 818.8 |
|
UBS Financial Services Inc
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|
NJ | 808.8 |
|
Ameriprise Financial Services LLC
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MN | 564.6 |
|
Envestnet Asset Management Inc
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IL | 532.2 |
|
Mitsubishi UFJ Trust and Banking Corporation
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384.0 | |
|
Raymond James Financial Services Advisors Inc
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FL | 344.9 |
|
Financial Engines Advisors LLC
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|
CA | 292.9 |
|
RBC Capital Markets LLC
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NY | 260.0 |
|
Voya Investment Management Co LLC
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NY | 253.8 |
|
SageView Advisory Group LLC
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CA | 238.6 |