LPL Financial LLC

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Assets, Funds, Holdings

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LPL Financial LLC
CRD #6413
SEC #801-10970
CIK #0001403438
AUM $207.8 BB (100% Disc, 100% US, 2020-09-09)
Employees 23,035 (68% Investors, 87% Brokers)
Phone704-733-3300
Address1055 Lpl Way
Fort Mill, SC 29715
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
2502001501005001999200620132021
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 674.8 1.3
AMZN 733.6 0.7
MSFT 747.7 0.7
 
 
 
 
 
 
 
 
Holdings by Sector ($BB)
705642281402011201420172021
EDGAR Form CIK 2011 - 2021
13F-HR [0001403438]
SC 13G [0001403438]
Form 13D/13G Filer Form 13D/13G Subject Filed
LPL Financial LLC Medley Capital Corp [2019-01-10]
LPL Financial LLC FS Investment Corp [2018-02-02]
LPL Financial LLC LPL Financial LLC [2016-01-12]
LPL Financial LLC Cushing MLP Total Return Fund [2015-07-24]
Comparable Firms State AUM ($BB)
Financial Engines Advisors LLC
CA 229.0
Robert W Baird & Co Incorporated
WI 188.3
Envestnet Asset Management Inc
IL 175.3
First Trust Advisors LP
IL 145.5
RBC Capital Markets LLC
NY 141.7
Invesco Asset Management Ltd
130.4
Voya Investment Management Co LLC
NY 125.5
Raymond James Financial Services Advisors Inc
FL 117.6
SageView Advisory Group LLC
CA 112.9
Commonwealth Equity Services LLC
MA 111.4
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