LPL Financial LLC

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Assets, Funds, Holdings

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CAFR Data
LPL Financial LLC
CRD #6413
SEC #801-10970
CIK #1007444
AUM $159.1 BB (100% Disc, 100% US)
Employees22,790 (69% Investors, 82% Brokers)
Phone617-423-3644
Address75 State Street, 22nd Floor
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
16012896643201999200620132021
Sector Holding Cap ($MM) Value ($MM)
VTI1,811.1
IVV1,055.4
BND1,040.0
IJH1,014.1
SPY726.5
VCIT720.8
QQQ697.2
IEMG693.2
IUSG624.2
AGG593.2
View All
Holdings by Sector ($)
40322416802014201620182020
Comparable Firms State AUM ($BB)
Banc One Investment Advisors Corp
OH 186.1
Financial Engines Advisors LLC
CA 181.3
Robert W Baird & Co Incorporated
WI 140.3
Invesco Asset Management Ltd
139.9
Standish Mellon Asset Management Company LLC
MA 130.2
Envestnet Asset Management Inc
IL 126.5
RBC Capital Markets LLC
NY 118.7
Raymond James Financial Services Advisors Inc
FL 117.6
First Trust Advisors LP
IL 113.4
Voya Investment Management Co LLC
NY 108.2
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