Lpl Enterprise, LLC

Registered investment advisor · Fort Mill, South Carolina · CRD #8733

Assets Under Management

$24.9B

Client Accounts

139,192

Employees

5,215

CRD Number

8733

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Lpl Enterprise, LLC

LPL Financial is the largest independent broker-dealer in the United States, founded in 1989. Headquartered in multiple locations, including Boston and San Diego, the company supports nearly 22,000 financial advisors and manages over $1 trillion in advisory and brokerage assets. LPL operates as a Fortune 500 company, emphasizing an advisor-centered model that prioritizes independence and client interests. The company offers a range of services, including brokerage and investment advisory servic

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Lpl Enterprise, LLC

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Frequently Asked Questions

What is Lpl Enterprise, LLC's AUM?

Lpl Enterprise, LLC reports approximately $24.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Lpl Enterprise, LLC headquartered?

Lpl Enterprise, LLC is headquartered in Fort Mill, South Carolina.

What is Lpl Enterprise, LLC's CRD number?

Lpl Enterprise, LLC's CRD number is 8733. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.