Lpl Enterprise, LLC

Overview

Headquarters

Fort Mill, SC

Total Firm Assets

$24.9 billion

Average High-Net-Worth Client Portfolio Size

$0.6 million

Fee Disclosure

Source: A58 LPLE (2026-07-01) · View brochure text

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

50.91%

Number of High-Net-Worth Clients

22,822

Total Client Accounts

139,192

Discretionary Accounts

139,113

Non-Discretionary Accounts

79

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars

Regulatory Filings

SEC CRD Number

8733

• A58 LPLE (2026-07-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions