Overview
Assets Under Management: $18.9 billion
Headquarters: FORT MILL, SC
High-Net-Worth Clients: 6,019
Average Client Assets: $939,204
Frequently Asked Questions
LPL ENTERPRISE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #8733), LPL ENTERPRISE, LLC is subject to fiduciary duty under federal law.
LPL ENTERPRISE, LLC is headquartered in FORT MILL, SC.
LPL ENTERPRISE, LLC serves 6,019 high-net-worth clients according to their SEC filing dated December 24, 2025. View client details ↓
According to their SEC Form ADV, LPL ENTERPRISE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
LPL ENTERPRISE, LLC manages $18.9 billion in client assets according to their SEC filing dated December 24, 2025.
According to their SEC Form ADV, LPL ENTERPRISE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6,019
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.97
Average High-Net-Worth Client Assets: $939,204
Total Client Accounts: 114,002
Discretionary Accounts: 114,002
Regulatory Filings
CRD Number: 8733
Filing ID: 2033670
Last Filing Date: 2025-12-24 10:18:49
Website: 1075