Lpl Enterprise, LLC
Fort Mill, SC·SEC-registered · CRD #8733
Lpl Enterprise, LLC is an SEC-registered investment advisory firm in Fort Mill, SC managing $25B across 139k client accounts, with 4.5k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$25B
Client accounts
139k
Advisory staff
4.5k
Fee model
Fee-based
How Lpl Enterprise, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lpl Enterprise, LLC
How much does Lpl Enterprise, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Lpl Enterprise, LLC reports $25B in regulatory assets under management across roughly 139k client accounts.
How does Lpl Enterprise, LLC charge?
Lpl Enterprise, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lpl Enterprise, LLC a fiduciary?
Yes. Lpl Enterprise, LLC is registered with the U.S. Securities and Exchange Commission (CRD #8733), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lpl Enterprise, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lpl Enterprise, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Fort Mill, SC
Profile compiled from Lpl Enterprise, LLC's public SEC Form ADV filing (CRD #8733, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lpl Enterprise, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lpl Enterprise, LLC? Claim this profile.