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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-07-1982
- Office Locations
- 936
Office Locations
About LPL Enterprise, LLC
LPL Enterprise provides enterprise-level wealth management solutions and professional support for financial institutions, helping their financial professionals serve investors through brokerage and advisory programs. Institutions can choose how they partner with LPL, including offerings such as model and guided portfolio programs, backed by LPL Financial’s platform and disclosures.
Reported data analysis
What the numbers show
Between December 24, 2025 and July 15, 2026, reported AUM increased 32.2%, from $18.9B to $24.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4,492 advisory representatives and 114,681 clients, or 25.5 clients per representative. That equates to $217.5K in reported AUM per client.
The profile lists 936 reported office locations and 43 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full LPL Enterprise, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Kiriakos Andreas Evangeliou
Operations Compliance, SVP Operations Control, Trading
- CRD
- #2496177
- Ownership
- Less than 5%
KIRBY LEPAK HORAN-ADAMS
Director, Manager, Vice President
- CRD
- #5097259
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Alfred Michael Abbamonte
--
- CRD
- #7867340
HAMDY ABDELMONEM ABBASS
Financial Advisor, General Partner
- CRD
- #1717587
Showing 2 of 3867 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,935,743,002 | $179,248 |
| Non-Discretionary | $3,642,371 | $46,106 |
| Total | $24,939,385,373 | $179,173 |
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Separately Managed Accounts
SMA allocation detail is available
LPL Enterprise, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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