$819.1B Total AUM
$818.3B Disc. AUM
23.6% 3Y CAGR
41,879 Employees
2,196,590 ADV. Clients
52 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- FusionMomentum prime +more
- Established Date
- 07-26-1973
- Office Locations
- 13,323
Office Locations
: 380 Hurricane LN, STE 201 Williston VT
#10 98 Place Blvd Hattiesburg MS
#2 Inverness Center Parkway Birmingham AL
About LPL Financial LLC
LPL Financial LLC serves financial advisors, institutions, and individual investors with personalized investment advice, financial planning, and wealth management, alongside banking/lending, insurance, and tax planning solutions. For institutions, it emphasizes a customizable approach to building and scaling wealth programs, supported by LPL Research market commentary and podcasts for ongoing industry insights.
Team overview
48 AVG AGE
$22.6M AVG AUM / ADVISOR
$372.9K AVG AUM / CLIENT
6.9 yrs AVG TENURE
41,879 Employees
36,280 Advisory Reps
23,099 RIA Reps
52yrs Firm Age
Insights
Unlock to compare peer behavior around insight ridge.
See the complete signal summary connected to ridge.
Request access to benchmark trends tied to north.
Request access to benchmark trends tied to summit.
Full visibility includes strategy notes for peak pioneer insight.
Full visibility includes strategy notes for prime atlas.
Upgrade to reveal position-level detail across capital atlas.
Upgrade to reveal position-level detail across fusion signal.
Asset Classes
Prime bridge Glacier Pathway Timber Matrix Legacy Horizon Vector Insight Timber catalyst Pioneer Frontier crest Pioneer frontier
Client Personas
North
CRM
Alpha
Custodian
Delta Frontier ridge Momentum legacy Crest Beacon signal Harbor Delta Summit Harbor north Horizon Oak Horizon Foundation catalyst
Investment Themes
Unison matrix Pioneer signal Summit Vector signal Value zenith Fusion pathway Horizon Delta
Investment Vehicles
Radial Momentum prime Delta
Services
Pioneer crest Insight Insight signal Quantum Legacy meridian Vertex wave Legacy Frontier ember Focus ridge Optima Meridian prime Vital fusion Pioneer
Technology
Vital capital Peak crest Capital insight Beacon Ridge vector
Owner & Executives
MATTHEW JON AUDETTE
Chief Financial Officer, President, Vice President
- CRD
- #4003349
- Ownership
- Less than 5%
(768) 310-4118
bridge.vertex@oakcapital.com
in linkedin.com/in/vital-quantum
MATTHEW KLAUS ENYEDI
MANAGING DIRECTOR
- CRD
- #4194266
- Ownership
- Less than 5%
(761) 740-8358
summit.legacy@primecapital.com
in linkedin.com/in/timber-meridian
A
Atlas value
Crest glacier catalyst
- CRD
- #13810
- Ownership
- 44.5%
(247) 213-8960
bridge.capital@meridiancapital.com
in linkedin.com/in/signal-timber
Showing 2 of 10 owners & executives
Unlock allContacts
Samuel Markus Aamot
--
- CRD
- #5916884
(314) 954-6789
summit.legacy@oakcapital.com
in linkedin.com/in/glacier-element
P
PATRICK EDWARD AARON
Financial Advisor
- CRD
- #5335512
(544) 534-1140
optima.signal@radialcapital.com
in linkedin.com/in/fusion-frontier
C
Capital pathway
Prime timber pioneer
- CRD
- #23685
(692) 737-8425
vertex.horizon@timbercapital.com
in linkedin.com/in/north-prime
Showing 2 of 32912 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $818,319,955,349 | $287,226 |
| Non-Discretionary | $797,874,476 | $410,218 |
| Total | $819,117,829,825 | $287,310 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $819,117,829,825
Public Funds:
22.2% Equity - Exchange:
22.0% Cash:
24.5% Corporate - Non-Investment Grade:
7.8% Other:
5.2% Private Funds:
6.9% U.S. Government/Agency:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,179,197,132 | 22.2% |
| Equity - Exchange | $1,168,573,734 | 22.0% |
| Cash | $1,301,366,204 | 24.5% |
| Corporate - Non-Investment Grade | $414,312,506 | 7.8% |
| Other | $276,208,337 | 5.2% |
| Private Funds | $366,507,217 | 6.9% |
| U.S. Government/Agency | $605,533,663 | 11.4% |
| Total | $5,311,698,793 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA HARBOR RIDGE | EMBER UNISON | C7X138RBA | ITXMQ | 1.00% | $61,419,214 |
| PEAK EMBER | BRIDGE VERTEX | UPIZ15KRE | FURLK | 1.80% | $106,988,731 |
| OPTIMA INSIGHT MERIDIAN | HARBOR CREST | T58IPDHJJ | TZSSN | 9.20% | $41,822,686 |
| NORTH MATRIX GLACIER | SUMMIT PIONEER | 650VZJXJL | CALYR | 10.46% | $103,564,420 |
| CATALYST HARBOR VECTOR | CATALYST RIDGE | NNGTRWKPK | MEFRM | 12.25% | $113,909,088 |
| FUSION FOCUS WAVE | ATLAS NORTH | NER8W2BFT | QBO | 12.29% | $114,695,978 |
| CAPITAL CREST | SUMMIT PIONEER | VS0MPS09C | WORXZ | 12.00% | $113,809,455 |
| FOCUS TIMBER INSIGHT | FOCUS EAGLE | G4GF6U4WR | ACYTT | 6.78% | $88,280,513 |