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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-26-1973
- Office Locations
- 13,563
Office Locations
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.
Reported data analysis
What the numbers show
Between December 18, 2025 and June 30, 2026, reported AUM increased 32.3%, from $618.9B to $819.1B.
Across 5 reported observations, AUM increased 102.7% between December 20, 2022 and June 30, 2026, from $404.2B to $819.1B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 36,280 advisory representatives and 2,196,590 clients, or 60.5 clients per representative. That equates to $372.9K in reported AUM per client.
The profile lists 13,563 reported office locations and 53 years in operation. The source data was last updated on July 23, 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 Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW JON AUDETTE
Chief Financial Officer, President, Vice President
- CRD
- #4003349
- Ownership
- Less than 5%
MATTHEW KLAUS ENYEDI
MANAGING DIRECTOR
- CRD
- #4194266
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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Samuel Markus Aamot
--
- CRD
- #5916884
PATRICK EDWARD AARON
Founder, President
- CRD
- #5335512
Showing 2 of 33171 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
SMA allocation detail is available
LPL Financial LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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LPL Financial LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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