LPL FINANCIAL LLC is a Fort Mill, South Carolina based financial advisory firm with nearly $368,018,536,946 in assets under management and provides investment advisory services for 1688501 clients. There are currently 31366 financial advisors at the firm.
General Information |
| Firm CRD#: | 6413 | |
| SEC#: | 801-10970 | |
| Assets under Management: | $368,018,536,946 | |
| No. of Clients: | 1688501 | |
| No. of Advisors: | 31366 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Commision Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| THE FIDUCIARY ALLIANCE | 284924 | 801-108283 | 11514 | 37 | $864,798,884 |
| GLOBAL VIEW INVESTMENT ADVISORS, LLC | 145499 | 801-68500 | 1516 | 8 | $381,504,671 |
| BURKETT FINANCIAL SERVICES, LLC | 140168 | 801-67535 | 1450 | 5 | $396,053,890 |
| PRUDEO PARTNERS, LLC | 113961 | 801-60743 | 1425 | 10 | $357,879,375 |
| WEALTH MANAGEMENT ADVISORS, LLC | 171260 | 801-79660 | 1229 | 8 | $379,471,671 |
| MTM INVESTMENT MANAGEMENT, LLC | 297500 | 801-113650 | 957 | 8 | $451,255,466 |
| CCM INVESTMENT ADVISERS, LLC | 105743 | 801-29159 | 820 | 11 | $892,127,298 |
| DIVIDEND ASSETS CAPITAL, LLC | 129973 | 801-62643 | 750 | 11 | $527,024,008 |
| STOKES CAPITAL ADVISORS, LLC | 281278 | 801-106810 | 743 | 2 | $362,895,384 |
| VERITY INVESTMENT PARTNERS | 119630 | 801-63829 | 713 | 13 | $840,091,368 |
| WCM GLOBAL WEALTH, LLC | 156594 | 801-117029 | 288 | 11 | $401,564,118 |
| THE CAVANAUGH GROUP INC | 105931 | 801-50257 | 110 | 2 | $486,525,361 |
| YON DRAKE & ASSOCIATES INC | 111491 | 801-49757 | 10 | 3 | $529,514,914 |
| LIBERTY HALL CAPITAL PARTNERS, L.P. | 173159 | 801-106786 | 6 | 11 | $883,866,719 |
| GLOBAL FRONTIER INVESTMENTS, LLC | 160105 | 801-119118 | 4 | 2 | $432,317,139 |