Firms by city
Registered investment advisers in Fort Mill, SC
2 SEC-registered advisers headquartered in Fort Mill, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| LPL FinancialCRD 6413 | Fort Mill, SC | $819.12B | 36,280 | 1,986,990 |
| LPL EnterpriseCRD 8733 | Fort Mill, SC | $24.94B | 4,492 | 102,563 |
LPL FinancialCRD 6413$819.12B
- Headquarters
- Fort Mill, SC
- Advisory staff
- 36,280
- Clients
- 1,986,990
LPL EnterpriseCRD 8733$24.94B
- Headquarters
- Fort Mill, SC
- Advisory staff
- 4,492
- Clients
- 102,563
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Fort Mill on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in South Carolina.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.