Revenue

EBITDA

Earnings

Price per share at the end of the period divided by the last reported earnings

Free Cash Flow

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

LPL Financial Holdings Inc.

The significance of a company's longevity in the market

Years since IPO

Evaluation of recent trends and improvements in the company's revenue

Revenue Growth

Assessment of recent increases in earnings per share, indicating profitability

EPS Growth

Review of the company's ability to generate free cash flow over recent periods

FCF Growth

Analysis of Return on Equity, showing how effectively the company uses equity to generate profits

Examination of debt levels using Debt/Assets and Debt/EBITDA to ensure manageable leverage

Debt

SAN DIEGO AND SUMMIT, N.J., FEB. 18, 2026 /PRNEWSWIRE/ -- LPL FINANCIAL HOLDINGS INC. (NASDAQ: LPLA) ("LPL FINANCIAL" OR "LPL"), A LEADING WEALTH MANAGEMENT FIRM, AND SIMPLICITY GROUP ("SIMPLICITY"), A LEADING INSURANCE PARTNER FOR ADVISORS, FINANCIAL INSTITUTIONS, AND CONSUMERS, TODAY ANNOUNCED A STRATEGIC AGREEMENT THAT WILL EXPAND INSURANCE CAPABILITIES AND SUPPORT FOR LPL ADVISORS.

SIMPLICITY GROUP AND LPL FINANCIAL FORM STRATEGIC RELATIONSHIP TO DELIVER INSURANCE PRODUCTS, OPERATIONAL SUPPORT, AND TRAINING TO LPL ADVISORS

SAN DIEGO, FEB. 17, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT JASON MOCHI OF SHORELINE PRIVATE WEALTH MANAGEMENT HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORTED SERVING APPROXIMATELY $275 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM MORGAN STANLEY.

LPL FINANCIAL WELCOMES SHORELINE PRIVATE WEALTH MANAGEMENT

SAN DIEGO, FEB. 12, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISORS CURT PEDERSON AND BRITT SAYLOR OF SOUND WEALTH HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORTED SERVING APPROXIMATELY $420 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM AMERIPRISE.

LPL FINANCIAL WELCOMES SOUND WEALTH

SAN DIEGO, FEB. 03, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT THE FINANCIAL ADVISORS OF WEALTH INNOVATIONS, LLC HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORTED SERVING APPROXIMATELY $200 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM OSAIC.

LPL FINANCIAL WELCOMES WEALTH INNOVATIONS

FOURTH QUARTER 2025 KEY FINANCIAL RESULTS: NET INCO ME WAS $301 MILLION , TRANSLATING TO DILUTED EARNINGS PER SHARE ("EPS") OF $3.74 , UP 4% FROM A YEAR AGO ADJUSTED EPS* INCREASED 23% YEAR-OVER-YEAR TO $5.23 GROSS PROFIT* INCREASED 26% YEAR-OVER-YEAR TO $1,542 MILLION CORE G&A* INCREASED 27% YEAR-OVER-YEAR TO $536 MILLION ADJUSTED PRE-TAX INCOME* INCREASED 36% YEAR-OVER-YEAR TO $559 MILLION KEY BUSINESS RESULTS: TOTAL ADVISORY AND BROKERAGE ASSETS INCREASED 36% YEAR-OVER-YEAR TO $2.4 TRILLION ADVISORY ASSETS INCREASED 46% YEAR-OVER-YEAR TO $1.4 TRILLION ADVISORY ASSETS AS A PERCENTAGE OF TOTAL ASSETS INCREASED TO 58.8%, UP FROM 55.0% A YEAR AGO TOTAL ORGANIC NET NEW ASSETS WERE $23 BILLION , REPRESENTING 4% ANNUALIZED GROWTH THIS INCLUDED $0.8 BILLION OF ASSETS FROM FIRST HORIZON BANK ("FIRST HORIZON") THAT ONBOARDED, AND $0.9 BILLION OF ASSETS THAT OFF-BOARDED AS PART OF THE PREVIOUSLY DISCLOSED PLANNED SEPARATION FROM MISALIGNED LARGE OSJS. PRIOR TO THESE IMPACTS, ORGANIC NET NEW ASSETS WERE $23 BILLION, TRANSLATING TO A 4% ANNUALIZED GROWTH RATE RECRUITED ASSETS ( 1 ) WERE $14 BILLION TOTAL CLIENT CASH BALANCES WERE $61 BILLION , AN INCREASE OF $5 BILLION SEQUENTIALLY AND $6 BILLION YEAR-OVER-YEAR CLIENT CASH BALANCES AS A PERCENTAGE OF TOTAL ASSETS WERE 2.6%, UP FROM 2.4% IN THE PRIOR QUARTER AND DOWN FROM 3.2% IN THE PRIOR YEAR KEY CAPITAL AND LIQUIDITY MEASURES: CORPORATE CASH ( 2 ) WAS $470 MILLION LEVERAGE RATIO (3) WAS 1.95X DIVIDENDS PAID WERE $ 24 MILLION FULL YEAR 2025 KEY FINANCIAL RESULTS: NET INCOME WAS $863 MILLION , TRANSLATING TO DILUTED EPS OF $10.92 , DOWN 22% FROM A YEAR AGO ADJUSTED EPS* INCREASED 22% YEAR-OVER-YEAR TO $20.09 GROSS PROFIT* INCREASED 24% YEAR-OVER-YEAR TO $5.60 BILLION CORE G&A* INCREASED 22% YEAR-OVER-YEAR TO $1.85 BILLION ADJUSTED PRE-TAX INCOME* INCREASED 30% YEAR-OVER-YEAR TO $2.13 BILLION KEY BUSINESS & CAPITAL AND LIQUIDITY RESULTS: TOTAL ORGANIC NET NEW ASSETS WERE $147 BILLION, REPRESENTING AN 8% GROWTH RATE RECRUITED A

LPL FINANCIAL ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS

SAN DIEGO, JAN. 27, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC, A LEADING WEALTH MANAGEMENT FIRM, TODAY ANNOUNCED THAT 6,200 LPL-AFFILIATED FINANCIAL ADVISORS HAVE EARNED THE CERTIFIED FINANCIAL PLANNER (CFP) DESIGNATION AS OF DECEMBER 31, 2025  THE MOST OF ANY FIRM IN THE INDUSTRY. THIS ACHIEVEMENT REFLECTS LPL'S CONTINUED INVESTMENT IN THE TECHNOLOGY, SERVICES AND INFRASTRUCTURE THAT DEFINE THE MODERN ADVISOR EXPERIENCE AND ELEVATE QUALITY ADVICE.

LPL FINANCIAL CELEBRATES INDUSTRY-LEADING MILESTONE: OVER 6,000 ADVISORS ACHIEVE CFP CERTIFICATION

SAN DIEGO, JAN. 27, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT WEALTH ADVISORS BREANNE BOVARA, CPWA, AND DERRICK PETRY, CFA, HAVE JOINED LINSCO BY LPL FINANCIALTO LAUNCHMOTO WEALTH PARTNERS. THEY REPORTED SERVING APPROXIMATELY $2 BILLION FOR THEIR PRIOR FIRM IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM FIFTH THIRD PRIVATE BANK.

LPL WELCOMES MOTO WEALTH PARTNERS TO LINSCO

SAN DIEGO, JAN. 22, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISORS JEFFREY J. WILSON, CFP, AND MICHAEL SADOWSKI, CFP, OF WILSON PEAK WEALTH MANAGEMENT INC. HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM AND WILL BE LEVERAGING PRIVATE ADVISOR GROUP'S INFRASTRUCTURE FOR THE NEXT STAGE OF THEIR GROWTH. THEY REPORTED SERVING APPROXIMATELY $150 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM WELLS FARGO ADVISORS.

LPL AND PRIVATE ADVISOR GROUP WELCOME WILSON PEAK WEALTH MANAGEMENT

SAN DIEGO, JAN. 14, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT THE FINANCIAL ADVISORS OF OAK BRIDGE FINANCIAL, LLC HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORTED SERVING APPROXIMATELY $230 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM AMERIPRISE.

LPL FINANCIAL WELCOMES OAK BRIDGE FINANCIAL, LLC

LPL ANNOUNCES APPOINTMENTS OF SUZANNE ELOVIC AS EXECUTIVE VICE PRESIDENT, HEAD OF SUPERVISION, & MIKE MURPHY AS EXECUTIVE VICE PRESIDENT, HEAD OF SERVICE.

WEALTH MANAGEMENT LEADERS SUZANNE ELOVIC AND MIKE MURPHY JOIN LPL FINANCIAL TO STRENGTHEN ADVISOR AND CLIENT SERVICE

SAN DIEGO, JAN. 12, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC, A LEADING WEALTH MANAGEMENT FIRM, TODAY ANNOUNCED THAT ILAN DAVIDOVICI HAS JOINED THE FIRM AS EXECUTIVE VICE PRESIDENT, CORPORATE STRATEGY. IN THIS ROLE, DAVIDOVICI WILL LEAD LPL'S CORPORATE STRATEGY TEAM, PARTNERING ACROSS THE ORGANIZATION TO DEFINE LONG-TERM VISION, SHAPE STRATEGIC PRIORITIES, EVALUATE GROWTH OPPORTUNITIES AND POSITION LPL FOR SUSTAINABLE SUCCESS.

LPL FINANCIAL APPOINTS ILAN DAVIDOVICI AS EXECUTIVE VICE PRESIDENT, CORPORATE STRATEGY

SAN DIEGO, JAN. 08, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC. ( NASDAQ: LPLA ) (THE COMPANY), THE PARENT CORPORATION OF LPL FINANCIAL LLC, ANNOUNCED TODAY IT WILL REPORT FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS AFTER THE MARKET CLOSES ON THURSDAY, JANUARY 29. THE COMPANY WILL HOST A CONFERENCE CALL TO DISCUSS ITS RESULTS AT 5 P.M. ET THE SAME DAY. THE CONFERENCE CALL WILL BE ACCESSIBLE AND AVAILABLE FOR REPLAY AT INVESTOR.LPL.COM/EVENTS.

LPL FINANCIAL ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 EARNINGS RELEASE DATE AND CONFERENCE CALL

SAN DIEGO, JAN. 08, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC. (NASDAQ: LPLA), A LEADING WEALTH MANAGEMENT FIRM, TODAY ANNOUNCED THAT SOMESH KHANNA HAS BEEN ELECTED TO THE COMPANY'S BOARD OF DIRECTORS AS AN INDEPENDENT DIRECTOR. KHANNA CURRENTLY SERVES AS A SENIOR ADVISOR AT MCKINSEY & COMPANY AND IS THE EXECUTIVE CO-CHAIR OF APEXON, A TECHNOLOGY SERVICES FIRM SPECIALIZING IN ARTIFICIAL INTELLIGENCE, DATA AND DIGITAL-FIRST SOLUTIONS.

SOMESH KHANNA ELECTED TO LPL FINANCIAL BOARD OF DIRECTORS

SAN DIEGO, JAN. 08, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISORS SPENCER W. RAND, CFP AND MICHAEL J. WILLIAMS, CFP OF RAND, WILLIAMS & ASSOCIATES, LLC HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORTED SERVING APPROXIMATELY $260 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM OSAIC.

LPL Financial Holdings Inc.

LPLA

Price

Financial Reports

No items found.

Press Releases

LPL Financial Holdings Inc.

LPLA.css-1jgtvd5{-webkit-user-select:none;-moz-user-select:none;-ms-user-select:none;user-select:none;width:1em;height:1em;overflow:hidden;display:inline-block;text-align:center;-webkit-flex-shrink:0;-ms-flex-negative:0;flex-shrink:0;font-size:1.5rem;}

Price

Financial Reports

No items found.

Press Releases

LPLA