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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

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

Debt

THE LPL FINANCIAL CASH MANAGEMENT ACCOUNT (CMA) COMBINES THE CONVENIENCE OF MODERN BANKING FEATURES WITH THE STRATEGIC BENEFITS OF INVESTMENT FLEXIBILITY.

LPL FINANCIAL LAUNCHES CASH MANAGEMENT ACCOUNT TO SEAMLESSLY INTEGRATE BANKING AND INVESTING

SAN DIEGO, OCT. 31, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC, A LEADING WEALTH MANAGEMENT FIRM, TODAY ANNOUNCED A REDUCTION IN FEES AND A SIMPLIFIED PRICING STRUCTURE ACROSS ITS ADVISORY PLATFORMS, DELIVERING MEANINGFUL SAVINGS IN HIGH-DEMAND PROGRAMS AND HELPING ADVISORS EXPAND ACCESS TO HIGH-VALUE INVESTMENT SOLUTIONS. EFFECTIVE JULY 1, 2026, FEES WILL BE LOWERED FOR ADVISORS ACROSS LPL'S STRATEGIC ASSET MANAGEMENT (SAM) AND MODEL WEALTH PORTFOLIOS (MWP) ADVISORY PROGRAMS, AND FOR END CLIENTS IN LPL'S GUIDED WEALTH PORTFOLIOS (GWP) ADVISORY PLATFORM.

LPL FINANCIAL ANNOUNCES LOWER FEES AND STREAMLINED PRICING ACROSS ADVISORY PLATFORMS

KEY FINANCIAL RESULTS: NET LOSS WAS $30 MILLION , TRANSLATING TO DILUTED LOSS PER SHARE ("EPS") OF $0.37 THIS INCLUDED $419 MILLION, OR $5.21 PER SHARE, OF ONE-TIME ACQUISITION COSTS INCURRED AT THE CLOSING OF THE COMMONWEALTH FINANCIAL NETWORK ("COMMONWEALTH") ACQUISITION ADJUSTED EPS* INCREASED 25% YEAR-OVER-YEAR TO $ 5.20 GROSS PROFIT* INCREASED 31% YEAR-OVER-YEAR TO $1,479 MILLION CORE G&A* INCREASED 33% YEAR-OVER-YEAR TO $477 MILLION ADJUSTED PRE-TAX INCOME* INCREASED 35% YEAR-OVER-YEAR TO $569 MILLION KEY BUSINESS RESULTS: TOTAL ADVISORY AND BROKERAGE ASSETS INCREASED 45% YEAR-OVER-YEAR TO $2.3 TRILLION ADVISORY ASSETS INCREASED 51% YEAR-OVER-YEAR TO $1.3 TRILLION ADVISORY ASSETS AS A PERCENTAGE OF TOTAL ASSETS INCREASED TO 58.2%, UP FROM 56.0% A YEAR AGO TOTAL NET NEW ASSETS WERE $308 BILLION THIS INCLUDED $275 BILLION OF ACQUIRED NET NEW ASSETS RESULTING FROM THE ACQUISITION OF COMMONWEALTH( 1 ) TOTAL ORGANIC NET NEW ASSETS WERE $33 BILLION , REPRESENTING 7% ANNUALIZED GROWTH THIS INCLUDED $17 BILLION OF ASSETS FROM FIRST HORIZON BANK ("FIRST HORIZON") THAT ONBOARDED, AND $6 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 $21 BILLION, TRANSLATING TO A 4% ANNUALIZED GROWTH RATE RECRUITED ASSETS ( 2 ) WERE $33 BILLION , UP 27% FROM A YEAR AGO RECRUITED ASSETS OVER THE TRAILING TWELVE MONTHS WERE $168 BILLION TOTAL CLIENT CASH BALANCES WERE $56 BILLION , AN INCREASE OF $5 BILLION SEQUENTIALLY AND $10 BILLION YEAR-OVER-YEAR THIS INCLUDED $4 BILLION RESULTING FROM THE ACQUISITION OF COMMONWEALTH CLIENT CASH BALANCES AS A PERCENTAGE OF TOTAL ASSETS WERE 2.4%, DOWN FROM 2.6% IN THE PRIOR QUARTER AND 2.9% IN THE PRIOR YEAR KEY CAPITAL AND LIQUIDITY MEASURES: CORPORATE CASH ( 3 ) WAS $568 MILLION LEVERAGE RATIO ( 4 ) WAS 2.04X DIVIDENDS PAID WERE $24.0 MILLION KEY UPDATES LARGE INSTITUTIONS: FIRST HORIZON: ONBOARDED FIRST HORIZON WITH $18 BILLION 

LPL FINANCIAL ANNOUNCES THIRD QUARTER 2025 RESULTS

SAN DIEGO, OCT. 28, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT THE PARTNERS OF EDGE WEALTH ADVISORY GROUP 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 RAYMOND JAMES.

LPL FINANCIAL WELCOMES EDGE WEALTH ADVISORY GROUP

SAN DIEGO, OCT. 23, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT SHAWN GENTLE, AIF OF GENTLE FAMILY WEALTH PARTNERS HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. HE REPORTED SERVING APPROXIMATELY $280 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM RAYMOND JAMES.

LPL FINANCIAL WELCOMES GENTLE FAMILY WEALTH PARTNERS

SAN DIEGO, OCT. 14, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS STEPHEN CARLETON AND TOM NILES HAVE JOINED LPL'S EMPLOYEE ADVISOR CHANNEL, LINSCO BY LPL FINANCIAL TO LAUNCH PADDOCK AND PINE WEALTH PARTNERS. THEY REPORTED SERVING APPROXIMATELY $330 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM JANNEY.

LPL FINANCIAL WELCOMES PADDOCK AND PINE WEALTH PARTNERS TO LINSCO CHANNEL

SAN DIEGO, OCT. 09, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC. ( NASDAQ: LPLA ) (THE COMPANY), THE PARENT CORPORATION OF LPL FINANCIAL LLC, ANNOUNCED TODAY IT WILL REPORT THIRD QUARTER FINANCIAL RESULTS AFTER THE MARKET CLOSES ON THURSDAY, OCTOBER 30. 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 THIRD QUARTER 2025 EARNINGS RELEASE DATE AND CONFERENCE CALL

SAN DIEGO, OCT. 07, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS JUSTIN FLOWERS AND WALLY BRADLEY HAVE JOINED LPL'S EMPLOYEE ADVISOR CHANNEL, LINSCO BY LPL FINANCIAL TO LAUNCH FLOWERS-BRADLEY WEALTH MANAGEMENT OF LPL FINANCIAL. THEY REPORTED SERVING APPROXIMATELY $320 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM TRUIST.

LPL FINANCIAL WELCOMES FLOWERS-BRADLEY WEALTH MANAGEMENT TO LINSCO CHANNEL

SAN DIEGO, SEPT. 30, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT ADVISORS, DJ TOTLAND, CFP, CIMA, CPFA AND CHRISTOPHER MEYER, CFP, WITH SUPPORT FROM ROB TENDLER CFP, CLU AND THE HARBOR LIGHTS FINANCIAL GROUP TEAM  AN EXISTING FIRM SUPPORTING LPL-AFFILIATED ADVISORS - HAVE COME TOGETHER TO FORM LIGHTHOUSE PRIVATE WEALTH. THE PRACTICE JOINS LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORTED SERVING APPROXIMATELY $1.1 BILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM RBC.

LPL FINANCIAL WELCOMES LIGHTHOUSE PRIVATE WEALTH

SAN DIEGO, SEPT. 25, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT THE PARTNERS OF TENNANT FINANCIAL HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORTED SERVING APPROXIMATELY $1.3 BILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM NORTHWESTERN MUTUAL.

LPL FINANCIAL WELCOMES TENNANT FINANCIAL

SAN DIEGO, SEPT. 18, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC (LPL FINANCIAL), A WHOLLY OWNED SUBSIDIARY OF LPL FINANCIAL HOLDINGS INC. ( NASDAQ: LPLA ) (THE COMPANY), TODAY RELEASED ITS MONTHLY ACTIVITY REPORT FOR AUGUST 2025.

LPL FINANCIAL REPORTS MONTHLY ACTIVITY FOR AUGUST 2025

SAN DIEGO, SEPT. 18, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT ADVISORS, BENJAMIN WORLEY, AAMS, AND ROBERT MONROE, CFP, HAVE COME TOGETHER TO FORM WORLEY MONROE ADVISORS AND JOIN LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORTED SERVING APPROXIMATELY $400 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM EDWARD JONES.

LPL FINANCIAL WELCOMES WORLEY MONROE ADVISORS

SAN DIEGO, SEPT. 17, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC , A LEADING WEALTH MANAGEMENT FIRM, TODAY ANNOUNCED THE RELEASE OF THE FIRST-OF-ITS-KIND ANNUAL ADVISOR GROWTH STUDY (AGS).

LPL RELEASES INAUGURAL ADVISOR GROWTH STUDY

SAN DIEGO, SEPT. 16, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISORS JEFFREY S. "JEFF" ALLEN, CFP, CTFA, STEVE N. ARMALY, BRIAN A. BLACKBURN, CFP AND MICHAEL S. LEE, CEPA HAVE LAUNCHED A NEW INDEPENDENT PRACTICE, OX ROAD CAPITAL, THROUGH AFFILIATION WITH LPL FINANCIAL'S SUPPORTED INDEPENDENCE MODEL, LPL STRATEGIC WEALTH. THEY REPORTED SERVING APPROXIMATELY $1.25 BILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM UBS.

LPL Financial Holdings Inc.

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LPL Financial Holdings Inc.

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