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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

KEY FINANCIAL RESULTS NET INCOME WAS $379 MILLION , TRANSLATING TO DILUTED EARNINGS PER SHARE ("EPS") OF $4.74 , UP 39% FROM A YEAR AGO ADJUSTED EPS* INCREASED 29% YEAR-OVER-YEAR TO $5.84 GROSS PROFIT* INCREASED 24% YEAR-OVER-YEAR TO $1,618 MILLION CORE G&A* INCREASED 22% YEAR-OVER-YEAR TO $519 MILLION ADJUSTED PRE-TAX INCOME* INCREASED 30% YEAR-OVER-YEAR TO $635 MILLION KEY BUSINESS RESULTS TOTAL CLIENT ASSETS INCREASED 34% YEAR-OVER-YEAR TO $2.6 TRILLION ADVISORY ASSETS INCREASED 46% YEAR-OVER-YEAR TO $1.5 TRILLION ADVISORY ASSETS AS A PERCENTAGE OF TOTAL CLIENT ASSETS INCREASED TO 60.4%, UP FROM 55.3% A YEAR AGO TOTAL ORGANIC NET NEW ASSETS WERE $23 BILLION , REPRESENTING 4% ANNUALIZED GROWTH RECRUITED ASSETS ( 1 ) WERE $25 BILLION, UP 35% FROM A YEAR AGO RECRUITED ASSETS OVER THE TRAILING TWELVE MONTHS WERE $89 BILLION TOTAL CLIENT CASH BALANCES WERE $57 BILLION , A DECREASE OF $2 BILLION SEQUENTIALLY AND AN INCREASE OF $6 BILLION YEAR-OVER-YEAR CLIENT CASH BALANCES AS A PERCENTAGE OF TOTAL CLIENT ASSETS WERE 2.2%, DOWN FROM 2.5% IN THE PRIOR QUARTER AND 2.6% IN THE PRIOR YEAR KEY CAPITAL AND LIQUIDITY MEASURES CORPORATE CASH ( 2 ) WAS $430 MILLION LEVERAGE RATIO ( 3 ) WAS 1.91X SHARE REPURCHASES WERE $309 MILLION AND DIVIDENDS PAID WERE $24 MILLION KEY UPDATES M&A: COMMONWEALTH FINANCIAL NETWORK ("COMMONWEALTH"): ON TRACK TO COMPLETE THE CONVERSION IN THE FOURTH QUARTER OF 2026 CONTINUE TO EXPECT ASSET RETENTION OF APPROXIMATELY 90% ESTIMATED RUN-RATE EBITDA HAS INCREASED FROM $410 MILLION TO $435 MILLION MARINER ADVISOR NETWORK: CLOSED ON THE ACQUISITION OF MARINER ADVISOR NETWORK, AN LPL BRANCH OFFICE SUPPORTING 367 ADVISORS WHO COLLECTIVELY MANAGE $31 BILLION OF CLIENT ASSETS AS PART OF THIS TRANSACTION, APPROXIMATELY 223 ADVISORS REMAIN DIRECTLY AFFILIATED WITH LPL, AND APPROXIMATELY 144 HYBRID ADVISORS HAVE TRANSITIONED TO PRIVATE ADVISOR GROUP'S HYBRID RIA MODEL LIQUIDITY & SUCCESSION: DEPLOYED APPROXIMATELY $21 MILLION OF CAPITAL TO CLOSE FOUR DEALS IN Q

LPL FINANCIAL ANNOUNCES SECOND QUARTER 2026 RESULTS

SAN DIEGO, JULY 29, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISOR DAWN PARKS, CFP, CLU, ENROLLED AGENT, OF SUNNY DAY FINANCIAL HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORMS. SHE REPORTED SERVING APPROXIMATELY $150 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM CETERA WEALTH SERVICES.

LPL WELCOMES SUNNY DAY FINANCIAL

SAN DIEGO, JULY 28, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC TODAY ANNOUNCED LPL LATITUDE, THE COMPANY'S UNIFIED TECHNOLOGY EXPERIENCE THAT CONNECTS THE FIRM'S CAPABILITIES ACROSS DATA, CYBERSECURITY, INFRASTRUCTURE RESILIENCY, ARTIFICIAL INTELLIGENCE, ADVISOR WORKFLOWS AND END-INVESTOR APPLICATIONS. LPL LATITUDE IS MORE THAN A TECHNOLOGY SYSTEM  IT'S A STRATEGIC INVESTMENT IN THE FUTURE OF ADVICE, SAID RICH STEINMEIER, CEO OF LPL FINANCIAL.

LPL FINANCIAL'S LATITUDE UNIFIES TECHNOLOGY BUILT FOR THE FUTURE OF ADVICE

THE FINANCIAL ADVISORS OF WILLIAMS TAX & FINANCIAL SERVICES HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM.

LPL FINANCIAL WELCOMES WILLIAMS TAX & FINANCIAL SERVICES

SAN DIEGO, JULY 21, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISORS JOHN BIZJACK AND BRIAN BIZJACK HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM, ALIGNED WITHASCENDUS FINANCIAL ADVISORS, AN EXISTING FIRM SUPPORTING LPL-AFFILIATED ADVISORS. THEY REPORTED SERVING APPROXIMATELY $145 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM MORGAN STANLEY.

LPL WELCOMES JOHN AND BRIAN BIZJACK TO ASCENDUS FINANCIAL ADVISORS

SAN DIEGO, JULY 16, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISOR ALAN FEUTZ, CFP, HAS JOINED GENESIS WEALTH, AN LPL-ALIGNED WEALTH MANAGEMENT FIRM, THROUGH LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORMS. FEUTZ REPORTED SERVING APPROXIMATELY $725 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS FROM J.P. MORGAN.

LPL FINANCIAL WELCOMES ADVISOR ALAN FEUTZ

SAN DIEGO, JULY 15, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT THE FINANCIAL ADVISORS OF BUELL WEALTH MANAGEMENT HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THE TEAM REPORTED SERVING APPROXIMATELY $370 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS FROM BUELL SECURITIES CORPORATION.

LPL FINANCIAL WELCOMES BUELL WEALTH MANAGEMENT

SAN DIEGO, JULY 14, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT THE ADVISORS OF HIGHWATER WEALTH HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM, ALIGNED WITHQUOTIENT ADVISOR PARTNERS, AN EXISTING FIRM SUPPORTING LPL-AFFILIATED ADVISORS. THE TEAM REPORTED SERVING APPROXIMATELY $2.4 BILLION IN ADVISORY ASSETS* AND JOINS LPL FROM U.S. BANK.

LPL FINANCIAL WELCOMES HIGHWATER WEALTH TO QUOTIENT ADVISOR PARTNERS

SAN DIEGO, JULY 09, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC. (NASDAQ: LPLA) (THE COMPANY), THE PARENT CORPORATION OF LPL FINANCIAL LLC, ANNOUNCED TODAY IT WILL REPORT SECOND QUARTER FINANCIAL RESULTS AFTER THE MARKET CLOSES ON THURSDAY, JULY 30. THE COMPANY WILL HOST A CONFERENCE CALL TO DISCUSS ITS RESULTS AT 5 P.M. ET THE SAME DAY.

LPL FINANCIAL ANNOUNCES SECOND QUARTER 2026 EARNINGS RELEASE DATE AND CONFERENCE CALL

COMMONWEALTH FINANCIAL NETWORK, ACQUIRED BY LPL IN 2025, SECURED ITS 13TH CONSECUTIVE #1 JD POWER RANKING, WHILE LPL FINANCIAL LLC ROSE TO #2 OVERALL.

LPL FINANCIAL AND COMMONWEALTH RECOGNIZED AS TOP-RANKED FIRMS FOR INDEPENDENT ADVISOR SATISFACTION

SAN DIEGO, JULY 08, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISOR BRIAN LUBEL, CFP, CLU, CHFC, HAS AFFILIATED WITH LPL FINANCIAL'S SUPPORTED INDEPENDENCE MODEL, LPL INDEPENDENT ADVISOR NETWORK , TO SUPPORT HIS EXISTING INDEPENDENT PRACTICE, CYPRESS POINT WEALTH PARTNERS . HE REPORTED SERVING APPROXIMATELY $175 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM MML INVESTORS SERVICES, A SUBSIDIARY OF MASSMUTUAL.

CYPRESS POINT WEALTH PARTNERS JOINS LPL'S INDEPENDENT ADVISOR NETWORK

SAN DIEGO, JULY 07, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC TODAY RELEASED ITS MIDYEAR OUTLOOK 2026: POLICY, BUILDOUTS AND BOTTLENECKS. SETTING THE TONE FOR THE SECOND HALF OF THE YEAR, THE REPORT PROVIDES A COMPREHENSIVE ANALYSIS OF THE ECONOMIC AND MARKET ENVIRONMENT AND OUTLINES KEY CONSIDERATIONS FOR INVESTORS NAVIGATING AN INCREASINGLY POLICY-DRIVEN AND COMPLEX LANDSCAPE.

LPL RESEARCH TEAM RELEASES MIDYEAR OUTLOOK 2026: POLICY-DRIVEN MARKETS, AI EVOLUTION AND THE CASE FOR BALANCE

SAN DIEGO, JULY 07, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT DAVID LOGSDON HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. LOGSDON REPORTED SERVING APPROXIMATELY $380 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM WELLS FARGO ADVISORS.

LPL FINANCIAL WELCOMES ADVISOR DAVID LOGSDON

SAN DIEGO, JULY 07, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS DOUG HASKIN, CRPS, CPFA, AND JENNY HASKIN HAVE LAUNCHED A NEW INDEPENDENT PRACTICE, HASKIN PRIVATE WEALTH ADVISORS , THROUGH AFFILIATION WITH LPL FINANCIAL'S SUPPORTED INDEPENDENCE MODEL, LPL INDEPENDENT ADVISOR NETWORK . THE ADVISORS OVERSEE APPROXIMATELY $170 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM WELLS FARGO.

HASKIN PRIVATE WEALTH ADVISORS JOINS LPL'S INDEPENDENT ADVISOR NETWORK

SAN DIEGO, JUNE 30, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISOR WAYNE MCCORMICK, CFP, CHFC HAS JOINED LINSCO BY LPL FINANCIAL TO LAUNCH MCCORMICK PRIVATE WEALTH. HE REPORTED SERVING APPROXIMATELY $340 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM STEWARD PARTNERS.

LPL WELCOMES MCCORMICK PRIVATE WEALTH TO LINSCO

SAN DIEGO, JUNE 25, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISOR RONALD WHITE HAS LAUNCHED A NEW INDEPENDENT PRACTICE, NORTHSTAR WEALTH ADVISORS, WITH SUPPORT FROM GOOD LIFE COMPANIES, AN LPL FINANCIAL-AFFILIATED FIRM. THE TEAM REPORTED SERVING APPROXIMATELY $160 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS FROM RAYMOND JAMES.

LPL WELCOMES NORTHSTAR WEALTH ADVISORY

SAN DIEGO, JUNE 24, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT THE FINANCIAL ADVISORS OF TRIBUTE FINANCIAL HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. LED BY PRESIDENT AND CHIEF EXECUTIVE OFFICER, KEVIN DANIELS, MBAF, THE TEAM REPORTED SERVING OVER $500 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM UNITED PLANNERS FINANCIAL SERVICES.

LPL FINANCIAL WELCOMES TRIBUTE FINANCIAL

SAN DIEGO, JUNE 17, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISOR DANIEL ZACHARIAS HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM, ALIGNED WITH DECORUM WEALTH MANAGEMENT, AN EXISTING LPL STRATEGIC WEALTH FIRM. ZACHARIAS REPORTED SERVING APPROXIMATELY $250 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS FROM UBS FINANCIAL SERVICES.

LPL FINANCIAL WELCOMES DANIEL ZACHARIAS TO DECORUM WEALTH MANAGEMENT

SAN DIEGO, JUNE 16, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC. ( NASDAQ: LPLA ) (THE COMPANY) TODAY RELEASED ITS MONTHLY ACTIVITY REPORT FOR MAY 2026.

LPL FINANCIAL REPORTS MONTHLY ACTIVITY FOR MAY 2026

SAN DIEGO, JUNE 16, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT THE FINANCIAL ADVISORS OF SPECTRUM WEALTH STRATEGIES HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THE TEAM REPORTED SERVING APPROXIMATELY $1.5 BILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM MASSMUTUAL.

LPL FINANCIAL WELCOMES SPECTRUM WEALTH STRATEGIES

SAN DIEGO, JUNE 15, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT THE FINANCIAL ADVISORS OF FORTRESS FINANCIAL PLANNING HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. ADVISORS BASSEM MOEZ, CRPC AND JAMES DARDEN, JD, REPORTED SERVING APPROXIMATELY $150 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM MASSMUTUAL.

LPL FINANCIAL WELCOMES FORTRESS FINANCIAL PLANNING

SAN DIEGO, JUNE 11, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT LES SMITH, CFP, HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. SMITH REPORTED SERVING APPROXIMATELY $185 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM EDWARD JONES.

LPL FINANCIAL WELCOMES ADVISOR LES SMITH

SAN DIEGO, JUNE 09, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT DARREN COLANANNI, CFP, CHFC, CIMA, CPWA, HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM, LAUNCHING ALLEGIA WEALTH MANAGEMENT. COLANANNI REPORTED SERVING APPROXIMATELY $230 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM CENTURION WEALTH MANAGEMENT.

LPL WELCOMES ALLEGIA WEALTH MANAGEMENT

SAN DIEGO, JUNE 04, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISORS SCOTT GILLIAM, CFP AND TRAVIS BLESSING, AIF, HAVE LAUNCHED A NEW INDEPENDENT PRACTICE, ALIGN PRIVATE WEALTH, THROUGH AFFILIATION WITH LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THE TEAM REPORTED SERVING APPROXIMATELY $2 BILLION IN ADVISORY PLAN ASSETS* AND JOINS LPL FROM PNC PRIVATE BANK.

LPL Financial Holdings Inc.

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