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, MAY 07, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS CONLEY THORNHILL, CFP, CIMA, DOUG RATHBUN AND NIKKI RATHBUN HAVE JOINED LINSCO BY LPL FINANCIAL TO LAUNCH PAXARA WEALTH PARTNERS. THE TEAM REPORTED SERVING APPROXIMATELY $330 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM UBS.

LPL WELCOMES PAXARA WEALTH PARTNERS TO LINSCO

SAN DIEGO, MAY 05, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISORS BOBBY LUMPKIN, CINDY LITTLE AND ALLINA BELL OF CAPITAL INVESTMENT SERVICES HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THE FIRM REPORTS APPROXIMATELY $775 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM RAYMOND JAMES.

LPL FINANCIAL WELCOMES CAPITAL INVESTMENT SERVICES

KEY FINANCIAL RESULTS NET INCOME WAS $356 MILLION , TRANSLATING TO DILUTED EARNINGS PER SHARE ("EPS") OF $4.43 , UP 4% FROM A YEAR AGO ADJUSTED EPS* INCREASED 9% YEAR-OVER-YEAR TO $5.60 GROSS PROFIT* INCREASED 25% YEAR-OVER-YEAR TO $1,593 MILLION CORE G&A* INCREASED 29% YEAR-OVER-YEAR TO $532 MILLION ADJUSTED PRE-TAX INCOME* INCREASED 20% YEAR-OVER-YEAR TO $613 MILLION KEY BUSINESS RESULTS TOTAL CLIENT ASSETS INCREASED 30% YEAR-OVER-YEAR TO $2.3 TRILLION ADVISORY ASSETS INCREASED 42% YEAR-OVER-YEAR TO $1.4 TRILLION ADVISORY ASSETS AS A PERCENTAGE OF TOTAL CLIENT ASSETS INCREASED TO 59.5%, UP FROM 54.5% A YEAR AGO TOTAL ORGANIC NET NEW ASSETS WERE $21 BILLION , REPRESENTING 4% ANNUALIZED GROWTH RECRUITED ASSETS ( 1 ) WERE $ 17 BILLION, DOWN 55% FROM A YEAR AGO RECRUITED ASSETS OVER THE TRAILING TWELVE MONTHS WERE $83 BILLION TOTAL CLIENT CASH BALANCES WERE $59 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 2.5%, DOWN FROM 2.6% IN THE PRIOR QUARTER AND 3.0% IN THE PRIOR YEAR KEY CAPITAL AND LIQUIDITY MEASURES CORPORATE CASH ( 2 ) WAS $567 MILLION LEVERAGE RATIO ( 3 ) WAS 1.86X 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 DECREASED FROM $425 MILLION TO $410 MILLION MARINER ADVISOR NETWORK : IN APRIL, ANNOUNCED AN AGREEMENT TO LEAD 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 WILL REMAIN DIRECTLY AFFILIATED WITH LPL, AND APPROXIMATELY 144 HYBRID ADVISORS WILL TRANSITION TO PRIVATE ADVISOR GROUP'S HYBRID RIA MODEL LIQUIDITY & SUCCESSION: DEPLOYED APPROXIMATELY $62 MILLION OF CAPITAL TO CLOSE SIX DEALS IN Q1 COR

LPL FINANCIAL ANNOUNCES FIRST QUARTER 2026 RESULTS

SAN DIEGO, APRIL 28, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC (NASDAQ:LPLA) TODAY ANNOUNCED THE LAUNCH OF ITS MILITARY DEPLOYMENT PRACTICE CONTINUATION PROGRAM, A NEW SUPPORT FRAMEWORK DESIGNED TO HELP ELIGIBLE LPL-AFFILIATED FINANCIAL ADVISORS WHO SERVE IN THE U.S. ARMED FORCES MAINTAIN THE VALUE AND STABILITY OF THEIR PRACTICES WHEN THEY ARE CALLED TO ACTIVE DUTY. WHEN ADVISORS ENTER ACTIVE MILITARY SERVICE, FINRA DESIGNATES THEM AS INACTIVE UNDER ITS ACTIVE MILITARY LEAVE POLICY, TEMPORARILY PAUSING CERTAIN REGISTRATION REQUIREMENTS.

LPL FINANCIAL LAUNCHES MILITARY DEPLOYMENT PRACTICE CONTINUATION PROGRAM

SAN DIEGO, APRIL 28, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT GREG SELG, MBA, HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. SELG REPORTED SERVING APPROXIMATELY $260 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM OSAIC.

LPL FINANCIAL WELCOMES ADVISOR GREG SELG

SAN DIEGO, APRIL 21, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISOR COURTNEY WALKER, CFP, HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM, ALIGNED WITH SPRING LINE WEALTH PARTNERS, AN EXISTING FIRM SUPPORTING LPL-AFFILIATED ADVISORS. SHE REPORTED SERVING $180 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS FROM J.P. MORGAN.

LPL WELCOMES COURTNEY WALKER TO SPRING LINE WEALTH PARTNERS

SAN DIEGO, APRIL 15, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISOR BRIAN BOGUE, CWS, CRC, HAS LAUNCHED TEXAS WEALTH SOLUTIONS THROUGH AFFILIATION WITH LPL FINANCIAL'S SUPPORTED INDEPENDENCE MODEL, LPL INDEPENDENT ADVISOR NETWORK . HE REPORTED SERVING APPROXIMATELY $235 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM PNC WEALTH MANAGEMENT.

TEXAS WEALTH SOLUTIONS JOINS LPL'S INDEPENDENT ADVISOR NETWORK

SAN DIEGO, APRIL 14, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC.(NASDAQ: LPLA) (TOGETHER WITH ITS SUBSIDIARIES, INCLUDING LPL CAPITAL PARTNERS, INC. AND LPL FINANCIAL LLC, LPL OR LPL FINANCIAL), TODAY ANNOUNCED THAT THE FIRM HAS ENTERED INTO A DEFINITIVE PURCHASE AGREEMENT TO ACQUIRE MARINER ADVISOR NETWORK, A SEGMENT OF MARINER. IN PARTNERSHIP WITH LPL, PRIVATE ADVISOR GROUP, LLC WILL ACQUIRE MARINER ADVISOR NETWORK'S HYBRID ADVISORS AND ALIGN THOSE ADVISORS UNDER THEIR HYBRID REGISTERED INVESTMENT ADVISOR (RIA).

LPL FINANCIALLEADS ACQUISITION OF MARINER ADVISOR NETWORK

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

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

SAN DIEGO, APRIL 07, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT THE FINANCIAL ADVISORS OF EMERALD LEGACY ADVISORS HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THE TEAM REPORTED SERVING APPROXIMATELY $140 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS.* THEY JOIN LPL FROM WELLS FARGO ADVISORS FINANCIAL NETWORK.

LPL WELCOMES EMERALD LEGACY ADVISORS

SAN DIEGO, APRIL 02, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT TREY POPE, CRPC, ABFP, HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. POPE REPORTED SERVING APPROXIMATELY $160 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM EDWARD JONES.

LPL FINANCIAL WELCOMES ADVISOR TREY POPE

SAN DIEGO, MARCH 31, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISOR TASHA COLEMAN, CFP, FOUNDER OF FIVE STAR WEALTH PLANNING, HAS JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM. THEY REPORT SERVING APPROXIMATELY $185 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM OSAIC.

LPL FINANCIAL WELCOMES FIVE STAR WEALTH PLANNING

SAN DIEGO, MARCH 24, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS KELLY LAWRENCE AND VIN SBANO HAVE JOINED LINSCO BY LPL FINANCIAL TO LAUNCH GIBSON FINANCIAL GROUP OF LPL FINANCIAL. THE TEAM REPORTED SERVING APPROXIMATELY $180 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM B. RILEY WEALTH MANAGEMENT.

LPL WELCOMES GIBSON FINANCIAL GROUP TO LINSCO

SAN DIEGO, MARCH 19, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC. ( NASDAQ: LPLA ) (THE COMPANY) TODAY RELEASED ITS MONTHLY ACTIVITY REPORT FOR FEBRUARY 2026.

LPL FINANCIAL REPORTS MONTHLY ACTIVITY FOR FEBRUARY 2026

SAN DIEGO, MARCH 17, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT ADVISORS STEPHEN HORVATH, CHFC, CLU, CEP, AIF, BRADY DOE, AIF AND DAVID HERMANN HAVE JOINED LPL FINANCIAL'S BROKER-DEALER AND REGISTERED INVESTMENT ADVISOR (RIA) PLATFORM TO FORM CONSILIUM WEALTH. THE TEAM REPORTED SERVING OVER $250 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS.* HORVATH AND DOE JOIN LPL FROM CAMBRIDGE INVESTMENT AND HERMANN JOINS FROM FIRST HEARTLAND CAPITAL.

LPL FINANCIAL WELCOMES CONSILIUM WEALTH

SAN DIEGO, MARCH 12, 2026 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS FRANK BOLEY, CFA, CFP, CIMA AND SUSIE GARBER-JOHNSON, CWS HAVE LAUNCHED A NEW INDEPENDENT PRACTICE, LEGACY RIDGE PRIVATE WEALTH, THROUGH AFFILIATION WITH LPL FINANCIAL'S SUPPORTED INDEPENDENCE MODEL, LPL STRATEGIC WEALTH . THEY REPORTED SERVING APPROXIMATELY $600 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM D.A. DAVIDSON.

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