LPL Financial Holdings Inc. (LPLA)
Sector: Financial Services
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Country: United States
Exchange: NASDAQ
Market cap: $25.98B
LPL Financial is the largest US independent broker-dealer, with nearly 29,000 financial advisors affiliated with its platform and roughly 10 million associated customer accounts at the end of 2024. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $1.7 trillion in assets under management or advisory on its platform at year-end 2024. LPL specializes in the provision of turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
Latest financial period: June 30, 2026
Filed with the SEC: August 3, 2026
Estimated earnings date: October 29, 2026
Profit #500 of 1484 companies
| | Jun 26 | Mar 26 | Dec 25 | Sep 25 |
|---|
| ROE/ROA | 66.8% | 71.6% | 72.6% | 73.1% |
Growth #609 of 1484 companies
Payout #827 of 1484 companies
Safety #1358 of 1484 companies
Price #1156 of 1484 companies
