LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
| Revenue (TTM) | $19.20B |
| Gross Profit (TTM) | $5.74B |
| EBITDA | $2.11B |
| Operating Margin | 11.10% |
| Return on Equity | 18.60% |
| Return on Assets | 5.40% |
| Revenue/Share (TTM) | $239.94 |
| Book Value | $72.72 |
| Price-to-Book | 4.14 |
| Price-to-Sales (TTM) | 1.29 |
| EV/Revenue | 1.532 |
| EV/EBITDA | 12.10 |
| Quarterly Earnings Growth (YoY) | 39.40% |
| Quarterly Revenue Growth (YoY) | 36.40% |
| Shares Outstanding | $78.74M |
| Float | $78.19M |
| % Insiders | 0.40% |
| % Institutions | 106.82% |
Volatility is currently expanding
LPLA's August activity shows strong client and advisory asset growth, with acquisitions and solid NNAs supporting its asset-gathering strategy.
SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for August 2026.
SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jon Burnett, Dan Fowler and Chad Carlile have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. Together, the advisors reported serving approximately $430 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James.
SAN DIEGO, Sept. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Cornerstone Advisors and Clear Pointe Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The teams reported serving approximately $1 billion in assets* and join LPL from Northwestern Mutual.
SAN DIEGO, Sept. 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Bill Wagner, CFP®, RICP®, Scott Sennett and Andrew Kocukov of Horizon Wealth Management Group have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors Financial Network.
SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, LLC , has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James.
SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management. The team reported serving approximately $395 million in advisory, brokerage and retirement plan assets.* Lewis joins LPL from Morgan Stanley and Hocking and Braatz from RBC Wealth Management.
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SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc.
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Jonathan Lewis has joined the firm as managing director, chief technology and information officer. In this role, Lewis will lead key technology domains for the firm, including architecture, engineering, infrastructure and development.
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