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 | 4.93 |
| Price-to-Sales (TTM) | 1.47 |
| EV/Revenue | 1.765 |
| EV/EBITDA | 13.94 |
| Quarterly Earnings Growth (YoY) | 39.40% |
| Quarterly Revenue Growth (YoY) | 36.40% |
| Shares Outstanding | $78.74M |
| Float | $78.19M |
| % Insiders | 0.40% |
| % Institutions | 106.92% |
Volatility is currently contracting
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.
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the Conte Wealth Advisors, LLC (CWA) team has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The firm reported serving approximately $1.6 billion in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment Research.
LPL Financial Holdings Inc. LPLA reported its July 2026 activity, showing continued growth in client assets and positive organic net new assets (NNA), despite modest sequential declines across some key metrics.
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for July 2026.
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.
SAN DIEGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Stockton, CEPA, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Stockton reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.
SAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC concluded Focus 2026, the firm's premier annual conference, by highlighting how its scale, research capabilities and integrated platform help its clients grow more efficiently while preserving the flexibility and personalized experience that define successful financial advisory businesses. The conference's closing sessions focused on how advisors are leveraging LPL's expanding technology, workflows and investment capabilities to grow faster, serve clients more comprehensively and build enduring businesses.
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