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) | $17.84B |
| Gross Profit (TTM) | $5.42B |
| EBITDA | $2.11B |
| Operating Margin | 11.10% |
| Return on Equity | 20.40% |
| Return on Assets | 5.49% |
| Revenue/Share (TTM) | $222.84 |
| Book Value | $70.91 |
| Price-to-Book | 4.15 |
| Price-to-Sales (TTM) | 1.38 |
| EV/Revenue | 1.639 |
| EV/EBITDA | 13.00 |
| Quarterly Earnings Growth (YoY) | 4.50% |
| Quarterly Revenue Growth (YoY) | 35.00% |
| Shares Outstanding | $79.98M |
| Float | $79.43M |
| % Insiders | 0.39% |
| % Institutions | 105.76% |
Volatility is currently expanding
Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 JD Power ranking, while LPL Financial LLC rose to #2 overall.
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.
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.
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced 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.
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.
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.
SAN DIEGO, June 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced 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.
Investors need to pay close attention to LPLA stock based on the movements in the options market lately.
SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for May 2026.
SAN DIEGO, June 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced 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.
