LPL Financial/$LPLA

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About LPL Financial

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.

Ticker

$LPLA
Sector
Primary listing

Employees

9,389

LPL Financial Metrics

BasicAdvanced
$28B
23.82
$14.60
0.65
$1.20
0.35%

What the Analysts think about LPL Financial

Analyst ratings (Buy, Hold, Sell) for LPL Financial stock.

Bulls say / Bears say

Adjusted EPS increased 16% year-over-year to $4.51 in Q2 2025, beating consensus of $4.23, demonstrating strong profitability growth (Reuters)
Total advisory and brokerage assets rose 28% year-over-year to $1.9 trillion in Q2 2025, reflecting robust asset growth and market share gains (Reuters)
Completed the conversion of Atria Wealth Solutions and remains on track to close the $285 billion Commonwealth acquisition on August 1 2025, expanding its advisor base by approximately 3,000 (Reuters)
Organic net new assets slowed to $21 billion in Q2 2025, down from $29 billion in Q2 2024, indicating a deceleration in client inflows and asset growth momentum (Reuters)
Recruited assets declined 24% year-over-year to $18 billion in Q2 2025, reflecting challenges in advisor recruitment against a high prior-year base (Reuters)
Total expenses surged 33% year-over-year to $3.5 billion in Q2 2025, driven by elevated marketing and borrowing costs, pressuring margins (Barron's)
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2025.

LPL Financial Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

LPL Financial Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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