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

10,116

LPL Financial Metrics

BasicAdvanced
$30B
34.85
$10.69
0.59
$1.20
0.32%

What the Analysts think about LPL Financial

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

Bulls say / Bears say

LPL Financial's GAAP revenue in Q2 2025 grew 31% year-over-year to $3.84 billion, reflecting strong demand for advisory and commission services. (Nasdaq)
LPL agreed to acquire Commonwealth Financial Network for $2.7 billion in cash, adding approximately 2,900 advisors and $285 billion in AUM, with expected earnings accretion and leverage returning to target. (Barron's)
In Q1 2025, LPL generated $71 billion in total organic net new assets, a 16% annualized growth rate, helping expand advisory and brokerage assets to $1.8 trillion. (LPL Press Release)
Total operating expenses surged 33% to $3.47 billion in Q2 2025, driven by higher marketing and borrowing costs, which compressed margins despite revenue growth. (Nasdaq)
Organic net new assets slowed sharply to $21 billion in Q2 2025 (5% annualized), down from $71 billion in Q1, indicating a normalization in advisor recruitment and asset gathering. (LPL Press Release)
Retention of Commonwealth advisors poses integration risk, as rival firms have aggressively courted Commonwealth’s 2,900 advisors with competitive offers ahead of the pending deal. (Barron's)
Data summarised monthly by Lightyear AI. Last updated on 2 Nov 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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