LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and has been described as the largest independent broker-dealer in the United States. As of 2026, the company had more than 32,000 financial advisors, approximately US$2.3 trillion in client assets, including US$1.4 trillion in advisory assets. LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego. The company is a member of FINRA and the SIPC.
| trading_symbol | registrant_name | time | price | change | percentage_change |
|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 2026-07-02 14:59:53 | 295.2 | 1.85 | 0.63 |
| trading_symbol | central_index_key | registrant_name | isin_number | lei_number | ein_number | exchange | sic_code | sic_description | fiscal_year_end | state_of_incorporation | address_street | address_city | address_state | address_zip_code | address_country | address_country_code | phone_number | mailing_address | business_address | former_name | industry | founding_date | chief_executive_officer | number_of_employees | website | market_cap | shares_issued | shares_outstanding | description | update_time |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LPLA | 0001397911 | LPL Financial Holdings Inc. | US50212V1008 | 549300XROQ4Y8G2L7682 | 203717839 | Nasdaq | 6200 | Security & Commodity Brokers, Dealers, Exchanges & Services | 1231 | DE | 4707 EXECUTIVE DRIVE | SAN DIEGO | CA | 92121 | UNITED STATES | US | 800-877-7210 | 4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121 | 4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121 | LPL Investment Holdings Inc. | Financial services | 1989 | — | 8,400 | https://www.lpl.com | 29,900,000,000 | 136,811,280 | 79,982,861 | LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and has been described as the largest independent broker-dealer in the United States. As of 2026, the company had more than 32,000 financial advisors, approximately US$2.3 trillion in client assets, including US$1.4 trillion in advisory assets. LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego. The company is a member of FINRA and the SIPC. | 2026-07-02 15:40:39 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2025 | 29,900,000,000 | 8,600,000,000 | 40.3756 | 80,080,181 | 5,505,605 | 7.3827 |
| 2024 | 21,300,000,000 | 4,700,000,000 | 28.3133 | 74,574,576 | 121,626 | 0.1634 |
| 2023 | 16,600,000,000 | 1,900,000,000 | 12.9252 | 74,452,950 | -4,220,816 | -5.365 |
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation |
|---|---|---|---|---|---|---|---|---|
| Greg Gates | Managing Director | 2025 | 592,308 | — | 2,271,788 | 1,700,000 | 17,625 | 4,581,721 |
| Matthew Audette | Chief Financial Officer, President | 2025 | 750,000 | — | 6,263,070 | 2,500,000 | 513,647 | 10,026,717 |
| Matthew Enyedi | Managing Director | 2025 | 588,461 | — | 1,747,340 | 1,275,000 | 24,200 | 3,635,001 |
| Richard Steinmeier | Chief Executive Officer | 2025 | 900,000 | — | 10,045,542 | 3,591,000 | 37,954 | 14,574,496 |
| Aneri Jambusaria | Managing Director | 2025 | 488,462 | — | 1,164,739 | 885,000 | 17,625 | 2,555,826 |
| Fiscal Year | Employee Count |
|---|---|
| 2025 | 10,000 |
| 2024 | 9,000 |
| 2023 | 8,400 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Revenue | 16,989,479,000 | 12,385,107,000 | 10,052,848,000 |
| Cost Of Revenue | — | — | — |
| Gross Profit | 16,989,479,000 | 12,385,107,000 | 10,052,848,000 |
| Research And Development Expenses | — | — | — |
| General And Administrative Expenses | — | — | — |
| Operating Expenses | 15,839,972,000 | 10,992,215,000 | 8,608,073,000 |
| Operating Income | 1,149,507,000 | 1,392,892,000 | 1,444,775,000 |
| Net Income | 863,024,000 | 1,058,616,000 | 1,066,250,000 |
| Earnings Per Share Basic | 10.97 | 14.17 | 13.88 |
| Earnings Per Share Diluted | 10.92 | 14.03 | 13.69 |
| Weighted Average Shares Outstanding Basic | 78,681,000 | 74,713,000 | 76,807,000 |
| Weighted Average Shares Outstanding Diluted | 79,061,000 | 75,427,000 | 77,861,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Cash And Cash Equivalents | 1,037,378,000 | 967,079,000 | 465,671,000 |
| Marketable Securities Current | 91,528,000 | 57,481,000 | 91,311,000 |
| Accounts Receivable | — | — | — |
| Inventories | — | — | — |
| Non Trade Receivables | 1,203,539,000 | 902,777,000 | 743,317,000 |
| Other Assets Current | — | — | — |
| Total Assets Current | — | — | — |
| Marketable Securities Non Current | 9,988,000 | 10,154,000 | 10,245,000 |
| Property Plant And Equipment | 1,409,376,000 | 1,210,027,000 | 933,091,000 |
| Other Assets Non Current | 39,819,000 | 39,819,000 | 39,819,000 |
| Total Assets Non Current | — | — | — |
| Total Assets | 18,492,753,000 | 13,317,404,000 | 10,385,480,000 |
| Accounts Payable | 821,641,000 | 588,450,000 | 485,963,000 |
| Deferred Revenue | 265,024,000 | 207,563,000 | 156,214,000 |
| Short Term Debt | 0 | 0 | 10,700,000 |
| Other Liabilities Current | — | — | — |
| Total Liabilities Current | — | — | — |
| Long Term Debt | 7,258,694,000 | 5,494,724,000 | 3,734,111,000 |
| Other Liabilities Non Current | — | — | — |
| Total Liabilities Non Current | — | — | — |
| Total Liabilities | 13,148,268,000 | 10,386,802,000 | 8,306,501,000 |
| Common Stock | 136,000 | 131,000 | 130,000 |
| Retained Earnings | 5,835,057,000 | 5,066,525,000 | 4,085,114,000 |
| Accumulated Other Comprehensive Income | — | — | — |
| Total Shareholders Equity | 5,344,485,000 | 2,930,602,000 | 2,078,979,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Depreciation And Amortization | 393,434,000 | 308,527,000 | 246,994,000 |
| Share Based Compensation Expense | 79,362,000 | 91,761,000 | 68,669,000 |
| Other Non Cash Income Expense | 4,938,000 | 25,319,000 | -39,172,000 |
| Change In Accounts Receivable | — | — | — |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | 270,373,000 | 126,829,000 | 71,328,000 |
| Change In Other Assets | 413,296,000 | 435,255,000 | 213,043,000 |
| Change In Accounts Payable | 161,291,000 | 36,977,000 | 31,256,000 |
| Change In Other Liabilities | -617,789,000 | 336,412,000 | 117,805,000 |
| Cash From Operating Activities | -411,404,000 | 277,589,000 | 512,611,000 |
| Purchases Of Marketable Securities | — | — | — |
| Sales Of Marketable Securities | — | — | — |
| Acquisition Of Property Plant And Equipment | 570,376,000 | 562,531,000 | 403,286,000 |
| Acquisition Of Business | 1,787,592,000 | 1,020,221,000 | 453,475,000 |
| Other Investing Activities | — | — | — |
| Cash From Investing Activities | -2,386,593,000 | -1,592,132,000 | -860,186,000 |
| Tax Withholding For Share Based Compensation | 33,484,000 | 41,288,000 | 40,005,000 |
| Payments Of Dividends | 94,411,000 | 89,727,000 | 92,190,000 |
| Issuance Of Common Stock | 1,725,000,000 | 2,357,000 | 18,665,000 |
| Repurchase Of Common Stock | 100,004,000 | 170,096,000 | 1,100,101,000 |
| Issuance Of Long Term Debt | 2,744,930,000 | 998,325,000 | 749,468,000 |
| Repayment Of Long Term Debt | 1,844,000,000 | 663,000,000 | 1,438,000,000 |
| Other Financing Activities | — | — | — |
| Cash From Financing Activities | 3,168,685,000 | 1,417,432,000 | -208,532,000 |
| Change In Cash | 370,688,000 | 102,889,000 | -556,107,000 |
| Cash At End Of Period | 1,037,378,000 | 967,079,000 | 465,671,000 |
| Income Taxes Paid | 328,560,000 | 320,259,000 | 535,959,000 |
| Interest Paid | 379,919,000 | 268,351,000 | 191,350,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Earnings Per Share | 10.97 | 14.17 | 13.88 |
| Price To Earnings Ratio | 32.5588 | 23.0423 | 16.3991 |
| Earnings Growth Rate | -22.5829 | 2.0893 | 30.9434 |
| Price Earnings To Growth Ratio | -1.4417 | 11.0285 | 0.53 |
| Book Value Per Share | 67.926 | 39.2248 | 27.0676 |
| Price To Book Ratio | 5.2582 | 8.3241 | 8.4093 |
| Ebitda | 1,988,424,000 | 1,961,583,000 | 2,036,007,000 |
| Enterprise Value | 34,323,808,770 | 28,922,186,630 | 20,761,949,340 |
| Dividend Yield | 0.0034 | 0.0037 | 0.0053 |
| Dividend Payout Ratio | 0.1094 | 0.0848 | 0.0865 |
| Debt To Equity Ratio | 1.3582 | 1.8749 | 1.8013 |
| Capital Expenditures | 592,783,000 | 585,463,000 | 399,728,000 |
| Free Cash Flow | -1,004,187,000 | -307,874,000 | 112,883,000 |
| Return On Equity | 0.1615 | 0.3612 | 0.5129 |
| One Year Beta | 1.2291 | 0.7713 | 0.7902 |
| Three Year Beta | 1.0149 | 0.8632 | 0.9929 |
| Five Year Beta | 1.0267 | 1.2051 | 1.2558 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Jambusaria Aneri | Group Managing Director | 2026-06-17 | 308 | D | 6,415 |
| Cohen Marc Eliot | Group Managing Director | 2026-06-12 | 44 | D | 4,356 |
| Gates Greg | Group Managing Director | 2026-06-12 | 232 | D | 20,532 |
| BERNARD EDWARD C | Director | 2026-06-04 | 4 | A | 16,259 |
| EBERHART PAULETT | Director | 2026-06-04 | 5 | A | 17,760 |
| Name Of Reporting Person | Type Of Reporting Person | Report Date | Transaction Type | Transaction Date | Owner Type | Amount |
|---|---|---|---|---|---|---|
| Markwayne Mullin | Senator | 2025-06-11 | Purchase | 2025-05-13 | Joint | $15,001 - $50,000 |
| Markwayne Mullin | Senator | 2025-02-27 | Purchase | 2025-02-13 | Joint | $50,001 - $100,000 |
| Name Of Reporting Person | Report Date | State | Transaction Type | Transaction Date | Owner Type | Amount |
|---|---|---|---|---|---|---|
| Gilbert Cisneros | 2026-07-02 | CA31 | Purchase | 2026-06-11 | — | $1,001 - $15,000 |
| Gilbert Cisneros | 2026-07-02 | CA31 | Purchase | 2026-06-05 | — | $1,001 - $15,000 |
| Gilbert Cisneros | 2026-06-08 | CA31 | Purchase | 2026-05-14 | — | $1,001 - $15,000 |
| Gilbert Cisneros | 2026-06-08 | CA31 | Purchase | 2026-05-19 | — | $1,001 - $15,000 |
| Gilbert Cisneros | 2026-06-08 | CA31 | Purchase | 2026-05-07 | — | $1,001 - $15,000 |
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security |
|---|---|---|---|---|
| KERR FINANCIAL PLANNING Corp | 2026-06-30 | 11,247 | 40 | 281.175 |
| Versant Capital Management, Inc | 2026-06-30 | 52,956 | 188 | 281.6809 |
| MassMutual Private Wealth & Trust, FSB | 2026-06-30 | 29,013 | 103 | 281.6796 |
| CX Institutional | 2026-06-30 | 17,000 | 61 | 278.6885 |
| EASTERN BANK | 2026-06-30 | 14,084 | 50 | 281.68 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| Pacer Funds Trust | 2026-04-30 | Pacer MSCI World Industry Advantage ETF | GLBL | 2 | 668.26 | 0.0625 |
| EA Series Trust | 2026-04-30 | JLens 500 Jewish Advocacy U.S. ETF | TOV | 253 | 84,534.89 | 0.04 |
| EA Series Trust | 2026-04-30 | Burney U.S. Equity Select ETF | BRES | 9,214 | 3,078,673.82 | 0.48 |
| AMERICAN PENSION INVESTORS TRUST | 2026-04-30 | Institutional Class | YOVIX | 1,150 | 384,249.5 | 1.0713 |
| AMERICAN PENSION INVESTORS TRUST | 2026-04-30 | Class L | YOVLX | 1,150 | 384,249.5 | 1.0713 |