LPL Financial Holdings Inc. (LPLA)
NASDAQ · Financial Services · Financial - Capital Markets
Profile
LPL Financial Holdings Inc.
- Exchange
- NASDAQ
- Ticker
- LPLA
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Country
- US
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
Key facts
LPL Financial Holdings Inc.: key facts
- LPL Financial Holdings Inc. (NASDAQ: LPLA) is a Financial - Capital Markets company in the Financial Services sector.
- In fiscal 2025, LPL Financial Holdings Inc. reported revenue of $17.0B and net income of $863.0M.
- Revenue grew 21.8% a year over the last 4 fiscal years.
- Free cash flow was positive in 3 of the last 5 fiscal years.
- Net income was positive in 5 of the last 5 fiscal years.
- Over the last twelve months, revenue was $20.4B and net income was $1.4B.
MonkScore
LPL Financial Holdings Inc.'s MonkScore
MonkScore
MonkScore range: 90–100
as of October 2026
Sector rank: 60 of 850 in Financial Services
How this score is madeDisclaimer
Pillar ranges
- Growth90–100
- Profitability70–80
- Quality60–70
- Market Conviction60–70
- Safety80–90
The MonkScore runs from 0 to 100. Each range is one of ten 10-point groups, from 0–10 to 90–100.
Each pillar's range uses the same ten groups. The exact score and the pillar scores are in the MonkStreet app.
Fundamentals
Figures from the statements
LPL Financial Holdings Inc.'s annual figures and the last twelve months, in USD. Last report: 30 September 2026.
| Figure | Last 12 months | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $20.4B | $17.0B | $12.4B | $10.1B | $8.6B | $7.7B |
| Gross profit | $5.7B | $4.3B | $3.4B | $3.1B | $2.4B | $1.7B |
| Operating income | $2.6B | $2.3B | $1.7B | $1.6B | $1.2B | $730.1M |
| Net income | $1.4B | $863.0M | $1.1B | $1.1B | $845.7M | $459.9M |
| Operating cash flow | $1.7B | -$423.0M | $277.6M | $512.6M | $1.9B | $453.1M |
| Capital expenditure | -$766.6M | -$570.4M | -$562.5M | -$403.3M | -$306.6M | -$216.0M |
| Free cash flow | $884.8M | -$993.4M | -$284.9M | $109.3M | $1.6B | $237.1M |
| Total debt | $7.8B | $7.3B | $5.7B | $4.0B | $2.9B | $3.1B |
| Cash | $1.1B | $1.0B | $967.1M | $465.7M | $847.5M | $495.2M |
Revenue growth a year
- 1-year
- 37.2%
- 3-year
- 25.5%
- 4-year
- 21.8%
Compound growth between fiscal years.
Peers
Similar companies
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Page built on 31 October 2026.