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About the company
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
- Revenue in USD (TTM)16.99bn
- Net income in USD863.02m
- Incorporated2005
- Employees10.10k
- LocationLPL Financial Holdings Inc4707 Executive DriveSAN DIEGO 92121United StatesUSA
- Phone+1 (617) 423-3644
- Fax+1 (302) 655-5049
- Websitehttps://lplfinancial.lpl.com/
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Resources Inc | 8.85bn | 562.70m | 14.66bn | 9.90k | 25.91 | 1.21 | 12.72 | 1.66 | 1.09 | 1.09 | 17.10 | 23.34 | 0.2725 | -- | 6.23 | 902,673.50 | 2.04 | 3.96 | 2.55 | 4.97 | 36.07 | 38.57 | 7.50 | 13.42 | -- | -- | 0.4788 | 66.00 | 3.45 | 9.52 | 9.14 | -9.65 | 8.30 | 3.65 |
| Evercore Inc | 3.88bn | 591.92m | 14.86bn | 2.57k | 25.86 | -- | 22.07 | 3.83 | 14.00 | 14.00 | 92.10 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 99.05 | 99.01 | 16.51 | 17.81 | -- | -- | -- | -- | 29.49 | 11.17 | 56.48 | 11.04 | -- | 7.16 |
| TPG Inc | -100.00bn | -100.00bn | 19.72bn | 1.90k | -- | 16.90 | -- | -- | -- | -- | -- | 3.14 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.294 | -- | -- | -- | -- | -- | -- | -- |
| Blue Owl Capital Inc | 2.87bn | 78.83m | 20.23bn | 1.10k | 166.50 | -- | 29.66 | 7.05 | 0.0779 | 0.0779 | 3.24 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 10.64 | -9.85 | -- | 3.66 | -- | -- | 25.04 | 62.95 | -28.06 | -- | -- | -- |
| Carlyle Group Inc | 4.78bn | 808.70m | 20.79bn | 2.30k | 26.38 | 2.95 | 28.01 | 4.35 | 2.19 | 2.19 | 12.89 | 19.58 | 0.1831 | -- | 8.92 | -- | 3.62 | 5.37 | 5.06 | 7.77 | 64.76 | 63.35 | 19.76 | 22.24 | -- | -- | 0.6554 | 43.11 | -11.91 | 10.25 | -20.75 | 18.36 | -- | 6.96 |
| T Rowe Price Group Inc | 7.31bn | 2.04bn | 21.13bn | 8.16k | 10.45 | 1.95 | 7.75 | 2.89 | 9.25 | 9.25 | 33.21 | 49.68 | 0.526 | -- | 8.09 | -- | 15.88 | 17.19 | 17.97 | 20.32 | -- | -- | 30.19 | 30.63 | -- | -- | -- | 49.34 | 3.12 | 3.34 | -0.3816 | -2.47 | -- | 7.13 |
| Northern Trust Corp | 12.29bn | 1.68bn | 27.75bn | 23.80k | 17.03 | 2.30 | 15.28 | 2.26 | 8.74 | 8.74 | 63.92 | 69.54 | 0.0739 | -- | -- | 516,399.20 | 1.04 | 0.9473 | 7.24 | 7.10 | 48.52 | -- | 14.13 | 16.04 | -- | -- | 0.9247 | 39.68 | -46.50 | 5.60 | -14.87 | 8.03 | -- | 2.06 |
| LPL Financial Holdings Inc | 16.99bn | 863.02m | 28.87bn | 10.10k | 32.74 | 5.40 | 19.34 | 1.70 | 11.01 | 11.01 | 215.12 | 66.76 | 1.07 | -- | 4.50 | 1,682,293.00 | 5.43 | 7.99 | 6.88 | 11.24 | 98.95 | 98.95 | 5.08 | 7.70 | -- | 5.68 | 0.5759 | 10.67 | 37.18 | 23.68 | -18.48 | 12.80 | -- | 3.71 |
| Raymond James Financial Inc | 16.05bn | 2.09bn | 31.23bn | 19.50k | 15.51 | 2.50 | 13.64 | 1.95 | 10.22 | 10.22 | 78.38 | 63.80 | 0.1877 | -- | 5.33 | 823,230.80 | 2.45 | 2.38 | 12.33 | 12.57 | 86.43 | 88.80 | 13.07 | 13.61 | -- | -- | 0.8384 | 19.03 | 6.63 | 14.27 | 3.30 | 21.09 | 8.68 | 15.07 |
| State Street Corp | 11.65bn | 2.72bn | 36.90bn | 51.56k | 14.06 | 1.52 | 15.41 | 2.65 | 9.41 | 9.41 | 48.24 | 99.76 | -- | -- | -- | -- | 0.8189 | 0.8117 | -- | -- | -- | -- | 21.12 | 20.69 | -- | -- | -- | 33.16 | -2.10 | 35.19 | 9.42 | 3.78 | -- | 8.45 |
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2025 | 7.44m | 9.30% |
| Boston Partners Global Investors, Inc.as of 30 Sep 2025 | 3.67m | 4.59% |
| BlackRock Fund Advisorsas of 30 Sep 2025 | 3.64m | 4.55% |
| Massachusetts Financial Services Co.as of 31 Dec 2025 | 3.45m | 4.31% |
| Dodge & Coxas of 30 Sep 2025 | 3.33m | 4.16% |
| Janus Henderson Investors US LLCas of 30 Sep 2025 | 3.05m | 3.82% |
| Capital Research & Management Co. (World Investors)as of 30 Sep 2025 | 2.63m | 3.28% |
| Kayne Anderson Rudnick Investment Management LLCas of 30 Sep 2025 | 2.48m | 3.10% |
| Lone Pine Capital LLCas of 30 Sep 2025 | 2.26m | 2.82% |
| Principal Global Investors LLCas of 31 Dec 2025 | 1.93m | 2.42% |
