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Companies/LPL Financial Holdings Inc.
Company profile

LPL Financial Holdings Inc.

NASDAQ: LPLA · Financial Services · Financial - Capital Markets
PublicHQ San Diego, CA · San DiegoCIK 0001397911Reports USD
#37 of 1,011 Financial Services companies by revenuetop-quartile growth
EA Score
75B+
FH 65DQ 88GM 78SS 80
v0.1 · 65/100 weight · provisional
↑ market scale, workforce scale · ↓ Piotroski F, listing tenure
Methodology →
Revenue TTM
$18.3B
Rev growth YoY (TTM)
+38.1%
Net income (FY)
$863.0M
Employees
9,118
Market cap
$23.6B
OverviewFinancialsSegmentsFilingsESGPeople & Places

Financials — latest annual

SEC EDGAR · USD-normalized
ConceptUSDNativeFY
Revenue$17.0B$17.0B2025
Net income$863.0M$863.0M2025
Total assets$18.5B$18.5B2025
Liabilities$13.1B$13.1B2025
Equity$5.3B$5.3B2025

Revenue trend

FY2019 – FY2025 · USD
$1.4B
FY19
$5.6B
FY19
$5.9B
FY20
$7.7B
FY21
$8.6B
FY22
$10.1B
FY23
$12.4B
FY24
$17.0B
FY25

Revenue by segment

Filed disclosures · FY2018
By product
Asset-based Revenue50%
Money Market Cash Sweep Revenue26%
Recordkeeping Revenues13%
Sponsorship Programs12%
By geography

Not disclosed.

The read

LPL Financial Holdings Inc. booked $17.0B in FY2025 revenue, growing 37% year over year — faster than most Financial Services companies we track, at a 5.1% net margin.

Peers · Financial Services
Brown & Brown, Inc.78B+SoFi Technologies, Inc.51DPrincipal Financial Group, Inc.65BLoews Corporation75B+
Neighbors
San Diego →
QUALCOMM Incorporated$44.3B79B+Sempra$12.4B64CRealty Income Corporation$5.7B59CResMed Inc.$5.1B88AIllumina, Inc.$4.3B84B+DexCom, Inc.$4.7B87A
Key facts
CEORichard Steinmeier
SectorFinancial Services
IndustryFinancial - Capital Markets
HeadquartersSan Diego, CA
ExchangeNASDAQ: LPLA
Employees9,118
IPO date2010-11-18
Latest filings
8-K2026-05-1510-Q2026-05-048-K2026-04-30DEF 14A2026-04-0210-K2026-02-238-K2026-01-298-K2026-01-0810-Q2025-11-03
Financials: SEC EDGAR (XBRL), USD-normalized per IAS 21 · TTM/quarterly + segments: FMP from filed disclosures · Filings: EDGAR submissions. County headcount and EA Score are in progress — see docs/DATA_GAPS.md.
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