LPL Financial Holdings Inc. (USD) 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.

LPL Financial Holdings Inc. (USD) Active

4707 Executive Drive, San Diego, CA, US, 92121

Stock Price USD

Price Change

Last Dividend USD

Latest Rating

LPLA's stock peer is EVR (Evercore Inc.)

LPLA's stock peer is HLI (Houlihan Lokey, Inc.)

LPLA's stock peer is MC (Moelis & Company)

LPLA's stock peer is MKTX (MarketAxess Holdings Inc.)

LPLA's stock peer is PIPR (Piper Sandler Companies)

LPLA's stock peer is PJT (PJT Partners Inc.)

LPLA's stock peer is PWP (Perella Weinberg Partners)

LPLA's stock peer is RJF (Raymond James Financial, Inc.)

LPLA's stock peer is SF (Stifel Financial Corp)

LPLA's stock peer is TW (Tradeweb Markets Inc.)

Financial Services Financial - Capital Markets

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.

80%

Dcf Rating

80%

Return On Equity

100%

Return On Assets

20%

Debt To Equity

20%

Price To Earnings

20%

Price To Book

Income Statement

Dividend Stats Yield is calculated via trailing-12-month period

Ex-Dividend	Payment Date	Dividend	Yield	Dividend Frequency
2026-05-21	2026-06-04	0.30	0.42 %	Quarterly
2026-03-10	2026-03-24	0.30	0.39 %	Quarterly
2025-11-13	2025-12-01	0.30	0.32 %	Quarterly
2025-08-15	2025-08-29	0.30	0.34 %	Quarterly
2025-05-30	2025-06-12	0.30	0.31 %	Quarterly
2025-03-11	2025-03-25	0.30	0.38 %	Quarterly
2024-11-14	2024-12-02	0.30	0.38 %	Quarterly
2024-08-09	2024-08-23	0.30	0.61 %	Quarterly
2024-05-21	2024-06-04	0.30	0.45 %	Quarterly
2024-03-12	2024-03-26	0.30	0.45 %	Quarterly
2023-11-09	2023-11-27	0.30	0.54 %	Quarterly
2023-08-11	2023-08-25	0.30	0.51 %	Quarterly
2023-05-18	2023-06-01	0.30	0.56 %	Quarterly
2023-03-14	2023-03-28	0.30	0.52 %	Quarterly
2022-11-10	2022-11-28	0.25	0.39 %	Quarterly
2022-08-17	2022-08-31	0.25	0.44 %	Quarterly
2022-06-09	2022-06-24	0.25	0.49 %	Quarterly
2022-03-15	2022-03-29	0.25	0.62 %	Quarterly
2021-11-11	2021-11-29	0.25	0.61 %	Quarterly
2021-08-13	2021-08-27	0.25	0.67 %	Quarterly
2021-05-24	2021-06-07	0.25	0.67 %	Quarterly
2021-03-16	2021-03-30	0.25	0.69 %	Quarterly
2020-11-12	2020-11-30	0.25	1.14 %	Quarterly
2020-08-14	2020-08-28	0.25	1.19 %	Quarterly
2020-05-28	2020-06-12	0.25	1.34 %	Quarterly
2020-03-18	2020-03-31	0.25	2.01 %	Quarterly
2019-11-07	2019-11-21	0.25	1.16 %	Quarterly
2019-08-13	2019-08-23	0.25	1.38 %	Quarterly
2019-05-20	2019-06-03	0.25	1.24 %	Quarterly
2019-03-15	2019-03-29	0.25	1.35 %	Quarterly
2018-11-08	2018-11-26	0.25	1.55 %	Quarterly
2018-08-09	2018-08-23	0.25	1.50 %	Quarterly
2018-05-18	2018-06-01	0.25	1.43 %	Quarterly
2018-03-09	2018-03-23	0.25	1.56 %	Quarterly
2017-11-09	2017-11-27	0.25	1.98 %	Quarterly
2017-08-10	2017-08-24	0.25	2.18 %	Quarterly
2017-05-15	2017-05-25	0.25	2.36 %	Quarterly
2017-03-10	2017-03-24	0.25	2.58 %	Quarterly
2016-11-16	2016-11-30	0.25	2.61 %	Quarterly
2016-08-11	2016-08-25	0.25	3.76 %	Quarterly
2016-05-20	2016-05-31	0.25	4.07 %	Quarterly
2016-03-04	2016-03-14	0.25	4.89 %	Quarterly
2015-11-12	2015-11-24	0.25	2.24 %	Quarterly
2015-08-17	2015-08-28	0.25	2.33 %	Quarterly
2015-05-11	2015-05-21	0.25	2.41 %	Quarterly
2015-03-02	2015-03-16	0.25	2.16 %	Quarterly
2014-11-11	2014-11-26	0.24	2.28 %	Quarterly
2014-08-14	2014-08-29	0.24	1.95 %	Quarterly
2014-05-06	2014-05-20	0.24	1.84 %	Quarterly
2014-02-24	2014-03-10	0.24	1.39 %	Quarterly
2013-11-11	2013-11-26	0.19	1.60 %	Quarterly
2013-08-15	2013-08-30	0.19	1.50 %	Quarterly
2013-05-06	2013-05-20	0.14	1.48 %	Quarterly
2013-02-18	2013-03-04	0.14	7.25 %	Quarterly
2012-11-15	2012-11-30	0.12	8.51 %	Quarterly
2012-08-15	2012-08-30	0.12	7.37 %	Quarterly
2012-05-15	2012-05-25	2.00	6.19 %	Quarterly

Recent News

LPL Welcomes NorthStar Wealth Advisory

SAN DIEGO, June 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL Financial-affiliated firm. The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

2026-06-25 08:55:00

LPL Financial Welcomes Tribute Financial

SAN DIEGO, June 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Tribute Financial have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Led by president and chief executive officer, Kevin Daniels, MBAF, the team reported serving over $500 million in advisory, brokerage and retirement plan assets* and joins LPL from United Planners Financial Services.

2026-06-24 08:55:00

LPL Financial Welcomes Daniel Zacharias to Decorum Wealth Management

SAN DIEGO, June 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Daniel Zacharias has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Decorum Wealth Management, an existing LPL Strategic Wealth firm. Zacharias reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins from UBS Financial Services.

2026-06-17 08:55:00

LPL Financial Reports Monthly Activity for May 2026

SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for May 2026.

2026-06-16 16:05:00

LPL Financial Welcomes Spectrum Wealth Strategies

SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Spectrum Wealth Strategies have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1.5 billion in advisory, brokerage and retirement plan assets* and joins LPL from MassMutual.

2026-06-16 08:55:00

LPL Financial Welcomes Fortress Financial Planning

SAN DIEGO, June 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Fortress Financial Planning have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Advisors Bassem Moez, CRPC® and James Darden, JD, reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from MassMutual.

2026-06-15 08:55:00

LPL Financial Welcomes Advisor Les Smith

SAN DIEGO, June 11, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Les Smith, CFP®, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Smith reported serving approximately $185 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

2026-06-11 08:55:00

LPL Welcomes Allegia Wealth Management

SAN DIEGO, June 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, launching Allegia Wealth Management. Colananni reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Centurion Wealth Management.

2026-06-09 08:55:00

LPL Financial Welcomes Align Private Wealth

SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, Align Private Wealth, through affiliation with LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.

2026-06-04 08:55:00

LPL Welcomes Schott Financial Management

SAN DIEGO, May 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Schott, MBA, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Schott reported serving approximately $240 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment.

2026-05-28 08:55:00

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