LPL Financial Holdings Inc. (USD) LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

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., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

60%

Dcf Rating

100%

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
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	0.33 %	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	1.14 %	Quarterly
2012-11-15	2012-11-30	0.12	0.91 %	Quarterly
2012-08-15	2012-08-30	0.12	0.42 %	Quarterly
2012-05-15	2012-05-25	2.00	6.19 %	Quarterly

Recent News

LPL Financial Welcomes Loomis Wealth Management

SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of Loomis Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company.

2025-06-05 08:55:00

Arv Private Wealth Launches with Support from LPL Strategic Wealth

SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC.

2025-06-02 08:55:00

LPL Financial to Present at the William Blair Growth Stock Conference

SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that Matt Audette, President and Chief Financial Officer, will present at the William Blair Growth Stock Conference on June 4.

2025-05-28 16:05:00

LPL Financial Welcomes Mai Park Capital to Linsco Channel

SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL's employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to launch Mai Park Capital. She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch.

2025-05-28 08:55:00

LPL Financial Welcomes Beamish Wealth Management to Linsco Channel

SAN DIEGO, May 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Colin Beamish, CFP®, has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Beamish Wealth Management of LPL Financial. He reported serving approximately $445 million in advisory, brokerage and retirement plan assets* and joins LPL from City National Securities, Inc., a subsidiary of RBC.

2025-05-27 08:55:00

LPL Financial Reports Monthly Activity for April 2025

SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for April 2025.

2025-05-22 16:05:00

LPL Financial and Momentum Wealth Partners Welcome Beacon Financial

SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Beacon Financial has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The Beacon Financial team of 10 advisors reported having served approximately $850 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera.

2025-05-22 08:55:00

LPL Financial to Present at the Bernstein Strategic Decisions Conference

SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bernstein Strategic Decisions Conference on May 28.

2025-05-21 16:05:00

LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik

SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Tara Thompson Popernik as Executive Vice President and Head of Wealth Planning. Additionally, Monte Tomasino has joined the company as Executive Vice President of Service Digital Enablement, further solidifying LPL's commitment to delivering top-tier wealth planning and service solutions.

2025-05-21 08:00:00

LPL Financial Announces Q1 2025 Technology Updates

The first quarter of 2025 saw the introduction of 80 new product enhancements—designed to enhance the experiences of advisors, institutions and end clients

2025-05-20 08:30:00

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