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.
CEO: Richard Steinmeier. Company website
LPL Financial Holdings Inc. (LPLA) trades at $328.09, down 0.56% on the day, as of Sep 20, 2026 12:35 UTC.
LPL Financial Holdings Inc. has a market capitalisation of $26.24B, calculated from the live LPLA share price and shares outstanding.
LPLA trades at a trailing P/E of 26.16, from earnings per share of $12.54 over the last twelve months.
LPL Financial Holdings Inc. generated revenue of $19.61B over the trailing twelve months, which puts the stock at 1.34 times sales.
Yes. LPL Financial Holdings Inc. pays a dividend yielding 0.32% on the current share price.
LPLA has traded between $260.15 and $400.16 over the past 52 weeks, and the last price is 18.0% below that high.
Yes. LPL Financial Holdings Inc. keeps 5.13% of revenue as net income over the trailing twelve months.
Wall Street analysts rate LPLA Buy, with an average price target of $404.20, 23.2% above the current price.
LPL Financial Holdings Inc. is classified under the Financial Services sector and the Financial - Capital Markets industry, and is domiciled in US.
Richard Steinmeier is the chief executive of LPL Financial Holdings Inc., which employs 10,081 people.
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