Growth Metrics

LPL Financial Holdings (LPLA) Accumulated Expenses (2010 - 2026)

LPL Financial Holdings' quarterly Accumulated Expenses came in at $370.2 million in Q1 2026, up 21.83% year-on-year from $303.8 million in Q1 2025, and up 2.36% quarter-over-quarter from $361.6 million in Q4 2025.

LPL Financial Holdings has reported Accumulated Expenses for 17 years, with the latest figure at $370.2 million in Q1 2026.

  • For the quarter ending Q1 2026, Accumulated Expenses rose 21.83% year-over-year to $370.2 million; the trailing twelve-month figure through Mar 2026 stood at $370.2 million (up 21.83% YoY), and the FY2025 full-year result was $361.6 million, up 11.61% from the prior year.
  • Accumulated Expenses for Q1 2026 stood at $370.2 million, up from $361.6 million in the prior quarter.
  • The five-year high for Accumulated Expenses was $370.2 million in Q1 2026, with the low at $194.5 million in Q3 2022.
  • Average Accumulated Expenses over 5 years is $257.7 million, with a median of $232.1 million recorded in 2024.
  • Year-over-year, Accumulated Expenses fell 13.35% in 2022 and jumped 49.62% in 2024.
  • Tracing LPLA's Accumulated Expenses over 5 years: stood at $203.3 million in 2022, then gained by 6.52% to $216.5 million in 2023, then jumped by 49.62% to $324.0 million in 2024, then gained by 11.61% to $361.6 million in 2025, then grew by 2.36% to $370.2 million in 2026.
  • The last three Accumulated Expenses figures came in at $370.2 million (Q1 2026), $361.6 million (Q4 2025), and $355.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn -
2 Goldman Sachs 318.59 Bn -618.96 Bn -
3 Schwab Charles 154.74 Bn 109.76 Bn -
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn
5 Interactive Brokers 39.54 Bn 50.13 Bn -
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn -
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn
9 Tradeweb Markets 21.29 Bn 20.04 Bn -
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 370.17 Mn
Dec 31, 2025 361.62 Mn
Sep 30, 2025 355.46 Mn
Jun 30, 2025 303.61 Mn
Mar 31, 2025 303.84 Mn
Dec 31, 2024 324.00 Mn
Sep 30, 2024 252.88 Mn
Jun 30, 2024 240.37 Mn
Mar 31, 2024 232.08 Mn
Dec 31, 2023 216.54 Mn
Sep 30, 2023 208.83 Mn
Jun 30, 2023 208.31 Mn
Mar 31, 2023 195.61 Mn
Dec 31, 2022 203.29 Mn
Sep 30, 2022 194.48 Mn
Jun 30, 2022 199.69 Mn
Mar 31, 2022 210.88 Mn
Dec 31, 2021 222.38 Mn
Sep 30, 2021 224.44 Mn
Jun 30, 2021 215.11 Mn
Mar 31, 2021 195.04 Mn
Dec 31, 2020 187.04 Mn
Sep 30, 2020 175.28 Mn
Jun 30, 2020 162.62 Mn
Mar 31, 2020 155.36 Mn
Dec 31, 2019 174.33 Mn
Sep 30, 2019 162.10 Mn
Jun 30, 2019 152.70 Mn
Mar 31, 2019 154.84 Mn
Dec 31, 2018 164.21 Mn
Sep 30, 2018 168.18 Mn
Jun 30, 2018 158.54 Mn
Mar 31, 2018 151.14 Mn
Dec 31, 2017 147.10 Mn
Sep 30, 2017 133.13 Mn
Jun 30, 2017 128.80 Mn
Mar 31, 2017 121.54 Mn
Dec 31, 2016 128.48 Mn
Sep 30, 2016 129.25 Mn
Jun 30, 2016 125.94 Mn
Mar 31, 2016 117.04 Mn
Dec 31, 2015 129.51 Mn
Sep 30, 2015 132.68 Mn
Jun 30, 2015 134.36 Mn
Mar 31, 2015 131.33 Mn
Dec 31, 2014 146.50 Mn
Sep 30, 2014 143.02 Mn
Jun 30, 2014 136.23 Mn
Mar 31, 2014 125.24 Mn
Dec 31, 2013 135.15 Mn
Sep 30, 2013 128.60 Mn
Jun 30, 2013 130.40 Mn
Mar 31, 2013 124.92 Mn
Dec 31, 2012 128.46 Mn
Sep 30, 2012 107.72 Mn
Jun 30, 2012 97.97 Mn
Mar 31, 2012 105.80 Mn
Dec 31, 2011 109.72 Mn
Sep 30, 2011 109.32 Mn
Jun 30, 2011 111.34 Mn
Dec 31, 2010 130.41 Mn