LPL Financial Holdings (LPLA) Assets (2010 - 2026)

LPL Financial Holdings (LPLA) recorded quarterly Assets of $18.8 billion in Q1 2026, up 1.85% quarter-over-quarter from $18.5 billion in Q4 2025, and up 34.89% on a YoY basis from $14.0 billion in Q1 2025.

LPL Financial Holdings (LPLA) Assets (2010 - 2026) Analysis & Trends

LPL Financial Holdings' Assets history runs 17 years deep, the most recent figure standing at $18.8 billion for Q1 2026.

  • In Q1 2026, Assets rose 34.89% year-over-year to $18.8 billion; the TTM figure through Mar 2026 stood at $18.8 billion (up 34.89% YoY), while the FY2025 annual figure was $18.5 billion, up 38.86% from the prior year.
  • Assets was $18.8 billion for Q1 2026 at LPL Financial Holdings, up from $18.5 billion in the prior quarter.
  • In the past five years, Assets ranged from a high of $18.8 billion in Q1 2026 to a low of $7.7 billion in Q2 2022.
  • Historically, Assets has averaged $12.2 billion across 5 years, with a median of $11.0 billion in 2024.
  • The sharpest annual moves came in 2023 and 2025: Assets decreased 2.15% in 2023, then jumped 51.9% in 2025.
  • A 5-year view of Assets shows it stood at $9.5 billion in 2022, then climbed by 9.53% to $10.4 billion in 2023, then grew by 28.23% to $13.3 billion in 2024, then jumped by 38.86% to $18.5 billion in 2025, then increased by 1.85% to $18.8 billion in 2026.
  • The last three Assets figures came in at $18.8 billion (Q1 2026), $18.5 billion (Q4 2025), and $18.0 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -
2 Morgan Stanley 349.82 Bn 216.29 Bn - 1,581.42 Bn
3 Goldman Sachs 333.85 Bn -603.70 Bn - 2,060.18 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - 493.32 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn 45.47 Bn
6 Interactive Brokers 42.79 Bn 53.38 Bn - 218.75 Bn
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - 18.84 Bn
8 Tradeweb Markets 21.20 Bn 19.96 Bn - 8.30 Bn
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn 7.26 Bn
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn 80.54 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 18.84 Bn
Dec 31, 2025 18.49 Bn
Sep 30, 2025 18.03 Bn
Jun 30, 2025 17.47 Bn
Mar 31, 2025 13.96 Bn
Dec 31, 2024 13.32 Bn
Sep 30, 2024 11.94 Bn
Jun 30, 2024 11.50 Bn
Mar 31, 2024 11.02 Bn
Dec 31, 2023 10.39 Bn
Sep 30, 2023 9.49 Bn
Jun 30, 2023 9.39 Bn
Mar 31, 2023 9.17 Bn
Dec 31, 2022 9.48 Bn
Sep 30, 2022 9.70 Bn
Jun 30, 2022 7.74 Bn
Mar 31, 2022 7.77 Bn
Dec 31, 2021 7.99 Bn
Sep 30, 2021 7.56 Bn
Jun 30, 2021 7.22 Bn