LPL Financial Holdings (LPLA) Assets Average (2011 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Assets Average of $18.7 billion for Q1 2026, up 36.83% year-over-year from $13.6 billion in Q1 2025, and up 2.2% on a QoQ basis from $18.3 billion in Q4 2025.
LPL Financial Holdings (LPLA) Assets Average (2011 - 2026) Analysis & Trends
LPL Financial Holdings (LPLA) has reported Assets Average for 16 consecutive years, with $18.7 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Assets Average rose 36.83% year-over-year to $18.7 billion; the TTM figure through Mar 2026 stood at $18.7 billion (up 36.83% YoY), while the FY2025 annual figure was $15.9 billion, up 34.2% from the prior year.
- Assets Average came in at $18.7 billion for Q1 2026 at LPL Financial Holdings, up from $18.3 billion in the prior quarter.
- The five-year high for Assets Average was $18.7 billion in Q1 2026, with the low at $7.8 billion in Q2 2022.
- Average Assets Average over 5 years is $11.9 billion, with a median of $10.7 billion recorded in 2024.
- Across the five-year window, Assets Average advanced 3.62% in 2023 and soared 51.44% in 2025, its largest moves.
- Year by year, Assets Average stood at $9.6 billion in 2022, then rose by 3.62% to $9.9 billion in 2023, then grew by 27.1% to $12.6 billion in 2024, then soared by 44.6% to $18.3 billion in 2025, then advanced by 2.2% to $18.7 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $18.7 billion, $18.3 billion, and $17.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 1,500.84 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 1,934.75 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 41.81 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 18.66 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 8.24 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 79.62 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 7.15 Bn |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | 4.84 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 18.66 Bn |
| Dec 31, 2025 | 18.26 Bn |
| Sep 30, 2025 | 17.75 Bn |
| Jun 30, 2025 | 15.72 Bn |
| Mar 31, 2025 | 13.64 Bn |
| Dec 31, 2024 | 12.63 Bn |
| Sep 30, 2024 | 11.72 Bn |
| Jun 30, 2024 | 11.26 Bn |
| Mar 31, 2024 | 10.70 Bn |
| Dec 31, 2023 | 9.94 Bn |
| Sep 30, 2023 | 9.44 Bn |
| Jun 30, 2023 | 9.28 Bn |
| Mar 31, 2023 | 9.33 Bn |
| Dec 31, 2022 | 9.59 Bn |
| Sep 30, 2022 | 8.72 Bn |
| Jun 30, 2022 | 7.75 Bn |
| Mar 31, 2022 | 7.88 Bn |
| Dec 31, 2021 | 7.77 Bn |
| Sep 30, 2021 | 7.39 Bn |
| Jun 30, 2021 | 6.92 Bn |