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
DateValue
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