LPL Financial Holdings (LPLA) Assets Average (2011 - 2026)
LPL Financial Holdings (LPLA) recorded quarterly Assets Average of $18.7 billion in Q1 2026, up 2.2% quarter-over-quarter from $18.3 billion in Q4 2025, and up 36.83% on a YoY basis from $13.6 billion in Q1 2025.
LPL Financial Holdings (LPLA) Assets Average (2011 - 2026) Analysis & Trends
LPL Financial Holdings' Assets Average history runs 16 years deep, the most recent figure standing at $18.7 billion for 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 was $18.7 billion for Q1 2026 at LPL Financial Holdings, up from $18.3 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $18.7 billion in Q1 2026 to a low of $7.8 billion in Q2 2022.
- Historically, Assets Average has averaged $11.9 billion across 5 years, with a median of $10.7 billion in 2024.
- The sharpest annual moves came in 2023 and 2025: Assets Average increased 3.62% in 2023, then soared 51.44% in 2025.
- A 5-year view of Assets Average shows it stood at $9.6 billion in 2022, then climbed by 3.62% to $9.9 billion in 2023, then gained by 27.1% to $12.6 billion in 2024, then soared by 44.6% to $18.3 billion in 2025, then increased by 2.2% to $18.7 billion in 2026.
- The last three Assets Average figures came in at $18.7 billion (Q1 2026), $18.3 billion (Q4 2025), and $17.8 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 1,500.84 Bn |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 1,934.75 Bn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 492.16 Bn |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | 41.81 Bn |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 210.99 Bn |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 18.66 Bn |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 8.24 Bn |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | 7.15 Bn |
| 10 | Circle Internet | 19.67 Bn | 18.16 Bn | 35.01 Mn | 79.62 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 |