LPL Financial Holdings (LPLA) Assets Average (2011 - 2026)
LPL Financial Holdings' quarterly Assets Average came in at $18.7 billion in Q1 2026, up 36.83% year-on-year from $13.6 billion in Q1 2025, and up 2.2% quarter-over-quarter from $18.3 billion in Q4 2025.
LPL Financial Holdings has reported Assets Average for 16 years, with the latest figure at $18.7 billion in Q1 2026.
- For the quarter ending Q1 2026, Assets Average rose 36.83% year-over-year to $18.7 billion; the trailing twelve-month figure through Mar 2026 stood at $18.7 billion (up 36.83% YoY), and the FY2025 full-year result was $15.9 billion, up 34.2% from the prior year.
- Assets Average for Q1 2026 stood at $18.7 billion, 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.
- Year-over-year, Assets Average gained 3.62% in 2023 and surged 51.44% in 2025.
- Tracing LPLA's Assets Average over 5 years: stood at $9.6 billion in 2022, then grew by 3.62% to $9.9 billion in 2023, then advanced by 27.1% to $12.6 billion in 2024, then jumped by 44.6% to $18.3 billion in 2025, then rose 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 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 1,500.84 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 1,934.75 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 492.16 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 41.81 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 210.99 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 79.62 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 18.66 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 7.15 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 8.24 Bn |
| 10 | Hut 8 | 14.71 Bn | 14.86 Bn | 45.47 Mn | 2.68 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 |
| Mar 31, 2021 | 6.61 Bn |
| Dec 31, 2020 | 6.34 Bn |
| Sep 30, 2020 | 6.00 Bn |
| Jun 30, 2020 | 6.01 Bn |
| Mar 31, 2020 | 6.00 Bn |
| Dec 31, 2019 | 5.81 Bn |
| Sep 30, 2019 | 5.55 Bn |
| Jun 30, 2019 | 5.43 Bn |
| Mar 31, 2019 | 5.48 Bn |
| Dec 31, 2018 | 5.38 Bn |
| Sep 30, 2018 | 5.26 Bn |
| Jun 30, 2018 | 5.29 Bn |
| Mar 31, 2018 | 5.35 Bn |
| Dec 31, 2017 | 5.21 Bn |
| Sep 30, 2017 | 4.92 Bn |
| Jun 30, 2017 | 4.78 Bn |
| Mar 31, 2017 | 4.80 Bn |
| Dec 31, 2016 | 4.72 Bn |
| Sep 30, 2016 | 4.61 Bn |
| Jun 30, 2016 | 4.59 Bn |
| Mar 31, 2016 | 4.55 Bn |
| Dec 31, 2015 | 4.25 Bn |
| Sep 30, 2015 | 4.01 Bn |
| Jun 30, 2015 | 4.05 Bn |
| Mar 31, 2015 | 4.05 Bn |
| Dec 31, 2014 | 3.98 Bn |
| Sep 30, 2014 | 3.91 Bn |
| Jun 30, 2014 | 3.91 Bn |
| Mar 31, 2014 | 3.99 Bn |
| Dec 31, 2013 | 3.98 Bn |
| Sep 30, 2013 | 3.92 Bn |
| Jun 30, 2013 | 3.86 Bn |
| Mar 31, 2013 | 3.90 Bn |
| Dec 31, 2012 | 3.83 Bn |
| Sep 30, 2012 | 3.64 Bn |
| Jun 30, 2012 | 3.68 Bn |
| Mar 31, 2012 | 3.79 Bn |
| Dec 31, 2011 | 3.73 Bn |
| Sep 30, 2011 | 3.66 Bn |