LPL Financial Holdings (LPLA) Assets Average (2011 - 2026)
LPL Financial Holdings (LPLA) posted Assets Average of $19.3 billion for Q2 2026, up 3.48% on a QoQ basis from $18.7 billion in Q1 2026, and up 22.87% year-over-year from $15.7 billion in Q2 2025.
Analysis
LPL Financial Holdings (LPLA) Assets Average (2011 - 2026) Analysis & Trends
LPL Financial Holdings has reported Assets Average for 16 years, with the latest figure at $19.3 billion in Q2 2026.
- On a quarterly basis, Assets Average rose 22.87% year-over-year to $19.3 billion in Q2 2026; TTM through Jun 2026 was $19.3 billion, a 22.87% increase from a year earlier, with the FY2025 full-year figure at $15.9 billion, up 34.2% from the prior year.
- Assets Average was $19.3 billion for Q2 2026 at LPL Financial Holdings, up from $18.7 billion in the prior quarter.
- The five-year high for Assets Average was $19.3 billion in Q2 2026, with the low at $7.8 billion in Q2 2022.
- Average Assets Average over 5 years is $12.3 billion, with a median of $11.0 billion recorded in 2024.
- The sharpest annual moves came in 2023 and 2025: Assets Average rose 3.62% in 2023, then jumped 51.44% in 2025.
- Over 5 years, Assets Average 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 advanced by 5.75% to $19.3 billion in 2026.
- The last three Assets Average figures came in at $19.3 billion (Q2 2026), $18.7 billion (Q1 2026), and $18.3 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.20 Bn | 83.88 Bn | 1.20 Bn | 51.01 Bn |
| 2 | Interactive Brokers | 41.17 Bn | -6.79 Bn | - | 233.03 Bn |
| 3 | LPL Financial Holdings | 27.86 Bn | 25.16 Bn | - | 19.31 Bn |
| 4 | Futu Holdings | 15.80 Bn | -3.84 Bn | 792.50 Mn | 34.37 Bn |
| 5 | UP Fintech Holding | 12.81 Bn | 12.81 Bn | - | 9.31 Bn |
| 6 | Xp | 10.32 Bn | 5.47 Bn | 105.39 Mn | 79.67 Bn |
| 7 | Webull | 4.83 Bn | 2.90 Bn | 85.87 Mn | 3.91 Bn |
| 8 | eToro | 2.53 Bn | 1.57 Bn | 63.50 Mn | 1.84 Bn |
| 9 | Solowin Holdings | 402.47 Mn | 383.36 Mn | - | 216.94 Mn |
| 10 | TOP Financial | 127.44 Mn | 82.47 Mn | - | 122.23 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 19.31 Bn |
| 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 |