LPL Financial Holdings (LPLA) Assets Average (2011 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Assets Average of $19.3 billion for Q2 2026, up 22.87% year-over-year from $15.7 billion in Q2 2025, and up 3.48% on a QoQ basis from $18.7 billion in Q1 2026.
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.
- Assets Average for Q2 2026 came in at $19.3 billion, up 22.87% year-over-year; the trailing twelve-month figure through Jun 2026 was $19.3 billion (up 22.87% YoY), and the FY2025 annual result was $15.9 billion, up 34.2% from the prior year.
- Assets Average rose to $19.3 billion in Q2 2026, from $18.7 billion in the prior quarter.
- Over five years, Assets Average peaked at $19.3 billion in Q2 2026 and troughed at $7.8 billion in Q2 2022.
- A 5-year average of $12.3 billion and a median of $11.0 billion in 2024 frame the typical range for Assets Average.
- The widest annual swing landed in 2023, when Assets Average advanced 3.62%; it then soared 51.44% in 2025.
- A 5-year view of Assets Average shows it stood at $9.6 billion in 2022, then advanced by 3.62% to $9.9 billion in 2023, then rose by 27.1% to $12.6 billion in 2024, then surged by 44.6% to $18.3 billion in 2025, then rose by 5.75% to $19.3 billion in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $19.3 billion in Q2 2026, $18.7 billion in Q1 2026, and $18.3 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 505.29 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 51.01 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 233.03 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 19.31 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 8.27 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 78.85 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 30.33 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 8.54 Bn |
Historic Data
Download 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 |