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 338.83 Bn 205.30 Bn - 1,628.24 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 2,093.95 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 492.16 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 30.33 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 51.01 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 7.15 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 25.42 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 210.99 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 19.31 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 8.27 Bn

Historic Data

Download Data
DateValue
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