LPL Financial Holdings (LPLA) Assets (2010 - 2026)
LPL Financial Holdings' Assets came in at $19.79 billion for Q2 2026, up 13.3% from $17.47 billion a year earlier and up 5.1% from the prior quarter.
Analysis
LPL Financial Holdings (LPLA) Assets (2010 - 2026) Analysis & Trends
At the end of FY2025, LPL Financial Holdings' Assets was $18.49 billion, up 38.9% from FY2024.
- Assets has increased in each of the last 11 years, with a five-year compound annual growth rate of 22.9% (FY2020 to FY2025).
- Going back by year, Assets was $13.32 billion in FY2024 (+28.2%), $10.39 billion in FY2023 (+9.5%), $9.48 billion in FY2022 (+18.7%) and $7.99 billion in FY2021 (+21.2%).
- The Q2 2026 figure represents the highest quarterly Assets in data going back to Q4 2010.
- Year-over-year, Assets has increased for 11 consecutive quarters, with growth averaging 33.8% over the last eight quarters.
- The fastest year-over-year change in Assets over five years came in Q2 2025 (growth of 51.9%), and the weakest in Q3 2023 (a decline of 2.1%).
- Business Quant data shows LPLA's Assets at $18.84 billion (Q1 2026), $18.49 billion (Q4 2025) and $18.03 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | 56.55 Bn |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | 525.02 Bn |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | 194.68 Bn |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 174.25 Bn |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | 27.34 Bn |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | 418.38 Bn |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | 247.31 Bn |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 179.30 Bn |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 10.61 Bn |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - | 19.79 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 19.79 Bn |
| Mar 31, 2026 | 18.84 Bn |
| Dec 31, 2025 | 18.49 Bn |
| Sep 30, 2025 | 18.03 Bn |
| Jun 30, 2025 | 17.47 Bn |
| Mar 31, 2025 | 13.96 Bn |
| Dec 31, 2024 | 13.32 Bn |
| Sep 30, 2024 | 11.94 Bn |
| Jun 30, 2024 | 11.50 Bn |
| Mar 31, 2024 | 11.02 Bn |
| Dec 31, 2023 | 10.39 Bn |
| Sep 30, 2023 | 9.49 Bn |
| Jun 30, 2023 | 9.39 Bn |
| Mar 31, 2023 | 9.17 Bn |
| Dec 31, 2022 | 9.48 Bn |
| Sep 30, 2022 | 9.70 Bn |
| Jun 30, 2022 | 7.74 Bn |
| Mar 31, 2022 | 7.77 Bn |
| Dec 31, 2021 | 7.99 Bn |
| Sep 30, 2021 | 7.56 Bn |
API Access
LPL Financial Holdings Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=LPLA&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "LPLA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=LPLA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();