LPL Financial Holdings (LPLA) Equity Average (2010 - 2026)
LPL Financial Holdings (LPLA) recorded quarterly Equity Average of $5.5 billion in Q1 2026, up 6.19% quarter-over-quarter from $5.2 billion in Q4 2025, and up 82.19% on a YoY basis from $3.0 billion in Q1 2025.
LPL Financial Holdings (LPLA) Equity Average (2010 - 2026) Analysis & Trends
LPL Financial Holdings' Equity Average history runs 17 years deep, the most recent figure standing at $5.5 billion for Q1 2026.
- In Q1 2026, Equity Average rose 82.19% year-over-year to $5.5 billion; the TTM figure through Mar 2026 stood at $5.5 billion (up 82.19% YoY), while the FY2025 annual figure was $4.1 billion, up 65.19% from the prior year.
- Equity Average was $5.5 billion for Q1 2026 at LPL Financial Holdings, up from $5.2 billion in the prior quarter.
- In the past five years, Equity Average ranged from a high of $5.5 billion in Q1 2026 to a low of $1.7 billion in Q1 2022.
- Historically, Equity Average has averaged $2.9 billion across 5 years, with a median of $2.2 billion in 2023.
- The sharpest annual moves came in 2024 and 2025: Equity Average fell 0.27% in 2024, then soared 91.36% in 2025.
- A 5-year view of Equity Average shows it stood at $2.1 billion in 2022, then advanced by 0.06% to $2.1 billion in 2023, then surged by 36.76% to $2.9 billion in 2024, then jumped by 82.16% to $5.2 billion in 2025, then grew by 6.19% to $5.5 billion in 2026.
- The last three Equity Average figures came in at $5.5 billion (Q1 2026), $5.2 billion (Q4 2025), and $5.1 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 113.51 Bn |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 123.88 Bn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 49.33 Bn |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | 9.42 Bn |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 13.03 Bn |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 5.52 Bn |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 7.25 Bn |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | 2.59 Bn |
| 10 | Circle Internet | 19.67 Bn | 18.16 Bn | 35.01 Mn | 3.38 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 5.52 Bn |
| Dec 31, 2025 | 5.19 Bn |
| Sep 30, 2025 | 5.06 Bn |
| Jun 30, 2025 | 4.10 Bn |
| Mar 31, 2025 | 3.03 Bn |
| Dec 31, 2024 | 2.85 Bn |
| Sep 30, 2024 | 2.64 Bn |
| Jun 30, 2024 | 2.39 Bn |
| Mar 31, 2024 | 2.17 Bn |
| Dec 31, 2023 | 2.08 Bn |
| Sep 30, 2023 | 2.11 Bn |
| Jun 30, 2023 | 2.16 Bn |
| Mar 31, 2023 | 2.18 Bn |
| Dec 31, 2022 | 2.08 Bn |
| Sep 30, 2022 | 1.92 Bn |
| Jun 30, 2022 | 1.79 Bn |
| Mar 31, 2022 | 1.70 Bn |
| Dec 31, 2021 | 1.64 Bn |
| Sep 30, 2021 | 1.59 Bn |
| Jun 30, 2021 | 1.49 Bn |