Growth Metrics

LPL Financial Holdings (LPLA) Equity Average (2010 - 2026)

LPL Financial Holdings' quarterly Equity Average came in at $5.5 billion in Q1 2026, up 82.19% year-on-year from $3.0 billion in Q1 2025, and up 6.19% quarter-over-quarter from $5.2 billion in Q4 2025.

LPL Financial Holdings has reported Equity Average for 17 years, with the latest figure at $5.5 billion in Q1 2026.

  • For the quarter ending Q1 2026, Equity Average rose 82.19% year-over-year to $5.5 billion; the trailing twelve-month figure through Mar 2026 stood at $5.5 billion (up 82.19% YoY), and the FY2025 full-year result was $4.1 billion, up 65.19% from the prior year.
  • Equity Average for Q1 2026 stood at $5.5 billion, up from $5.2 billion in the prior quarter.
  • The five-year high for Equity Average was $5.5 billion in Q1 2026, with the low at $1.7 billion in Q1 2022.
  • Average Equity Average over 5 years is $2.9 billion, with a median of $2.2 billion recorded in 2023.
  • Year-over-year, Equity Average decreased 0.27% in 2024 and surged 91.36% in 2025.
  • Tracing LPLA's Equity Average over 5 years: stood at $2.1 billion in 2022, then climbed by 0.06% to $2.1 billion in 2023, then soared by 36.76% to $2.9 billion in 2024, then surged by 82.16% to $5.2 billion in 2025, then increased 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 Morgan Stanley 330.71 Bn 197.18 Bn - 113.51 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 123.88 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - 49.33 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 9.42 Bn
5 Interactive Brokers 39.54 Bn 50.13 Bn - 13.03 Bn
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 3.38 Bn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 5.52 Bn
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn 2.59 Bn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 7.25 Bn
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn 1.69 Bn

Historic Data

Download Data 🔒
DateValue
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
Mar 31, 2021 1.37 Bn
Dec 31, 2020 1.26 Bn
Sep 30, 2020 1.16 Bn
Jun 30, 2020 1.06 Bn
Mar 31, 2020 1.02 Bn
Dec 31, 2019 1.02 Bn
Sep 30, 2019 1.02 Bn
Jun 30, 2019 1.02 Bn
Mar 31, 2019 991.88 Mn
Dec 31, 2018 976.77 Mn
Sep 30, 2018 993.08 Mn
Jun 30, 2018 1.01 Bn
Mar 31, 2018 986.75 Mn
Dec 31, 2017 952.79 Mn
Sep 30, 2017 916.83 Mn
Jun 30, 2017 881.68 Mn
Mar 31, 2017 845.63 Mn
Dec 31, 2016 806.06 Mn
Sep 30, 2016 772.56 Mn
Jun 30, 2016 738.52 Mn
Mar 31, 2016 719.33 Mn
Dec 31, 2015 830.50 Mn
Sep 30, 2015 944.24 Mn
Jun 30, 2015 961.32 Mn
Mar 31, 2015 975.58 Mn
Dec 31, 2014 1.02 Bn
Sep 30, 2014 1.07 Bn
Jun 30, 2014 1.07 Bn
Mar 31, 2014 1.08 Bn
Dec 31, 2013 1.10 Bn
Sep 30, 2013 1.14 Bn
Jun 30, 2013 1.19 Bn
Mar 31, 2013 1.17 Bn
Dec 31, 2012 1.17 Bn
Sep 30, 2012 1.21 Bn
Jun 30, 2012 1.20 Bn
Mar 31, 2012 1.26 Bn
Dec 31, 2011 1.32 Bn
Sep 30, 2011 1.28 Bn
Jun 30, 2011 1.26 Bn
Mar 31, 2011 1.22 Bn
Dec 31, 2010 1.05 Bn
Sep 30, 2010 912.60 Mn
Jun 30, 2010 874.37 Mn