LPL Financial Holdings Inc. (LPLA)

Revenue

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Mar 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019	Dec 31, 2018	Dec 31, 2017	Dec 31, 2016	Dec 31, 2015	Dec 31, 2014	Dec 31, 2013	Dec 31, 2012
Advisory Revenue	9.09B	8.16B	5.46B
Advisory Revenue Growth	11.34%	49.42%	32.07%
Commission Revenue	4.65B	4.51B	3.31B
Commission Revenue Growth	3.20%	36.29%	29.49%
Asset-Based Revenue	3.12B	3.00B	2.50B
Asset-Based Revenue Growth	4.19%	19.95%	5.05%
Service and Fee Revenue	718.18M	652.40M	552.02M
Service and Fee Revenue Growth	10.08%	18.18%	8.57%
Transaction Revenue	283.49M	270.81M	236.27M
Transaction Revenue Growth	4.68%	14.62%	18.17%
Transaction and Fee Revenue (Pre-FY2019)	1.00B	-	788.29M
Transaction and Fee Revenue (Pre-FY2019) Growth	-	-	11.28%
Interest Revenue	232.95M	231.62M	187.61M
Interest Revenue Growth	0.57%	23.46%	17.68%
Other Service Revenue	165.40M	172.41M	144.16M
Other Service Revenue Growth	-4.06%	19.59%	21.12%
Revenue (Other)	-9.00K	923.23M	-14.00K
Revenue (Total)	18.26B	16.99B	12.39B
Revenue (Total) Growth	7.47%	37.18%	23.20%

Key Performance Indicators

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Mar 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019	Dec 31, 2018	Dec 31, 2017	Dec 31, 2016	Dec 31, 2015	Dec 31, 2014	Dec 31, 2013	Dec 31, 2012
Advisory Assets	1.39T	1.39T	957.00B
Advisory Assets Growth	-0.17%	45.53%	30.06%
Brokerage Assets	945.90B	977.90B	783.70B
Brokerage Assets Growth	-3.27%	24.78%	26.77%
Total Advisory and Brokerage Assets	2.34T	2.37T	1.74T
Total Advisory and Brokerage Assets Growth	-1.44%	36.18%	28.55%
Net New Advisory Assets	305.70B	317.50B	137.80B
Net New Advisory Assets Growth	-3.72%	130.41%	81.32%
Net New Brokerage Assets	68.50B	114.10B	97.70B
Net New Brokerage Assets Growth	-39.97%	16.79%	247.69%
Total Net New Assets	374.10B	431.50B	235.50B
Total Net New Assets Growth	-13.30%	83.23%	126.23%
Organic Net New Advisory Assets	106.30B	116.20B	115.30B
Organic Net New Advisory Assets Growth	-8.52%	0.78%	53.73%
Organic Net New Brokerage Assets	-9.10B	30.50B	25.60B
Organic Net New Brokerage Assets Growth	-	19.14%	0.79%
Total Organic Net New Assets	97.10B	146.60B	140.70B
Total Organic Net New Assets Growth	-33.77%	4.19%	40.14%

Updated May 4, 2026. Data Source: Fiscal.ai.