LPL Financial Holdings Inc

Common Name

LPL Financial Holdings

Country

United States

Sector

Financial Services

Industry

Capital Markets

Employees

10,116

Ticker

LPLA

Exchange

NASDAQ/NGS

Website

lplfinancial.lpl.com

Description

LPL Financial Holdings Inc. operates as a leading independent broker-dealer network in the United States. It provides an integrated platform of brokerage and investment advisory services to independen... Show more

Income Statement Balance Sheet Group Entities

LPL Financial Holdings's Financial Statements Preview

Below are the financial statements of LPL Financial Holdings, including the income statement and balance sheet for the company's latest fiscal year. All figures are accurate, verifiable, and fully traceable to the original annual filing where disclosed.

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Limited Data Preview

You are viewing a limited preview of LPL Financial Holdings’s balance sheet data. The reported financial values are complete. The full dataset, available for download, additionally includes structured metadata for each line item, such as line item role (line item, subtotal, total) and financial classification (e.g., assets, liabilities, equity, revenue, expenses).

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Verified Sources Behind LPL Financial Holdings’s Financial Fundamentals Data

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a. LPL Financial Holdings's Annual Report 2024

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All figures in millions of USD	2024 as of 2024-12-31	2023 as of 2023-12-31
Assets	—	—
Cash and equivalents	967.08^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	465.67^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Cash and equivalents segregated under federal or other regulations	1,597.25^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	2,007.31^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Restricted cash	119.72^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	108.18^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Receivables from clients, net	633.83^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	588.59^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Receivables from brokers, dealers and clearing organizations	76.55^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	50.07^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Advisor loans, net	2,281.09^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	1,479.69^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Other receivables, net	902.78^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	743.32^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Investment securities	57.48^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	91.31^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Property and equipment, net	1,210.03^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	933.09^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Goodwill	2,172.87^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	1,856.65^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Other intangibles, net	1,482.99^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	671.59^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Other assets	1,815.74^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	1,390.02^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Total assets	13,317.4^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	10,385.48^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Liabilities and stockholders' equity	—	—
Liabilities	—	—
Client payables	1,898.67^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	2,266.18^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Payables to brokers, dealers and clearing organizations	129.23^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	163.34^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Accrued advisory and commission expenses payable	324^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	216.54^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Corporate debt and other borrowings, net	5,494.72^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	3,734.11^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Accounts payable and accrued liabilities	588.45^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	485.96^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Other liabilities	1,951.74^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	1,440.37^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Total liabilities	10,386.8^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	8,306.5^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Stockholders' equity	—	—
Common stock	0.13^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	0.13^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Additional paid-in capital	2,066.27^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	1,987.68^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Treasury stock, at cost	-4,202.32^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-3,993.95^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Retained earnings	5,066.53^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	4,085.11^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Total stockholders' equity	2,930.6^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	2,078.98^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Total liabilities and stockholders' equity	13,317.4^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	10,385.48^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up

LPL Financial Holdings Inc

LPL Financial Holdings's Financial Statements Preview

LPL Financial Holdings's Financial Statements Preview

Verified Sources Behind LPL Financial Holdings’s Financial Fundamentals Data

Access Standardized Financial Statements within Minutes of Disclosure

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