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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.
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.
| All figures in millions of USD | 2024 as of 2024-12-31 | 2023 as of 2023-12-31 |
|---|---|---|
| Assets | — | — |
| Cash and equivalents | 967.08a | 465.67a |
| Cash and equivalents segregated under federal or other regulations | 1,597.25a | 2,007.31a |
| Restricted cash | 119.72a | 108.18a |
| Receivables from clients, net | 633.83a | 588.59a |
| Receivables from brokers, dealers and clearing organizations | 76.55a | 50.07a |
| Advisor loans, net | 2,281.09a | 1,479.69a |
| Other receivables, net | 902.78a | 743.32a |
| Investment securities | 57.48a | 91.31a |
| Property and equipment, net | 1,210.03a | 933.09a |
| Goodwill | 2,172.87a | 1,856.65a |
| Other intangibles, net | 1,482.99a | 671.59a |
| Other assets | 1,815.74a | 1,390.02a |
| Total assets | 13,317.4a | 10,385.48a |
| Liabilities and stockholders' equity | — | — |
| Liabilities | — | — |
| Client payables | 1,898.67a | 2,266.18a |
| Payables to brokers, dealers and clearing organizations | 129.23a | 163.34a |
| Accrued advisory and commission expenses payable | 324a | 216.54a |
| Corporate debt and other borrowings, net | 5,494.72a | 3,734.11a |
| Accounts payable and accrued liabilities | 588.45a | 485.96a |
| Other liabilities | 1,951.74a | 1,440.37a |
| Total liabilities | 10,386.8a | 8,306.5a |
| Stockholders' equity | — | — |
| Common stock | 0.13a | 0.13a |
| Additional paid-in capital | 2,066.27a | 1,987.68a |
| Treasury stock, at cost | -4,202.32a | -3,993.95a |
| Retained earnings | 5,066.53a | 4,085.11a |
| Total stockholders' equity | 2,930.6a | 2,078.98a |
| Total liabilities and stockholders' equity | 13,317.4a | 10,385.48a |
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