LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
IPO Year: 2010
Exchange: NASDAQ
Website: lpl.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 7/9/2025 | $80.00 | Neutral → Sell | Citigroup |
| 6/9/2025 | $400.00 | Buy → Neutral | Citigroup |
| 6/9/2025 | $460.00 | Neutral → Buy | Redburn Atlantic |
| 1/7/2025 | $288.00 → $397.00 | Neutral → Overweight | Analyst |
| 1/6/2025 | $390.00 | Neutral → Buy | UBS |
| 12/19/2024 | $277.00 → $413.00 | Hold → Buy | TD Cowen |
| 10/9/2024 | $235.00 → $285.00 | Equal Weight → Overweight | Wells Fargo |
| 9/12/2024 | $235.00 | Equal Weight | Wells Fargo |
| 7/30/2024 | $268.00 | Neutral → Buy | BofA Securities |
| 4/9/2024 | $254.00 → $315.00 | Equal-Weight → Overweight | Morgan Stanley |
SCHEDULE 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
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Citigroup downgraded LPL Financial from Neutral to Sell and set a new price target of $80.00
Citigroup downgraded LPL Financial from Buy to Neutral and set a new price target of $400.00
Redburn Atlantic upgraded LPL Financial from Neutral to Buy and set a new price target of $460.00
Analyst upgraded LPL Financial from Neutral to Overweight and set a new price target of $397.00 from $288.00 previously
UBS upgraded LPL Financial from Neutral to Buy and set a new price target of $390.00
TD Cowen upgraded LPL Financial from Hold to Buy and set a new price target of $413.00 from $277.00 previously
Wells Fargo upgraded LPL Financial from Equal Weight to Overweight and set a new price target of $285.00 from $235.00 previously
Wells Fargo initiated coverage of LPL Financial with a rating of Equal Weight and set a new price target of $235.00
BofA Securities upgraded LPL Financial from Neutral to Buy and set a new price target of $268.00
Morgan Stanley upgraded LPL Financial from Equal-Weight to Overweight and set a new price target of $315.00 from $254.00 previously
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SAN DIEGO, Aug. 13, 2025 (GLOBE NEWSWIRE) -- At the third and final day of Focus 2025, LPL Financial LLC, a leading wealth management firm, highlighted its bold new brand platform, anchored by the question "What if you could?," signaling a transformative shift in how the firm supports advisors and positions itself within the broader wealth management industry. The morning kicked off with President and Chief Financial Officer Matt Audette and included a surprise appearance by actor Anna Kendrick, who stars in the company's recently launched brand campaign. Kendrick took the stage alongside Chief Client Officer Matt Enyedi and Chief Marketing and Communications Officer Christa Carone carryi
SAN DIEGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisors from across the country, for its flagship annual conference Focus 2025 at the San Diego Convention Center. Monday's event began with a keynote address from LPL Financial CEO Rich Steinmeier, who spoke to LPL's role in driving the future of the wealth management industry. "Focus is more than a conference — it's a catalyst for transformation," said Steinmeier. "As we gather here in San Diego, we're not just celebrating what we've achieved; we're charting the course for what comes next. Our advisors are the heartbeat of the
SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial professionals and industry leaders to the San Diego Convention Center. The three-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences designed to elevate financial advisor success. Addressing the audience of advisors this morning, LPL CEO Rich Steinmeier said, "Our responsibility is to be a catalyst in driving your success. We are doing this by leading from the front, driving the transformation of wealth management
SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based on the Gulf Coast in Ocean Springs, Miss., the team includes Lloyd Baxter CWS®, AIF®, George Cumbest, Darryl Meadows and Timothy Taranto. They were all born and raised on the Mississippi Gulf Coast and continue to be active members of their community. Coastal Wealth Management Group works with business owners, pre-retire
SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm's Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees. Field brings deep expertise in organizational performance and workforce transformation, having previously served as a partner at McKinsey & Company in its People and Organizational Performance Practice. There, she led enterprise-scale transformations for global institutions, focusing on operating model redesign, talent
SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network ("Commonwealth"), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. "Advisor success is woven into every aspect of the Commonwealth business, and we're proud to welcome an incredible community of Advisors and the talented team at Commonwealth," said Rich Steinmeier, LPL Financial chief executive officer. "Since its founding by Joe Deitch 46 years ago, Commonwealth has created a distinctive culture that prioritizes
Key Financial Results: Net Income was $273 million, translating to diluted earnings per share ("EPS") of $3.40, up 5% from a year agoAdjusted EPS* increased 16% year-over-year to $4.51 Gross profit* increased 21% year-over-year to $1,304 millionCore G&A* increased 15% year-over-year to $426 millionAdjusted pre-tax income* increased 23% year-over-year to $490 million Key Business Results: Total advisory and brokerage assets increased 28% year-over-year to $1.9 trillion Advisory assets increased 28% year-over-year to $1.1 trillionAdvisory assets as a percentage of total assets decreased to 55.3%, down from 55.4% a year ago Total organic net new assets were $21 billion, representing 5% annu
SAN DIEGO, July 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that mother and son team, Sheri Johnston, CFP® and Jason Hotzler, from ProsperLane Financial have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $250 million in advisory, brokerage and retirement plan assets.* Johnston joins LPL from Edward Jones and Hotzler from Thrivent Investment Management. Based outside of Minneapolis in Prior Lake, Minn., Johnston and Hotzler have over 25 years of experience. They focus on serving young professionals who can grow into long-term clients, as well as small businesses and family-run firms. "Our client philosophy
SAN DIEGO, July 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Black and Richard Brokaw have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Wyoming Asset Advisors Powered by LPL. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Located in Cheyenne, Wyo., the team has more than 65 years of experience and have worked together for over three decades. They are fourth and fifth generation Wyomingites. As a team, they use each other as a sounding board to discuss market conditions and expectations. Together, they provide comprehen
SAN DIEGO, July 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Kevin Gallagher, AIF®, of Gallagher Wealth Management has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment. Located north of Washington D.C. in Brookeville, Md., Gallagher started in the wealth management industry as a floor trader in 1997 following a career in the U.S. Marines. Now, with nearly two decades of financial industry experience, Gallagher has established a reputation as an advisor who takes an individualized app
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4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
Live Leadership Updates
SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm's Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees. Field brings deep expertise in organizational performance and workforce transformation, having previously served as a partner at McKinsey & Company in its People and Organizational Performance Practice. There, she led enterprise-scale transformations for global institutions, focusing on operating model redesign, talent
SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company's banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL's suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL's strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive service
SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, EverMark Investment Partners ("EverMark"), through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Folsom and Sweeney have collaborated since 1996 and bring a combined seven decades of financial industry experience to the practice. Carter, who entered the financial industry in 2019, completes the team. Together
SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP®, ChFC®, CASL®, and Phillip Owens, MBA, CFP®, CRPC™, RICP®, APMA™, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry ex
SAN DIEGO, April 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, announces the appointment of Vaughn Harvey as executive vice president and chief data and artificial intelligence (AI) officer. Harvey will lead the company's data and AI initiatives, driving innovation and digital transformation across the organization. Harvey brings over 25 years of experience in AI-driven digital transformations and enterprise-wide data strategies. Most recently, he served as managing director and head of product and transformation for consumer and community bank finance at JP Morgan Chase. Prior to joining JP Morgan Chase, Harvey held a variety of senior analytical rol
SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward gro
SAN DIEGO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at a bank during college and several years with the Social Security Administration. They teamed up in 2018 to build a faith
The customized alternative investments platform offers one of the Nation's Largest Independent Wealth Management Firms an unparalleled suite of functionalityto digitally transform their private fund investment workflows from start to finish. NEW YORK, Feb. 20, 2025 /PRNewswire/ -- SUBSCRIBE, the leading operating system for alternative investments that digitalizes the investment process for fund managers, institutional investors, wealth managers, law firms, and fund administrators, today announced that is has been selected by LPL Financial Holdings Inc (Nasdaq: LPLA, ("LPL")) to build a highly customized and fully integrated platform solution to modernizes the firms alternative investments p
SAN DIEGO, Jan. 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brian J. McGill, II, CFP®, and Michael R. Hyser, CFP®, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and join LPL from Kestra. Based in Alpharetta, Ga., Johns Creek Financial was initially founded in 2002, with Hyser and McGill later merging their practices in 2019. Both advisors have extensive experience in investment services, tax strategies, retirement and estate planning for high-net-worth families, corporate executives and business owners. They are supporte
SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeffrey Grange, CWS® has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial. He reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, Calif. Grange's journey into financial services followed tenures as a college coach and professional sailor, where he won multiple national titles and a world championship in sailing. Now with two decades of experience as a financial advisor, Grange has bui
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Key Financial Results: Net Income was $273 million, translating to diluted earnings per share ("EPS") of $3.40, up 5% from a year agoAdjusted EPS* increased 16% year-over-year to $4.51 Gross profit* increased 21% year-over-year to $1,304 millionCore G&A* increased 15% year-over-year to $426 millionAdjusted pre-tax income* increased 23% year-over-year to $490 million Key Business Results: Total advisory and brokerage assets increased 28% year-over-year to $1.9 trillion Advisory assets increased 28% year-over-year to $1.1 trillionAdvisory assets as a percentage of total assets decreased to 55.3%, down from 55.4% a year ago Total organic net new assets were $21 billion, representing 5% annu
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader i
SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on Thursday, May 8. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in
Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to assume advisory role to LPL Board of DirectorsCommonwealth CEO to join LPL Management Committee, partnering to launch Office of Advisor Advocacy SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") today announced that it has entered into a definitive purchase agreement to acquire Commonwealth Financial Network ("Commonwealth"), the largest independently
Fourth Quarter 2024 Key Financial Results: Net Income was $271 million, translating to diluted earnings per share ("EPS") of $3.59, up 26% from a year agoAdjusted EPS* increased 21% year-over-year to $4.25 Gross profit* increased 22% year-over-year to $1,228 millionCore G&A* increased 16% year-over-year to $422 millionAdjusted EBITDA* increased 22% year-over-year to $585 million Key Business Results: Total advisory and brokerage assets increased 29% year-over-year to $1.7 trillion Advisory assets increased 30% year-over-year to $957 billionAdvisory assets as a percentage of total assets increased to 55.0%, up from 54.3% a year ago Total organic net new assets were $68 billion, represent
SAN DIEGO, Jan. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S
Key Financial Results Net Income was $255 million, translating to diluted earnings per share ("EPS") of $3.39, up 16% from a year agoAdjusted EPS* increased 11% year-over-year to $4.16 Gross profit* increased 12% year-over-year to $1,128 millionCore G&A* increased 5% year-over-year to $359 million Adjusted EBITDA* increased 12% year-over-year to $566 million Key Business Results Total advisory and brokerage assets increased 29% year-over-year to $1.6 trillion Advisory assets increased 35% year-over-year to $892 billionAdvisory assets as a percentage of total assets increased to 56.0%, up from 53.5% a year ago Total organic net new assets were $27 billion, representing 7% annualized grow
SAN DIEGO, Oct. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial results after the market closes on Wednesday, October 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) was founded on the principle that the firm should work for advisors and insti
Key Financial Results Net Income was $244 million, translating to diluted earnings per share ("EPS") of $3.23, down 12% from a year agoAdjusted EPS* decreased 2% year-over-year to $3.88 Gross profit* increased 9% year-over-year to $1,079 millionCore G&A* increased 10% year-over-year to $371 millionAdjusted EBITDA* increased 2% year-over-year to $533 million Key Business Results Total advisory and brokerage assets increased 21% year-over-year to $1.5 trillion Advisory assets increased 25% year-over-year to $829 billionAdvisory assets as a percentage of total assets increased to 55.4%, up from 53.3% a year ago Total organic net new assets were $29 billion, representing 8% annualized growth
SAN DIEGO, July 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on July 25. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) was founded on the principle that LPL should work for advisors and institutions, and not
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SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
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