Compare · LPLA vs SF
LPLA vs SF
Side-by-side comparison of LPL Financial Holdings Inc. (LPLA) and Stifel Financial Corporation (SF): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both LPLA and SF operate in Investment Bankers/Brokers/Service (Finance), so they compete in similar markets.
- LPLA is the larger of the two at $23.80B, about 2.1x SF ($11.32B).
- LPLA has been more active in the news (17 items in the past 4 weeks vs 10 for SF).
- LPLA has more recent analyst coverage (25 ratings vs 18 for SF).
LPL Financial Holdings Inc.
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.
Stifel Financial Corporation
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, rest of Europe, and Canada. The company operates in three segments: Global Wealth Management, Institutional Group, and Other. It provides private client services, including securities transaction and financial planning services; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. The company also participates in and manages underwritings for corporate and public finance, as well as offers financial advisory services. Stifel Financial Corp. was founded in 1890 and is headquartered in St. Louis, Missouri.
Latest LPLA
- Group Managing Director Jambusaria Aneri sold $94,248 worth of shares (308 units at $306.00) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 6,415 units (SEC Form 4)
- LPL Financial Welcomes Daniel Zacharias to Decorum Wealth Management
- LPL Financial Reports Monthly Activity for May 2026
- LPL Financial Welcomes Spectrum Wealth Strategies
- Group Managing Director Gates Greg covered exercise/tax liability with 232 shares, decreasing direct ownership by 1% to 20,532 units (SEC Form 4)
- Group Managing Director Cohen Marc Eliot covered exercise/tax liability with 44 shares, decreasing direct ownership by 1% to 4,356 units (SEC Form 4)
- LPL Financial Welcomes Fortress Financial Planning
- LPL Financial Welcomes Advisor Les Smith
- LPL Welcomes Allegia Wealth Management
- Director Thomas Corey E. was granted 7 shares, increasing direct ownership by 0.05% to 14,908 units (SEC Form 4)
Latest SF
- SEC Form 11-K filed by Stifel Financial Corporation
- Stifel Financial Corporation filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders
- Director Brown Michael W converted options into 2,812 shares, increasing direct ownership by 3% to 103,264 units (SEC Form 4)
- Director Zimmerman Michael J converted options into 2,812 shares, increasing direct ownership by 4% to 71,562 units (SEC Form 4)
- Director Markus Maura A. converted options into 2,812 shares, increasing direct ownership by 7% to 44,688 units (SEC Form 4)
- Director Peacock David A converted options into 2,812 shares (SEC Form 4)
- Director Berlew Adam T. converted options into 2,812 shares, increasing direct ownership by 13% to 24,475 units (SEC Form 4)
- Director Kavanaugh James P. converted options into 2,812 shares, increasing direct ownership by 26% to 13,626 units (SEC Form 4)
- Director Brown Maryam S. converted options into 2,812 shares, increasing direct ownership by 37% to 10,429 units (SEC Form 4)
- Director Carnoy Lisa Landau converted options into 2,812 shares, increasing direct ownership by 36% to 10,611 units (SEC Form 4)