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LPL Financial Holdings Inc

LPLA

Filing: SEC 10-Q
Period: As of 2026-03-31
Basis: Editorial filing; Read original SEC 10-Q ↗

Sankey diagram of LPL Financial Holdings Inc. A complete text table follows the diagram.

LPL's $2.3T Platform Is Shifting From Brokerage to Advice

Nearly 60% of client assets now sit in advisory accounts, including a fast-growing independent-RIA custody channel

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Source & review

Read original SEC 10-Q ↗

SEC accession: 0001628280-26-029530
Filed: Date not recorded
Reviewed: 2026-07-28
Status: Individual filing review complete

How to read these figures

Every displayed flow is an exact reported ending client-asset balance. Revenue, advisor count, client cash and net-new-asset figures appear only in annotations because they are different measures and are not additive to assets.

Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.

LPL supports more than 32,000 financial advisors and the wealth practices of about 1,100 financial institutions.
Advisory assets grew 42% year over year and their share of platform assets rose five percentage points to 59.5%.
Independent RIAs generated their own advisory fees; LPL monetized them through technology, clearing, administration and custody.
The platform added $25.8B of advisory assets organically while brokerage experienced a $4.4B net outflow during the quarter.
$59.1B of client cash supported bank-sweep and money-market revenue in addition to asset and transaction fees.

View accessible tables

Financial categories · As of 2026-03-31 · Billions of USD
Category	Stage	Value	Notes
Assets served	1	$2,336	Brokerage and advisory custody platform
Advisory assets	2	$1,390	59.5% of assets served
Brokerage assets	2	$946	Trading and product accounts
LPL corporate RIA	3	$1,063	LPL provides advice, custody and execution
Independent RIA custody	3	$327	Advisors retain their own RIA

Financial flows · Billions of USD
From	To	Value
Assets served	Advisory assets	$1,390
Assets served	Brokerage assets	$946
Advisory assets	LPL corporate RIA	$1,063
Advisory assets	Independent RIA custody	$327