LPL Financial Holdings

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and 529 education savings plans, fixed income products, insurance, and alternative investments, such as non-traded real estate investment trusts and business development companies. The company also offers fee-based advisory platforms and support, which provides access to no-load/load-waived mutual funds, exchange-traded funds, stocks, bonds, conservative option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, it offers cash sweep programs; and retirement solution, a commission and fee-based service that allows advisors to provide brokerage services, consultation, and advice to plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; and custodial services to trusts for estates and families. It offers its services to approximately 14,000 independent financial advisors, including financial advisors at approximately 700 financial institutions. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012.

Company Growth (employees)
Boston, US
Size (employees)
3,508 (est)+6%
LPL Financial Holdings was founded in 1989 and is headquartered in Boston, US

LPL Financial Holdings Office Locations

LPL Financial Holdings has an office in Boston
Boston, US (HQ)
75 State St

LPL Financial Holdings Financials and Metrics

LPL Financial Holdings Financials

LPL Financial Holdings's revenue was reported to be $4 b in FY, 2016

Revenue (Q2, 2017)

1.1 b

Net income (Q2, 2017)

68.4 m

Market capitalization (13-Dec-2017)

5.1 b

Cash (31-Dec-2016)

747.7 m
LPL Financial Holdings's current market capitalization is $5.1 b.
USDFY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016


3.1 b3.5 b3.7 b4.1 b4.4 b4.3 b4 b

Revenue growth, %


Sales and marketing expense

436.6 m

General and administrative expense

93 m
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017


1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1 b1 b1 b1 b1.1 b

Sales and marketing expense

102.3 m106.3 m104.8 m106.3 m112.3 m112.3 m110.5 m114.1 m105.8 m108 m113.2 m110.3 m

General and administrative expense

16.6 m22.1 m21.8 m19 m20.9 m21.3 m19.8 m21.8 m22 m23.5 m25.2 m23 m

Operating expense total

978.5 m987 m1 b1 b1 b993.4 m972.6 m896.8 m915.6 m925.3 m913.7 m926.5 m
USDY, 2009Y, 2010Y, 2011Y, 2012Y, 2013Y, 2014Y, 2015FY, 2016


378.6 m419.2 m720.8 m466.3 m516.6 m412.3 m724.5 m747.7 m

Accounts Receivable

865.9 k


1.4 b1.4 b

Total Assets

4.5 b4.8 b
USDFY, 2013FY, 2014FY, 2015FY, 2016

Net Income

181.9 m178 m168.8 m191.9 m

Depreciation and Amortization

73.4 m75.9 m

Cash From Operating Activities

50.3 m(104.3 m)279.5 m274.8 m

Capital Expenditures

(72.6 m)(127.6 m)
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017

Net Income

37.6 m53.1 m43.1 m33.3 m50.7 m50.2 m41.1 m50.4 m47.8 m142 m50.4 m98.2 m

Depreciation and Amortization

21.4 m22.3 m23.8 m24.5 m26.1 m26.7 m26.8 m19 m18.7 m18.4 m20.7 m
USDY, 2017


321.3 k
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LPL Financial Holdings Operating Metrics

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LPL Financial Holdings Market Value History

LPL Financial Holdings's Web-traffic and Trends

LPL Financial Holdings Online and Social Media Presence

LPL Financial Holdings Company Life and Culture

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