LPL Financial

LPL Financial Operating Metrics

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LPL Financial key operating metrics including Brokerage Assets, environmental, and social and governance score (ESG).

Brokerage Assets

$506B

5.4%

Q2, 2022

Brokerage and Advisory Assets

$1.1T

4.3%

Q2, 2022

Money Market Account Balances

$15B

200.0%

Q2, 2022

Operating Metrics

Metrics	FY, 2019	FY, 2020	FY, 2021
Brokerage Assets	$398.6B	$441.9B	$563.2B
Brokerage and Advisory Assets	$764.4B	$903.1B	$1.2T
Money Market Account Balances	$1.9B	$1.5B	$16.1B
Deposit Cash Account Balances	$5.0B	$8.2B	$9.3B
Purchased Money Market Fund Balances	$2.4B	$1.9B	$1.9B
Trademarks	11	12	12
Active Customer Accounts	5.7M	6M	7.2M
Advisors	16.5K	17.3K	19.9K
Insured Cash Account Balances	$24.4B	$37.3B	$30.0B

50-59 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub