Income StatementBalance SheetCash FlowSegments
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LPL Financial Holdings Business Segments

Business, geographic, and product segment breakdowns

LPL Financial Holdings generates $18.3B in annual revenue across 2 key segments: Client Cash ($1.7B), and Other Asset Based Fees ($1.3B). Based on the Q1 2026 filing.

Client Cash (TTM)$1.7BOther Asset Based Fees (TTM)$1.3B
Latest FilingQ1 2026
Report Date2026-05-04
Market Cap$23.6B
P/E Ratio26.25
ROE20.45%

Products & Services

Asset-based

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Client cash—$392.0M$397.3M$428.2M—$445.3M
Other asset-based—$303.2M$305.0M$354.1M—$375.5M

Asset-Based Fees Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Client Cash$356.6M$414.5M$414.5M$414.5M$414.5M—
Other Asset Based Fees$267.8M$334.5M$334.5M$334.5M$334.5M—

Commission

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Sales-based$525.8M$610.0M$619.8M$695.0M$721.1M$705.4M
Trailing$439.7M$437.7M$418.3M$492.4M$510.7M$486.6M