Products & Services · Asset-based

Client cash — Asset-based

LPL Financial Holdings Client cash — Asset-based increased by 4.0% to $445.33M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 13.6%, from $392.03M to $445.33M. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2017
Last reportedQ1 2026

How to read this metric

An increase suggests higher interest rates or higher cash balances, boosting profitability, while a decrease indicates lower rates or clients moving cash into higher-yielding investment products.

Detailed definition

This metric represents the revenue generated from client cash balances held within the brokerage platform, typically ear...

Peer comparison

Comparable to net interest income from sweep accounts or cash management programs at other independent broker-dealers and wealth management firms.

Metric ID: lpla_segment_client_cash_asset_based

Historical Data

16 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23Q1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q1 '26
Value$90.38M$91.26M$82.11M$84.72M$154.70M$294.99M$418.28M$378.42M$360.52M$352.38M$341.48M$353.86M$392.03M$397.33M$428.19M$445.33M
QoQ Change+1.0%-10.0%+3.2%+82.6%+90.7%+41.8%-9.5%-4.7%-2.3%-3.1%+3.6%+10.8%+1.4%+7.8%+4.0%
YoY Change+71.2%+223.3%+393.7%+144.6%+22.2%-15.8%-9.8%-1.8%+11.3%+16.4%+21.0%+13.6%
Range$82.11M$445.33M
CAGR+53.0%
Avg YoY Growth+74.2%
Median YoY Growth+18.7%
Current Streak5 quarters growth

Frequently Asked Questions

What is LPL Financial Holdings's client cash — asset-based?
LPL Financial Holdings (LPLA) reported client cash — asset-based of $445.33M in Q1 2026.
How has LPL Financial Holdings's client cash — asset-based changed year-over-year?
LPL Financial Holdings's client cash — asset-based increased by 13.6% year-over-year, from $392.03M to $445.33M.
What does client cash — asset-based mean?
Revenue earned from the interest spread on cash balances held by clients within the firm's brokerage accounts.