Products & Services · Asset-Based Fees Revenue

Client Cash — Asset-Based Fees Revenue

LPL Financial Holdings Client Cash — Asset-Based Fees Revenue remained flat by 0.0% to $414.45M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 16.2%, from $356.63M to $414.45M. Over 4 years (FY 2021 to FY 2025), Client Cash — Asset-Based Fees Revenue shows an upward trend with a 46.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2020
Last reportedQ4 2025

How to read this metric

An increase suggests higher client cash balances or a favorable interest rate environment, while a decrease indicates lower cash holdings or compressed interest margins.

Detailed definition

This metric represents the revenue generated from fees charged on client cash balances held within the firm's brokerage...

Peer comparison

Comparable to net interest income or cash sweep revenue reported by other independent broker-dealers and wealth management platforms.

Metric ID: lpla_segment_client_cash_asset_based_fees_revenue

Historical Data

5 years
 FY'21FY'22FY'23FY'24FY'25
Value$360.85M$953.62M$1.51B$1.43B$1.66B
YoY Change+164.3%+58.3%-5.5%+16.2%
Range$360.85M$1.66B
CAGR+46.4%
Avg YoY Growth+58.3%
Median YoY Growth+37.3%

Frequently Asked Questions

What is LPL Financial Holdings's client cash — asset-based fees revenue?
LPL Financial Holdings (LPLA) reported client cash — asset-based fees revenue of $414.45M in Q4 2025.
How has LPL Financial Holdings's client cash — asset-based fees revenue changed year-over-year?
LPL Financial Holdings's client cash — asset-based fees revenue increased by 16.2% year-over-year, from $356.63M to $414.45M.
What is the long-term trend for LPL Financial Holdings's client cash — asset-based fees revenue?
Over 4 years (2021 to 2025), LPL Financial Holdings's client cash — asset-based fees revenue has grown at a 46.4% compound annual growth rate (CAGR), from $360.85M to $1.66B.
What does client cash — asset-based fees revenue mean?
Revenue earned from fees and interest spreads on cash balances held by clients within the firm's platform.