Products & Services · Asset-based

Other asset-based — Asset-based

LPL Financial Holdings Other asset-based — Asset-based increased by 6.0% to $375.48M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 23.8%, from $303.21M to $375.48M. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

An increase suggests growth in the breadth of services utilized by advisors or an expansion in the platform's ancillary revenue-generating capabilities. A decrease may indicate a shift in advisor product mix or a reduction in the utilization of specialized platform services.

Detailed definition

This metric represents revenue generated from asset-based fees that fall outside of primary advisory or brokerage fee ca...

Peer comparison

Peers in the independent broker-dealer space often report similar revenue under 'other asset-based fees' or 'platform service fees,' which vary based on the specific menu of ancillary services offered to advisors.

Metric ID: lpla_segment_other_asset_based_asset_based

Historical Data

13 periods
 Q1 '22Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23Q1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q1 '26
Value$211.69M$208.90M$194.27M$203.47M$211.30M$224.61M$248.34M$259.53M$272.34M$303.21M$305.02M$354.09M$375.48M
QoQ Change-1.3%-7.0%+4.7%+3.8%+6.3%+10.6%+4.5%+4.9%+11.3%+0.6%+16.1%+6.0%
YoY Change-3.9%+1.2%+15.6%+22.1%+22.8%+21.2%+22.1%+17.5%+30.0%+23.8%
Range$194.27M$375.48M
CAGR+21.1%
Avg YoY Growth+17.2%
Median YoY Growth+21.6%
Current Streak10 quarters growth

Frequently Asked Questions

What is LPL Financial Holdings's other asset-based — asset-based?
LPL Financial Holdings (LPLA) reported other asset-based — asset-based of $375.48M in Q1 2026.
How has LPL Financial Holdings's other asset-based — asset-based changed year-over-year?
LPL Financial Holdings's other asset-based — asset-based increased by 23.8% year-over-year, from $303.21M to $375.48M.
What does other asset-based — asset-based mean?
Revenue earned from miscellaneous asset-based services and platform fees that are not classified as core advisory or brokerage commissions.