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.
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.
This metric represents revenue generated from asset-based fees that fall outside of primary advisory or brokerage fee ca...
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.
lpla_segment_other_asset_based_asset_based| Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '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% |