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LPL Financial Holdings LPLA Other Asset Based Fees — Asset-Based Fees Revenue

Other product segments

Client Cash
$1.66B+16.2%

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ENSGBase Management Fee — Management fees
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Other financials

Income statement

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Revenue$5.2B+35.2%
Net income$379.3M+38.8%
EPS (diluted)$4.74+39.4%

Balance sheet

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Cash & equivalents$1.3B-78.4%
Total debt$7.5B+2.1%
Total equity$5.8B+13.4%
Total assets$19.8B+13.3%

Cash flow

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Operating cash flow$290.4M-14.5%
CapEx$165.8M+38.8%
Free cash flow$124.6M-43.4%

Valuation

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Market cap$28.34B-6.5%
Enterprise value$34.53B+8.9%
P/E28.2×+1.0×
P/S1.5×-0.7×

Profitability

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Net margin5.1%-2.8pp
FCF margin-12.5%-13.3pp

Returns & leverage

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Return on equity18.6%-10.9pp
Debt / equity1.3×-0.1×

Where this comes from

Reported directly by LPL Financial Holdings in its filing.

Tagged under the XBRL concept lpla:AssetBasedFeesRevenue.

The source filing: LPL Financial Holdings’s 10-K, filed February 23, 2026.

Filed
Feb 23, 2026, 4:48 PM EST
Fiscal year
FY2025
Accession
0001628280-26-010705
Line itemYears Ended December 31, 2025Years Ended December 31, 2024Years Ended December 31, 2023
Total commission4,505,0723,305,4872,552,623
Asset-based:
Client cash1,657,8071,426,5281,509,869
Other asset-based1,338,1261,071,170867,860
Total asset-based2,995,9332,497,6982,377,729
Service and fee652,395552,020508,437
Transaction270,813236,274199,939
Interest income, net231,616187,606159,415

Item 8. Financial Statements and Supplementary Data

FAQ

What is LPL Financial Holdings's other asset based fees — asset-based fees revenue?
LPL Financial Holdings (LPLA) reported other asset based fees — asset-based fees revenue of $334.53M in Q4 2025.
How has LPL Financial Holdings's other asset based fees — asset-based fees revenue changed year-over-year?
LPL Financial Holdings's other asset based fees — asset-based fees revenue increased by 24.9% year-over-year, from $267.79M to $334.53M.
What is the long-term trend for LPL Financial Holdings's other asset based fees — asset-based fees revenue?
Over 4 years (2021 to 2025), LPL Financial Holdings's other asset based fees — asset-based fees revenue has grown at a 14.2% compound annual growth rate (CAGR), from $787.22M to $1.34B.
What does other asset based fees — asset-based fees revenue mean?
This metric represents the revenue generated from asset-based fees that are categorized outside of the primary advisory or brokerage fee structures. It typically includes recurring revenue streams derived from client assets held on the platform, such as administrative fees, sub-advisory fees, or other service-related charges tied to the total value of assets under management. This revenue stream is a critical component of the firm's recurring income model, reflecting the scale and monetization efficiency of the platform's non-core asset services.

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