Recordkeeping Revenues — Asset-based
LPL Financial Holdings Recordkeeping Revenues — Asset-based increased by 0.9% to $151.83M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.4%, from $132.67M to $151.83M. Over 4 years (FY 2021 to FY 2025), Recordkeeping Revenues — Asset-based shows an upward trend with a 8.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase suggests growth in assets under management or a shift toward higher-fee asset classes, while a decrease may indicate market depreciation or net asset outflows.
Detailed definition
This metric represents the portion of recordkeeping and administrative service fees that are calculated as a percentage...
Peer comparison
Comparable to asset-based administrative fees or platform service fees reported by other independent broker-dealers and wealth management custodians.
lpla_segment_recordkeeping_revenues_asset_basedHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $93.27M | $109.02M | $113.26M | $110.30M | $104.30M | $100.93M | $96.94M | $101.00M | $102.04M | $105.74M | $106.32M | $114.24M | $117.85M | $123.36M | $129.94M | $132.67M | $133.30M | $144.95M | $150.46M | $151.83M |
| QoQ Change | — | +16.9% | +3.9% | -2.6% | -5.4% | -3.2% | -4.0% | +4.2% | +1.0% | +3.6% | +0.5% | +7.5% | +3.2% | +4.7% | +5.3% | +2.1% | +0.5% | +8.7% | +3.8% | +0.9% |
| YoY Change | — | — | — | — | +11.8% | -7.4% | -14.4% | -8.4% | -2.2% | +4.8% | +9.7% | +13.1% | +15.5% | +16.7% | +22.2% | +16.1% | +13.1% | +17.5% | +15.8% | +14.4% |
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Frequently Asked Questions
- What is LPL Financial Holdings's recordkeeping revenues — asset-based?
- LPL Financial Holdings (LPLA) reported recordkeeping revenues — asset-based of $151.83M in Q1 2026.
- How has LPL Financial Holdings's recordkeeping revenues — asset-based changed year-over-year?
- LPL Financial Holdings's recordkeeping revenues — asset-based increased by 14.4% year-over-year, from $132.67M to $151.83M.
- What is the long-term trend for LPL Financial Holdings's recordkeeping revenues — asset-based?
- Over 4 years (2021 to 2025), LPL Financial Holdings's recordkeeping revenues — asset-based has grown at a 8.7% compound annual growth rate (CAGR), from $401.43M to $561.38M.
- What does recordkeeping revenues — asset-based mean?
- Revenue earned from administrative services that scales directly with the total value of client assets held on the platform.