LPL Financial Holdings LPLA Recordkeeping Revenues — Asset-based

Other product segments

Similar metrics at other companies

PRIAsset Based Revenues — Revenue

$184.76M+30.3%

GELFee-based revenues — Revenue

$258.31M+16.5%

PRIAccount Based Revenues — Revenue

$24.12M-1.1%

PRISales Based Revenues — Revenue

$135.51M+16.9%

TROWProduct and recordkeeping related costs

$83.1M+11.1%

MORNAsset-based — Consolidated revenue

$96.8M+17.5%

FAQ

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?

This metric represents the portion of recordkeeping and administrative service fees that are calculated as a percentage of the total client assets under management or administration. These revenues are typically derived from the ongoing maintenance of client accounts and the provision of platform services to independent financial advisors. As a recurring revenue stream, it is highly sensitive to market fluctuations and the net new asset growth of the advisor platform.