Products & Services · Asset-based

Sponsorship Programs — Asset-based

LPL Financial Holdings Sponsorship Programs — Asset-based decreased by 0.8% to $223.65M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.1%, from $170.54M to $223.65M. Over 4 years (FY 2021 to FY 2025), Sponsorship Programs — Asset-based shows an upward trend with a 19.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2017
Last reportedQ1 2026

How to read this metric

An increase suggests higher platform utilization by product partners or growth in assets under management within sponsored products, while a decrease may indicate reduced partnership activity or lower asset levels.

Detailed definition

This metric represents revenue generated from asset-based fees paid by third-party financial product manufacturers to th...

Peer comparison

Comparable to 'distribution fees' or 'marketing support payments' found in other independent broker-dealers or asset management platforms.

Metric ID: lpla_segment_sponsorship_programs_asset_based

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$95.98M$101.43M$106.68M$101.38M$104.59M$93.34M$94.86M$102.47M$109.26M$118.87M$122.16M$134.10M$141.69M$148.98M$161.02M$170.54M$171.72M$209.14M$225.36M$223.65M
QoQ Change+5.7%+5.2%-5.0%+3.2%-10.8%+1.6%+8.0%+6.6%+8.8%+2.8%+9.8%+5.7%+5.1%+8.1%+5.9%+0.7%+21.8%+7.8%-0.8%
YoY Change+9.0%-8.0%-11.1%+1.1%+4.5%+27.3%+28.8%+30.9%+29.7%+25.3%+31.8%+27.2%+21.2%+40.4%+40.0%+31.1%
Range$93.34M$225.36M
CAGR+19.5%
Avg YoY Growth+20.6%
Median YoY Growth+27.3%

Frequently Asked Questions

What is LPL Financial Holdings's sponsorship programs — asset-based?
LPL Financial Holdings (LPLA) reported sponsorship programs — asset-based of $223.65M in Q1 2026.
How has LPL Financial Holdings's sponsorship programs — asset-based changed year-over-year?
LPL Financial Holdings's sponsorship programs — asset-based increased by 31.1% year-over-year, from $170.54M to $223.65M.
What is the long-term trend for LPL Financial Holdings's sponsorship programs — asset-based?
Over 4 years (2021 to 2025), LPL Financial Holdings's sponsorship programs — asset-based has grown at a 19.1% compound annual growth rate (CAGR), from $385.79M to $776.75M.
What does sponsorship programs — asset-based mean?
Revenue earned from product manufacturers based on the volume of assets managed within their sponsored programs.