LPL Financial Holdings Advisory increased by 2.8% to $2.62B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 54.8%, from $1.69B to $2.62B. Over 4 years (FY 2021 to FY 2025), Advisory shows an upward trend with a 23.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase indicates growth in assets under management or higher fee penetration, while a decrease suggests asset outflows or market depreciation.
Revenue generated from investment advisory services provided to clients, typically based on a percentage of assets under...
Standard across wealth management and brokerage firms as a primary recurring revenue stream.
other_advisory_revenue| 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 | $846.31M | $959.73M | $997.34M | $1.05B | $1.00B | $923.77M | $902.44M | $954.06M | $1.01B | $1.08B | $1.09B | $1.20B | $1.29B | $1.38B | $1.60B | $1.69B | $1.72B | $2.21B | $2.54B | $2.62B |
| QoQ Change | — | +13.4% | +3.9% | +5.0% | -4.3% | -7.8% | -2.3% | +5.7% | +6.3% | +6.6% | +0.4% | +10.5% | +7.4% | +7.0% | +15.8% | +5.9% | +1.7% | +28.7% | +15.1% | +2.8% |
| YoY Change | — | — | — | — | +18.4% | -3.7% | -9.5% | -8.9% | +1.3% | +17.1% | +20.3% | +25.8% | +27.0% | +27.4% | +47.0% | +40.8% | +33.3% | +60.4% | +59.4% | +54.8% |