LPL Financial Holdings Asset-Based Fees Revenue remained flat by 0.0% to $748.98M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 19.9%, from $624.42M to $748.98M. Over 4 years (FY 2021 to FY 2025), Asset-Based Fees Revenue shows an upward trend with a 27.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Growth reflects successful asset retention and platform expansion, whereas a decline suggests competitive pressure or asset migration.
Fees calculated as a percentage of the total value of assets held in client accounts, excluding direct advisory fees. Th...
Standard for custodial and platform-based financial service providers.
other_asset_based_fees_revenue| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | $1.15B | $1.76B | $2.38B | $2.50B | $3.00B |
| YoY Change | — | +53.3% | +35.1% | +5.0% | +19.9% |
| Segment | FY'22 | FY'23 | FY'24 | FY'25 |
|---|---|---|---|---|
| Client Cash | $953.62M | $1.51B | $1.43B | $1.66B |
| Other Asset Based Fees | $806.65M | $867.86M | $1.07B | $1.34B |
| Total | $1.76B | $2.38B | $2.50B | $3.00B |
All segment values are derived from annual filings.