Income Statement Balance Sheet Cash Flow Segments

LPL Financial Holdings Business Segments

Business, geographic, and product segment breakdowns

LPL Financial Holdings generates $18.3B in annual revenue across 2 key segments: Client Cash ($1.7B), and Other Asset Based Fees ($1.3B). Based on the Q1 2026 filing.

Client Cash (TTM)$1.7B Other Asset Based Fees (TTM)$1.3B

Latest FilingQ1 2026

Report Date2026-05-04

Market Cap$22.8B

P/E Ratio25.34

ROE20.45%

Products & Services

Asset-based

Segment	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Client cash	—	$392M	$397.3M	$428.2M	—	$445.3M
Other asset-based	—	$303.2M	$305M	$354.1M	—	$375.5M

Asset-Based Fees Revenue

Segment	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Client Cash	$356.6M	$414.5M	$414.5M	$414.5M	$414.5M	—
Other Asset Based Fees	$267.8M	$334.5M	$334.5M	$334.5M	$334.5M	—

Commission

Segment	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Sales-based	$525.8M	$610M	$619.8M	$695M	$721.1M	$705.4M
Trailing	$439.7M	$437.7M	$418.3M	$492.4M	$510.7M	$486.6M