LPL Financial Holdings Inc. (LPLA)
Price:
300.38 USD
( - -19.17 USD)
Your position:
0 USD
ACTION PANEL
ABOUT
Check the
KEY TAKEAWAYS
ASK OUR AI ABOUT THE COMPANY (REGISTER FOR EARLY ACCESS)
(REGISTER FOR EARLY ACCESS) CHOOSE A PROMPT ABOVE TO ASK OUR AI ABOUT THE SPECIFIC INFORMATION
SIMILAR COMPANIES STI SCORE
Similar STI Score
XP Inc.
VALUE SCORE:
6
2nd position
BitFuFu Inc.
VALUE SCORE:
11
The best
Futu Holdings Limited
VALUE SCORE:
11
FUNDAMENTALS
FUNDAMENTALS
FUNDAMENTALS
FUNDAMENTALS PER SHARE
TECHNICAL
DIVIDEND
SIMILAR COMPANIES
DESCRIPTION
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
NEWS
LPL Financial (NASDAQ:LPLA) and Oppenheimer (NYSE:OPY) Financial Review
defenseworld.net
2026-02-27 01:42:51LPL Financial (NASDAQ: LPLA - Get Free Report) and Oppenheimer (NYSE: OPY - Get Free Report) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, earnings, analyst recommendations, risk and valuation. Volatility and Risk LPL Financial has a beta of
LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth
globenewswire.com
2026-02-26 08:55:00SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA), aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX.
5 Oversold Stocks to Buy Before They Rebound
youtube.com
2026-02-23 10:59:26In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski unpack what the Supreme Court's ruling on the Trump Administration's emergency tariffs may mean for markets. They also discuss whether the AI-fueled stock market selloff has gone too far and where the opportunities may lie for investors today. They discuss if Nvidia's earnings report this week can lead to a recovery in AI-related stocks and if earnings releases from Salesforce CRM or Workday WDAY could lift their struggling stocks. Tune in to find out what to make of Walmart's WMT results, plus what Kraft Heinz's KHC breakup flip-flop and Elliot's investment in Norwegian Cruise Lines NCLH may mean for their stocks.
LPL Financial Reports Rise in January Brokerage & Advisory Assets
zacks.com
2026-02-20 12:26:12LPLA's total brokerage and advisory assets hit $2.41T in January, rising 1.6% month over month and 32.9% year over year.
LPL Financial Reports Monthly Activity for January 2026
globenewswire.com
2026-02-19 16:05:00SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025.
LPLA Partners With Simplicity to Boost Insurance Arm & Advisor Support
zacks.com
2026-02-19 10:51:08LPL Financial collaborates with Simplicity to overhaul its insurance platform, boost advisor support and expand growth across its vast wealth network.
LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team
globenewswire.com
2026-02-19 08:55:00SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Thimble Island Private Wealth, an existing firm supported by LPL Strategic Wealth (SW). He reported serving approximately $300 million in advisory, brokerage and retirement assets* and joins LPL from UBS.
Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors
prnewswire.com
2026-02-18 09:00:00SAN DIEGO and SUMMIT, N.J., Feb. 18, 2026 /PRNewswire/ -- LPL Financial Holdings Inc. (Nasdaq: LPLA) ("LPL Financial" or "LPL"), a leading wealth management firm, and Simplicity Group ("Simplicity"), a leading insurance partner for advisors, financial institutions, and consumers, today announced a strategic agreement that will expand insurance capabilities and support for LPL advisors.
Steve Mandel's Strategic Moves: Meta Platforms Inc. Exit Impacts Portfolio by -7.07%
gurufocus.com
2026-02-17 18:07:00Exploring the Fourth Quarter 2025 13F Filing of Lone Pine Capital Steve Mandel (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of
LPL Financial Welcomes Shoreline Private Wealth Management
globenewswire.com
2026-02-17 08:55:00SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Jason Mochi of Shoreline Private Wealth Management has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.
LPL Financial: AI Selloff Is Your Opportunity
seekingalpha.com
2026-02-15 23:49:32LPL Financial, along with the rest of the brokerage sector, sold off sharply last week on AI disruption concerns. A closer look at the fundamentals points to more than a few silver linings for LPL. Currently discounted valuations tip the risk/reward firmly in investors' favor.
LPL Financial Holdings Inc. $LPLA Position Raised by Coronation Fund Managers Ltd.
defenseworld.net
2026-02-15 05:00:55Coronation Fund Managers Ltd. increased its stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 24.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 187,973 shares of the financial services provider's stock after buying an additional 36,950
LPL Financial Holdings Inc. $LPLA Shares Acquired by Illinois Municipal Retirement Fund
defenseworld.net
2026-02-14 04:30:49Illinois Municipal Retirement Fund lifted its position in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 11.8% during the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 21,729 shares of the financial services provider's stock after buying an additional 2,295 shares during the period. Illinois Municipal
LPL Financial Holdings Inc. $LPLA Shares Sold by Atria Investments Inc
defenseworld.net
2026-02-14 03:26:59Atria Investments Inc lowered its stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 13.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,362 shares of the financial services provider's stock after selling 2,748 shares during the
AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear
zacks.com
2026-02-12 13:16:08SCHW, LPLA, RJF, JPM and BAC tumble after AI tax tool sparks fears of fee compression and disruption in the wealth management and brokerage sector.
Barrow, Hanley, Mewhinney & Strauss Makes Significant Move with GE HealthCare Technologies Inc
gurufocus.com
2026-02-12 11:03:00Insight into the Fourth Quarter 2025 13F Filing Barrow, Hanley, Mewhinney and Strauss (Trades, Portfolio) recently submitted their 13F filing for the fourth quar
LPL Financial (NASDAQ:LPLA) and Oppenheimer (NYSE:OPY) Financial Review
defenseworld.net
2026-02-27 01:42:51LPL Financial (NASDAQ: LPLA - Get Free Report) and Oppenheimer (NYSE: OPY - Get Free Report) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, earnings, analyst recommendations, risk and valuation. Volatility and Risk LPL Financial has a beta of
LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth
globenewswire.com
2026-02-26 08:55:00SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA), aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX.
5 Oversold Stocks to Buy Before They Rebound
youtube.com
2026-02-23 10:59:26In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski unpack what the Supreme Court's ruling on the Trump Administration's emergency tariffs may mean for markets. They also discuss whether the AI-fueled stock market selloff has gone too far and where the opportunities may lie for investors today. They discuss if Nvidia's earnings report this week can lead to a recovery in AI-related stocks and if earnings releases from Salesforce CRM or Workday WDAY could lift their struggling stocks. Tune in to find out what to make of Walmart's WMT results, plus what Kraft Heinz's KHC breakup flip-flop and Elliot's investment in Norwegian Cruise Lines NCLH may mean for their stocks.
LPL Financial Reports Rise in January Brokerage & Advisory Assets
zacks.com
2026-02-20 12:26:12LPLA's total brokerage and advisory assets hit $2.41T in January, rising 1.6% month over month and 32.9% year over year.
LPL Financial Reports Monthly Activity for January 2026
globenewswire.com
2026-02-19 16:05:00SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025.
LPLA Partners With Simplicity to Boost Insurance Arm & Advisor Support
zacks.com
2026-02-19 10:51:08LPL Financial collaborates with Simplicity to overhaul its insurance platform, boost advisor support and expand growth across its vast wealth network.
LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team
globenewswire.com
2026-02-19 08:55:00SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Thimble Island Private Wealth, an existing firm supported by LPL Strategic Wealth (SW). He reported serving approximately $300 million in advisory, brokerage and retirement assets* and joins LPL from UBS.
Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors
prnewswire.com
2026-02-18 09:00:00SAN DIEGO and SUMMIT, N.J., Feb. 18, 2026 /PRNewswire/ -- LPL Financial Holdings Inc. (Nasdaq: LPLA) ("LPL Financial" or "LPL"), a leading wealth management firm, and Simplicity Group ("Simplicity"), a leading insurance partner for advisors, financial institutions, and consumers, today announced a strategic agreement that will expand insurance capabilities and support for LPL advisors.
Steve Mandel's Strategic Moves: Meta Platforms Inc. Exit Impacts Portfolio by -7.07%
gurufocus.com
2026-02-17 18:07:00Exploring the Fourth Quarter 2025 13F Filing of Lone Pine Capital Steve Mandel (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of
LPL Financial Welcomes Shoreline Private Wealth Management
globenewswire.com
2026-02-17 08:55:00SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Jason Mochi of Shoreline Private Wealth Management has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.
LPL Financial: AI Selloff Is Your Opportunity
seekingalpha.com
2026-02-15 23:49:32LPL Financial, along with the rest of the brokerage sector, sold off sharply last week on AI disruption concerns. A closer look at the fundamentals points to more than a few silver linings for LPL. Currently discounted valuations tip the risk/reward firmly in investors' favor.
LPL Financial Holdings Inc. $LPLA Position Raised by Coronation Fund Managers Ltd.
defenseworld.net
2026-02-15 05:00:55Coronation Fund Managers Ltd. increased its stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 24.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 187,973 shares of the financial services provider's stock after buying an additional 36,950
LPL Financial Holdings Inc. $LPLA Shares Acquired by Illinois Municipal Retirement Fund
defenseworld.net
2026-02-14 04:30:49Illinois Municipal Retirement Fund lifted its position in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 11.8% during the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 21,729 shares of the financial services provider's stock after buying an additional 2,295 shares during the period. Illinois Municipal
LPL Financial Holdings Inc. $LPLA Shares Sold by Atria Investments Inc
defenseworld.net
2026-02-14 03:26:59Atria Investments Inc lowered its stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 13.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,362 shares of the financial services provider's stock after selling 2,748 shares during the
AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear
zacks.com
2026-02-12 13:16:08SCHW, LPLA, RJF, JPM and BAC tumble after AI tax tool sparks fears of fee compression and disruption in the wealth management and brokerage sector.
Barrow, Hanley, Mewhinney & Strauss Makes Significant Move with GE HealthCare Technologies Inc
gurufocus.com
2026-02-12 11:03:00Insight into the Fourth Quarter 2025 13F Filing Barrow, Hanley, Mewhinney and Strauss (Trades, Portfolio) recently submitted their 13F filing for the fourth quar