Overview
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LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker-dealer. It provides technology, research, clearing and compliance services and practice management to more than 22,000 independent financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide, providing the front-, middle- and back-office support its advisors
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Read More need. Through its comprehensive platform, LPL offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training; and in-house research to help its advisors deliver advice to their clients and run successful businesses. The company has a total of more than $1.4 trillion in brokerage and advisory assets.
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Read More need. Through its comprehensive platform, LPL offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training; and in-house research to help its advisors deliver advice to their clients and run successful businesses. The company has a total of more than $1.4 trillion in brokerage and advisory assets.
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#
392
Fortune 1000 Revenue Rank
Richard Steinmeier
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Securities and Commodity Contracts Intermediation and Brokerage
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Other Financial Investment Activities
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Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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Finance and Insurance
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Brokers, security
See All Industries , Investment advisory service , Investment counselors Nondeposit trust facilities
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See All Industries , Investment advisory service , Investment counselors Nondeposit trust facilities
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Activities Related to Credit Intermediation
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Agencies, Brokerages, and Other Insurance Related Activities
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Depository Credit Intermediation
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Insurance Carriers
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Insurance and Employee Benefit Funds
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Monetary Authorities-Central Bank
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Nondepository Credit Intermediation
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Other Financial Investment Activities
View more , Other Investment Pools and Funds Securities and Commodity Exchanges
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View more , Other Investment Pools and Funds Securities and Commodity Exchanges
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Modelled
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Actual
$12.39 billion
Actual
23.2%
-0.72%
$13,317
DEC
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NASDAQ:LPLA
Contacts
Get in Touch with 6 Principals* and 308 Contacts
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Richard SteinmeierChief Executive Officer
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Contact 3?
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Financial Statements
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Financial data as of December 31, 2024 (12 month period) in USD
Annual Revenue 2024
$12.39 billion
USD
Actual
All financial statement data is in millions except per share data | Source: Morningstar
| Cash Flow (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Net Operating Cash | $278 | $513 | $1,946 |
| Net Investing Cash | -$1,592 | -$860 | -$376 |
| Net Financing Cash | $1,417 | -$209 | -$504 |
| Net Change in Cash | $103 | -$556 | $1,065 |
| Cash at Beginning of Period | $2,581 | $3,137 | $2,072 |
| Cash at End of Period | $2,684 | $2,581 | $3,137 |
| Capital Expenditure | -$563 | -$403 | -$307 |
| Assets (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Current Assets | |||
| Cash and Cash Equivalents | $967 | $466 | $848 |
| Accounts Receivable | $710 | $639 | $618 |
| Inventories | $ | $ | $ |
| Other Current Assets | $5,138 | $4,588 | $4,272 |
| Asset Summary | |||
| Total Current Assets | $6,815 | $5,692 | $5,737 |
| Tangible Fixed Assets | $1,329 | $1,027 | $873 |
| Intangible Assets | $1,483 | $672 | $428 |
| Total Assets | $13,317 | $10,385 | $9,482 |
| Liabilities (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Current Liabilities | |||
| Accounts Payable | $2,616 | $2,915 | $3,291 |
| Short-Term Debt | $1,047 | $280 | $ |
| Other Current Liabilities | $532 | $373 | $341 |
| Liability Summary | |||
| Total Current Liabilities | $4,195 | $3,568 | $3,633 |
| Long-Term Debt | $4,448 | $3,454 | $2,717 |
| Other Long-Term Liabilities | $494 | $347 | $122 |
| Total Liabilities | $10,387 | $8,307 | $7,315 |
| Stakeholder's Equity (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Equity | |||
| Common Stock | $0 | $0 | $0 |
| Retained Earnings | $5,067 | $4,085 | $3,101 |
| Equity Summary | |||
| Total Equity | $2,931 | $2,079 | $2,168 |
| Shares Outstanding | 74,660,632 | 74,656,358 | 79,247,999 |