LPL Financial Holdings Inc
NASDAQ:LPLA
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LPL Financial Holdings Inc
LPL Financial Holdings Inc
Cash & Cash Equivalents
LPL Financial Holdings Inc
Cash & Cash Equivalents Peer Comparison
Competitors Analysis
Latest Figures & CAGR of Competitors
| Company | Cash & Cash Equivalents | CAGR 3Y | CAGR 5Y | CAGR 10Y | ||
|---|---|---|---|---|---|---|
|
|
LPL Financial Holdings Inc
NASDAQ:LPLA
|
Cash & Cash Equivalents
$2.9B
|
CAGR 3-Years
17%
|
CAGR 5-Years
14%
|
CAGR 10-Years
13%
|
|
|
Goldman Sachs Group Inc
NYSE:GS
|
Cash & Cash Equivalents
$154.7B
|
CAGR 3-Years
-10%
|
CAGR 5-Years
10%
|
CAGR 10-Years
6%
|
|
|
Morgan Stanley
NYSE:MS
|
Cash & Cash Equivalents
$90.2B
|
CAGR 3-Years
-10%
|
CAGR 5-Years
13%
|
CAGR 10-Years
16%
|
|
|
Charles Schwab Corp
NYSE:SCHW
|
Cash & Cash Equivalents
$34.9B
|
CAGR 3-Years
1%
|
CAGR 5-Years
11%
|
CAGR 10-Years
15%
|
|
|
Robinhood Markets Inc
NASDAQ:HOOD
|
Cash & Cash Equivalents
$9.3B
|
CAGR 3-Years
14%
|
CAGR 5-Years
N/A
|
CAGR 10-Years
N/A
|
|
|
Interactive Brokers Group Inc
NASDAQ:IBKR
|
Cash & Cash Equivalents
$3.6B
|
CAGR 3-Years
8%
|
CAGR 5-Years
3%
|
CAGR 10-Years
14%
|
|
LPL Financial Holdings Inc
Glance View
LPL Financial Holdings Inc. stands as a significant player in the financial services sector, offering a platform where financial advisors can thrive independently while benefiting from comprehensive support. Founded in 1989, LPL identified a niche within the financial advisory industry for advisors seeking autonomy without the constraints of large brokerage firms. Based in San Diego, the company harnesses its extensive network of independent financial advisors across the United States, providing them with essential tools, research, and compliance services. By doing so, LPL empowers a wide range of finance professionals to deliver personalized investment and financial planning services to their clients. This has positioned LPL as a critical intermediary, shaping how advisors connect with their clients in a dynamic market environment. The company's business model thrives by generating revenue from three primary streams — commission-based transactions, advisory fees, and trailing commissions. Advisors use LPL’s platform to execute trades, for which LPL collects transaction fees. Additionally, when advisors provide ongoing financial planning, the client pays an advisory fee, a portion of which LPL retains. The company further benefits from trailing commissions, which are ongoing fees from mutual fund investments and insurance products. By integrating technology and human expertise, LPL Financial continues to fortify its position by offering scalable solutions that enhance the capabilities of financial advisors. In doing so, LPL solidly aligns its financial success with the ability of advisors to grow their practices, fostering a symbiotic relationship that drives both parties forward in a competitive industry.
See Also
What is LPL Financial Holdings Inc's Cash & Cash Equivalents?
Cash & Cash Equivalents
2.9B
USD
Based on the financial report for Sep 30, 2024, LPL Financial Holdings Inc's Cash & Cash Equivalents amounts to 2.9B USD.
What is LPL Financial Holdings Inc's Cash & Cash Equivalents growth rate?
Cash & Cash Equivalents CAGR 10Y
13%
Over the last year, the Cash & Cash Equivalents growth was 32%. The average annual Cash & Cash Equivalents growth rates for LPL Financial Holdings Inc have been 17% over the past three years , 14% over the past five years , and 13% over the past ten years .
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