LPL Financial Holdings Inc
NASDAQ:LPLA

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LPL Financial Holdings Inc
NASDAQ:LPLA
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Price: 328.89 USD 0.29% Market Closed
Market Cap: 24.6B USD
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LPL Financial Holdings Inc
Other Long-Term Assets

Last Value
3-Years 3-Y CAGR
5-Years 5-Y CAGR
10-Years 10-Y CAGR
Quarterly
Annual
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LPL Financial Holdings Inc
Other Long-Term Assets Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Company Other Long-Term Assets CAGR 3Y CAGR 5Y CAGR 10Y
LPL Financial Holdings Inc
NASDAQ:LPLA
Other Long-Term Assets
$272.3m
CAGR 3-Years
35%
CAGR 5-Years
39%
CAGR 10-Years
36%
Goldman Sachs Group Inc
NYSE:GS
Other Long-Term Assets
$600m
CAGR 3-Years
-45%
CAGR 5-Years
-4%
CAGR 10-Years
N/A
Morgan Stanley
NYSE:MS
Other Long-Term Assets
N/A
CAGR 3-Years
N/A
CAGR 5-Years
N/A
CAGR 10-Years
N/A
Charles Schwab Corp
NYSE:SCHW
Other Long-Term Assets
$32.2B
CAGR 3-Years
4%
CAGR 5-Years
38%
CAGR 10-Years
15%
Robinhood Markets Inc
NASDAQ:HOOD
Other Long-Term Assets
$58m
CAGR 3-Years
40%
CAGR 5-Years
N/A
CAGR 10-Years
N/A
Interactive Brokers Group Inc
NASDAQ:IBKR
Other Long-Term Assets
N/A
CAGR 3-Years
N/A
CAGR 5-Years
N/A
CAGR 10-Years
N/A
No Stocks Found

LPL Financial Holdings Inc
Glance View

Market Cap
24.6B USD
Industry
Financial Services
Economic Moat
Narrow

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.

LPLA Intrinsic Value
366.09 USD
Undervaluation 10%
Intrinsic Value
Price

See Also

What is LPL Financial Holdings Inc's Other Long-Term Assets?
Other Long-Term Assets
272.3m USD

Based on the financial report for Sep 30, 2024, LPL Financial Holdings Inc's Other Long-Term Assets amounts to 272.3m USD.

What is LPL Financial Holdings Inc's Other Long-Term Assets growth rate?
Other Long-Term Assets CAGR 10Y
36%

Over the last year, the Other Long-Term Assets growth was 33%. The average annual Other Long-Term Assets growth rates for LPL Financial Holdings Inc have been 35% over the past three years , 39% over the past five years , and 36% over the past ten years .

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