LPL Financial Holdings Inc
NASDAQ:LPLA

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LPL Financial Holdings Inc
NASDAQ:LPLA
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Price: 329.01 USD 0.33%
Market Cap: 24.6B USD
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LPL Financial Holdings Inc
Total Current 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
Total Current Assets Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Company Total Current Assets CAGR 3Y CAGR 5Y CAGR 10Y
LPL Financial Holdings Inc
NASDAQ:LPLA
Total Current Assets
$6.4B
CAGR 3-Years
18%
CAGR 5-Years
19%
CAGR 10-Years
14%
Goldman Sachs Group Inc
NYSE:GS
Total Current Assets
$304.4B
CAGR 3-Years
-8%
CAGR 5-Years
11%
CAGR 10-Years
3%
Morgan Stanley
NYSE:MS
Total Current Assets
$178.9B
CAGR 3-Years
-7%
CAGR 5-Years
11%
CAGR 10-Years
4%
Charles Schwab Corp
NYSE:SCHW
Total Current Assets
$97B
CAGR 3-Years
-7%
CAGR 5-Years
18%
CAGR 10-Years
15%
Robinhood Markets Inc
NASDAQ:HOOD
Total Current Assets
$31.8B
CAGR 3-Years
43%
CAGR 5-Years
N/A
CAGR 10-Years
N/A
Interactive Brokers Group Inc
NASDAQ:IBKR
Total Current Assets
$128.6B
CAGR 3-Years
11%
CAGR 5-Years
27%
CAGR 10-Years
14%
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 Total Current Assets?
Total Current Assets
6.4B USD

Based on the financial report for Sep 30, 2024, LPL Financial Holdings Inc's Total Current Assets amounts to 6.4B USD.

What is LPL Financial Holdings Inc's Total Current Assets growth rate?
Total Current Assets CAGR 10Y
14%

Over the last year, the Total Current Assets growth was 27%. The average annual Total Current Assets growth rates for LPL Financial Holdings Inc have been 18% over the past three years , 19% over the past five years , and 14% over the past ten years .

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