LPL Financial Holdings Inc. (LPLA) key performance indicators and operating metrics (19 metrics) from SEC EDGAR filings, earnings calls, and investor decks. First-party data.
| Metric | Latest Value | Period |
|---|---|---|
| Leverage ratio | 1.86 ratio | FY2026-Q1 |
| Recruited assets | 17B | FY2026-Q1 |
| Advisory assets | 1.4T | FY2026-Q1 |
| Core G&A | 532M | FY2026-Q1 |
| Total client cash balances | 59B | FY2026-Q1 |
| Adjusted EPS (non-GAAP) | 5.60 USD_per_share | FY2026-Q1 |
| Total organic net new assets | 21B | FY2026-Q1 |
| Adjusted pre-tax income | 613M | FY2026-Q1 |
| Total Organic Net New Assets “NNA” Annualized Growth | 5.40 percent | FY2026-Q1 |
| Adj. pre-tax margin* | 38.00 percent | FY2026-Q1 |
| Recruited assets (trailing twelve months) | 83B | FY2026-Q1 |
| Corporate cash | 470M | FY2025-Q4 |
| Dividends paid | 24M | FY2025-Q4 |
| Organic net new assets (annualized growth rate) | 4.00 percent | FY2025-Q4 |
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Data sourced from U.S. SEC EDGAR filings, earnings call transcripts, and investor decks. Not personalized investment advice.