LPL Financial Reports Monthly Activity for July 2026
LPL Financial Holdings Inc. released its monthly activity report for July 2026, showing total client assets of $2.55 trillion, a 0.6% decrease from June. Advisory assets increased to 60.6% of total assets, up from 55.5% a year ago. The company reported $7.4 billion in total organic net new assets for July, representing a 3.5% annualized growth rate.
LPL's client assets rose 31.3% from last year—but fell 0.6% in July
LPL Financial reported its July 2026 monthly metrics, showing total client assets reached $2.55 trillion, a 31.3% increase year-over-year, despite a 0.6% month-over-month decrease. The company saw $7.4 billion in total organic net new assets, with advisory assets growing to 60.6% of total assets, up from 55.5% a year prior. Client cash balances were $54.3 billion, down from June but up nearly 10% year-over-year.
If You Invested $100 In LPL Finl Hldgs Stock 5 Years Ago, You Would Have This Much Today
This article examines the hypothetical return on a $100 investment in LPL Financial Holdings (NASDAQ: LPLA) made five years ago. LPLA has significantly outperformed the market with an annualized return of 19.73%, turning a $100 investment into $248.28 today. The piece highlights the power of compounded returns over time.
Giant Cambridge group in Pennsylvania bolts to LPL
Conte Wealth Advisors, a large Pennsylvania-based firm with $1.4 billion in client assets and 20 advisors, has reportedly moved its affiliation from Cambridge Investment Research to LPL Financial. This move highlights the competitive environment for recruiting financial advisors, with LPL scoring a significant win. Both LPL and Cambridge are major players in the independent broker-dealer space, actively recruiting and retaining advisors.
Giant Cambridge group in Pennsylvania bolts to LPL
Conte Wealth Advisors, a firm with $1.4 billion in client assets and 20 advisors, has reportedly moved from Cambridge Investment Research Inc. to LPL Financial. This move highlights the intense competition for financial advisors in the industry. Both LPL and Cambridge are actively recruiting, with Cambridge also reporting significant growth in advisors and assets.
Advisor moves: Missouri-based LPL team decamps to Osaic in full-circle succession
O'Reilly LLC, a Missouri-based firm with $250 million in client assets, has moved from LPL to Millenia Investments, an Osaic affiliate, in a "full-circle succession story" that reunites Patrick O'Reilly with the firm whose president, Stephen Serati, was mentored by Patrick's father. Additionally, Cetera recruited Harbor Financial Advisors, a family-run practice from Commonwealth, while UBS added Merrill advisor Brandon Burleigh to its Hartford, Connecticut office.
LPL Financial Welcomes Advisor Chris Stockton
LPL Financial announced that financial advisor Chris Stockton, CEPA, has joined its broker-dealer and Registered Investment Advisor (RIA) platform. Stockton, founder of Guidepost Wealth Management in Stillwater, Okla., previously served approximately $160 million in assets at Edward Jones. He chose LPL for its independence, stability, advanced technology, and comprehensive back-office support, aiming to enhance client service while growing his practice.
LPL Financial Welcomes Advisor Chris Stockton
LPL Financial announced that financial advisor Chris Stockton has joined its broker-dealer, RIA, and custodial platforms. Stockton, with over 15 years of experience and approximately $150 million in advisory, brokerage, and retirement plan assets, previously worked with Edward Jones. He is establishing his independent practice, Stockton Wealth Management, in Fort Worth, Texas.
LPL Financial Welcomes Advisor Chris Stockton
LPL Financial announced that financial advisor Chris Stockton, CEPA, has joined its broker-dealer and Registered Investment Advisor (RIA) platform. Stockton, founder of Guidepost Wealth Management in Stillwater, Oklahoma, previously served approximately $160 million in assets at Edward Jones. He chose LPL for its independence, technology, and support, aiming to enhance client service and practice growth.
GSA Capital Partners LLP Makes New Investment in LPL Financial Holdings Inc. $LPLA
GSA Capital Partners LLP recently invested $1.03 million in LPL Financial Holdings Inc. by purchasing 3,658 shares. The financial services provider reported strong Q2 earnings, exceeding expectations with $5.84 EPS and $5.19 billion in revenue, a 35.2% year-over-year increase. Analysts maintain a "Moderate Buy" rating with a consensus price target of $406.69, indicating potential upside for the stock.
129,413 Shares in LPL Financial Holdings Inc. $LPLA Acquired by Diamond Hill Capital Management LLC Investment Advisor
Diamond Hill Capital Management LLC Investment Advisor acquired 129,413 shares of LPL Financial Holdings Inc. (NASDAQ:LPLA) during the second quarter, valued at approximately $36.5 million. Institutional investors now own 95.66% of the company's stock, following LPL Financial's strong quarterly results that surpassed analyst expectations. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $406.69, and has declared a quarterly dividend of $0.30 per share.
Short Interest in LPL Financial Holdings Inc. (NASDAQ:LPLA) Declines By 40.4%
Short interest in LPL Financial Holdings Inc. (NASDAQ:LPLA) significantly decreased by 40.4% in July, totaling 2.89 million shares by July 31st. This represents about 3.7% of outstanding shares and a 4.0-day short-interest ratio. The company reported strong quarterly earnings, surpassing analyst expectations with $5.84 EPS and $5.19 billion in revenue, leading to a "Moderate Buy" consensus rating from analysts.
LPL Financial Holdings (LPLA) Faces A Valuation Test After Earnings And Mariner Deal
LPL Financial Holdings (LPLA) is under valuation scrutiny following its Q2 2026 earnings, the acquisition of Mariner Advisor Network, and continued capital returns. While a "most popular narrative" suggests the stock is 15.1% undervalued with a fair value of $416.50, another perspective using the P/E ratio indicates it may be overvalued compared to peers. Investors are encouraged to further examine the company's financial data to make informed decisions.
LPL’s Expanded Tech-Enabled Platform and Lower Minimums Might Change The Case For Investing In LPL Financial Holdings (LPLA)
LPL Financial has expanded its technology-enabled wealth management platform, lowering minimums for Model Wealth Portfolios and broadening its alternatives lineup. These changes, alongside new Building Block Model Portfolios, aim to help advisors create personalized solutions and potentially reshape LPL's investment narrative towards long-term growth by diversifying revenue streams beyond interest-sensitive cash sweep income. While these initiatives are positive, investors should remain aware of the company's reliance on interest-sensitive cash sweep income.
SCS Capital Management LLC Invests $60.14 Million in LPL Financial Holdings Inc. $LPLA
SCS Capital Management LLC has invested $60.14 million in LPL Financial Holdings Inc., acquiring 213,511 shares, making it their 16th largest position. LPL Financial reported strong quarterly earnings, beating estimates with $5.84 per share and a 35.2% revenue increase to $5.19 billion, also declaring a $0.30 quarterly dividend. Analyst sentiment remains positive, with a "Moderate Buy" consensus and an average price target of $406.69.
LPL Financial Holdings (LPLA) Expands Wealth Offerings, Is It Still 11% Undervalued?
LPL Financial Holdings (LPLA) has expanded its wealth management platform with new Model Wealth Portfolios, driving recent share price momentum. Analysts believe the stock is currently 11% undervalued, with a fair value of $416.50 per share, supported by acquisitions and strong asset retention. However, the company faces potential challenges from interest rate-sensitive sweep revenues and ongoing fee compression.
Focus Partners Advisor Solutions LLC Acquires New Holdings in LPL Financial Holdings Inc. $LPLA
Focus Partners Advisor Solutions LLC has acquired a new position in LPL Financial Holdings Inc. (NASDAQ:LPLA), purchasing 64,443 shares valued at approximately $18.2 million. This move is part of broader institutional interest, with LPL Financial consistently exceeding quarterly expectations, reporting strong earnings and revenue growth. Analysts maintain a "Moderate Buy" rating for LPL Financial, with an average price target of $406.69, indicating a positive outlook for the company's stock performance.
Handelsbanken Fonder AB Buys 3,280 Shares of LPL Financial Holdings Inc. $LPLA
Handelsbanken Fonder AB increased its stake in LPL Financial Holdings Inc. by 14.5% in Q2 2026, acquiring an additional 3,280 shares to own a total of 25,861 shares valued at $7.3 million. LPL Financial reported strong Q2 earnings with EPS of $5.84 and revenue of $5.19 billion, exceeding analyst expectations. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $406.69.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Given Average Recommendation of "Moderate Buy" by Analysts
LPL Financial Holdings Inc. (NASDAQ:LPLA) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of approximately $406.69, exceeding its current share price. The company recently surpassed quarterly earnings expectations, reporting adjusted EPS of $5.84 against a $5.39 consensus and revenue of $5.19 billion, a 35.2% year-over-year increase. Additionally, LPL Financial announced a quarterly dividend of $0.30 per share, and institutional investors hold a significant 95.66% stake in the company.
LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026
LPL Financial is expanding its wealth management platform and specialized expertise, as announced at Focus 2026. The firm aims to help advisors deliver more sophisticated and personalized advice by enhancing capabilities in investment management, alternative investments, tax planning, banking, lending, and high-net-worth services. These initiatives are designed to create greater capacity for advisors and enable them to offer comprehensive wealth management solutions to a broader range of clients.
LPL Financial Demonstrates Benefits of Platform Scale, Service Innovation and Investment Expertise as Growth Drivers for Clients
LPL Financial concluded its annual Focus 2026 conference, emphasizing how its scale, research, and integrated platform enable clients to grow efficiently while maintaining personalized service. The firm showcased investments in AI-powered workflows, service modernization, and expanded technology to help advisors reduce complexity and better serve clients. LPL leaders reiterated their commitment to empowering advisors by providing robust tools and support that allow for diverse business models and sustained independence.
LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors
LPL Financial LLC announced that financial advisors Matt Roberts and Kent Voges have joined Frontline Investment Advisors, affiliating through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Roberts and Voges, who previously served clients at Valic Financial Advisors, bring over 60 years of combined experience and manage approximately $350 million in assets. They chose LPL and Frontline Investment Advisors for enhanced technology, expanded resources, and operational support to better serve their multi-generational client base.
LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026
LPL Financial is expanding its wealth management platform and specialized expertise, showcased at Focus 2026, to help advisors deliver more sophisticated and personalized advice. The firm is enhancing investment management, alternative investments, tax planning, banking, lending, and high-net-worth services. LPL's Model Wealth Portfolios platform will lower investment minimums, and its alternatives platform now offers access to nearly 110 strategies.
LPL Financial Holdings (LPLA) Launches New Portfolios As Strong Results Test Its Valuation
LPL Financial Holdings (LPLA) has introduced new Building Block Model Portfolios and reported strong Q2 2026 results, leading to a recent share price surge. While one valuation narrative suggests the stock is undervalued at $416.50, another view based on market ratios indicates it's richly priced compared to peers, posing a valuation risk. Investors are advised to weigh both perspectives and consider the company's financial health and potential risks like interest rate sensitivity.
LPL Financial Opens Focus 2026, Bringing Together Thousands
LPL Financial kicked off its annual Focus 2026 conference, gathering thousands of financial advisors to discuss the future of wealth management. CEO Rich Steinmeier highlighted the firm's investments in AI, cybersecurity, and wealth management solutions, emphasizing that AI will enhance, not replace, advisors. The conference focuses on "Unlocking Boundless Human Potential" by leveraging technology to improve advisor efficiency and client experience.
LPL Financial Holdings Inc (LPLA) Stock News Today
This article provides current stock information for LPL Financial Holdings Inc (LPLA), including its latest stock price, market capitalization, and P/E ratio. It indicates that more news regarding the company's stock, earnings, and analyst ratings will be published soon.
Ex-UBS advisor owes firm $5.6 million in bonus loan dispute.
A FINRA arbitration panel has ruled that former UBS financial advisor Terance Takyi must pay $5.6 million to UBS Financial Services Inc. This amount includes $5.5 million for a breached recruiting bonus promissory note and $164,000 in legal fees. Takyi, who moved to LPL Financial, had been recruited by UBS from First Republic Securities with a substantial bonus.
Asset turnover of LPL Financial Holdings Inc. – HAM:7LI
The article focuses on the asset turnover of LPL Financial Holdings Inc. (HAM:7LI), an investment bank/broker listed on the Hamburg Stock Exchange. It appears to be a stub or an incomplete financial data page from TradingView, displaying company and market information rather than a detailed analysis.
Is LPL Financial (LPLA) Quietly Recasting Its Wealth Platform With New Models And Advisor Inflows?
LPL Financial (LPLA) has expanded its model portfolio platform, reported higher quarterly revenue and net income, and attracted advisory teams, indicating efforts to deepen its wealth platform capabilities. These moves, along with capital returns and advisor recruitment, are strengthening its position, though investor risk remains tied to interest rate sensitivity and cash sweep revenue fluctuations. The company's narrative projects significant revenue and earnings growth by 2029, suggesting a fair value with upside.
LPL Financial Holdings Inc. Balance Sheet – HAM:7LI
The article provides a snapshot of LPL Financial Holdings Inc.'s balance sheet data, specifically highlighting the company's financial position as of Q2 2026. Total assets increased to €17.33 billion, a 6.30% rise from Q1 2026, while total liabilities grew by 7.97% to €12.29 billion in the same period. The report includes historical data points for total assets, liabilities, equity, and net debt from 2007 to 2025.
Fund Update: New $344.7M $GGOV stock position opened by LPL Financial LLC
LPL Financial LLC has opened a new position of $344.7 million in GGOV stock, according to a recent SEC 13F filing for the reporting period ending June 30, 2026. This move is part of a broader trend, with 167 institutional investors adding GGOV shares, while only one decreased its position. Notable additions include ENVESTNET ASSET MANAGEMENT INC and LPL Financial LLC, significantly increasing their holdings.
Preferred dividends of LPL Financial Holdings Inc. – HAM:7LI
This article provides details about the preferred dividends of LPL Financial Holdings Inc., identified by the ticker HAM:7LI on the Hamburg Stock Exchange. The content is concise, focusing solely on the dividend information without additional market data or analysis. It indicates that the market was closed at the time of publication, with no trades occurring.
Assenagon Asset Management S.A. Increases Stock Holdings in LPL Financial Holdings Inc. $LPLA
Assenagon Asset Management S.A. significantly increased its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) by 4,435.2% in the second quarter, now holding 747,086 shares valued at $210.4 million. This move is part of broader institutional investor activity, with major firms like Dodge & Cox and Massachusetts Financial Services Co. also adjusting their positions. LPL Financial recently reported strong quarterly earnings, exceeding expectations, and declared a quarterly dividend, while analysts maintain a "Moderate Buy" rating with an average price target of $408.54.
LPL Financial’s Latitude Unifies Technology Built for the Future of Advice
LPL Financial has launched LPL Latitude, a unified technology experience designed to connect the firm's capabilities across data, cybersecurity, infrastructure resiliency, AI, advisor workflows, and end-investor applications. The company has invested nearly $2 billion over the past three years into building Latitude, emphasizing enhanced security, data-driven insights, and embedded AI tools like Cyan to improve advisor efficiency and client experiences. Latitude aims to provide flexibility and guidance for advisors to run secure and successful businesses in an evolving industry.
Advisory M&A News – 8/5/2026
This article details several advisory M&A activities on August 5, 2026. Key announcements include Blue Barn Wealth and Paragon Private Wealth partnering with Savvy, Aspen Standard Wealth acquiring Denver Private Wealth Management, and WestKai Private Wealth joining LPL Strategic Wealth. Additionally, Sequoia Financial Group acquired All Star Financial, and Wealth Enhancement Group completed two acquisitions: Miramar Capital and Cloud Investments LLC.
WestKai Private Wealth Joins LPL Strategic Wealth
WestKai Private Wealth, led by financial advisor Don A. Harrell, has transitioned to LPL Financial's supported independence model, LPL Strategic Wealth. The firm, based in San Clemente, Calif., serves diverse clients including individuals, families, and business owners, and manages approximately $400 million in assets. This move aims to enhance client experience through greater flexibility, broader resources, and advanced technology, aligning with WestKai's relationship-first philosophy.
LPL Financial (NASDAQ:LPLA) Director Sells 1,000 Shares
LPL Financial (NASDAQ:LPLA) Director Matthew Enyedi sold 1,000 shares of the company's stock for approximately $352,720, reducing his direct holdings by 7.08%. This transaction occurred under a pre-arranged Rule 10b5-1 trading plan. The company recently reported strong quarterly results, beating analyst expectations for both EPS and revenue, and analysts maintain a "Moderate Buy" consensus rating with a favorable price target.
Bank of America Corp DE Raises Stake in LPL Financial Holdings Inc. $LPLA
Bank of America Corp DE increased its stake in LPL Financial Holdings Inc. by 0.9% in the first quarter, now owning 803,428 shares valued at $241.7 million. Institutional investors collectively hold 95.66% of LPL Financial's stock. Analysts generally maintain a "Moderate Buy" rating with an average price target of $408.54, following the company's better-than-expected quarterly earnings and a declared dividend.
Amundi Sells 44,978 Shares of LPL Financial Holdings Inc. $LPLA
Amundi reduced its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) by 26.3% in the first quarter, selling 44,978 shares and now owning 125,776 shares valued at $37.84 million. Other institutional investors also adjusted their positions in the company. LPL Financial recently reported strong quarterly earnings, exceeding analyst estimates, and announced a quarterly dividend of $0.30 per share.
LPL Research Launches New Model Portfolios to Expand Advisor Capabilities
LPL Financial LLC's LPL Research has launched a new suite of 17 Building Block Model Portfolios, expanding its offerings to over 70 and allowing advisors greater flexibility in customizing investment solutions. This launch coincides with the platform surpassing $100 billion in assets under management (AUM), reflecting increasing advisor adoption of professionally managed investment solutions. The new modular portfolios can be combined within Unified Managed Account (UMA) structures to better align with client objectives and risk preferences.
LPL Financial Holdings Inc. Q2 2026: Revenue $5.19B, EPS $4.74— 10-Q Summary
LPL Financial Holdings Inc. reported strong financial results for Q2 2026, with revenue reaching $5.19 billion and diluted EPS of $4.74. This growth was driven by increases in advisory and commission revenue, as well as higher assets under management. The company also saw significant year-over-year increases in total revenue, net income, and diluted EPS, alongside a 46% rise in advisory assets.
Royal Bank of Canada Lowers Stock Holdings in LPL Financial Holdings Inc. $LPLA
Royal Bank of Canada reduced its stake in LPL Financial Holdings Inc. by 12.7% in the first quarter of 2026, selling 22,891 shares and retaining 157,829 shares valued at $47.5 million. Despite this reduction, institutional ownership in LPL Financial remains high at 95.66%, with other major investors like Capital World Investors and Principal Financial Group increasing their positions. The company recently reported better-than-expected quarterly results, with EPS of $5.84 and revenue of $5.19 billion, leading analysts to maintain a "Moderate Buy" consensus with an average price target of $406.62.
LPL Financial Holdings Inc. Stock 12‑Month Price Target Raised to $413.57, Implies 22% Upside
Analysts have raised the average 12-month price target for LPL Financial Holdings Inc. stock to $413.57, up from $397.57. This new target implies a potential upside of approximately 22% based on the July 30 closing price. The consensus rating from 19 analysts remains a "Buy," with 15 recommending Buy and 4 recommending Hold.
LPL Financial Holdings Inc. SEC Filing (Jul 31, 2026)
This SEC filing (Form 144) for LPL Financial Holdings Inc. (LPLA) on July 31, 2026, details a proposed sale of 1000 shares of common stock by an individual, acquired through restricted stock vesting on February 25, 2025. The shares have an aggregate market value of $352,716.02 and are to be sold through Fidelity Brokerage Services LLC on NASDAQ. The document includes standard Form 144 information, such as filer and issuer details, securities information, and a representation that the filer has no material adverse information not publicly disclosed.
LPL Financial Looks Like a Long-Term Winner in Lucrative US Wealth Management Market
LPL Financial has strategically grown its advisory headcount to over 32,000 by 2025 through expanded affiliation models, enhanced services, and M&A, outperforming overall industry growth. The company's focus on scale, cost advantages, and a liquidity program for retiring advisors positions it as a long-term winner in the consolidating U.S. wealth management market. This strategy is expected to further entrench its advantages and continue its positive growth trajectory.
LPL Financial Remains ‘On Track’ for Commonwealth Integration: CEO
LPL Financial's CEO Rich Steinmeier reports that the integration of Commonwealth Financial Network is progressing well, with about 80% asset retention and a target of 90%. Despite some advisors leaving for competitors, LPL is boosting training and rolling out its in-house AI tool, Cyan, to enhance advisor workflows. The firm also saw increased headcount and client assets in the last quarter, indicating a successful integration period nearing its end.
LPL Financial Q2 Earnings Beat on Revenue and Advisory Asset Growth
LPL Financial (LPLA) reported strong Q2 2026 earnings, surpassing analyst estimates, driven by significant revenue growth, particularly in advisory assets, and increased client assets. Despite a rise in overall expenses, the company saw substantial gross profit expansion and positive asset flows. LPL Financial also updated its 2026 expense outlook, announced share repurchases, and provided updates on key acquisitions and capital deployment initiatives.
LPL Financial Holdings Inc. (NASDAQ:LPLA) to Issue $0.30 Quarterly Dividend
LPL Financial Holdings Inc. (NASDAQ:LPLA) has declared a quarterly dividend of $0.30 per share, payable on August 28th to shareholders of record on August 14th. This announcement follows a strong quarterly earnings report where the company exceeded revenue and EPS expectations. The dividend is well-covered by earnings, and institutional investors hold
LPL shares soar after hours on earnings and good news about 'Commonwealth' unit -- projected $25-million 'run-rate' uptick, and details from CEO about why 85% rep retention should climb to 90%
LPL Financial Holdings Inc. (LPLA) saw its shares soar after hours following strong second-quarter 2026 earnings, including a net income of $379 million and accelerated stock repurchases totaling $309 million. The company also raised its estimated run-rate cash flow for its acquired Commonwealth unit by $25 million to $435 million, reflecting increased confidence in advisor retention and integration synergies. CEO Rich Steinmeier detailed efforts to improve advisor retention from the current mid-80s to a target of 90% through enhanced technology and service capabilities for Commonwealth advisors.
LPL Financial Holdings (LPLA) Q2 2026 Earnings Call Transcript
This article provides the Q2 2026 earnings call transcript for LPL Financial Holdings (LPLA). The content is powered by Quartr and lists the company participants involved in the call. It is a direct transcript rather than an analysis or summary of the earnings.
