LPL FinancialLPLA
LPLA
About: LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of June 2024, the company had over 23,000 advisors on its platform managing $1.5 trillion of client assets. The company doesn't have material operations outside of the United States.
Employees: 8,787
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
140% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 60
42% more capital invested
Capital invested by funds: $16.9B [Q3] → $23.9B (+$7.07B) [Q4]
27% more funds holding in top 10
Funds holding in top 10: 22 [Q3] → 28 (+6) [Q4]
11% more funds holding
Funds holding: 633 [Q3] → 705 (+72) [Q4]
1.76% less ownership
Funds ownership: 96.76% [Q3] → 95.01% (-1.76%) [Q4]
11% less call options, than puts
Call options by funds: $118M | Put options by funds: $132M
17% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 265
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$385
13%
upside
Avg. target
$410
20%
upside
High target
$435
27%
upside
8 analyst ratings
8 positive
100%
0 neutral
0%
0 negative
0%
Morgan Stanley Michael Cyprys 64% 1-year accuracy 18 / 28 met price target | 21%upside $413 | Overweight Maintained | 6 Feb 2025 |
UBS Brennan Hawken 50% 1-year accuracy 18 / 36 met price target | 23%upside $420 | Buy Maintained | 31 Jan 2025 |
JP Morgan Michael Cho 25% 1-year accuracy 1 / 4 met price target | 19%upside $405 | Overweight Maintained | 31 Jan 2025 |
Keefe, Bruyette & Woods Kyle Voigt 74% 1-year accuracy 23 / 31 met price target | 19%upside $405 | Outperform Maintained | 31 Jan 2025 |
JMP Securities Devin Ryan 64% 1-year accuracy 43 / 67 met price target | 27%upside $435 | Market Outperform Reiterated | 31 Jan 2025 |
Financial journalist opinion
Based on 11 articles about LPLA published over the past 30 days
Neutral
Zacks Investment Research
4 hours ago
LPL Financial's February Brokerage & Advisory Assets Rise Y/Y
LPLA's February total brokerage and advisory assets are $1.82 trillion, growing 0.6% from the prior month and 29.9% year over year.
Neutral
GlobeNewsWire
4 days ago
LPL Financial Reports Monthly Activity for February 2025
SAN DIEGO, March 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for February 2025. Total advisory and brokerage assets at the end of February were $1.82 trillion, an increase of $11.3 billion, or 0.6%, compared to the end of January 2025.
Neutral
GlobeNewsWire
6 days ago
LPL Welcomes Legacy Premier Wealth Management
SAN DIEGO, March 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.
Neutral
GlobeNewsWire
1 week ago
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth , an existing firm supported by LPL Strategic Wealth . The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.
Neutral
GlobeNewsWire
1 week ago
LPL Financial Closes Acquisition of The Investment Center, Inc.
SAN DIEGO, March 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ: LPLA) today announced it has closed its acquisition of the wealth business of The Investment Center, Inc., a broker-dealer and registered investment adviser based in Bedminster, N.J. “We welcome The Investment Center's 160 high-performing advisors to our network.
Neutral
GlobeNewsWire
2 weeks ago
LPL Welcomes Shorepoint Wealth Management
SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Lotano, CDFA®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.
Neutral
GlobeNewsWire
3 weeks ago
LPL Welcomes Financial Advisor Michael Carmichael
SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
Neutral
GlobeNewsWire
3 weeks ago
LPL Welcomes Townsgate Wealth Management
SAN DIEGO, Feb. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jim Murray, Larry Bernstein, Abby Goldstein, CFP®, Michael Kazmer, CFP®, Brett Goldberg and Wesley Wong of Townsgate Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $1.15 billion in advisory, brokerage and retirement assets* and join LPL from Wells Fargo Advisors Financial Network.
Neutral
GlobeNewsWire
3 weeks ago
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
SAN DIEGO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities.
Positive
Zacks Investment Research
4 weeks ago
LPL Financial Hits All-Time High: How Should You Play LPLA Stock Now?
LPLA's shares touch a new all-time high of $384.04 as brokerage and advisory assets rise in January. Is now the best time to buy the stock?
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