LPLA
LPL Financial Holdings Inc
302.80$
+0.1%
vs. previous close
Closing price · As of: Sep 24, 2026
Statements
Balance Sheet
All figures as a percentage of total assets in the same period.
Tick rows to compare them in a chart (up to 4)
| Line item | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| – | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| – | 26.7% | 32.3% | 35.0% | 37.2% | 43.6% | 45.9% | 45.9% | 46.1% | 24.2% | 30.9% | 31.4% | 29.4% | 24.5% | 49.1% | 26.9% | 22.0% | 22.6% | 54.8% | 51.2% | 47.7% | |
| – | 8.8% | 5.7% | 6.5% | 11.3% | 11.5% | 18.9% | 11.7% | 12.8% | 10.2% | 16.0% | 15.5% | 15.1% | 9.3% | 10.0% | 12.4% | 6.2% | 8.9% | 4.5% | 7.3% | 5.6% | |
| – | 8.8% | 5.7% | 6.5% | 11.3% | 11.5% | 19.0% | 11.9% | 13.0% | 10.2% | 16.0% | 15.5% | 15.1% | 9.3% | 10.5% | 12.4% | 6.2% | 8.9% | 5.2% | 7.6% | 6.1% | |
| – | 17.3% | 20.6% | 18.5% | 17.1% | 21.8% | 16.8% | 19.5% | 20.3% | 20.6% | 15.1% | 14.6% | 14.4% | 15.1% | 23.3% | 14.5% | 15.8% | 13.7% | 27.6% | 29.2% | 31.1% | |
| – | – | 0.5% | 0.3% | 0.5% | 0.3% | 0.2% | -0.2% | -0.2% | 0.3% | 0.3% | 0.2% | 0.3% | 0.5% | -0.4% | 0.0% | 53.9% | 0.0% | -0.1% | – | – | |
| – | – | 4.8% | 4.8% | 3.0% | 2.2% | 2.4% | 3.3% | 4.7% | 5.3% | 6.1% | 8.0% | 7.7% | 8.4% | 9.1% | 8.9% | 8.2% | 4.3% | – | – | – | |
| – | 44.7% | 39.2% | 38.2% | 38.8% | 35.5% | 35.0% | 34.4% | 33.7% | 33.7% | 30.2% | 28.2% | 26.6% | 27.2% | 25.6% | 23.2% | 20.6% | 17.3% | 17.9% | 16.3% | 14.3% | |
| – | 19.1% | 20.8% | 19.4% | 17.9% | 15.4% | 14.1% | 12.6% | 11.5% | 10.6% | 8.7% | 7.3% | 7.7% | 8.8% | 7.5% | 6.1% | 5.7% | 4.5% | 6.5% | 11.1% | 18.0% | |
| – | 77.6% | 77.3% | 76.6% | 74.5% | 67.8% | 64.8% | 71.4% | 72.8% | 76.0% | 84.2% | 83.0% | 82.0% | 82.2% | 82.6% | 79.8% | 79.1% | 77.1% | 80.0% | 78.0% | 71.1% | |
| – | 16.6% | 27.8% | 29.6% | 27.6% | 25.5% | 26.1% | 35.5% | 30.9% | 1.6% | 1.6% | 1.4% | 1.4% | 2.4% | 32.4% | 11.8% | 8.1% | 6.3% | 34.4% | 31.5% | 19.7% | |
| – | 0.1% | 2.0% | 2.7% | – | 0.4% | 0.4% | 1.1% | 0.3% | 2.7% | 4.2% | 4.1% | 3.5% | 6.9% | 0.8% | 10.4% | 1.1% | 4.8% | 2.7% | 7.9% | – | |
| – | 12.8% | 16.5% | 17.9% | 16.8% | 13.1% | 14.2% | 20.3% | 15.4% | 8.3% | 8.4% | 9.3% | 9.6% | 10.1% | 20.7% | 11.8% | 6.9% | 6.3% | 28.1% | 19.6% | 17.7% | |
| – | – | 41.9% | 43.1% | 40.8% | 37.6% | 34.9% | 33.0% | 38.0% | 40.3% | 48.4% | 45.0% | 44.5% | 43.3% | 40.8% | 36.0% | 35.2% | 28.7% | 36.0% | 33.4% | 38.8% | |
| – | 22.4% | 22.7% | 23.4% | 25.5% | 32.2% | 35.2% | 28.6% | 27.2% | 24.0% | 15.8% | 17.0% | 18.0% | 17.8% | 17.4% | 20.2% | 20.9% | 22.9% | 20.0% | 22.0% | 28.9% | |
| – | 1.2% | 2.7% | 4.0% | 5.5% | 3.5% | 7.8% | 5.0% | 7.8% | 9.8% | 10.4% | 11.8% | 13.4% | 19.5% | 26.4% | 29.8% | 29.1% | 32.7% | 39.3% | 38.0% | 31.6% | |
| – | 3.5% | 3.0% | 2.9% | 3.0% | 2.5% | 2.9% | 2.8% | 2.6% | 2.5% | 2.1% | 1.9% | 1.7% | 1.7% | 1.4% | 1.2% | 1.0% | 0.9% | 0.7% | 0.6% | 0.4% |
Data as of: September 24, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.