LPL Financial Welcomes Wealth Innovations

SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

GlobeNewsWire • Feb 3, 2026

LPL Financial Dips Despite Q4 Earnings Beat, Revenues & Costs Rise Y/Y

LPLA slips despite Q4 earnings beat, as strong revenues and asset growth are overshadowed by a sharp rise in expenses.

Zacks Investment Research • Jan 30, 2026

LPL Financial Holdings Inc. (LPLA) Q4 2025 Earnings Call Transcript

LPL Financial Holdings Inc. (LPLA) Q4 2025 Earnings Call Transcript

Seeking Alpha • Jan 30, 2026

LPL Financial Announces Fourth Quarter and Full Year 2025 Results

Fourth Quarter 2025 Key Financial Results: Net inco me was $301 million , translating to diluted earnings per share ("EPS") of $3.74 , up 4% from a year ago Adjusted EPS* increased 23% year-over-year to $5.23 Gross profit* increased 26% year-over-year to $1,542 million Core G&A* increased 27% year-over-year to $536 million Adjusted pre-tax income* increased 36% year-over-year to $559 million Key Business Results: Total advisory and brokerage assets increased 36% year-over-year to $2.4 trillion Advisory assets increased 46% year-over-year to $1.4 trillion Advisory assets as a percentage of total assets increased to 58.8%, up from 55.0% a year ago Total organic net new assets were $23 billion , representing 4% annualized growth This included $0.8 billion of assets from First Horizon Bank ("First Horizon") that onboarded, and $0.9 billion of assets that off-boarded as part of the previously disclosed planned separation from misaligned large OSJs. Prior to these impacts, organic net new assets were $23 billion, translating to a 4% annualized growth rate Recruited assets ( 1 ) were $14 billion Total client cash balances were $61 billion , an increase of $5 billion sequentially and $6 billion year-over-year Client cash balances as a percentage of total assets were 2.6%, up from 2.4% in the prior quarter and down from 3.2% in the prior year Key Capital and Liquidity Measures: Corporate cash ( 2 ) was $470 million Leverage ratio (3) was 1.95x Dividends paid were $ 24 million Full Year 2025 Key Financial Results: Net income was $863 million , translating to diluted EPS of $10.92 , down 22% from a year ago Adjusted EPS* increased 22% year-over-year to $20.09 Gross profit* increased 24% year-over-year to $5.60 billion Core G&A* increased 22% year-over-year to $1.85 billion Adjusted pre-tax income* increased 30% year-over-year to $2.13 billion Key Business & Capital and Liquidity Results: Total organic net new assets were $147 billion, representing an 8% growth rate Recruited assets for the year were $104 billion (1) Dividends paid were $94 million Key Updates M&A: Commonwealth Financial Network ("Commonwealth"): On track to complete the conversion in the fourth quarter of 2026 Continue to expect asset retention of approximately 90% and run-rate EBITDA of approximately $425 million Liquidity & Succession: Deployed approximately $53 million of capital to close 7 deals in Q4 Core G&A: 2025 Core G&A* was $1,852 million , below the low end of our outlook range of $1,860-1,880 million Prior to the impacts of Prudential Advisors, Atria Wealth Solutions, Inc. ("Atria"), and Commonwealth, 2025 Core G&A* increased by 4% In 2026, we plan to continue investing to drive growth, while creating greater efficiencies as we scale our business Our 2026 Core G&A* outlook range prior to Commonwealth is $1,775-1,820 million, or 4.5-7% year-over-year growth Including expenses related to Commonwealth, our 2026 Core G&A* outlook range is $2,155-2,210 million Corporate Debt: Completed leverage-neutral refinancing of existing $1.0 billion Senior Unsecured Term Loan A Corporate Anniversary: Celebrated the 15th anniversary of LPL Financial's initial public offering SAN DIEGO, Jan. 29, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company") today announced results for its fourth quarter ended December 31, 2025, reporting net income of $301 million, or $3.74 per share.

GlobeNewsWire • Jan 29, 2026

Compared to Estimates, LPL Financial (LPLA) Q4 Earnings: A Look at Key Metrics

Although the revenue and EPS for LPL Financial (LPLA) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Jan 30, 2026

LPL Financial Holdings Inc. (LPLA) Q4 Earnings and Revenues Top Estimates

LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $5.23 per share, beating the Zacks Consensus Estimate of $4.82 per share. This compares to earnings of $4.25 per share a year ago.

Zacks Investment Research • Jan 30, 2026

LPL Welcomes Moto Wealth Partners to Linsco

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined Linsco by LPL Financial to launch Moto Wealth Partners. They reported serving approximately $2 billion for their prior firm in advisory, brokerage and retirement plan assets* and join LPL from Fifth Third Private Bank.

GlobeNewsWire • Jan 27, 2026

LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Advisors Achieve CFP® Certification

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as of December 31, 2025 — the most of any firm in the industry. This achievement reflects LPL's continued investment in the technology, services and infrastructure that define the modern advisor experience and elevate quality advice.

GlobeNewsWire • Jan 27, 2026

Unveiling LPL Financial (LPLA) Q4 Outlook: Wall Street Estimates for Key Metrics

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for LPL Financial (LPLA), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.

Zacks Investment Research • Jan 27, 2026

Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report?

LPL Financial (LPLA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Jan 22, 2026