LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence

LPL Financial has been recognized with two Stevie® Awards honoring the firm's leadership in applying AI to transform the advisor and investor experience.

GlobeNewsWire • May 14, 2026

LPL Financial Welcomes Fifteen:22 Financial Partners

SAN DIEGO, May 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Fifteen:22 Financial Partners have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and joins LPL from Nations Financial Group.

GlobeNewsWire • May 14, 2026

UPDATE – LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence Concepts

LPL Financial has been recognized with two Stevie® Awards honoring the firm's leadership in applying AI to transform the advisor and investor experience.

GlobeNewsWire • May 15, 2026

LPL Welcomes Paxara Wealth Partners to Linsco

SAN DIEGO, May 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Conley Thornhill, CFP®, CIMA®, Doug Rathbun and Nikki Rathbun have joined Linsco by LPL Financial to launch Paxara Wealth Partners. The team reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.

GlobeNewsWire • May 7, 2026

Diamond Hill Small-Mid Cap Strategy Q1 2026 Portfolio Activity

We do not believe Humana's current share price reflects the company's earnings power, and as industry conditions normalize, we believe it can return to target margins over the long term. We initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given our constructive long-term outlook for US natural gas. We exited our position in First Advantage, a leader in the background check space, to pursue other opportunities with less macro exposure and AI-disruption concerns.

Seeking Alpha • May 7, 2026

LPL Financial Welcomes Capital Investment Services

SAN DIEGO, May 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Bobby Lumpkin, Cindy Little and Allina Bell of Capital Investment Services have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The firm reports approximately $775 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.

GlobeNewsWire • May 5, 2026

LPL Financial Holdings Inc. (LPLA) Q1 2026 Earnings Call Transcript

LPL Financial Holdings Inc. (LPLA) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 1, 2026

LPLA Q1 Earnings Beat Estimates as Revenues and Advisory Assets Jump

LPL Financial beats Q1 earnings estimates as revenues jump 35% and advisory assets surge. Rising expenses and softer recruited assets temper the quarter.

Zacks Investment Research • May 1, 2026

LPL Financial Announces First Quarter 2026 Results

Key Financial Results Net income was $356 million , translating to diluted earnings per share ("EPS") of $4.43 , up 4% from a year ago Adjusted EPS* increased 9% year-over-year to $5.60 Gross profit* increased 25% year-over-year to $1,593 million Core G&A* increased 29% year-over-year to $532 million Adjusted pre-tax income* increased 20% year-over-year to $613 million Key Business Results Total client assets increased 30% year-over-year to $2.3 trillion Advisory assets increased 42% year-over-year to $1.4 trillion Advisory assets as a percentage of total client assets increased to 59.5%, up from 54.5% a year ago Total organic net new assets were $21 billion , representing 4% annualized growth Recruited assets ( 1 ) were $ 17 billion, down 55% from a year ago Recruited assets over the trailing twelve months were $83 billion Total client cash balances were $59 billion , a decrease of $2 billion sequentially and an increase of $6 billion year-over-year Client cash balances as a percentage of total client assets were 2.5%, down from 2.6% in the prior quarter and 3.0% in the prior year Key Capital and Liquidity Measures Corporate cash ( 2 ) was $567 million Leverage ratio ( 3 ) was 1.86x Dividends paid were $24 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% Estimated run-rate EBITDA has decreased from $425 million to $410 million Mariner Advisor Network : In April, announced an agreement to lead the acquisition of Mariner Advisor Network, an LPL branch office supporting 367† advisors who collectively manage $31 billion† of client assets As part of this transaction, approximately 223 advisors will remain directly affiliated with LPL, and approximately 144 hybrid advisors will transition to Private Advisor Group's hybrid RIA model Liquidity & Succession: Deployed approximately $62 million of capital to close six deals in Q1 Core G&A: Given our performance to date, we are lowering the upper end of our 2026 Core G&A* outlook range by $20 million to a range of $2,155-2,190 million, including expenses related to Commonwealth Capital Management: Share Repurchases: In April, resumed our share repurchase program, with an estimated $125 million of repurchases planned during the second quarter *See the Non-GAAP Financial Measures section and the endnotes to this release for further details about these non-GAAP financial measures SAN DIEGO, April 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company") today announced results for its first quarter ended March 31, 2026, reporting net income of $356 million, or $4.43 per share. This compares with net income of $319 million, or $4.24 per share, in the first quarter of 2025 and net income of $301 million, or $3.74 per share, in the prior quarter.

GlobeNewsWire • Apr 30, 2026

Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q1 Earnings

While the top- and bottom-line numbers for LPL Financial (LPLA) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • May 1, 2026