LPL Financial (LPLA) Revenue & Revenue Breakdown

Overview ForecastOwnership Financials Chart Transcripts

LPL Financial Revenue Highlights

Latest Revenue (Y)

$10.05B

Latest Revenue (Q)

$3.11B

Main Segment (Y)

Asset-based Revenue

Main Geography (Y)

Asset-based Revenue

LPL Financial Revenue by Period

LPL Financial Revenue by Year

Date	Revenue	Change
2023-12-31	$10.05B	228.13%
2022-12-31	$3.06B	30.35%
2021-12-31	$2.35B	17.66%
2020-12-31	$2.00B	-2.19%
2019-12-31	$2.04B	12.05%
2018-12-31	$1.82B	25.89%
2017-12-31	$1.45B	11.56%
2016-12-31	$1.30B	-69.22%
2015-12-31	$4.22B	-2.46%
2014-12-31	$4.32B	5.69%
2013-12-31	$4.09B	13.40%
2012-12-31	$3.61B	5.74%
2011-12-31	$3.41B	12.82%
2010-12-31	$3.02B	14.14%
2009-12-31	$2.65B	-11.74%
2008-12-31	$3.00B	15.69%
2007-12-31	$2.59B	60.65%
2006-12-31	$1.61B	14.92%
2005-12-31	$1.40B	-

LPL Financial generated $10.05B in revenue during NA 2023, up 228.13% compared to the previous quarter, and up 551.55% compared to the same period a year ago.

LPL Financial Revenue by Quarter

Date	Revenue	Change
2024-09-30	$3.11B	6.02%
2024-06-30	$2.93B	3.50%
2024-03-31	$2.83B	7.14%
2023-12-31	$2.64B	4.81%
2023-09-30	$2.52B	166.62%
2023-06-30	$946.05M	-3.65%
2023-03-31	$981.89M	5.00%
2022-12-31	$935.11M	16.24%
2022-09-30	$804.49M	17.90%
2022-06-30	$682.35M	6.33%
2022-03-31	$641.75M	4.26%
2021-12-31	$615.54M	1.90%
2021-09-30	$604.04M	4.79%
2021-06-30	$576.43M	3.99%
2021-03-31	$554.29M	8.94%
2020-12-31	$508.80M	5.89%
2020-09-30	$480.52M	4.02%
2020-06-30	$461.96M	-15.43%
2020-03-31	$546.26M	7.80%
2019-12-31	$506.75M	-0.75%
2019-09-30	$510.57M	1.75%
2019-06-30	$501.78M	-4.08%
2019-03-31	$523.12M	9.90%
2018-12-31	$475.98M	3.14%
2018-09-30	$461.50M	2.37%
2018-06-30	$450.81M	3.79%
2018-03-31	$434.36M	16.03%
2017-12-31	$374.34M	3.89%
2017-09-30	$360.33M	-0.54%
2017-06-30	$362.31M	3.27%
2017-03-31	$350.83M	9.00%
2016-12-31	$321.85M	-0.36%
2016-09-30	$323.02M	0.60%
2016-06-30	$321.09M	-67.28%
2016-03-31	$981.41M	222.92%
2015-12-31	$303.92M	-6.85%
2015-09-30	$326.26M	-0.26%
2015-06-30	$327.11M	-4.16%
2015-03-31	$341.30M	-1.90%
2014-12-31	$347.90M	12.31%
2014-09-30	$309.77M	0.81%
2014-06-30	$307.27M	-0.71%
2014-03-31	$309.46M	3.52%
2013-12-31	$298.93M	1.19%
2013-09-30	$295.42M	3.49%
2013-06-30	$285.45M	-0.01%
2013-03-31	$285.49M	10.17%
2012-12-31	$259.13M	0.70%
2012-09-30	$257.32M	-71.23%
2012-06-30	$894.40M	0.98%
2012-03-31	$885.74M	8.97%
2011-12-31	$812.82M	-6.17%
2011-09-30	$866.25M	-1.09%
2011-06-30	$875.84M	2.35%
2011-03-31	$855.70M	6.82%
2010-12-31	$801.08M	8.19%
2010-09-30	$740.45M	-2.89%
2010-06-30	$762.48M	6.04%
2010-03-31	$719.07M	1.20%
2009-12-31	$710.56M	4.85%
2009-09-30	$677.70M	5.35%
2009-06-30	$643.28M	4.25%
2009-03-31	$617.04M	-8.52%
2008-12-31	$674.51M	-12.64%
2008-09-30	$772.14M	-1.79%
2008-06-30	$786.18M	2.37%
2008-03-31	$767.97M	2.27%
2007-12-31	$750.94M	-

LPL Financial generated $3.11B in revenue during Q3 2024, up 6.02% compared to the previous quarter, and up 328.57% compared to the same period a year ago.

LPL Financial Revenue Breakdown

LPL Financial Revenue Breakdown by Product

Annual Revenue by Product

Product/Service	Dec 18
Recordkeeping Revenues	$247.37M
Sponsorship Programs	$224.73M
Asset-based Revenue	$972.51M
Money Market Cash Sweep Revenue	$500.42M

LPL Financial's latest annual revenue breakdown by segment (product or service), as of Dec 18: Asset-based Revenue (50.00%), Money Market Cash Sweep Revenue (25.73%), Recordkeeping Revenues (12.72%), and Sponsorship Programs (11.55%).

Quarterly Revenue by Product

Product/Service	Dec 18	Sep 18	Jun 18	Mar 18
Asset-based Revenue	$265.68M	$248.90M	$238.60M	$219.34M
Sponsorship Programs	$56.65M	$58.06M	$55.28M	$54.73M
Recordkeeping Revenues	$61.26M	$63.66M	$61.94M	$60.52M
Money Market Cash Sweep Revenue	$484.84M	$5.76M	$5.06M	$4.75M
Cash-sweep Revenue	-	$127.17M	$121.39M	$104.08M

LPL Financial's latest quarterly revenue breakdown by segment (product or service), as of Dec 18: Money Market Cash Sweep Revenue (55.83%), Asset-based Revenue (30.59%), Recordkeeping Revenues (7.05%), and Sponsorship Programs (6.52%).

LPL Financial Revenue Breakdown by Country

Annual Revenue by Country

Country	Dec 18
Asset-based Revenue	$972.51M
Sponsorship Programs	$224.73M
Recordkeeping Revenues	$247.37M
Money Market Cash Sweep Revenue	$500.42M

LPL Financial's latest annual revenue breakdown by geography, as of Dec 18: Asset-based Revenue (50.00%), Money Market Cash Sweep Revenue (25.73%), Recordkeeping Revenues (12.72%), and Sponsorship Programs (11.55%).

Quarterly Revenue by Country

Country	Dec 18	Sep 18	Jun 18	Mar 18
Money Market Cash Sweep Revenue	$484.84M	$5.76M	$5.06M	$4.75M
Asset-based Revenue	$265.68M	$248.90M	$238.60M	$219.34M
Sponsorship Programs	$56.65M	$58.06M	$55.28M	$54.73M
Recordkeeping Revenues	$61.26M	$63.66M	$61.94M	$60.52M
Cash-sweep Revenue	-	$127.17M	$121.39M	$104.08M

LPL Financial's latest quarterly revenue breakdown by geography, as of Dec 18: Money Market Cash Sweep Revenue (55.83%), Asset-based Revenue (30.59%), Recordkeeping Revenues (7.05%), and Sponsorship Programs (6.52%).

LPL Financial Peer Comparison by Revenue

Ticker	Company	Last Year Revenue	Last Quarter Revenue
RJF	Raymond James Financial	$14.92B	$3.76B
LPLA	LPL Financial	$10.05B	$3.11B
SF	Stifel Financial	$5.16B	$1.48B
LAZ	Lazard	$2.59B	$807.41M
EVR	Evercore	$2.44B	$738.42M
HLI	Houlihan Lokey	$1.91B	$574.96M
PIPR	Piper Sandler Companies	$1.36B	$360.93M
TW	Tradeweb Markets	$1.34B	$448.92M
PJT	PJT Partners	$1.15B	$326.32M
MC	Moelis & Company	$854.75M	$273.75M
MKTX	MarketAxess	$752.55M	$206.72M
PWP	Perella Weinberg Partners	$648.65M	$272.00M

LPLA Revenue FAQ

What is LPL Financial’s yearly revenue?

LPL Financial's yearly revenue for 2023 was $10.05B, representing an increase of 228.13% compared to 2022. The company's yearly revenue for 2022 was $3.06B, representing an increase of 30.35% compared to 2021. LPLA's yearly revenue for 2021 was $2.35B, representing an increase of 17.66% compared to 2020.

What is LPL Financial’s quarterly revenue?

LPL Financial's quarterly revenue for Q3 2024 was $3.11B, a 6.02% increase from the previous quarter (Q2 2024), and a 23.23% increase year-over-year (Q3 2023). The company's quarterly revenue for Q2 2024 was $2.93B, a 3.50% increase from the previous quarter (Q1 2024), and a 209.90% increase year-over-year (Q2 2023). LPLA's quarterly revenue for Q1 2024 was $2.83B, a 7.14% increase from the previous quarter (Q4 2023), and a 188.48% increase year-over-year (Q1 2023).

What is LPL Financial’s revenue growth rate?

LPL Financial's revenue growth rate for the last 3 years (2021-2023) was 327.73%, and for the last 5 years (2019-2023) was 392.25%.

What are LPL Financial’s revenue streams?

LPL Financial's revenue streams in c 18 are Recordkeeping Revenues, Sponsorship Programs, Asset-based Revenue, and Money Market Cash Sweep Revenue. Recordkeeping Revenues generated $247.37M in revenue, accounting 12.72% of the company's total revenue Sponsorship Programs generated $224.73M in revenue, accounting 11.55% of the company's total revenue Asset-based Revenue generated $972.52M in revenue, accounting 50.00% of the company's total revenue Money Market Cash Sweep Revenue generated $500.42M in revenue, accounting 25.73% of the company's total revenue

What is LPL Financial’s main source of revenue?

For the fiscal year ending Dec 18, the largest source of revenue of LPL Financial was Asset-based Revenue. This segment made a revenue of $972.52M, representing 50.00% of the company's total revenue.