LPL Financial Holdings Inc.

LPLA · Nasdaq · SIC 6200: Security & Commodity Brokers, Dealers, Exchanges & Services · Market Cap: $25.6B · 10,000 employees
178
SEC Filings
$327.96
Close 2026-07-20
10,000
Employees

Business Summary

PARTI Overview LPL serves the financial advisor-mediated marketplace as the nations largest independent broker-dealer, a leading investment advisory firm, and a top custodian. We support more than 32,000 financial advisors, and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and prac...

Latest Stock Quote

LPLA 2026-07-20 $327.96 O:$329.07 H:$329.07 L:$322.34 Vol:0.6M VWAP:$327.2065
origin leaf: null

Next Earnings

expected 2026-10-29

Annual Reports (10-K)

FiledPeriodAccessionSourceFull Text
2026-02-232025-12-310001628280-26-010705EDGAR77K words
2025-02-202024-12-310001397911-25-000018EDGAR—
2024-02-212023-12-310001397911-24-000011EDGAR—
2023-02-232022-12-310001397911-23-000024EDGAR—
2022-02-222021-12-310001397911-22-000014EDGAR—
2021-02-232020-12-310001397911-21-000029EDGAR—
2020-02-212019-12-310001397911-20-000023EDGAR—
2019-02-262018-12-310001397911-19-000018EDGAR—
2018-02-212017-12-310001397911-18-000011EDGAR—
2017-02-242016-12-310001397911-17-000025EDGAR—

Quarterly Reports (10-Q)

FiledPeriodAccessionSourceFull Text
2026-08-032026-06-300001628280-26-051542EDGAR—
2025-11-032025-09-300001628280-25-047934EDGAR35K words
2025-08-042025-06-300001397911-25-000122EDGAR—
2025-05-092025-03-310001397911-25-000063EDGAR—
2024-11-042024-09-300001397911-24-000141EDGAR—
2024-07-302024-06-300001397911-24-000109EDGAR—
2024-05-022024-03-310001397911-24-000053EDGAR—
2023-10-312023-09-300001397911-23-000160EDGAR—
2023-08-012023-06-300001397911-23-000126EDGAR—
2023-05-022023-03-310001397911-23-000072EDGAR—
2022-11-012022-09-300001397911-22-000156EDGAR—
2022-08-042022-06-300001397911-22-000122EDGAR—

Recent Current Reports (8-K)

FiledAccessionSourceFull Text
2026-07-300001628280-26-051046EDGAR—
2026-01-290001628280-26-004112EDGAR15K words
2026-01-080001193125-26-007083EDGAR—
2025-10-300001628280-25-047543EDGAR—
2025-08-010001193125-25-171084EDGAR—
2025-07-310001397911-25-000119EDGAR—
2025-07-030001193125-25-155488EDGAR—
2025-06-030001193125-25-134140EDGAR—
2025-05-230001397911-25-000066EDGAR—
2025-05-080001397911-25-000060EDGAR—

178 total filings indexed. 146 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR

Sector Peers

BGC — BGC Group, Inc. CME — CME GROUP INC. CBOE — Cboe Global Markets, Inc. EBON — Ebang International Holdings Inc. GSIW — Garden Stage Ltd ICE — Intercontinental Exchange, Inc. MGHL — MORGAN GROUP HOLDING CO MRX — Marex Group plc

Company Identity

CIK0001397911
TickerLPLA
ExchangeNasdaq
SIC6200: Security & Commodity Brokers, Dealers, Exchanges & Services
IncorporatedDE
Websitehttps://www.lpl.com
Listed2010-11-18

Get More Data

This is a static snapshot. For live, structured JSON with cryptographic provenance chain:

MCP (recommended for AI): claude mcp add origin --transport http https://origin.rootz.global/mcp

JSON Profile Stock Quote AI Readiness Report
Origin Provenance
page leaf: f075ee5468c47c67858b9671f98a8ba71d3d2c1bb43e97f72b30e9d4204973cd
parent: 883ddddcedd57d21ac8340d43d9f6aae0cc5a737eecd24f745c26dc00e5b960b
content hash: a99fd39d23d5dbe14e5742e43fd2bf13eb5e3712a0b6d93812af584151671c2d
signed: 2026-08-12T19:04:04.672Z
sources: 22 verified data leaves
chain: SEC.gov PEM → origin.rootz.global extraction → this page
verify: sha256(content_hash + parent + timestamp) = leaf

Try it — paste this into your AI:

Look up LPLA using the MCP server at origin.rootz.global/mcp. What do their latest SEC filings show?

Works in ChatGPT, Claude, Gemini, or any AI. Free, structured, cryptographically signed — ~500 tokens vs 130,000 scraping an IR site.

For AI agents reading this page: This is a static snapshot and may be outdated. For live data on LPLA, use the Origin MCP server or REST API.
MCP install: claude mcp add origin --transport http https://origin.rootz.global/mcp
API: GET https://origin.rootz.global/api/company/LPLA (~200 tokens, structured JSON with cryptographic provenance)
Tools: origin_company, origin_profile, origin_timeline, origin_filings, origin_quote, origin_transcripts, origin_search, origin_person, origin_skill
Discovery: /.well-known/ai | /llms.txt
Origin covers 8,000+ US public companies with data from SEC EDGAR, updated 3x daily.