LPLA Stock Summary and Trading Ideas (LPL Finl Hldgs | NASDAQ:LPLA)

LPL Financial is the largest US independent broker-dealer, with nearly 29,000 financial advisors affiliated with its platform and roughly 10 million associated customer accounts at the end of 2024. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $1.7 trillion in assets under management or advisory on its platform at year-end 2024. LPL specializes in the provision of turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.

LPL Finl Hldgs trades on the NASDAQ stock market under the symbol LPLA.

As of December 19, 2025, LPLA stock price climbed to $362.46 with 1,664,052 million shares trading.

LPLA has a beta of 1.29, meaning it tends to be more sensitive to market movements. LPLA has a correlation of 0.38 to the broad based SPY ETF.

LPLA has a market cap of $28.99 billion. This is considered a Large Cap stock.

Last quarter LPL Finl Hldgs reported $5 billion in Revenue and $5.20 earnings per share. This beat revenue expectation by $230 million and exceeded earnings estimates by $.72.

In the last 3 years, LPLA traded as high as $403.58 and as low as $179.00.

The top ETF exchange traded funds that LPLA belongs to (by Net Assets): VTI, VO, VUG, VXF, VOT.

LPLA has underperformed the market in the last year with a price return of +12.9% while the SPY ETF gained +17.3%. However, in the short term, LPLA had mixed performance relative to the market. It has outperformed in the last 3 months, returning +6.9% vs +3.3% return in SPY. But in the last 2 weeks, LPLA shares have been beat by the market, returning -1.8% compared to an SPY return of -0.6%.

LPLA support price is $345.36 and resistance is $360.12 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that LPLA shares will trade within this expected range on the day.