LPL Financial Welcomes Anchor Financial Partners

SAN DIEGO, Oct. 29, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that the financial advisors of Anchor Financial Partners have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $525 million in advisory, brokerage and retirement plan assets* and joins LPL from Northwestern Mutual.

GlobeNewsWire • 13 hours ago

What LPL Financial (LPLA) Said on Its Q3 Earnings Call

LPL Financial NASDAQ: LPLA reported record third-quarter adjusted earnings per share of $5.97, up 15% from a year earlier, as the wealth-management firm cited improved organic growth, expense discipline and continued preparation for the mid-November conversion of Commonwealth Financial Network advisors.

MarketBeat • Oct 28, 2026

LPL Financial Holdings Inc. (LPLA) Q3 2026 Earnings Call Transcript

LPL Financial Holdings Inc. (LPLA) Q3 2026 Earnings Call Transcript

Seeking Alpha • Oct 28, 2026

LPL Financial Announces Third Quarter 2026 Results

Key Financial Results Net income was $357 million , translating to diluted earnings per share ("EPS") of $4.52 Adjusted EPS* increased 15% year-over-year to $5.97 Gross profit* increased 12% year-over-year to $1,662 million Core G&A* increased 11% year-over-year to $532 million Adjusted pre-tax income* increased 13% year-over-year to $641 million Key Business Results Total client assets increased 11% year-over-year to $2.6 trillion Advisory assets increased 16% year-over-year to $1.6 trillion Advisory assets as a percentage of total client assets increased to 60.9%, up from 58.2% a year ago Total organic net new assets were $29 billion , representing 5% annualized growth Recruited assets ( 1 ) were $24 billion, down 26% from a year ago Recruited assets over the trailing twelve months were $81 billion Total client cash balances were $57 billion , consistent with prior quarter and an increase of $1 billion year-over-year Client cash balances as a percentage of total client assets were 2.2%, consistent with prior quarter and down from 2.4% in the prior year Key Capital and Liquidity Measures Corporate cash ( 2 ) was $563 million Leverage ratio ( 3 ) was 1.93x Share repurchases were $ 301 million and 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 Asset retention is now expected to be approximately 83% Estimated run-rate EBITDA is now expected to be $415 million Liquidity & Succession: Deployed approximately $20 million of capital to close three deals in Q3 Core G&A: Given our performance to date, we are narrowing our 2026 Core G&A* outlook range to $2,140-2,160 million, including expenses related to Commonwealth Capital Management: Dividend: The Company's Board of Directors declared a $0.30 per share dividend to be paid on November 30, 2026 to all stockholders of record as of November 12, 2026 *See the Non-GAAP Financial Measures section and the endnotes to this release for further details about these non-GAAP financial measures SAN DIEGO, Oct. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company") today announced results for its third quarter ended September 30, 2026, reporting net income of $357 million, or $4.52 per share. This compares with a net loss of $30 million, or $0.37 per share, in the third quarter of 2025 and net income of $379 million, or $4.74 per share, in the prior quarter.

GlobeNewsWire • Oct 27, 2026

LPL Financial Holdings Inc. (LPLA) Beats Q3 Earnings Estimates

LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $5.97 per share, beating the Zacks Consensus Estimate of $5.69 per share. This compares to earnings of $5.2 per share a year ago.

Zacks Investment Research • Oct 27, 2026

Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q3 Earnings

The headline numbers for LPL Financial (LPLA) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Oct 28, 2026

LPL Financial Welcomes Advisor Matt Griggs

SAN DIEGO, Oct. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Matt Griggs, AAMS®, CRPC™, of Griggs Investment Group has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Griggs reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

GlobeNewsWire • Oct 27, 2026

Kinetic Wealth Joins LPL's Independent Advisor Network

SAN DIEGO, Oct. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Kacy Walker, MSFS, AIF®, CPFA®, has launched Kinetic Wealth through affiliation with LPL Financial's supported independence model, LPL Independent Advisor Network. Walker joins LPL from Cetera and reported serving approximately $300 million* across retirement plans and individual wealth management relationships, including retirees and business owners.

GlobeNewsWire • Oct 22, 2026

LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: Should You Buy?

LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 20, 2026

LPL Financial Welcomes Prince Financial Services

SAN DIEGO, Oct. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial professionals of Prince Financial Services have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The Seattle-based firm reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Northwestern Mutual.

GlobeNewsWire • Oct 14, 2026