Morningstar
•
Oct 28, 2026
LPL Financial Holdings Inc.: LPL Financial: Commonwealth Attrition, Cash Woes Tarnish Our View of Otherwise Solid Quarter
Symbols
LPLASector(s)
Financial Services
Rating
Current Price
283.74
Fair Value
Economic Moat
Stewardship
Summary
LPL Financial is the largest US independent broker/dealer, with more than 32,000 financial advisors, roughly 11 million customer accounts, and roughly $2.4 trillion in client assets under management or advisory affiliated with its platform at the end of 2025. The firm earns the
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