LPL Financial Holdings's Total Assets for the quarter that ended in Mar. 2026 was R$98,501 Mil.
During the past 12 months, LPL Financial Holdings's average Total Assets Growth Rate was 40.60% per year.
During the past 3 years, the average Total Assets Growth Rate was 26.40% per year.
During the past 5 years, the average Total Assets Growth Rate was 22.60% per year.
During the past 10 years, the average Total Assets Growth Rate was 15.50% per year.
During the past 13 years, LPL Financial Holdings's highest 3-Year average Total Assets Growth Rate was 26.40%. The lowest was -0.80%. And the median was 7.80%.
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) data.
In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.
Total Assets is linked to total revenue through Asset Turnover.
LPL Financial Holdings's Asset Turnover for the quarter that ended in Mar. 2026 is
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.
LPL Financial Holdings Total Assets Related Terms
LPL Financial Holdings Total Assets Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.
LPL Financial Holdings's Total Assets for the fiscal year that ended in Dec. 2025 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
LPL Financial Holdings (BSP:L2PL34) has a Total Assets of R$98,501 Mil as of Mar. 2026. The total amount of assets as recorded on a company's balance sheet. View historical data on LPL Financial Holdings and its competitors.
Is LPL Financial Holdings' Total Assets too high?
LPL Financial Holdings' current Total Assets is R$98,501 Mil. Overall, LPL Financial Holdings has a GF Score™ of 72/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' Total Assets compare to TW and IREN?
LPL Financial Holdings' Total Assets of R$98,501 Mil can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Assets for a Capital Markets company?
A good Total Assets depends on the Capital Markets industry context. However, Total Assets should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Assets mean?
A high Total Assets can signal that a stock is expensive relative to its fundamentals. The total amount of assets as recorded on a company's balance sheet. View historical data on LPL Financial Holdings and its competitors. LPL Financial Holdings's current Total Assets is R$98,501 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is LPL Financial Holdings stock overvalued right now?
Based on GuruFocus' analysis, LPL Financial Holdings (BSP:L2PL34) is currently considered Significantly Undervalued. The stock's GF Value™ is R$133.85, compared to a current price of R$81.81 — trading 38.9% below its estimated fair value. The current Total Assets is R$98,501 Mil. LPL Financial Holdings' overall GF Score™ is 72/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Assets calculated?
Total Assets is calculated from a company's financial statements. For LPL Financial Holdings (BSP:L2PL34), the current Total Assets is R$98,501 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is LPL Financial Holdings (BSP:L2PL34) Overvalued in 2026?
Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued.
The current stock price of R$81.81 is trading 38.9% below its estimated GF Value™ of R$133.85.
GuruFocus considers LPL Financial Holdings to be Significantly Undervalued.
Key valuation signals for BSP:L2PL34:
Total Assets: R$98,501 Mil
GF Value™: R$133.85 vs. price of R$81.81 (38.9% below fair value)
No single metric tells the full story. See the BSP:L2PL34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. 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 $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in providing 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.
72GF Score
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