Skip to main navigation

Fee Schedules
Disclosures
Account Login

Log In
Fee Schedules
Disclosures
Join LPL
Back to Main Menu Join LPL Join LPL Join LPL Join LPL Join LPL Why Choose LPL
Why Choose LPL
Establishing Your Business
Establishing Your Business
Managing Your Business
Managing Your Business
Growing Your Business
Growing Your Business
Work With a Financial Professional
Back to Main Menu Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Objective Advice
Objective Advice
- LPL Financial Regulatory Oversight
- Financial Tools & Resources
Before You Invest
Before You Invest
- LPL Financial Professionals
- Financial Objectives and Risk
After You Invest
After You Invest
Find a Financial Professional
Find a Financial Professional
About LPL
Back to Main Menu About Us What We Do
What We Do
- Mission & Values
- Our History
Social Responsibility
Social Responsibility
Careers at LPL
Careers at LPL
Our Financial Strength
Our Financial Strength
- Corporate Snapshot
- From the CEO
Media
Back to Main Menu Media Media Media Media Marketing Blog
Marketing Blog
Press Releases
Press Releases
Press Room
Press Room
Newsroom
Back to Main Menu Newsroom Newsroom Newsroom Newsroom Managing Your Business
Managing Your Business
Managing Your Clients
Managing Your Clients
Managing Wealth
Managing Wealth
LPL Research
LPL Research

Menu

Investor Relations

Investor Relations Home
Financials & Filings
Events & Presentations
New Advisor and Institution Partnerships
Stock & Debt Information
Corporate Governance

ClientWorks for Advisors

ClientWorks for Advisors

Access everything needed to power your practice--from day-to-day operations, to client communications and portfolio management—all from one integrated workstation.

Account View for Investors

View your account balances, activity, and financial documents—safely, securely, and 24/7—from one platform designed with the investor in mind.

Monthly Metrics

Financials & Filings

Quarterly Results
Monthly Metrics
SEC Filings
Corporate Reports
All

Show all

2022

LPL Financial April 2022 Monthly Metrics 277.8 KB

LPL Financial April 2022 Monthly Metrics Dashboard 139.1 KB

LPL Financial April 2022 Monthly Metrics Historical File 143.6 KB

LPL Financial February 2022 Monthly Metrics 154 KB

LPL Financial February 2022 Monthly Metrics Dashboard 66.1 KB

LPL Financial February 2022 Monthly Metrics Historical File 143.6 KB

LPL Financial January 2022 Monthly Metrics 208.1 KB

LPL Financial January 2022 Monthly Metrics Dashboard 99.4 KB

LPL Financial January 2022 Monthly Metrics Historical File 129.6 KB

2021

LPL Financial November 2021 Monthly Metrics 167.4 KB

LPL Financial November 2021 Monthly Metrics Dashboard 70.5 KB

LPL Financial November 2021 Monthly Metrics Historical File 287.8 KB

LPL Financial October 2021 Monthly Metrics 202.3 KB

LPL Financial October 2021 Monthly Metrics Dashboard 99.7 KB

LPL Financial October 2021 Monthly Metrics Historical File 135.5 KB

LPL Financial August 2021 Monthly Metrics 213.1 KB

LPL Financial August 2021 Monthly Metrics Dashboard 102.2 KB

LPL Financial August 2021 Monthly Metrics Historical File 137.5 KB

LPL Financial July 2021 Monthly Metrics 219.9 KB

LPL Financial July 2021 Monthly Metrics Dashboard 104.7 KB

LPL Financial July 2021 Monthly Metrics Historical File 137.5 KB

LPL Financial May 2021 Monthly Metrics 514.8 KB

LPL Financial May 2021 Monthly Metrics Dashboard 149.7 KB

LPL Financial May 2021 Monthly Metrics Historical File 127.9 KB

LPL Financial April 2021 Monthly Metrics 162.6 KB

LPL Financial April 2021 Monthly Metrics Dashboard 55.3 KB

LPL Financial April 2021 Monthly Metrics Historical File 186.5 KB

LPL Financial February 2021 Monthly Metrics 208 KB

LPL Financial February 2021 Monthly Metrics Dashboard 124.3 KB

LPL Financial February 2021 Monthly Metrics Historical File 139.4 KB

LPL Financial January 2021 Monthly Metrics 210.4 KB

LPL Financial January 2021 Monthly Metrics Dashboard 122.5 KB

LPL Financial January 2021 Monthly Metrics Historical File 139.1 KB

2020

LPL Financial November 2020 Monthly Metrics 300.7 KB

LPL Financial November 2020 Monthly Metrics Dashboard 124 KB

LPL Financial November 2020 Monthly Metrics Historical File 124.6 KB

LPL Financial October 2020 Monthly Metrics 239.9 KB

LPL Financial October 2020 Monthly Metrics Dashboard 376.3 KB

LPL Financial October 2020 Monthly Metrics Historical File 146 KB

LPL Financial August 2020 Monthly Metrics 244.1 KB

LPL Financial August 2020 Monthly Metrics Dashboard 395.2 KB

LPL Financial August 2020 Monthly Metrics Historical File 146 KB

LPL Financial July 2020 Monthly Metrics 164.7 KB

LPL Financial July 2020 Monthly Metrics Historical File 131.3 KB

LPL Financial July 2020 Monthly Metrics Dashboard 373 KB

LPL Financial May 2020 Monthly Metrics 164.7 KB

LPL Financial May 2020 Monthly Metrics Historical File 146.2 KB

LPL Financial May 2020 Monthly Metrics Dashboard 373.3 KB

LPL Financial April 2020 Monthly Metrics 160.8 KB

LPL Financial April 2020 Monthly Metrics Historical File 146 KB

LPL Financial April 2020 Monthly Metrics Dashboard 373.5 KB

LPL Financial February 2020 Monthly Metrics 154 KB

LPL Financial February 2020 Monthly Metrics Historical File 138.5 KB

LPL Financial February 2020 Monthly Metrics Dashboard 372.9 KB

LPL Financial January 2020 Monthly Metrics 154.1 KB

LPL Financial January Monthly Metrics Historical File 140.2 KB

LPL Financial January 2020 Monthly Metrics Dashboard 372.6 KB

2019

LPL Financial November 2019 Monthly Metrics 166.1 KB

LPL Financial November Monthly Metrics Historical File 139.8 KB

LPL Financial November 2019 Monthly Metrics Dashboard 387.1 KB

LPL Financial October 2019 Monthly Metrics 154.8 KB

LPL Financial October Monthly Metrics Historical File 140 KB

LPL Financial October 2019 Monthly Metrics Dashboard 388.2 KB

LPL Financial August 2019 Monthly Metrics 173.8 KB

LPL Financial August Monthly Metrics Historical File 139.8 KB

LPL Financial August 2019 Monthly Metrics Dashboard 390.9 KB

LPL Financial July 2019 Monthly Metrics 155.9 KB

LPL Financial July Monthly Metrics Historical File 137.5 KB

LPL Financial July 2019 Monthly Metrics Dashboard 396.2 KB

LPL Financial May 2019 Monthly Metrics 155.4 KB

LPL Financial Historical Monthly Activity through May 2019 144.4 KB

LPL Financial Historical Monthly Activity through February 2019 140.3 KB

LPL Financial February 2019 Monthly Metrics 147 KB

LPL Financial January 2019 Monthly Metrics 41.5 KB

LPL Financial Historical Monthly Activity through January 2019 137.3 KB

2018

LPL Financial November 2018 Monthly Metrics 149 KB

LPL Financial Historical Monthly Activity through November 2018 81.1 KB

LPL Financial October 2018 Monthly Metrics 151.1 KB

LPL Financial Historical Monthly Activity through October 2018 144.2 KB

LPL Financial August 2018 Monthly Metrics 103.6 KB

LPL Financial Historical Monthly Activity through August 2018 96.5 KB

LPL Financial July 2018 Monthly Metrics 150.8 KB

LPL Financial Historical Monthly Activity through July 2018 146.3 KB

LPL Financial May 2018 Monthly Metrics 062118 111.8 KB

LPL Financial Historical Monthly Activity through May 2018 142.3 KB

LPL Financial April 2018 Monthly Metrics 158.3 KB

LPL Financial Historical Monthly Activity through April 2018 146.5 KB

LPL Financial February 2018 Monthly Metrics 237 KB

LPL Financial Historical Monthly Activity through February 2018 142.4 KB

LPL Financial January 2018 Monthly Metrics 151.4 KB

LPL Financial Historical Monthly Activity through January 2018 142.6 KB

2017

LPL Financial November 2017 Monthly Metrics 98.5 KB

LPL Financial Historical Monthly Activity through November 2017 84 KB

LPL Financial October 2017 Monthly Metrics 94.2 KB

LPL Financial Historical Monthly Activity through October 2017 84.1 KB

LPL Financial August 2017 Monthly Metrics 92.4 KB

LPL Financial Historical Monthly Activity through August 2017 86.6 KB

LPL Financial July 2017 Monthly Metrics 20.7 KB

LPL Financial Historical Monthly Activity through July 2017 87.5 KB

LPL Financial May 2017 Monthly Metrics 93.3 KB

LPL Financial Historical Monthly Activity through May 2017 13.7 KB

LPL Financial April 2017 Monthly Metrics 20.8 KB

LPL Financial Historical Monthly Activity through April 2017 13.8 KB

LPL Financial February 2017 Monthly Metrics 89.1 KB

LPL Financial Historical Monthly Activity through February 2017 11.3 KB

LPL Financial January 2017 Monthly Metrics 89 KB

LPL Financial Historical Monthly Activity through January 2017 80.4 KB

2016

LPL Financial Financial November 2016 Monthly Metrics 92.9 KB

LPL Financial Historical Monthly Activity through November 2016 11.2 KB

LPL Financial October 2016 Monthly Metrics 92.8 KB

LPL Financial Historical Monthly Activity through October 2016 11.2 KB

LPL Financial August 2016 Monthly Metrics 91.7 KB

LPL Financial Historical Monthly Activity through August 2016 11.1 KB

LPL Financial May 2016 Monthly Metrics 90.6 KB

LPL Financial Historical Monthly Activity through May 2016 19.1 KB

Join LPL
Work With a Financial Professional
About Us
Media
Newsroom
Investor Relations
Careers at LPL
Terms of Service

Contact Us
Sitemap
Fee Schedules
SEC Share Class Initiative and Settlement
Privacy/Security
Disclosures
Exercise CCPA Rights

Austin LPL Financial
13620 N FM 620 Building C, Suite 200
Austin, TX 78717

Boston LPL Financial
75 State Street, 22^nd Floor
Boston, MA 02109

Fort Mill LPL Financial
1055 LPL Way
Fort Mill, SC 28217

San Diego LPL Financial
4707 Executive Drive
San Diego, CA 92121-3091

© 2022 LPL Financial Holdings
Member FINRA/SIPC

Contact LPL: (800) 877-7210
CA Insurance Lic. #0518721