---
schema_version: "secwatch.filing_event.v1"
accession: "0001397911-22-000117"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2022-08-02T23:59:59+00:00"
generated_at: "2026-06-24T05:48:06.738131+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LPL Financial Q2 net income $161M, EPS $1.97 (+35% YoY); adjusted EPS $2.24 (+21%)

## Summary
- Net income $161M, diluted EPS $1.97 (+35% YoY); adjusted EPS $2.24 (+21% YoY).
- Gross profit $711M (+18% YoY), EBITDA $311M (+28% YoY).
- Total advisory and brokerage assets $1.06T (-4% YoY); organic net new assets $37B (13% annualized growth).
- Advisor count 20,871 (+780 sequentially, +1,757 YoY); recruited assets $44B in Q2.
- Client cash balances $70B (+$8B sequentially); corporate cash $241M, leverage ratio 2.09x.

## SEC filing metadata
- accession: 0001397911-22-000117
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2022-08-02T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1397911/000139791122000117/0001397911-22-000117-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000139791122000117/lpla-20220802.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397911-22-000117
- JSON: https://secwatch.observer/filing/0001397911-22-000117.json
- Plain text: https://secwatch.observer/filing/0001397911-22-000117.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.