---
schema_version: "secwatch.filing_event.v1"
accession: "0001397911-22-000152"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2022-10-27T23:59:59+00:00"
generated_at: "2026-06-22T23:53:10.661007+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LPL Financial Q3 net income $232M, diluted EPS $2.86 (+127% YoY); adjusted EPS $3.13

## Summary
- Gross profit up 33% YoY to $838M; EBITDA up 84% to $414M.
- Total advisory and brokerage assets $1.04 trillion, down 8% YoY; organic net new assets $20B (7% annualized).
- Advisor count of 21,044, up 173 sequentially and 1,417 YoY.
- Share repurchases $75M (366K shares at avg $205); dividends paid $20M in Q3.
- Corporate cash $424M; leverage ratio 1.72x.

## SEC filing metadata
- accession: 0001397911-22-000152
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2022-10-27T23:59:59+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/1397911/000139791122000152/0001397911-22-000152-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000139791122000152/lpla-20221027.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397911-22-000152
- JSON: https://secwatch.observer/filing/0001397911-22-000152.json
- Plain text: https://secwatch.observer/filing/0001397911-22-000152.txt

## Key facts
- Earnings Releases
  LPL Financial Holdings Inc. reported three months ended September 30, 2022 results: net income $232 million, EPS $2.86.
  - Period: three months ended September 30, 2022
  - Net income: $232 million
  - EPS: $2.86
  - Result: reported results
  source text: On October 27, 2022, LPL Financial Holdings Inc. (collectively with its subsidiaries, the “Company”) issued a press release announcing its financial results for the three months ended September 30, 2022.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1397911/000139791122000152/0001397911-22-000152-index.htm

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