---
schema_version: "secwatch.filing_event.v1"
accession: "0001397911-23-000122"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2023-07-27T23:59:59+00:00"
generated_at: "2026-06-13T00:08:48.453912+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# LPL Financial Q2 net income $286M, EPS $3.65 up 85% YoY; assets $1.24T up 16%

## Summary
- Net income $286M, diluted EPS $3.65 (+85% YoY); adjusted EPS $3.94 (+76% YoY).
- Gross profit $990M (+39% YoY); EBITDA $519M (+67% YoY).
- Total advisory and brokerage assets $1.24T (+16% YoY); advisory assets $662B (+18%).
- Organic net new assets $22B (7.4% annualized); advisor count 21,942 (+421 sequentially).
- Share repurchases $350M; corporate cash $325M; leverage 1.25x.

## SEC filing metadata
- accession: 0001397911-23-000122
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2023-07-27T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1397911/000139791123000122/0001397911-23-000122-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000139791123000122/lpla-20230727.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397911-23-000122
- JSON: https://secwatch.observer/filing/0001397911-23-000122.json
- Plain text: https://secwatch.observer/filing/0001397911-23-000122.txt

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