---
schema_version: "secwatch.filing_event.v1"
accession: "0001397911-24-000136"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2024-10-30T23:59:59+00:00"
generated_at: "2026-05-30T08:09:48.045325+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LPL Financial Q3 2024: Net income $255M, EPS $3.39 (+16% YoY), assets $1.6T (+29%)

## Summary
- Adjusted EPS $4.16 (+11% YoY); gross profit $1,128M (+12%); adjusted EBITDA $566M (+12%).
- Total advisory and brokerage assets $1.6 trillion, up 29% YoY; advisory assets $892B (+35%).
- Organic net new assets $27B (7% annualized); excluding $6B separation outflows, 9% growth.
- Advisor count 23,686 (+224 sequentially, +1,282 YoY); recruited assets $26B in quarter.
- Corporate cash $708M; leverage ratio 1.61x; dividends paid $22.4M.

## SEC filing metadata
- accession: 0001397911-24-000136
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2024-10-30T23:59:59+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/1397911/000139791124000136/0001397911-24-000136-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000139791124000136/lpla-20241030.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397911-24-000136
- JSON: https://secwatch.observer/filing/0001397911-24-000136.json
- Plain text: https://secwatch.observer/filing/0001397911-24-000136.txt

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