---
schema_version: "secwatch.filing_event.v1"
accession: "0001397911-25-000006"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2025-01-30T23:59:59+00:00"
generated_at: "2026-05-27T05:13:19.244830+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# LPL Financial Q4 EPS $3.59, up 26% YoY; adjusted EPS $4.25, up 21%; record recruited assets

## Summary
- Net income $271M, diluted EPS $3.59 (up 26% YoY); adjusted EPS $4.25 (up 21% YoY).
- Gross profit Q4 $1,228M (+22% YoY); adjusted EBITDA $585M (+22% YoY).
- Total advisory & brokerage assets $1.7T (+29% YoY); advisory assets $957B (+30% YoY).
- Organic net new assets $68B (incl. $40B from Prudential); record recruited assets $79B (incl. $63B Prudential).
- Advisor count 28,888 (+5,202 seq.); includes ~2,200 from Atria and ~2,800 from Prudential.

## SEC filing metadata
- accession: 0001397911-25-000006
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2025-01-30T23:59:59+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/1397911/000139791125000006/0001397911-25-000006-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000139791125000006/lpla-20250130.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397911-25-000006
- JSON: https://secwatch.observer/filing/0001397911-25-000006.json
- Plain text: https://secwatch.observer/filing/0001397911-25-000006.txt

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