---
schema_version: "secwatch.filing_event.v1"
accession: "0001397911-25-000060"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2025-05-08T23:59:59+00:00"
generated_at: "2026-05-22T03:44:24.586729+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# LPL Q1 earnings: EPS $4.24 (+11% YoY); adjusted EPS $5.15 (+22%)

## Summary
- Net income $319M; diluted EPS $4.24; adjusted EPS $5.15.
- Gross profit $1,273M (+19% YoY); adjusted pre-tax income $509M (+23%).
- Total advisory & brokerage assets $1.8T (+25% YoY); advisory assets $977B (+23%).
- Organic net new assets $71B (16% annualized), including Prudential ($27B) and Wintrust ($16B) onboarding.
- Recruited assets $39B (+91% YoY); trailing 12-month record $167B.

## SEC filing metadata
- accession: 0001397911-25-000060
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2025-05-08T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1397911/000139791125000060/0001397911-25-000060-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000139791125000060/lpla-20250508.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397911-25-000060
- JSON: https://secwatch.observer/filing/0001397911-25-000060.json
- Plain text: https://secwatch.observer/filing/0001397911-25-000060.txt

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