---
schema_version: "secwatch.filing_event.v1"
accession: "0001397911-25-000119"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2025-07-31T23:59:59+00:00"
generated_at: "2026-05-17T22:14:12.481254+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LPL Financial Q2 2025: Adjusted EPS $4.51 (+16% YoY), total assets $1.9T (+28%)

## Summary
- Net income $273M, diluted EPS $3.40 (+5% YoY); adjusted EPS $4.51 (+16% YoY).
- Gross profit $1,304M (+21% YoY); adjusted pre-tax income $490M (+23% YoY).
- Total advisory/brokerage assets $1.9T (+28% YoY); advisory assets $1.1T (+28%).
- Organic net new assets $21B (5% annualized); $24B excluding Wintrust and OSJ off-boarding.
- Client cash $51B (-$2B sequentially); cash as % of assets 2.6% (down from 3.0% prior qtr).

## SEC filing metadata
- accession: 0001397911-25-000119
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2025-07-31T23:59:59+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/1397911/000139791125000119/0001397911-25-000119-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000139791125000119/lpla-20250731.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397911-25-000119
- JSON: https://secwatch.observer/filing/0001397911-25-000119.json
- Plain text: https://secwatch.observer/filing/0001397911-25-000119.txt

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