LPL Financial Holdings Inc. (LPLA) Revenue by Segment

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LPL Financial revenue by segment at a glance

In Q2 fiscal 2026 (the quarter ended June 30, 2026), LPL Financial's largest product or service was Annuities, with $727.75 million or 59% of revenue, up 15.6% from a year earlier. Next: Mutual Fund (21%), Other Investment (8%) and Fixed Income Securities (7%).

The fastest-growing product or service from a year earlier was Fixed Income Securities (+54.7%).

From company filings, in USD; latest quarter ended June 30, 2026; quarterly data from Q4 fiscal 2018.

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LPL Financial Holdings Inc.

LPLAUnited States
Financial Services

Revenue breakdown

Fiscal quarters, from company filings

LPL Financial revenue by product or service, last 4 quarters

Product or serviceQ2 FY26Q1 FY26Q3 FY25Q2 FY25Share
Annuities$727.7M$690.6M$713.9M$629.8M59%
Mutual Fund$262.0M$266.1M$258.2M$223.3M21%
Other Investment$101.5M$92.5M$97.4M$84.2M8%
Fixed Income Securities$82.0M$85.3M$66.6M$53.0M7%
Equity Securities$58.8M$57.5M$51.5M$47.8M5%

In USD, fiscal quarters as reported; share = part of Q2 FY26 revenue.

Questions and answers

Which product or service makes the most money for LPL Financial?

Annuities: $727.75 million, or 59% of revenue, in Q2 fiscal 2026.

What are LPL Financial's main products and services?

By revenue in Q2 fiscal 2026: Annuities (59%), Mutual Fund (21%), Other Investment (8%) and Fixed Income Securities (7%).

Disclaimer: This analysis is for informational and educational purposes only and does not constitute financial, investment, tax, or legal advice. Data may be incomplete, delayed, or contain inaccuracies. Consult with a qualified financial advisor before making any investment decisions.
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