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Lpl Financial Holdings Inc   (NASDAQ: LPLA)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 

LPLA's Market share relative to its competitors, as of Q1 2025

As of Q1 2025 (Revenue in Millions of $)

Date modified: 2025-05-15T07:51:33+00:00




 
COMPANY NAME REVENUES
12 Months Ending
Q1 2025
MARKET SHARE
12 Months
Q1 2025
MARKET SHARE
MRQ
Q1 2025
MARKET SHARE
A Quarter Before
Q4 2024
Lpl Financial Holdings Inc 13,222.52 2.16% 2.17 % 2.21 %
Stonex Group Inc 123,034.70 20.10% 21.84% 17.60%
Bank Of America Corporation 103,435.00 16.90% 16.20% 15.97%
Wells Fargo and Company 77,254.00 12.62% 11.38% 12.15%
Prudential Financial Inc 60,366.00 9.86% 7.97% 7.89%
The Goldman Sachs Group Inc 53,044.00 8.67% 8.75% 8.52%
Us Bancorp De 25,356.00 4.14% 3.78% 4.04%
Credit Suisse Ag 19,890.00 3.25% 7.71% 8.78%
Lincoln National Corporation 19,017.00 3.11% 2.78% 3.19%
The Bank Of New York Mellon Corporation 18,823.00 3.07% 2.83% 3.04%
Principal Financial Group inc 15,770.30 2.58% 2.19% 2.99%
Franklin Resources Inc 8,697.10 1.42% 1.25% 1.42%
Fifth Third Bancorp 7,949.00 1.30% 1.18% 1.24%
Santander Holdings Usa Inc 7,245.01 1.18% 1.13% 1.05%
Huntington Bancshares Incorporated 7,123.00 1.16% 1.07% 1.16%
Invesco Ltd 6,178.70 1.01% 0.91% 1.02%
Stifel Financial Corp 6,003.02 0.98% 0.87% 1.00%
Ares Management Corporation 5,157.70 0.84% 0.75% 0.93%
Virtu Financial inc 3,071.98 0.50% 0.50% 0.53%
Western Alliance Bancorporation 3,049.40 0.50% 0.44% 0.49%
Lazard Inc 3,023.59 0.49% 0.40% 0.53%
Popular Inc 2,735.87 0.45% 0.41% 0.43%
Webster Financial Corporation 2,373.99 0.39% 0.37% 0.38%
Bok Financial Corp 2,087.42 0.34% 0.30% 0.33%
Southstate Corp 1,829.01 0.30% 0.31% 0.28%
Umb Financial Corp 1,657.12 0.27% 0.28% 0.26%
Valley National Bancorp 1,550.35 0.25% 0.25% 0.23%
Pjt Partners Inc 1,488.32 0.24% 0.19% 0.30%
Oppenheimer Holdings Inc 1,447.18 0.24% 0.22% 0.24%
Envestnet inc 1,336.80 0.22% 0.20% 0.22%
Hilltop Holdings Inc 1,208.82 0.20% 0.18% 0.19%
Artisan Partners Asset Management Inc 1,124.60 0.18% 0.16% 0.19%
United Bankshares Inc 1,021.16 0.17% 0.15% 0.16%
United Community Banks Inc 923.01 0.15% 0.15% 0.15%
Simmons First National Corp 726.75 0.12% 0.11% 0.12%
Renasant Corp 710.27 0.12% 0.10% 0.10%
Wesbanco Inc 570.71 0.09% 0.07% 0.10%
Cohen and Steers Inc 549.97 0.09% 0.08% 0.09%
Ares Real Estate Income Trust Inc 434.44 0.07% 0.07% 0.07%
Alliancebernstein Holding L p 400.74 0.07% 0.05% 0.12%
S and t Bancorp Inc 386.87 0.06% 0.06% 0.06%
Avantax Inc 309.64 0.05% 0.11% 0.12%
Westamerica Bancorporation 284.87 0.05% 0.04% 0.04%
Silvercrest Asset Management Group Inc 126.13 0.02% 0.02% 0.02%
Associated Capital Group Inc 43.83 0.01% 0.00% 0.01%
Mbia Inc 43.00 0.01% 0.01% 0.02%
Hennessy Advisors Inc 32.61 0.01% 0.01% 0.01%
Viking Energy Group Inc 25.36 0.00% 0.00% 0.00%
SUBTOTAL 612,139.82 100% 168,936.34 100%



LPLA's Market share relative to its competitors, as of Q1 2025 within the Investment Services Industry
As of Q1 2025



COMPANY NAME MARKET SHARE
12 Months Ending
Q1 2025
MARKET SHARE
12 Months Ending
Q4 2024
MARKET SHARE
MRQ
Q1 2025
MARKET SHARE

Q4 2024
Lpl Financial Holdings Inc 5.36% 5.91% 4.74 % 5.09 %
Stonex Group Inc 49.91% 51.63% 47.60% 40.45%
The Goldman Sachs Group Inc 21.52% 24.88% 19.06% 19.57%
Credit Suisse Ag 8.07% 0.00% 16.81% 20.19%
Franklin Resources Inc 3.53% 4.17% 2.72% 3.26%
Invesco Ltd 2.51% 2.92% 1.99% 2.34%
Stifel Financial Corp 2.43% 2.84% 1.90% 2.31%
Ares Management Corporation 2.09% 2.32% 1.63% 2.15%
Virtu Financial inc 1.25% 1.37% 1.08% 1.21%
Lazard Inc 1.23% 1.50% 0.86% 1.21%
Pjt Partners Inc 0.60% 0.71% 0.42% 0.69%
Oppenheimer Holdings Inc 0.59% 0.68% 0.47% 0.54%
Artisan Partners Asset Management Inc 0.46% 0.53% 0.36% 0.43%
Cohen and Steers Inc 0.22% 0.26% 0.18% 0.21%
Alliancebernstein Holding L p 0.16% 0.18% 0.11% 0.28%
Silvercrest Asset Management Group Inc 0.05% 0.06% 0.04% 0.05%
Associated Capital Group Inc 0.02% 0.02% 0.01% 0.02%
Hennessy Advisors Inc 0.01% 0.01% 0.01% 0.01%
SUBTOTAL 100% 100% 100% 100%



LPLA's Market share relative to its competitors, as of Q1 2025 within the Financial Sector
As of Q1 2025



COMPANY NAME MARKET SHARE
12 Months Ending
Q1 2025
MARKET SHARE
12 Months Ending
Q4 2024
MARKET SHARE
MRQ
Q1 2025
MARKET SHARE

Q4 2024
Lpl Financial Holdings Inc 2.16% 2.13% 2.18 % 2.22 %
Stonex Group Inc 20.14% 18.60% 21.88% 17.64%
Bank Of America Corporation 16.93% 17.51% 16.23% 16.00%
Wells Fargo and Company 12.65% 13.40% 11.40% 12.17%
Prudential Financial Inc 9.88% 12.10% 7.99% 7.91%
The Goldman Sachs Group Inc 8.68% 8.97% 8.76% 8.53%
Us Bancorp De 4.15% 4.31% 3.79% 4.05%
Credit Suisse Ag 3.26% 0.00% 7.73% 8.80%
Lincoln National Corporation 3.11% 3.17% 2.78% 3.20%
The Bank Of New York Mellon Corporation 3.08% 3.19% 2.83% 3.05%
Principal Financial Group inc 2.58% 2.77% 2.19% 3.00%
Franklin Resources Inc 1.42% 1.50% 1.25% 1.42%
Fifth Third Bancorp 1.30% 1.39% 1.18% 1.24%
Santander Holdings Usa Inc 1.19% 1.25% 1.13% 1.05%
Huntington Bancshares Incorporated 1.17% 1.20% 1.07% 1.17%
Invesco Ltd 1.01% 1.05% 0.91% 1.02%
Stifel Financial Corp 0.98% 1.02% 0.87% 1.01%
Ares Management Corporation 0.84% 0.84% 0.75% 0.94%
Virtu Financial inc 0.50% 0.49% 0.50% 0.53%
Western Alliance Bancorporation 0.50% 0.52% 0.44% 0.49%
Lazard Inc 0.50% 0.54% 0.40% 0.53%
Popular Inc 0.45% 0.46% 0.41% 0.44%
Webster Financial Corporation 0.39% 0.41% 0.37% 0.38%
Bok Financial Corp 0.34% 0.35% 0.30% 0.33%
Southstate Corp 0.30% 0.29% 0.31% 0.28%
Umb Financial Corp 0.27% 0.27% 0.28% 0.26%
Valley National Bancorp 0.25% 0.27% 0.25% 0.23%
Pjt Partners Inc 0.24% 0.26% 0.19% 0.30%
Oppenheimer Holdings Inc 0.24% 0.25% 0.22% 0.24%
Hilltop Holdings Inc 0.20% 0.20% 0.18% 0.19%
Artisan Partners Asset Management Inc 0.18% 0.19% 0.16% 0.19%
United Bankshares Inc 0.17% 0.17% 0.15% 0.16%
United Community Banks Inc 0.15% 0.15% 0.15% 0.15%
Simmons First National Corp 0.12% 0.13% 0.11% 0.12%
Renasant Corp 0.12% 0.12% 0.10% 0.10%
Wesbanco Inc 0.09% 0.10% 0.07% 0.10%
Cohen and Steers Inc 0.09% 0.09% 0.08% 0.09%
Ares Real Estate Income Trust Inc 0.07% 0.07% 0.07% 0.07%
Alliancebernstein Holding L p 0.07% 0.07% 0.05% 0.12%
S and t Bancorp Inc 0.06% 0.07% 0.06% 0.06%
Avantax Inc 0.05% 0.05% 0.11% 0.12%
Westamerica Bancorporation 0.05% 0.05% 0.04% 0.04%
Silvercrest Asset Management Group Inc 0.02% 0.02% 0.02% 0.02%
Associated Capital Group Inc 0.01% 0.01% 0.00% 0.01%
Mbia Inc 0.01% 0.01% 0.01% 0.02%
Hennessy Advisors Inc 0.01% 0.01% 0.01% 0.01%
SUBTOTAL 100% 100% 100% 100%



Note: Market share is calculated based on total revenue. To get a more accurate picture of Lpl Financial Holdings Inc's market divisions, geographic dispersion, segments, products, and services, visit Lpl Financial Holdings Inc's Business Segment.

The list includes publicly traded companies only. More information about the sources of this report can be found here.



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