LPL Financial Holdings Inc

LPLA: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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LPL Financial: Raising Our Fair Value Estimate and Economic Moat Rating After a Fresh Look

Sean Dunlop

Sep 8, 2025

We're transferring coverage of LPL Financial, an independent broker/dealer with an estimated $2.2 trillion in advisory and brokerage assets and 32,000 affiliated financial advisors, to a new analyst.

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To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

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LPL Financial Holdings Inc

LPL Financial: Raising Our Fair Value Estimate and Economic Moat Rating After a Fresh Look

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