LPL Financial Holdings Inc at William Blair Growth Stock Conference Summary - Thomson StreetEvents

LPL Financial Holdings Inc at William Blair Growth Stock Conference Summary

LPL Financial Holdings Inc at William Blair Growth Stock Conference Summary - Thomson StreetEvents
LPL Financial Holdings Inc at William Blair Growth Stock Conference Summary
Published Jun 04, 2025
4 pages (1353 words) — Published Jun 04, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of LPLA.OQ presentation 4-Jun-25 3:00pm GMT

  
Brief Excerpt:

...A. They have over $2 trillion of client assets and they've been one of our top picks for about two years now. B. You then add to that, really, our strategy, which is the next two items: horizontal expansion strategy, which is really about us just broadening the number and types of advisors that we can serve to pretty much be able to compete for any advisor operating in the United States, which call that around 300,000 advisors. C. But when you add those to -- when you add that to that once we close and begin to integrate that, we'll be north of 30,000 advisors, we'll be north of $2 trillion in assets. D. So if you look at just the last five years and how we've grown, our overall AUM has doubled. E. We're consistently in that high single-digit organic growth range. F. Estimated to continue to grow at that 7% CAGR that you see on the screen leading to 2027, a $38 trillion marketplace. G. You can see $4 trillion of AUM, and it was just our traditional models. H. Now, if you look at the opportunity...

  
Report Type:

Brief

Source:
Company:
LPL Financial Holdings Inc
Ticker
LPLA.OQ
Time
3:00pm GMT
Format:
PDF Adobe Acrobat
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Cite this Report

  
MLA:
Thomson StreetEvents. "LPL Financial Holdings Inc at William Blair Growth Stock Conference Summary" Jun 04, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/LPL-Financial-Holdings-Inc-at-William-Blair-Growth-Stock-Conference-B16395975>
  
APA:
Thomson StreetEvents. (2025). LPL Financial Holdings Inc at William Blair Growth Stock Conference Summary Jun 04, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/LPL-Financial-Holdings-Inc-at-William-Blair-Growth-Stock-Conference-B16395975>
  
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