LPL Financial (LPLA) Competitors

LPL Financial logo
$293.95 0.00 (0.00%)
Closing price 06/18/2026 04:00 PM Eastern
Extended Trading
$293.85 -0.10 (-0.03%)
As of 06/18/2026 05:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

LPLA vs. IBKR, AMP, RJF, SCHW, and SF

Should you buy LPL Financial stock or one of its competitors? MarketBeat compares LPL Financial with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with LPL Financial include Interactive Brokers Group (IBKR), Ameriprise Financial (AMP), Raymond James Financial (RJF), Charles Schwab (SCHW), and Stifel Financial (SF). These companies are all part of the "finance" sector.

How does LPL Financial compare to Interactive Brokers Group?

Interactive Brokers Group (NASDAQ:IBKR) and LPL Financial (NASDAQ:LPLA) are both large-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, valuation, media sentiment, dividends, profitability, analyst recommendations, institutional ownership and risk.

Interactive Brokers Group has a net margin of 9.65% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Interactive Brokers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Interactive Brokers Group9.65% 5.19% 0.52%
LPL Financial 4.93%31.26%9.08%

Interactive Brokers Group presently has a consensus target price of $85.22, indicating a potential downside of 11.23%. LPL Financial has a consensus target price of $398.86, indicating a potential upside of 35.69%. Given LPL Financial's higher probable upside, analysts clearly believe LPL Financial is more favorable than Interactive Brokers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Interactive Brokers Group
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.82
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.81

23.8% of Interactive Brokers Group shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 2.8% of Interactive Brokers Group shares are held by insiders. Comparatively, 0.6% of LPL Financial shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Interactive Brokers Group has a beta of 1.32, suggesting that its share price is 32% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, suggesting that its share price is 50% less volatile than the broader market.

Interactive Brokers Group has higher earnings, but lower revenue than LPL Financial. LPL Financial is trading at a lower price-to-earnings ratio than Interactive Brokers Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Interactive Brokers Group$10.56B15.42$984M$2.3241.38
LPL Financial$18.26B1.29$863.02M$11.2026.25

In the previous week, Interactive Brokers Group and Interactive Brokers Group both had 19 articles in the media. LPL Financial's average media sentiment score of 1.28 beat Interactive Brokers Group's score of 1.20 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Interactive Brokers Group
14 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
13 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Interactive Brokers Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.4%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Interactive Brokers Group pays out 15.1% of its earnings in the form of a dividend. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Interactive Brokers Group has raised its dividend for 2 consecutive years. LPL Financial is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

LPL Financial beats Interactive Brokers Group on 10 of the 18 factors compared between the two stocks.

How does LPL Financial compare to Ameriprise Financial?

Ameriprise Financial (NYSE:AMP) and LPL Financial (NASDAQ:LPLA) are both large-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, dividends, risk, analyst recommendations, earnings, valuation, profitability and institutional ownership.

In the previous week, Ameriprise Financial and Ameriprise Financial both had 19 articles in the media. Ameriprise Financial's average media sentiment score of 1.42 beat LPL Financial's score of 1.28 indicating that Ameriprise Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ameriprise Financial
17 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
13 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Ameriprise Financial has a beta of 1.16, suggesting that its share price is 16% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, suggesting that its share price is 50% less volatile than the broader market.

84.0% of Ameriprise Financial shares are owned by institutional investors. Comparatively, 95.7% of LPL Financial shares are owned by institutional investors. 0.6% of Ameriprise Financial shares are owned by insiders. Comparatively, 0.6% of LPL Financial shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Ameriprise Financial presently has a consensus target price of $543.22, indicating a potential upside of 16.08%. LPL Financial has a consensus target price of $398.86, indicating a potential upside of 35.69%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts plainly believe LPL Financial is more favorable than Ameriprise Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ameriprise Financial
1 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.45
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.81

Ameriprise Financial has higher revenue and earnings than LPL Financial. Ameriprise Financial is trading at a lower price-to-earnings ratio than LPL Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ameriprise Financial$18.48B2.28$3.56B$40.2111.64
LPL Financial$18.26B1.29$863.02M$11.2026.25

Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.5%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Ameriprise Financial pays out 16.9% of its earnings in the form of a dividend. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Ameriprise Financial has raised its dividend for 21 consecutive years. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Ameriprise Financial has a net margin of 20.57% compared to LPL Financial's net margin of 4.93%. Ameriprise Financial's return on equity of 62.88% beat LPL Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Ameriprise Financial20.57% 62.88% 2.12%
LPL Financial 4.93%31.26%9.08%

Summary

Ameriprise Financial beats LPL Financial on 10 of the 17 factors compared between the two stocks.

How does LPL Financial compare to Raymond James Financial?

LPL Financial (NASDAQ:LPLA) and Raymond James Financial (NYSE:RJF) are both large-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, analyst recommendations, valuation, media sentiment, profitability, earnings and risk.

In the previous week, LPL Financial had 13 more articles in the media than Raymond James Financial. MarketBeat recorded 19 mentions for LPL Financial and 6 mentions for Raymond James Financial. Raymond James Financial's average media sentiment score of 1.59 beat LPL Financial's score of 1.28 indicating that Raymond James Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
13 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
6 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

LPL Financial has a beta of 0.5, indicating that its share price is 50% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.94, indicating that its share price is 6% less volatile than the broader market.

95.7% of LPL Financial shares are held by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are held by institutional investors. 0.6% of LPL Financial shares are held by insiders. Comparatively, 0.6% of Raymond James Financial shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

LPL Financial presently has a consensus target price of $398.86, suggesting a potential upside of 35.69%. Raymond James Financial has a consensus target price of $172.92, suggesting a potential upside of 10.72%. Given LPL Financial's stronger consensus rating and higher possible upside, equities research analysts plainly believe LPL Financial is more favorable than Raymond James Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.81
Raymond James Financial
0 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31

Raymond James Financial has lower revenue, but higher earnings than LPL Financial. Raymond James Financial is trading at a lower price-to-earnings ratio than LPL Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$18.26B1.29$863.02M$11.2026.25
Raymond James Financial$15.91B1.91$2.14B$10.5814.76

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.4%. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Raymond James Financial pays out 20.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Raymond James Financial has raised its dividend for 3 consecutive years. Raymond James Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Raymond James Financial has a net margin of 13.04% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial4.93% 31.26% 9.08%
Raymond James Financial 13.04%17.93%2.52%

Summary

LPL Financial beats Raymond James Financial on 13 of the 20 factors compared between the two stocks.

How does LPL Financial compare to Charles Schwab?

Charles Schwab (NYSE:SCHW) and LPL Financial (NASDAQ:LPLA) are both large-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, profitability, analyst recommendations, dividends, media sentiment, risk, valuation and institutional ownership.

Charles Schwab has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, suggesting that its share price is 50% less volatile than the broader market.

Charles Schwab currently has a consensus target price of $116.00, indicating a potential upside of 26.52%. LPL Financial has a consensus target price of $398.86, indicating a potential upside of 35.69%. Given LPL Financial's stronger consensus rating and higher probable upside, analysts clearly believe LPL Financial is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.81
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.81

Charles Schwab has a net margin of 37.99% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab37.99% 23.05% 2.06%
LPL Financial 4.93%31.26%9.08%

Charles Schwab has higher revenue and earnings than LPL Financial. Charles Schwab is trading at a lower price-to-earnings ratio than LPL Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Charles Schwab$23.92B6.67$8.85B$5.0418.19
LPL Financial$18.26B1.29$863.02M$11.2026.25

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Charles Schwab has raised its dividend for 1 consecutive years. Charles Schwab is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Charles Schwab had 41 more articles in the media than LPL Financial. MarketBeat recorded 60 mentions for Charles Schwab and 19 mentions for LPL Financial. LPL Financial's average media sentiment score of 1.28 beat Charles Schwab's score of 1.19 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charles Schwab
41 Very Positive mention(s)
5 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
LPL Financial
13 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

84.4% of Charles Schwab shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 6.3% of Charles Schwab shares are held by company insiders. Comparatively, 0.6% of LPL Financial shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Charles Schwab beats LPL Financial on 10 of the 19 factors compared between the two stocks.

How does LPL Financial compare to Stifel Financial?

LPL Financial (NASDAQ:LPLA) and Stifel Financial (NYSE:SF) are both large-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, media sentiment, institutional ownership, risk, valuation, dividends and profitability.

LPL Financial presently has a consensus target price of $398.86, suggesting a potential upside of 35.69%. Stifel Financial has a consensus target price of $91.15, suggesting a potential upside of 23.76%. Given LPL Financial's stronger consensus rating and higher probable upside, research analysts clearly believe LPL Financial is more favorable than Stifel Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.81
Stifel Financial
0 Sell rating(s)
4 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.60

Stifel Financial has a net margin of 15.34% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Stifel Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial4.93% 31.26% 9.08%
Stifel Financial 15.34%18.76%2.33%

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Stifel Financial pays an annual dividend of $1.36 per share and has a dividend yield of 1.8%. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Stifel Financial pays out 26.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Stifel Financial has raised its dividend for 9 consecutive years. Stifel Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

LPL Financial has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market. Comparatively, Stifel Financial has a beta of 1, meaning that its share price has a similar volatility profile to the broader market.

LPL Financial has higher revenue and earnings than Stifel Financial. Stifel Financial is trading at a lower price-to-earnings ratio than LPL Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$18.26B1.29$863.02M$11.2026.25
Stifel Financial$5.53B2.04$683.78M$5.1414.33

In the previous week, LPL Financial had 19 more articles in the media than Stifel Financial. MarketBeat recorded 19 mentions for LPL Financial and 0 mentions for Stifel Financial. LPL Financial's average media sentiment score of 1.28 beat Stifel Financial's score of 0.00 indicating that LPL Financial is being referred to more favorably in the media.

Company Overall Sentiment
LPL Financial Positive
Stifel Financial Neutral

95.7% of LPL Financial shares are held by institutional investors. Comparatively, 82.0% of Stifel Financial shares are held by institutional investors. 0.6% of LPL Financial shares are held by company insiders. Comparatively, 3.4% of Stifel Financial shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Summary

LPL Financial beats Stifel Financial on 14 of the 20 factors compared between the two stocks.

Get LPL Financial News Delivered to You Automatically

Sign up to receive the latest news and ratings for LPLA and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding LPLA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

LPLA vs. The Competition

MetricLPL FinancialFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$23.51B$119.29B$13.97B$12.59B
Dividend Yield0.41%1.66%5.74%5.81%
P/E Ratio26.2515.9620.2024.44
Price / Sales1.294.50143.04122.29
Price / Cash10.5020.2919.5755.09
Price / Book4.403.352.256.58
Net Income$863.02M$7.51B$1.14B$337.17M
7 Day Performance-0.58%2.61%-0.37%0.83%
1 Month Performance2.13%6.80%0.85%2.25%
1 Year Performance-22.56%14.91%22.83%36.14%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.9916 of 5 stars
$293.95
flat
$398.86
+35.7%
-22.6%$23.51B$18.26B26.2510,000
IBKR
Interactive Brokers Group
3.694 of 5 stars
$92.76
+2.1%
$85.22
-8.1%
+87.0%$154.05B$10.42B39.983,182
AMP
Ameriprise Financial
4.8509 of 5 stars
$459.70
+0.1%
$543.22
+18.2%
-8.1%$41.27B$18.48B11.4313,600
RJF
Raymond James Financial
3.6436 of 5 stars
$154.60
+0.1%
$172.92
+11.8%
+4.9%$30.09B$15.91B14.6119,500
SCHW
Charles Schwab
4.9896 of 5 stars
$90.94
-0.2%
$116.00
+27.6%
+2.7%$158.44B$23.92B18.0433,000

Related Companies and Tools


This page (NASDAQ:LPLA) was last updated on 6/21/2026 by MarketBeat.com Staff.
From Our Partners