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LPL Financial (LPLA) Competitors

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$289.04 -14.48 (-4.77%)
Closing price 05/11/2026 04:00 PM Eastern
Extended Trading
$289.02 -0.02 (-0.01%)
As of 05/11/2026 07:25 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, SF, and EVR

Should you be buying LPL Financial stock or one of its competitors? The main competitors of LPL Financial include Interactive Brokers Group (IBKR), Ameriprise Financial (AMP), Raymond James Financial (RJF), Stifel Financial (SF), and Evercore (EVR). These companies are all part of the "finance" sector.

How does LPL Financial compare to Interactive Brokers Group?

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

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

LPL Financial currently has a consensus target price of $398.86, suggesting a potential upside of 37.99%. Interactive Brokers Group has a consensus target price of $83.25, suggesting a potential downside of 1.96%. Given LPL Financial's stronger consensus rating and higher probable upside, research analysts clearly believe LPL Financial is more favorable than Interactive Brokers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80
Interactive Brokers Group
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.70

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
LPL Financial4.93% 31.26% 9.08%
Interactive Brokers Group 9.65%5.19%0.52%

In the previous week, Interactive Brokers Group had 1 more articles in the media than LPL Financial. MarketBeat recorded 14 mentions for Interactive Brokers Group and 13 mentions for LPL Financial. Interactive Brokers Group's average media sentiment score of 1.12 beat LPL Financial's score of 1.08 indicating that Interactive Brokers Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
7 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Interactive Brokers Group
9 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

LPL Financial has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market. Comparatively, Interactive Brokers Group has a beta of 1.32, meaning that its share price is 32% more volatile than the broader market.

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Interactive Brokers Group pays an annual dividend of $0.32 per share and has a dividend yield of 0.4%. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Interactive Brokers Group pays out 13.8% 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.

Interactive Brokers Group has lower revenue, but higher earnings 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
LPL Financial$16.99B1.36$863.02M$11.2025.81
Interactive Brokers Group$10.42B13.82$984M$2.3236.60

Summary

LPL Financial beats Interactive Brokers Group on 11 of the 20 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 stock? We will contrast the two companies based on the strength of their profitability, dividends, earnings, risk, media sentiment, valuation, analyst recommendations and institutional ownership.

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%

In the previous week, LPL Financial had 2 more articles in the media than Ameriprise Financial. MarketBeat recorded 13 mentions for LPL Financial and 11 mentions for Ameriprise Financial. LPL Financial's average media sentiment score of 1.08 beat Ameriprise Financial's score of 0.76 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ameriprise Financial
6 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
7 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 increased 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 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$18.48B2.25$3.56B$40.2111.53
LPL Financial$16.99B1.36$863.02M$11.2025.81

Ameriprise Financial currently has a consensus price target of $543.22, indicating a potential upside of 17.21%. LPL Financial has a consensus price target of $398.86, indicating a potential upside of 37.99%. 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)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Ameriprise Financial has a beta of 1.2, suggesting that its stock price is 20% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.57, suggesting that its stock price is 43% 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 company insiders. Comparatively, 0.6% of LPL Financial shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Ameriprise Financial and LPL Financial tied by winning 9 of the 18 factors compared between the two stocks.

How does LPL Financial compare to Raymond James Financial?

Raymond James Financial (NYSE:RJF) 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 profitability, dividends, earnings, risk, media sentiment, valuation, analyst recommendations and institutional ownership.

In the previous week, LPL Financial had 3 more articles in the media than Raymond James Financial. MarketBeat recorded 13 mentions for LPL Financial and 10 mentions for Raymond James Financial. Raymond James Financial's average media sentiment score of 1.22 beat LPL Financial's score of 1.08 indicating that Raymond James Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Raymond James Financial
7 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
7 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Raymond James Financial13.04% 17.93% 2.52%
LPL Financial 4.93%31.26%9.08%

83.8% of Raymond James Financial shares are owned by institutional investors. Comparatively, 95.7% of LPL Financial shares are owned by institutional investors. 0.6% of Raymond James Financial shares are owned by company insiders. Comparatively, 0.6% of LPL Financial shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Raymond James Financial has higher earnings, but lower revenue 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
Raymond James Financial$15.91B1.85$2.14B$10.5814.26
LPL Financial$16.99B1.36$863.02M$11.2025.81

Raymond James Financial has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

Raymond James Financial pays an annual dividend of $2.16 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%. Raymond James Financial pays out 20.4% 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. Raymond James Financial has increased 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 currently has a consensus price target of $173.25, indicating a potential upside of 14.81%. LPL Financial has a consensus price target of $398.86, indicating a potential upside of 37.99%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts plainly believe LPL Financial is more favorable than Raymond James Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Raymond James Financial
0 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Summary

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

How does LPL Financial compare to Stifel Financial?

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

In the previous week, LPL Financial had 10 more articles in the media than Stifel Financial. MarketBeat recorded 13 mentions for LPL Financial and 3 mentions for Stifel Financial. LPL Financial's average media sentiment score of 1.08 beat Stifel Financial's score of 0.27 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Stifel Financial
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
LPL Financial
7 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Stifel Financial15.34% 18.76% 2.33%
LPL Financial 4.93%31.26%9.08%

82.0% of Stifel Financial shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 3.4% of Stifel Financial 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, endowments and large money managers believe a stock will outperform the market over the long term.

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
Stifel Financial$5.53B2.07$683.78M$5.1414.51
LPL Financial$16.99B1.36$863.02M$11.2025.81

Stifel Financial has a beta of 1.05, suggesting that its stock price is 5% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

Stifel Financial pays an annual dividend of $1.36 per share and has a dividend yield of 1.8%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Stifel Financial pays out 26.5% 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. 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.

Stifel Financial currently has a consensus price target of $91.15, indicating a potential upside of 22.20%. LPL Financial has a consensus price target of $398.86, indicating a potential upside of 37.99%. Given LPL Financial's stronger consensus rating and higher probable upside, analysts plainly believe LPL Financial is more favorable than Stifel Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Stifel Financial
1 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.50
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Summary

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

How does LPL Financial compare to Evercore?

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

Evercore has a net margin of 16.33% compared to LPL Financial's net margin of 4.93%. Evercore's return on equity of 39.29% beat LPL Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore16.33% 39.29% 18.58%
LPL Financial 4.93%31.26%9.08%

86.2% of Evercore shares are owned by institutional investors. Comparatively, 95.7% of LPL Financial shares are owned by institutional investors. 3.5% of Evercore 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 company will outperform the market over the long term.

LPL Financial has higher revenue and earnings than Evercore. Evercore 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
Evercore$3.86B3.35$591.92M$17.7318.84
LPL Financial$16.99B1.36$863.02M$11.2025.81

Evercore has a beta of 1.49, suggesting that its stock price is 49% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

Evercore currently has a consensus target price of $366.45, suggesting a potential upside of 9.71%. LPL Financial has a consensus target price of $398.86, suggesting a potential upside of 37.99%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts clearly believe LPL Financial is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
1 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Evercore pays an annual dividend of $3.36 per share and has a dividend yield of 1.0%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Evercore pays out 19.0% 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. Evercore has raised its dividend for 18 consecutive years. Evercore is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, LPL Financial had 6 more articles in the media than Evercore. MarketBeat recorded 13 mentions for LPL Financial and 7 mentions for Evercore. LPL Financial's average media sentiment score of 1.08 beat Evercore's score of 0.20 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
LPL Financial
7 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

LPL Financial beats Evercore on 11 of the 20 factors compared between the two stocks.

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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.
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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.
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LPLA vs. The Competition

MetricLPL FinancialFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$24.28B$108.01B$13.53B$12.31B
Dividend Yield0.40%1.76%5.75%5.23%
P/E Ratio25.8114.0923.2225.69
Price / Sales1.364.16178.4676.29
Price / Cash10.8518.6020.3036.29
Price / Book4.333.082.216.74
Net Income$863.02M$7.52B$1.11B$333.18M
7 Day Performance-11.77%-1.70%0.05%0.42%
1 Month Performance-7.52%-2.53%2.10%8.99%
1 Year Performance-23.28%8.28%11.56%37.93%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.9249 of 5 stars
$289.04
-4.8%
$398.86
+38.0%
-19.8%$24.28B$16.99B25.8110,000
IBKR
Interactive Brokers Group
3.5135 of 5 stars
$81.72
+1.6%
$83.25
+1.9%
+83.0%$136.49B$10.42B35.223,182
AMP
Ameriprise Financial
4.6227 of 5 stars
$468.54
+0.3%
$543.22
+15.9%
-5.8%$42.60B$18.48B11.6513,600
RJF
Raymond James Financial
4.4985 of 5 stars
$156.93
+0.5%
$173.25
+10.4%
+3.7%$30.79B$15.91B14.8319,500
SF
Stifel Financial
4.4201 of 5 stars
$76.34
-0.9%
$91.15
+19.4%
+22.4%$11.85B$5.53B14.859,000

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This page (NASDAQ:LPLA) was last updated on 5/12/2026 by MarketBeat.com Staff.
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