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LPL Financial (LPLA) Competitors

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$317.03 +5.56 (+1.79%)
Closing price 07/10/2026 04:00 PM Eastern
Extended Trading
$316.64 -0.39 (-0.12%)
As of 07/10/2026 06:36 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 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), Stifel Financial (SF), and Evercore (EVR). 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 superior investment? We will contrast the two businesses based on the strength of their risk, profitability, institutional ownership, earnings, valuation, media sentiment, dividends and analyst recommendations.

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 increased 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 currently has a consensus target price of $90.25, suggesting a potential downside of 4.08%. LPL Financial has a consensus target price of $396.54, suggesting a potential upside of 25.08%. Given LPL Financial's stronger consensus rating and higher possible 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)
4 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

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%

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 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 stock is poised for long-term growth.

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$10.42B15.31$984M$2.3240.56
LPL Financial$16.99B1.49$863.02M$11.2028.31

In the previous week, LPL Financial had 19 more articles in the media than Interactive Brokers Group. MarketBeat recorded 32 mentions for LPL Financial and 13 mentions for Interactive Brokers Group. Interactive Brokers Group's average media sentiment score of 1.06 beat LPL Financial's score of 0.72 indicating that Interactive Brokers Group is being referred to more favorably in the media.

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

Interactive Brokers Group has a beta of 1.33, suggesting that its stock price is 33% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, suggesting that its stock price is 50% less volatile than the broader market.

Summary

LPL Financial beats Interactive Brokers Group on 11 of the 19 factors compared between the two stocks.

How does LPL Financial compare to Ameriprise Financial?

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

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
LPL Financial$16.99B1.49$863.02M$11.2028.31
Ameriprise Financial$18.48B2.47$3.56B$40.2112.63

In the previous week, LPL Financial had 17 more articles in the media than Ameriprise Financial. MarketBeat recorded 32 mentions for LPL Financial and 15 mentions for Ameriprise Financial. Ameriprise Financial's average media sentiment score of 0.95 beat LPL Financial's score of 0.72 indicating that Ameriprise Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
12 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Ameriprise Financial
5 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

95.7% of LPL Financial shares are held by institutional investors. Comparatively, 84.0% of Ameriprise Financial shares are held by institutional investors. 0.6% of LPL Financial shares are held by company insiders. Comparatively, 0.6% of Ameriprise Financial shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

LPL Financial has a beta of 0.5, indicating that its stock price is 50% less volatile than the broader market. Comparatively, Ameriprise Financial has a beta of 1.16, indicating that its stock price is 16% 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%. Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.3%. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Ameriprise Financial pays out 16.9% 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.

LPL Financial currently has a consensus target price of $396.54, suggesting a potential upside of 25.08%. Ameriprise Financial has a consensus target price of $548.44, suggesting a potential upside of 8.03%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts clearly believe LPL Financial is more favorable than Ameriprise Financial.

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
Ameriprise Financial
1 Sell rating(s)
6 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.36

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
LPL Financial4.93% 31.26% 9.08%
Ameriprise Financial 20.57%62.88%2.12%

Summary

Ameriprise Financial beats LPL Financial on 10 of the 18 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 business? We will contrast the two businesses based on the strength of their dividends, media sentiment, risk, earnings, institutional ownership, analyst recommendations, valuation and profitability.

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$16.99B1.49$863.02M$11.2028.31
Raymond James Financial$15.91B2.06$2.14B$10.5815.89

LPL Financial has a beta of 0.5, indicating that its stock price is 50% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.93, indicating that its stock price is 7% less volatile than the broader market.

LPL Financial presently has a consensus price target of $396.54, suggesting a potential upside of 25.08%. Raymond James Financial has a consensus price target of $176.64, suggesting a potential upside of 5.05%. Given LPL Financial's stronger consensus rating and higher probable upside, analysts clearly 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)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

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%

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 1.3%. 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.

In the previous week, LPL Financial had 16 more articles in the media than Raymond James Financial. MarketBeat recorded 32 mentions for LPL Financial and 16 mentions for Raymond James Financial. Raymond James Financial's average media sentiment score of 0.89 beat LPL Financial's score of 0.72 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
12 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

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

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 superior stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, risk, media sentiment, dividends, institutional ownership and profitability.

Stifel Financial has a beta of 1.01, suggesting that its stock price is 1% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, suggesting that its stock price is 50% 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 increased 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 target price of $91.75, indicating a potential upside of 21.98%. LPL Financial has a consensus target price of $396.54, indicating a potential upside of 25.08%. 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
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

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$5.69B2.03$683.78M$5.1414.63
LPL Financial$16.99B1.49$863.02M$11.2028.31

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, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, LPL Financial had 28 more articles in the media than Stifel Financial. MarketBeat recorded 32 mentions for LPL Financial and 4 mentions for Stifel Financial. Stifel Financial's average media sentiment score of 0.73 beat LPL Financial's score of 0.72 indicating that Stifel Financial is being referred to more favorably in the 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)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
12 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

LPL Financial beats Stifel Financial on 13 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 business? We will contrast the two businesses based on the strength of their media sentiment, earnings, dividends, profitability, institutional ownership, risk, analyst recommendations and valuation.

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%

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Evercore pays out 20.1% 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. 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 27 more articles in the media than Evercore. MarketBeat recorded 32 mentions for LPL Financial and 5 mentions for Evercore. LPL Financial's average media sentiment score of 0.72 beat Evercore's score of 0.36 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)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
LPL Financial
12 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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, large money managers and hedge funds believe a company is poised for long-term growth.

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$3.86B3.36$591.92M$17.7318.88
LPL Financial$16.99B1.49$863.02M$11.2028.31

Evercore has a beta of 1.49, meaning that its share price is 49% more volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market.

Evercore presently has a consensus target price of $373.90, suggesting a potential upside of 11.68%. LPL Financial has a consensus target price of $396.54, suggesting a potential upside of 25.08%. Given LPL Financial's stronger consensus rating and higher probable upside, analysts plainly 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)
5 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.54
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 Evercore on 10 of the 19 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$24.91B$122.76B$14.19B$12.64B
Dividend Yield0.39%1.63%5.71%7.83%
P/E Ratio28.3116.0520.5124.58
Price / Sales1.494.8144.60122.66
Price / Cash11.1320.4319.3060.04
Price / Book4.753.372.266.38
Net Income$863.02M$7.51B$1.14B$331.87M
7 Day Performance7.40%2.03%0.25%0.37%
1 Month Performance11.07%7.38%1.02%0.53%
1 Year Performance-14.77%9.67%12.53%21.96%

LPL Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LPLA
LPL Financial
4.8778 of 5 stars
$317.03
+1.8%
$396.54
+25.1%
-16.6%$24.91B$16.99B28.3110,000
IBKR
Interactive Brokers Group
4.2587 of 5 stars
$95.99
+5.1%
$85.22
-11.2%
+59.7%$154.93B$10.42B41.383,182
AMP
Ameriprise Financial
4.8963 of 5 stars
$507.26
+3.7%
$543.22
+7.1%
-6.5%$43.97B$18.48B12.6213,600
RJF
Raymond James Financial
4.1466 of 5 stars
$166.45
+2.3%
$172.92
+3.9%
+5.0%$31.70B$15.91B15.7319,500
SF
Stifel Financial
4.6476 of 5 stars
$75.09
+2.6%
$91.15
+21.4%
+2.9%$11.22B$5.53B14.619,000

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This page (NASDAQ:LPLA) was last updated on 7/11/2026 by MarketBeat.com Staff.
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