VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Stock Comparison
LPL Financial Holdings Inc. vs The Charles Schwab Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
LPL Financial Holdings Inc.
LPLA · Nasdaq
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into LPL Financial Holdings Inc.'s moat claims, evidence, and risks.
View LPLA analysisThe Charles Schwab Corporation
SCHW · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into The Charles Schwab Corporation's moat claims, evidence, and risks.
View SCHW analysisComparison highlights
- Moat score gap: LPL Financial Holdings Inc. leads (79 / 100 vs 74 / 100 for The Charles Schwab Corporation).
- Segment focus: LPL Financial Holdings Inc. has 1 segment (100% in Advisor Platform); The Charles Schwab Corporation has 2 segments (79.4% in Investor Services).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
- Moat breadth: LPL Financial Holdings Inc. has 6 moat types across 4 domains; The Charles Schwab Corporation has 7 across 4.
Primary market context
LPL Financial Holdings Inc.
Advisor Platform
Advisor-mediated wealth management platform (independent broker-dealer + RIA custody/clearing)
United States
Financial advisors and financial institutions
Platform / broker-dealer / custodian
100%
The Charles Schwab Corporation
Investor Services
U.S. retail brokerage, self-directed investing, and wealth management platforms
United States
Retail investors, employers, retirement plan sponsors
Broker-dealer + bank + wealth manager platform
79.4%
Side-by-side metrics
Moat coverage
Shared moat types
LPL Financial Holdings Inc. strengths
The Charles Schwab Corporation strengths
Segment mix
LPL Financial Holdings Inc. segments
Full profile >Advisor Platform
Oligopoly
The Charles Schwab Corporation segments
Full profile >Investor Services
Oligopoly
Advisor Services
Oligopoly
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This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.