Annual ROA:
8.76%-1.80%(-17.05%)Summary
- As of today (August 18, 2025), LPLA annual return on assets is 8.76%, with the most recent change of -1.80% (-17.05%) on December 31, 2024.
- During the last 3 years, LPLA annual ROA has risen by +2.65% (+43.37%).
- LPLA annual ROA is now -17.05% below its all-time high of 10.56%, reached on December 31, 2023.
Performance
LPLA ROA Chart
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Highlights
Range
Earnings dates
Quarterly ROA:
8.16%-0.61%(-6.96%)Summary
- As of today (August 18, 2025), LPLA quarterly return on assets is 8.16%, with the most recent change of -0.61% (-6.96%) on June 30, 2025.
- Over the past year, LPLA quarterly ROA has dropped by -1.22% (-13.01%).
- LPLA quarterly ROA is now -36.65% below its all-time high of 12.88%, reached on June 30, 2023.
Performance
LPLA Quarterly ROA Chart
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ROA Formula
ROA = Net Income
Total Assets ✕ 100%
Total Assets ✕ 100%
LPLA ROA Trends
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | -17.1% | -13.0% |
| 3 y3 years | +43.4% | +24.4% |
| 5 y5 years | -8.7% | -7.6% |
LPLA ROA Highs & Lows
| PeriodPeriod | Annual vs highAnnual vs high | Annual vs lowAnnual vs low | Quarter. vs highQuarter. vs high | Quarter. vs lowQuarter. vs low | |
|---|---|---|---|---|---|
| 3 y | 3-year | -17.1% | +43.4% | -36.6% | +24.4% |
| 5 y | 5-year | -17.1% | +43.4% | -36.6% | +31.6% |
| alltime | all time | -17.1% | +647.5% | -36.6% | +594.5% |
LPLA ROA History
| Date | Annual | Quarterly |
|---|---|---|
| Jun 2025 | - | 8.16%(-7.0%) |
| Mar 2025 | - | 8.77%(-2.9%) |
| Dec 2024 | 8.76%(-17.0%) | 9.03%(-2.1%) |
| Sep 2024 | - | 9.22%(-1.7%) |
| Jun 2024 | - | 9.38%(-8.4%) |
| Mar 2024 | - | 10.24%(-7.3%) |
| Dec 2023 | 10.56%(+11.7%) | 11.05%(-10.3%) |
| Sep 2023 | - | 12.32%(-4.3%) |
| Jun 2023 | - | 12.88%(+8.0%) |
| Mar 2023 | - | 11.93%(+21.6%) |
| Dec 2022 | 9.45%(+54.7%) | 9.81%(+26.7%) |
| Sep 2022 | - | 7.74%(+18.0%) |
| Jun 2022 | - | 6.56%(+5.8%) |
| Mar 2022 | - | 6.20%(-1.7%) |
| Dec 2021 | 6.11%(-16.9%) | 6.31%(-6.7%) |
| Sep 2021 | - | 6.76%(-4.9%) |
| Jun 2021 | - | 7.11%(+0.4%) |
| Mar 2021 | - | 7.08%(-7.2%) |
| Dec 2020 | 7.35%(-23.4%) | 7.63%(-6.4%) |
| Sep 2020 | - | 8.15%(-7.7%) |
| Jun 2020 | - | 8.83%(-9.2%) |
| Mar 2020 | - | 9.73%(-1.7%) |
| Dec 2019 | 9.59%(+21.1%) | 9.90%(-1.6%) |
| Sep 2019 | - | 10.06%(+2.7%) |
| Jun 2019 | - | 9.80%(+5.4%) |
| Mar 2019 | - | 9.30%(+14.1%) |
| Dec 2018 | 7.92%(+71.1%) | 8.15%(+12.3%) |
| Sep 2018 | - | 7.26%(+12.4%) |
| Jun 2018 | - | 6.46%(+15.8%) |
| Mar 2018 | - | 5.58%(+16.5%) |
| Dec 2017 | 4.63%(+14.3%) | 4.79%(+6.4%) |
| Sep 2017 | - | 4.50%(+1.1%) |
| Jun 2017 | - | 4.45%(+9.6%) |
| Mar 2017 | - | 4.06%(-1.5%) |
| Dec 2016 | 4.05% | 4.12%(+4.3%) |
| Sep 2016 | - | 3.95%(+3.9%) |
| Jun 2016 | - | 3.80%(-4.0%) |
| Date | Annual | Quarterly |
|---|---|---|
| Mar 2016 | - | 3.96%(-2.0%) |
| Dec 2015 | 3.84%(-10.7%) | 4.04%(-14.6%) |
| Sep 2015 | - | 4.73%(+4.0%) |
| Jun 2015 | - | 4.55%(+3.4%) |
| Mar 2015 | - | 4.40%(-1.1%) |
| Dec 2014 | 4.30%(-3.4%) | 4.45%(+1.1%) |
| Sep 2014 | - | 4.40%(-2.4%) |
| Jun 2014 | - | 4.51%(-1.5%) |
| Mar 2014 | - | 4.58%(-0.2%) |
| Dec 2013 | 4.45%(+16.2%) | 4.59%(+2.0%) |
| Sep 2013 | - | 4.50%(+0.2%) |
| Jun 2013 | - | 4.49%(+2.5%) |
| Mar 2013 | - | 4.38%(+9.2%) |
| Dec 2012 | 3.83%(-13.7%) | 4.01%(-3.4%) |
| Sep 2012 | - | 4.15%(-1.0%) |
| Jun 2012 | - | 4.19%(-3.0%) |
| Mar 2012 | - | 4.32%(-4.4%) |
| Dec 2011 | 4.44%(-377.5%) | 4.52%(+1089.5%) |
| Sep 2011 | - | 0.38%(+280.0%) |
| Jun 2011 | - | 0.10%(-110.3%) |
| Mar 2011 | - | -0.97%(-41.2%) |
| Dec 2010 | -1.60%(-215.1%) | -1.65%(-170.5%) |
| Sep 2010 | - | 2.34%(+52.9%) |
| Jun 2010 | - | 1.53%(-13.1%) |
| Mar 2010 | - | 1.76%(+23.1%) |
| Dec 2009 | 1.39%(+3.7%) | 1.43%(+53.8%) |
| Sep 2009 | - | 0.93%(-37.2%) |
| Jun 2009 | - | 1.48%(+3.5%) |
| Mar 2009 | - | 1.43%(+6.7%) |
| Dec 2008 | 1.34%(-33.3%) | 1.34%(-11.8%) |
| Sep 2008 | - | 1.52%(+8.6%) |
| Jun 2008 | - | 1.40%(-19.1%) |
| Mar 2008 | - | 1.73%(-12.2%) |
| Dec 2007 | 2.01%(+67.5%) | 1.97%(-12.1%) |
| Sep 2007 | - | 2.24%(+7.7%) |
| Jun 2007 | - | 2.08%(+23.8%) |
| Mar 2007 | - | 1.68%(+61.5%) |
| Dec 2006 | 1.20% | 1.04% |
FAQ
- What is LPL Financial Holdings Inc. annual return on assets?
- What is the all time high annual ROA for LPL Financial Holdings Inc.?
- What is LPL Financial Holdings Inc. annual ROA year-on-year change?
- What is LPL Financial Holdings Inc. quarterly return on assets?
- What is the all time high quarterly ROA for LPL Financial Holdings Inc.?
- What is LPL Financial Holdings Inc. quarterly ROA year-on-year change?
What is LPL Financial Holdings Inc. annual return on assets?
The current annual ROA of LPLA is 8.76%
What is the all time high annual ROA for LPL Financial Holdings Inc.?
LPL Financial Holdings Inc. all-time high annual return on assets is 10.56%
What is LPL Financial Holdings Inc. annual ROA year-on-year change?
Over the past year, LPLA annual return on assets has changed by -1.80% (-17.05%)
What is LPL Financial Holdings Inc. quarterly return on assets?
The current quarterly ROA of LPLA is 8.16%
What is the all time high quarterly ROA for LPL Financial Holdings Inc.?
LPL Financial Holdings Inc. all-time high quarterly return on assets is 12.88%
What is LPL Financial Holdings Inc. quarterly ROA year-on-year change?
Over the past year, LPLA quarterly return on assets has changed by -1.22% (-13.01%)