Lpl Financial Holdings Inc (LPLA) Return on Assets ROA from the third quarter of 2026 to third quarter of 2025 and for the year 2026, Average High and Low, Fundamental Ratios from Sep 30 2026 to Sep 30 2025 - CSIMarket
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Lpl Financial Holdings Inc   (NASDAQ: LPLA)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Lpl Financial Holdings Inc 's ROA from the third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics


What is Lpl Financial Holdings Inc 's ROA in the third quarter of 2026?
Lpl Financial Holdings Inc achieved a return on average assets (ROA) of 7.24 % in its third quarter of 2026, this is above LPLA's average return on assets of 6.59%.
Lpl Financial Holdings Inc s assets during the 12 months ending in the third quarter of 2026 are valued at $19 billion

Despite the company's net income deteriorating, Lpl Financial Holdings Inc was able to improve its ROA compared to the second quarter of 2026.

However, within the Financial sector 106 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Sep 30 2026 quarter, so far to 1194, from total ROA ranking in the second quarter of 2026 at 1352.

What is ROA?


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Return On Assets (Sep 30 2026)
III. Quarter		 (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter
Y / Y Total Assets Change 10.2 % 13.26 % 34.89 % 24.47 % 36.47 %
Y / Y Net Income Change - 38.8 % 11.88 % 11.07 % -
Net Income (TTM) in million 1,393 1,007 901 863 833
Return On Assets (TTM) 7.24 % 5.36 % 4.95 % 5.08 % 5.18 %
LPLA's Total Ranking # 1194 # 1352 # 1146 # 808 # 734
Total Assets (TTM) in million 19,871 19,791 18,835 18,493 18,032
Seq. Total Assets Change 0.4 % 5.07 % 1.85 % 2.55 % 3.2 %
Seq. Net Income Change -5.99 % 6.41 % 18.52 % - -

LPLA's 5 Years Annual ROA >> Back to LPLA Management Effectiveness >> Compare LPLA ROA to its Competitors


Return On Assets Company Ranking
Within: No.
Industry # 27
Sector # 107
Overall # 862

Return On Assets Statistics
High Average Low
12.46 %
6.59 %
3.76 %
(Jun 30 2023)   (Jun 30 2016)



  News about Lpl Financial Holdings Inc Return on Assets ROA

BrookBridge Private Wealth Joins LPL Private Wealth Management



BrookBridge Private Wealth Joins LPL Private Wealth Management: A Strategic Move in Wealth Management Landscape
Introductionnn
On September 10, 2024, LPL Financial LLC solidified its strategic expansion in the financial services sector by announcing that private client advisor John Duane and portfolio manager Gregory Giantsos have joined its high-net-worth-focused employee affiliation model, known as LPL Private Wealth Management. This partnership has led to the establishment of BrookBridge Private Wealth, situated in Long Island, New York, and reflects an evolving landscape in wealth management.
Facts at a Glancenn
1. nnKey Personnelnn:
- John Duane: Private Client Advisor
- Gregory Giantsos: Portfolio Manager
2. nnFirm Detailsnn:
- New entity: BrookBridge Private Wealth
- Location: Long Island, New York
- Previous affiliation: Bank of America Private Bank
3. nnAssets Managednn:
- Approximately $700 million in advisory, brokerage, and retirement plan assets.



Financial Statements
Lpl Financial Holdings Inc 's Assets $ 19,871 million LPLA's Balance sheet
Lpl Financial Holdings Inc 's Income $ 357 million Quarterly LPLA's Income Statement
LPLA's Income by Division See LPLA's Income by Division



Annual Return On Assets (Dec 31 2025)
FY 2025		 (Dec 31 2024)
FY 2024		 (Dec 31 2023)
FY 2023		 (Dec 31 2022)
FY 2022		 (Dec 31 2021)
FY 2021
Y / Y Total Assets Change 35.92 % 20.78 % 37.55 % 20.17 % 14.08 %
Total Assets in million 20,193 14,857 12,301 8,943 7,442
Y / Y Net Income Change -18.48 % -0.72 % 26.08 % 83.9 % -2.7 %
Net Income in million 863 1,059 1,066 846 460
Annual Return On Assets 4.27 % 7.13 % 8.67 % 9.46 % 6.18 %

LPLA's 5 Years Annual ROA >> Back to LPLA Management Effectiveness >> Compare LPLA ROA to its Competitors



Comment on LPLA's ROA in the fiscal year ending 2025
In the fiscal year 2025 Lpl Financial Holdings Inc 's ROA decreased compared to previous year to 4.27 %, due to deterioration of net income -18.48 % to $863.02 million, from $1,058.62 million a year ago, as LPLA's assets were $20,193.29 million.


More Return On Assets Ratios
LPLA's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
LPLA's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for LPLA's Competitors
Subscribers only: Roa for Lpl Financial Holdings Inc 's Suppliers
Subscribers only: Return On Assets for LPLA's Customers

You may also want to know
LPLA's Roi LPLA's Inventory Turnover Ratio LPLA's Growth Rates LPLA's Dividend Comparisons
LPLA's Profitability Ratios LPLA's Asset Turnover Ratio LPLA's Dividend Growth
LPLA's Roe LPLA's Valuation Ratios LPLA's Financial Strength Ratios LPLA's Dividend Payout Ratio



Companies with similar Return On Assets at Sep 30 2026, within Financial Sector ROA
Moody s Corporation  19.21 %
Cohen and Steers Inc   18.80 %
Federated Hermes Inc   18.68 %
Slide Insurance Holdings Inc   18.23 %
Hamilton Lane Incorporated  17.67 %
Alexanders Inc  16.60 %
Erie Indemnity Company  16.52 %
Price T Rowe Group Inc  14.96 %
Alliancebernstein Holding L p   14.59 %
Cboe Global Markets Inc   14.00 %
Hci Group Inc   13.51 %
Tradeweb Markets Inc   12.11 %
Morningstar inc   11.52 %
Houlihan Lokey Inc   10.16 %
Paccar Inc  10.09 %
Affiliated Managers Group inc   9.94 %
Tiptree Inc   9.67 %
Progressive Corp  9.34 %
Victory Capital Holdings Inc   9.28 %
Kingstone Companies Inc   8.91 %
S and p Global Inc   8.90 %
Pagaya Technologies Ltd   8.69 %
Public Storage  8.56 %
Sba Communications Corporation  8.43 %
Kinsale Capital Group Inc   8.36 %
Universal Insurance Holdings Inc   7.69 %
Manhattan Bridge Capital Inc   7.60 %
Greenlight Capital Re Ltd   7.44 %
Nasdaq Inc   7.37 %
Lpl Financial Holdings Inc   7.24 %

Date modified: 2026-10-30T14:39:49+00:00


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