Lpl Financial Holdings Inc 's ROA from the second quarter of 2026 to the second 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 second quarter of 2026?
Lpl Financial Holdings Inc achieved a return on average assets (ROA) of 5.26 % in its second quarter of 2026, which is below Lpl Financial Holdings Inc 's average return on assets, which stands at 6.58%.

ROA has improved compared to 4.74% in the first quarter of 2026, due to net income growth.

However, within the Financial sector 144 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Jun 30 2026 quarter, so far to 1189, from total ROA ranking in the first quarter of 2026 at 1350.

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Return On Assets	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Total Assets Change	3.28 %	19.79 %	34.31 %	36.47 %	48.05 %
Y / Y Net Income Change	38.8 %	11.88 %	11.07 %	-	12.08 %
Net Income (TTM) in million	1,007	901	863	833	1,118
Return On Assets (TTM)	5.26 %	4.74 %	4.74 %	4.92 %	7.1 %
LPLA's Total Ranking	# 1189	# 1350	# 1140	# 806	# 731
Total Assets (TTM) in million	19,791	18,835	19,955	18,032	19,163
Seq. Total Assets Change	5.07 %	-5.61 %	10.67 %	-5.9 %	21.88 %
Seq. Net Income Change	6.41 %	18.52 %	-	-	-14.23 %

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	# 31
Sector	# 145
Overall	# 1103

Return On Assets Statistics
High	Average	Low
12.46 %	6.58 %	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	$ 19,791 million	LPLA's Balance sheet
Lpl Financial Holdings Inc 's Income	$ 379 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

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Date modified: 2026-09-13T20:40:08+00:00

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