LPL Financial Holdings Inc. Return on Tangible Assets

Return on Tangible Assets of LPLA for past 10 years: annual, quarterly and twelve month trailing (TTM) including Return on Tangible Assets growth rates and interactive chart.

Highlights and Quick Summary

  • Annual Return on Tangible Assets for 2020 was 34.02% (a -22.68% decrease from previous year)
  • Annual Return on Tangible Assets for 2019 was 44.0% (a 14.94% increase from previous year)
  • Annual Return on Tangible Assets for 2018 was 38.28% (a 85.11% increase from previous year)
  • Twelve month Return on Tangible Assets ending June 29, 2021 was 27.42% (a -11.09% decrease compared to previous quarter)
  • Twelve month trailing Return on Tangible Assets decreased by -23.15% year-over-year
Trailing Return on Tangible Assets for the last four month:
29 Jun '21 30 Mar '21 30 Dec '20 29 Sep '20
27.42% 30.84% 34.07% 35.68%
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Historical Return on Tangible Assets of LPL Financial Holdings Inc.

Most recent Return on Tangible Assetsof LPLA including historical data for past 10 years.

Interactive Chart of Return on Tangible Assets of LPL Financial Holdings Inc.

LPL Financial Holdings Inc. Return on Tangible Assets for the past 10 Years (both Annual and Quarterly)

Year Q1 Q2 Q3 Q4 Fiscal Year
2020 34.02%
2019 44.0%
2018 38.28%
2017 20.68%
2016 16.86%
2015 16.75%
2014 27.09%
2013 25.03%
2012 28.07%
2011 20.41%
2010 -7.93%

Business Profile of LPL Financial Holdings Inc.

Sector: Financial Services
Industry: Capital Markets
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.