Company / Total Assets
LPL Financial Holdings Inc. Total Assets History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Total Assets
$18.5B
FY2025
5-year range
$8.0B / $18.5B
FY2021-FY2025
Trend
+38.9%
vs FY2024
Sector context
#167 of 407
Financials
What the data says
At $18.5B, LPL Financial Holdings Inc.'s total assets ranks #167 of 407 in the Financials sector. Total Assets has increased for 9 consecutive years, from $4.8B in FY2016 to $18.5B in FY2025.
Based on SEC 10-K filings.
$18.5B in FY2025 with a 5-year CAGR of +22.9%.
Improved from $10.4B to $18.5B over the past 2 years.
Financials sector context is included.
Total Assets over time
Growth rates
- 3-Year CAGR
- +24.9%
- 5-Year CAGR
- +22.9%
- 10-Year CAGR
- -
Sector benchmark
#167 of 407 in FinancialsTop 41% of 407This company $18.5B Sector average $91.1B
▼
-79.7% below sector average
Key checks
Key Insights
- LPL Financial Holdings Inc.'s total assets has grown for 9 consecutive years.
- 5-year CAGR of +22.9%, indicating consistent growth.
- In FY2025, total assets increased 38.9% year-over-year.
- Ranks #167 out of 407 companies in the Financials sector.
Company context
Key Data Points
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Total AssetsValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $18.5B | +38.9% |
| FY2024 | $13.3B | +28.2% |
| FY2023 | $10.4B | +9.5% |
| FY2022 | $9.5B | +18.7% |
| FY2021 | $8.0B | +21.2% |
| FY2020 | $6.6B | +12.2% |
| FY2019 | $5.9B | +7.4% |
| FY2018 | $5.5B | +2.2% |
| FY2017 | $5.4B | +10.8% |
| FY2016 | $4.8B | +6.9% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026