LPL Financial Holdings Inc (LPLA) — Tangible Net Worth Ratio

Latest as of June 2026: 40.4%

LPL Financial Holdings Inc (LPLA) has a Tangible Net Worth Ratio of 40.4% as of June 2026. This metric is calculated by deducting intangible assets ($3.43 Billion) from net assets ($5.76 Billion) and expressing it as a percentage of total net assets. A higher ratio means that more of the company's equity is backed by tangible, balance-sheet-verifiable assets rather than goodwill, patents, or brand value. Also explore LPLA shareholders equity momentum to track the company's year-over-year net asset growth rate.

Tangible NW Ratio

40.4%
Tangible equity / total equity

Net Assets (Equity)

$5.76 Billion
USD

Intangible Assets

$3.43 Billion
Goodwill, patents, brand value

Total Assets

$19.79 Billion
USD

LPL Financial Holdings Inc Tangible Net Worth Ratio (2006–2025)

This chart shows how LPL Financial Holdings Inc's Tangible Net Worth Ratio has changed across 20 annual periods from 2006 to 2025. As of June 2026, the ratio stands at 40.4%, reflecting net assets of $5.76 Billion with intangible assets of $3.43 Billion USD. For live market cap and overall valuation, see LPL Financial Holdings Inc (LPLA) total market value.

Annual Tangible Net Worth Ratio for LPL Financial Holdings Inc (2006–2025)

The table below presents the year-by-year Tangible Net Worth Ratio for LPL Financial Holdings Inc from 2006 to 2025, covering 20 annual filings. Each row shows net assets, intangible assets, total assets, the tangible net worth ratio, and the change in percentage points versus the prior year. Explore LPLA capex to operating cash flow ratio to see what proportion of operating cash flow is directed to capital expenditures.

Year Tangible NW Ratio Net Assets (USD) Intangible Assets Total Assets Change (pp)
2025 37.7% $5.34 Billion $3.33 Billion $18.49 Billion ▼ -11.7 pp
2024 49.4% $2.93 Billion $1.48 Billion $13.32 Billion ▼ -18.3 pp
2023 67.7% $2.08 Billion $671.59 Million $10.39 Billion ▼ -12.6 pp
2022 80.3% $2.17 Billion $427.68 Million $9.48 Billion ▲ +7.5 pp
2021 72.8% $1.67 Billion $455.03 Million $7.99 Billion ▲ +3.0 pp
2020 69.8% $1.31 Billion $397.49 Million $6.52 Billion ▲ +12.7 pp
2019 57.0% $1.02 Billion $439.84 Million $5.88 Billion ▲ +6.7 pp
2018 50.3% $974.07 Million $484.17 Million $5.48 Billion ▼ -6.8 pp
2017 57.1% $965.01 Million $414.09 Million $5.36 Billion ▲ +0.2 pp
2016 56.9% $821.00 Million $354.00 Million $4.83 Billion ▲ +11.7 pp
2015 45.2% $715.61 Million $392.03 Million $4.52 Billion ▼ -10.5 pp
2014 55.7% $971.60 Million $430.70 Million $4.05 Billion ▼ -2.1 pp
2013 57.8% $1.10 Billion $464.52 Million $4.04 Billion ▲ +1.9 pp
2012 55.8% $1.14 Billion $503.53 Million $3.99 Billion ▼ -4.2 pp
2011 60.0% $1.34 Billion $537.67 Million $3.82 Billion ▲ +7.7 pp
2010 52.3% $1.17 Billion $560.08 Million $3.65 Billion ▲ +22.5 pp
2009 29.8% $850.88 Million $597.08 Million $3.34 Billion ▲ +12.7 pp
2008 17.2% $790.31 Million $654.70 Million $3.38 Billion ▲ +8.7 pp
2007 8.4% $747.17 Million $684.12 Million $3.29 Billion ▼ -6.2 pp
2006 14.6% $626.92 Million $535.29 Million $2.80 Billion
pp = percentage points