If you invested $1,000 in LPLA — what it would be worth today
A $1,000 investment in LPL Financial Holdings Inc. (LPLA) in January 2016 would be worth $13,873 as of August 2026 with dividends reinvested — 28.3% a year. Use the dropdowns above to try any amount, ticker, or starting month back to November 2010.
Over the same period, the same $1,000 would be worth $4,738 in the S&P 500 (SPY) and $7,568 in the Nasdaq-100 (QQQ). LPLA beat both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in LPLA since January 2016#
monthlyLPL Financial Holdings Inc. (LPLA). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in LPLA by starting month#
$1,000 invested in LPLA, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $13,873 | $7,568 | 13.9× | 28.3% |
| 2017 | $10,334 | $6,256 | 10.3× | 27.8% |
| 2018 | $6,655 | $4,559 | 6.7× | 24.9% |
| 2019 | $5,557 | $4,554 | 5.6× | 25.6% |
| 2020 | $4,192 | $3,468 | 4.2× | 24.5% |
| 2021 | $3,515 | $2,398 | 3.5× | 25.5% |
| 2022 | $2,195 | $2,068 | 2.2× | 18.9% |
| 2023 | $1,588 | $2,529 | 1.6× | 14.0% |
| 2024 | $1,565 | $1,775 | 1.6× | 19.3% |
| 2025 | $1,016 | $1,409 | 1.0× | 1.0% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. LPLA data begins November 2010; values as of August 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live LPLA chart and fundamentals on the LPLA quote page or compare with the same investment in SPY.
FAQ
- How much would $1,000 invested in LPLA be worth today?
- A $1,000 investment in LPL Financial Holdings Inc. (LPLA) in January 2016 would be worth about $13,873 as of August 2026, with dividends reinvested. That works out to about 28.3% a year.
- How far back does the LPLA calculation go?
- LPLA data begins November 2010. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.