LPL Financial reports July 2026 monthly activity metrics

Reuters2026/08/20 20:26

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LPL Financial released July 2026 monthly metrics, showing total client assets of $2.55 trillion, down 0.6% from June.
Advisory assets were $1.54 trillion, down 0.3% M/M; brokerage assets were $1.00 trillion, down 1.2%.
Advisory assets rose to 60.6% of total assets, up from 55.5% a year earlier.
Total organic net new assets were $7.4 billion, implying a 3.5% annualized growth rate.
Client cash balances ended July at $54.3 billion, down $2.6 billion M/M; net buying totaled $14.7 billion.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief on August 20, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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LPL Financial reports July 2026 monthly activity metrics

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