LPL Financial Reports Monthly Activity for August 2026
LPL Financial reported August 2026 total client assets of $2.60 trillion, up 2.2% from July and 15% year-over-year. Organic net new assets were $13.5 billion, a 6.4% annualized growth rate, with advisory assets rising to 60.8% of total assets from 57.8% a year ago.
Key figures
- Organic nna august
- 13500000000
- Net buying activity
- 13800000000
- Client cash balances
- 54400000000
- Advisory assets pct of total
- 60.8%
- Total client assets change mom
- 2.2%
- Total client assets change yoy
- 15.0%
- Organic nna annualized growth rate
- 6.4%
AI analysis
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