LPL Financial Reports Monthly Activity for July 2026
LPL Financial reported total client assets of $2.55 trillion for July, down 0.6% from June but up 31.3% year-over-year. The firm generated $7.4 billion in organic net new assets, while the mix shifted toward advisory assets, which now comprise 60.6% of total assets.
Key figures
- Net buying
- 14700000000
- Organic nna
- 7400000000
- Total assets yoy
- 31.3%
- Advisary assets pct
- 60.6%
- Client cash balances
- 54300000000
AI analysis
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