LPL Financial reported July 2026 activity showing total client assets of $2.55 trillion, up 31.3% year over year despite a marginal decline from the second-quarter peak of $2.56 trillion. Advisory assets reached $1.54 trillion, or 60.6% of total assets, up 43.5% year over year, while brokerage assets stood at around $1 trillion, up 16.2% year over year. Organic net new assets were $7.4 billion in July, down from $11.3 billion in June, translating into an annualized growth rate of 3.5%. Client cash balances fell 4.6% sequentially to $54.3 billion but remained 9.7% above the year-ago level, and net buying activity increased to $14.7 billion from $13.1 billion in June.
LPL Financial Holdings IncClient assets and organic net new assets grew strongly year over year, indicating robust demand for LPL's services.
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