LPL Financial client assets slip to $2.55 trillion in July 2026
LPLA•July client assets and flows
- LPL Financial reported total client assets of USD 2.55 trillion at end-July 2026, down 0.6% from end-June.
- Advisory assets rose to 60.6% of total assets; advisory assets were USD 1.54 trillion, brokerage assets USD 1 trillion.
- Organic net new assets totaled USD 7.4 billion in July, implying a 3.5% annualized growth rate.
- Client cash balances were USD 54.3 billion, down USD 2.6 billion from June; July net buying was USD 14.7 billion.
