LPL Financial reports July 2026 monthly activity metrics - LPLA News | RalliesLPL Financial reports July 2026 monthly activity metrics
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LPLA• July monthly activity metrics
- 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% month over month; 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 month over month; net buying totaled $14.7 billion.
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