LPL Financial Reports Monthly Activity for August 2026

Advisory assets grew faster than brokerage assets year over year, while organic inflows were below August 2025.

Rhea-AI Summary

LPL Financial Holdings (LPLA) reported $2.60 trillion in client assets at the end of August 2026 in its monthly activity update.

Assets rose $55.3 billion, or 2.2%, from July and were 15.0% above August 2025. Advisory assets reached $1,582.5 billion, up 21.0% year over year, while brokerage assets were $1,019.4 billion, up 6.7%. Advisory assets represented 60.8% of total assets, compared with 57.8% a year earlier.

August organic net new assets were $13.5 billion, versus $7.4 billion in July and $17.8 billion in August 2025. The annualized organic growth rate for August was 6.4%. Acquired net new assets were zero, compared with $275.0 billion a year earlier. Client cash balances were $54.4 billion, up $0.1 billion from July. Net buying was $13.8 billion, compared with $14.7 billion in July.

Positive

• Total client assets rose 15.0% year over year.
• Advisory assets rose 21.0% year over year.
• Organic net new assets were $13.5 billion, versus $7.4 billion in July.

Negative

• Organic net new assets were $13.5 billion, versus $17.8 billion a year earlier.

Key Figures

Total client assets: $2.60 trillion Organic net new assets: $13.5 billion Annualized organic asset growth: 6.4% +2 more

Total client assets

$2.60 trillion

End of August 2026; increased $55.3 billion, or 2.2%, from July

Organic net new assets

$13.5 billion

August 2026

Annualized organic asset growth

6.4%

August 2026

Advisory assets as a share of total assets

60.8%

August 2026; compared with 57.8% a year earlier

Net buying

$13.8 billion

August 2026

Key Terms

organic net new assets, broker-dealers

2 terms

organic net new assets financial

"Total organic net new assets (“NNA”) for August were $13.5 billion"

Organic net new assets are the amount of money that clients add to or withdraw from an investment firm’s managed funds during a period, measured after removing gains or losses from market performance and excluding money brought in by mergers or purchases. Investors watch this figure because it shows whether a firm is truly growing its client base and fee revenue from its own business — like tracking how much a garden grows on its own rather than counting plants moved in from elsewhere.

broker-dealers financial

"both registered investment advisers and broker-dealers."

A broker-dealer is a firm or individual that helps people buy and sell securities and may also trade those securities for its own account. Think of it like a market clerk who can either match a buyer with a seller or sell items from the shop’s shelves; investors rely on broker-dealers to execute trades, custody assets, provide market access and advice, and their actions and fees can affect trade speed, cost and potential conflicts of interest.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for August 2026.

Total client assets at the end of August were $2.60 trillion, an increase of $55.3 billion, or 2.2%, compared to the end of July. Advisory assets as a percentage of total assets increased to 60.8%, up from 57.8% a year ago.

Total organic net new assets (“NNA”) for August were $13.5 billion, translating to a 6.4% annualized growth rate.

Total client cash balances at the end of August were $54.4 billion, an increase of $0.1 billion compared to the end of July. Net buying in August was $13.8 billion.

(End of period $ in billions, unless noted)	August		July		Change		August		Change
	2026		2026		M/M		2025		Y/Y
Client Assets
Advisory	1,582.5		1,544.2		2.5	%	1,308.3		21.0	%
Brokerage	1,019.4		1,002.4		1.7	%	955.3		6.7	%
Total Client Assets	2,601.9		2,546.6		2.2	%	2,263.5		15.0	%
Organic NNA
Advisory	12.5		10.2		n/m		11.8		n/m
Brokerage	0.9		(2.8	)	n/m		6.1		n/m
Total Organic NNA	13.5		7.4		n/m		17.8		n/m
Acquired NNA(1)
Advisory	0.0		0.0		n/m		199.3		n/m
Brokerage	0.0		0.0		n/m		75.7		n/m
Total Acquired NNA	0.0		0.0		n/m		275.0		n/m
Total NNA
Advisory	12.5		10.2		n/m		211.1		n/m
Brokerage	0.9		(2.8	)	n/m		81.7		n/m
Total NNA	13.5		7.4		n/m		292.8		n/m
Net brokerage to advisory conversions	1.7		1.9		n/m		2.1		n/m
Client Cash Balances
Insured cash account sweep	37.1		36.8		0.8	%	35.0		6.0	%
Deposit cash account sweep	15.1		15.0		0.7	%	12.2		23.8	%
Total Bank Sweep	52.2		51.8		0.8	%	47.2		10.6	%
Money market sweep	1.0		1.1		(9.1	%)	4.1		(75.6	%)
Total Client Cash Sweep Held by Third Parties	53.1		52.8		0.6	%	51.3		3.5	%
Client cash account	1.2		1.5		(20.0	%)	1.4		(14.3	%)
Total Client Cash Balances	54.4		54.3		0.2	%	52.7		3.2	%
Net buy (sell) activity	13.8		14.7		n/m		14.2		n/m
Market Drivers
S&P 500 Index (end of period)	7,686		7,490		2.6	%	6,460		19.0	%
Russell 2000 Index (end of period)	2,956		2,931		0.9	%	2,366		25.0	%
Fed Funds daily effective rate (average bps)	363		363		—	%	433		(16.2	%)

Note: Totals may not foot due to rounding.
(1) In August 2025, includes Commonwealth assets as of 6/30/2025, assuming 90% retention. Based on unaudited preliminary financial information of Commonwealth. 

For additional information regarding these and other Company business metrics, please refer to the Company’s most recent earnings announcement, which is available in the quarterly results section of investor.lpl.com.

Contacts

Investor Relations
investor.relations@lplfinancial.com

Media Relations
media.relations@lplfinancial.com

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”) and LPL Enterprise, LLC (“LPL Enterprise”), both registered investment advisers and broker-dealers. Members FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial or LPL Enterprise.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much did LPL Financial's client assets grow in August 2026?

Total client assets reached $2.60 trillion at the end of August 2026, up $55.3 billion, or 2.2%, from the end of July. They were 15.0% above August 2025.

How did LPL Financial's organic net new assets compare in August 2026?

Organic net new assets were $13.5 billion in August 2026, compared with $7.4 billion in July and $17.8 billion in August 2025. The August figure translated to a 6.4% annualized growth rate.

What was included in LPL Financial's August 2025 acquired net new assets?

August 2025 acquired net new assets included Commonwealth assets as of June 30, 2025, assuming 90% retention. The Commonwealth figures were based on unaudited preliminary financial information.