LPL Financial Holdings Inc.NASDAQ: LPLA

LPL Financial Reports Monthly Activity for August 2026

· Issued by LPL Financial Holdings Inc. via GlobeNewswire

Summary by 6ix AI

LPL Financial Holdings Inc., a US wealth management firm that supports financial advisors, reported total client assets of $2.60 trillion at the end of August 2026. That is an increase of $55.3 billion, or 2.2%, compared to the end of July.

Key details

  • Organic net new assets (new client money brought in, excluding acquired assets) were $13.5 billion for August 2026, a 6.4% annualized growth rate. Of this, $12.5 billion was advisory and $0.9 billion was brokerage.
  • Advisory assets rose to 60.8% of total assets, up from 57.8% a year ago.
  • Total client cash balances were $54.4 billion at the end of August, an increase of $0.1 billion compared to the end of July.
  • Net buying by clients in August was $13.8 billion.
  • At the end of August 2026, advisory assets were $1,582.5 billion and brokerage assets were $1,019.4 billion. Total client assets were up 15.0% from $2,263.5 billion at the end of August 2025.

6ix AI wrote this summary from the release below and checked it against the release.

On 6ix: 6ix.com/news/lpl-financial-reports-monthly-activity-for-august-2026

Watch LPL Financial's latest callLPL Financial Holdings (NASDAQ:LPLA) Q3 2026 Earnings Call · Replay · Oct 27

LPL Financial Holdings, Inc.

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.

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