LPL Financial's July Brokerage & Advisory Assets Rise Sequentially
Key Takeaways LPL Financial's total assets reached $1.94T in July, up 1.1% sequentially and 26.8% year over year.Brokerage assets rose 0.5% to $862.4B, while advisory assets climbed 1.5% to $1.1T in July.Organic NNAs totaled $5.4B or $7.2B, excluding off-boarded assets tied to office separation.LPL Financial (LPLA) witnessed a rise in total brokerage and advisory assets in July 2025. The metric was $1.94 trillion, which rose 1.1% from the prior month and 26.8% year over year.LPLA’s July Performance Breakdow ...