LPL Financial Holdings Inc. reported its total advisory and brokerage assets at $1.79 trillion, representing a decrease of $7.0 billion, or 0.4%, compared to the previous month. Advisory assets were reported at $978.6 billion, showing a slight increase of 0.1% from the previous month, while brokerage assets were $809.4 billion, reflecting a decrease of 1.0%. Total organic net new assets stood at $6.1 billion, translating to a 4.1% annualized growth rate.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9456114-en) on May 22, 2025, and is solely responsible for the information contained therein.