LPL Financial Holdings Inc. Reports 1.1% Increase in Advisory and Brokerage Assets for July 2025, Totaling $1.94 Trillion

Reuters
2025/08/22
<a href="https://laohu8.com/S/LPLA">LPL Financial Holdings Inc</a>. Reports 1.1% Increase in Advisory and Brokerage Assets for July 2025, Totaling $1.94 Trillion

LPL Financial Holdings Inc. has released its monthly activity report for July 2025, revealing a total advisory and brokerage assets value of $1.94 trillion. This marks an increase of $20.2 billion or 1.1% from the end of June 2025. The report highlights total organic net new assets for July at $5.4 billion, equating to a 3.4% annualized growth rate. This figure includes $1.8 billion in assets that were off-boarded due to a planned separation from misaligned large OSJs. Excluding these impacts, organic net new assets were $7.2 billion, with a 4.5% annualized growth rate. Additionally, total client cash balances at the end of July were reported at $49.5 billion, reflecting a decrease of $1.1 billion compared to June 2025. Net buying activity for the month amounted to $13.7 billion. The S&P 500 Index rose by 2.2% to 6,339, while the Russell 2000 Index saw a 1.7% increase, reaching 2,212. The report provides further insights into the company's financial metrics and market drivers, offering a comprehensive view of their financial performance for the month.

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: GNW9516182-en) on August 21, 2025, and is solely responsible for the information contained therein.

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