LPL Financial Reports $2.35 Trillion in October Advisory and Brokerage Assets

Reuters
11/21
LPL Financial Reports $2.35 Trillion in October Advisory and Brokerage Assets

LPL Financial Holdings Inc. reported its monthly activity for October 2025, noting total advisory and brokerage assets of $2.35 trillion at month-end, a 1.6% increase from September 2025. The company recorded total organic net new assets of $7.3 billion, representing a 3.8% annualized growth rate. This figure includes $0.7 billion of assets onboarded from First Horizon Bank and $0.5 billion of assets offboarded due to a previously announced separation from certain large OSJs. Prior to these impacts, organic net new assets were $7.0 billion, or a 3.7% annualized growth rate. Total client cash balances at the end of October were $54.9 billion, a decrease of $0.9 billion from the previous month. Net buying activity in October was $14.3 billion. The S&P 500 Index ended October at 6,840, up 2.3% from the prior month, while the Russell 2000 Index ended at 2,479, up 1.8%. The average Fed Funds daily effective rate was 408 basis points, a decrease of 3.3% from September.

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: GNW9579664-en) on November 20, 2025, and is solely responsible for the information contained therein.

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10