---
title: "LPL Financial client assets slip to $2.55 trillion in July 2026"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296530965.md"
description: "LPL Financial reported total client assets of $2.55 trillion at the end of July 2026, a 0.6% decrease from June. Advisory assets comprised 60.6% of the total, reaching $1.54 trillion, while brokerage assets stood at $1 trillion. Organic net new assets totaled $7.4 billion in July, reflecting a 3.5% annualized growth rate. Client cash balances decreased by $2.6 billion to $54.3 billion, with net buying recorded at $14.7 billion."
datetime: "2026-08-20T20:06:30.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296530965.md)
  - [en](https://longbridge.com/en/news/296530965.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296530965.md)
generator: "portal-rs"
---

# LPL Financial client assets slip to $2.55 trillion in July 2026

-   LPL Financial reported total client assets of USD 2.55 trillion at end-July 2026, down 0.6% from end-June. \* Advisory assets rose to 60.6% of total assets; advisory assets were USD 1.54 trillion, brokerage assets USD 1 trillion. \* Organic net new assets totaled USD 7.4 billion in July, implying a 3.5% annualized growth rate. \* Client cash balances were USD 54.3 billion, down USD 2.6 billion from June; July net buying was USD 14.7 billion. 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: 202608201605PRIMZONEFULLFEED9813634) on August 20, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**