Monthly UpdateJun 16, 2026, 04:05 PM
LPL Financial May Client Assets $2.55T, Organic NNA $8.8B
AI Summary
LPL Financial Holdings Inc. released its May 2026 monthly activity report, showing total client assets reached $2.55 trillion, a 3.1% increase from April and a 37.8% increase year-over-year. Advisory assets grew to 60.2% of total assets, up from 55.1% a year ago. The company reported $8.8 billion in total organic net new assets for May, representing a 4.3% annualized growth rate. Client cash balances decreased slightly to $54.8 billion, while net buying activity was $13.7 billion.
Key Highlights
- Total client assets reached $2.55 trillion, up 3.1% M/M and 37.8% Y/Y.
- Advisory assets increased to 60.2% of total assets, up from 55.1% a year ago.
- Total organic net new assets for May were $8.8 billion, a 4.3% annualized growth rate.
- Advisory organic net new assets were $11.0 billion, while brokerage organic NNA was ($2.2) billion.
- Total client cash balances decreased to $54.8 billion, down 1.3% compared to April.
- Net buying activity in May was $13.7 billion.
- S&P 500 Index increased 5.1% M/M, and Russell 2000 Index increased 4.3% M/M.
Price Impact
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