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LPL Financial's May Brokerage & Advisory Assets Rise Y/Y
ZACKS·2025-06-24 20:40

Key Takeaways LPLA's brokerage and advisory assets hit 1.85TinMay,up3.71.85T in May, up 3.7% M/M and 26.5% Y/Y. Total net new assets were 6.5B, with 7.5Binorganicflowsexcludingplannedoffboarding.Clientcashbalancewas7.5B in organic flows excluding planned off-boarding. Client cash balance was 49.2B in May, down 5% M/M but up 10.6% compared to May 2024.LPL Financial (LPLA) witnessed a rise in total brokerage and advisory assets in May 2025. The metric was $1.85 trillion, which grew 3.7% from the prior month and 26.5% year over year.LPLA’s Performance BreakdownOf LPLA’s total assets, ...