Key Takeaways LPL Financial's total brokerage and advisory assets hit $2.26T in August, up 45.1% year over year.Brokerage assets climbed 10.8% sequentially, while advisory assets surged 21.5% from July 2025.Organic NNAs were $17.8B, including $13.8B from First Horizon Bank and $2.2B in off-boarded assets.LPL Financial (LPLA) witnessed a rise in total brokerage and advisory assets in August 2025. The metric was $2.26 trillion, which surged 16.7% from the prior month and 45.1% year over year.LPLA’s August Per ...

LPL Financial 2025年4月资产表现 - 公司总经纪和咨询资产达1.79万亿美元 环比下降0.4%但同比大幅增长26.5% [1] - 经纪资产8094亿美元 环比降1%但同比增27% 咨询资产9786亿美元 环比微增0.1%同比增26.2% [2] - 有机净新增资产(NNAs)61亿美元 含温特拉斯投资转入10亿美元及20亿美元计划剥离资产 调整后NNAs为62亿美元 [3] 客户现金余额构成 - 总客户现金余额518亿美元 环比降2.4%但同比增13.3% [4] - 其中352亿美元为保险现金 107亿美元为存款现金 其余为货币市场扫款和其他客户现金 [4] 同业比较 - 嘉信理财(SCHW)4月核心NNAs达27亿美元 同比大幅增长但环比骤降95% 总客户资产9.89万亿美元同比增12% [8] - 盈透证券(IBKR)4月日均收益交易量达381.8万笔 同比飙升63.2%环比增10% [11] 战略发展 - 公司即将收购Commonwealth Financial Network 并完成对Investment Center和Atria Wealth的并购 预计将提升咨询收入 [5] - 通过持续顾问招募和生产力提升 公司计划继续推进非有机扩张以优化业务结构 [5] 股价表现 - LPLA股价过去一年上涨32.7% 显著跑赢行业24.7%的涨幅 [6]