LPL Financial Reports Monthly Activity for January 2026

Finviz2026/02/19 21:09

By:Finviz

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SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026.

Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025. Advisory assets as a percentage of total assets increased to 59.1%, up from 54.8% a year ago.

Total organic net new assets for January were $4.2 billion, translating to a 2.1% annualized growth rate.

Total client cash balances at the end of January were $56.5 billion, a decrease of $4.5 billion compared to the end of December 2025. Net buying in January was $13.8 billion.

(End of period $ in billions, unless noted)	January		December		Change	January	Change
(End of period $ in billions, unless noted)	2026		2025		M/M	2025	Y/Y
*Advisory and Brokerage Assets*
Advisory assets	1,422.7		1,392.7		2.2%	992.4	43.4%
Brokerage assets	985.8		977.9		0.8%	819.4	20.3%
Total Advisory and Brokerage Assets	2,408.5		2,370.5		1.6%	1,811.8	32.9%

*Organic Net New Assets*
Organic net new advisory assets	6.1		10.2		n/m	13.4	n/m
Organic net new brokerage assets	(2.0	)	(1.6	)	n/m	20.5	n/m
Total Organic Net New Assets	4.2		8.6		n/m	34.0	n/m

*Acquired Net New Assets*
Acquired net new advisory assets	0.0		0.0		n/m	0.1	n/m
Acquired net new brokerage assets	0.0		2.0		n/m	0.0	n/m
Total Acquired Net New Assets	0.0		2.0		n/m	0.1	n/m

*Total Net New Assets*
Net new advisory assets	6.1		10.2		n/m	13.5	n/m
Net new brokerage assets	(2.0	)	0.4		n/m	20.6	n/m
Total Net New Assets	4.2		10.6		n/m	34.1	n/m

Net brokerage to advisory conversions	2.2		2.1		n/m	2.1	n/m

*Client Cash Balances*
Insured cash account sweep	38.2		41.0		(6.8%)	36.2	5.5%
Deposit cash account sweep	14.2		15.3		(7.2%)	10.0	42.0%
Total Bank Sweep	52.4		56.3		(6.9%)	46.3	13.2%
Money market sweep	2.2		2.5		(12.0%)	4.1	(46.3%)
Total Client Cash Sweep Held by Third Parties	54.6		58.8		(7.1%)	50.4	8.3%
Client cash account	1.9		2.2		(13.6%)	1.8	5.6%
Total Client Cash Balances	56.5		61.0		(7.4%)	52.2	8.2%

Net buy (sell) activity	13.8		13.3		n/m	14.5	n/m

*Market Drivers*
S&P 500 Index (end of period)	6,939		6,846		1.4%	6,041	14.9%
Russell 2000 Index (end of period)	2,614		2,482		5.3%	2,288	14.2%
Fed Funds daily effective rate (average bps)	364		373		(2.4%)	433	(15.9%)

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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LPL Financial Reports Monthly Activity for January 2026

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