LPL Financial Reports $2.35 Trillion in October Advisory and Brokerage Assets

Reuters11-21

LPL Financial Reports $2.35 Trillion in October Advisory and Brokerage Assets

LPL Financial Holdings Inc. reported its monthly activity for October 2025, noting total advisory and brokerage assets of $2.35 trillion at month-end, a 1.6% increase from September 2025. The company recorded total organic net new assets of $7.3 billion, representing a 3.8% annualized growth rate. This figure includes $0.7 billion of assets onboarded from First Horizon Bank and $0.5 billion of assets offboarded due to a previously announced separation from certain large OSJs. Prior to these impacts, organic net new assets were $7.0 billion, or a 3.7% annualized growth rate. Total client cash balances at the end of October were $54.9 billion, a decrease of $0.9 billion from the previous month. Net buying activity in October was $14.3 billion. The S&P 500 Index ended October at 6,840, up 2.3% from the prior month, while the Russell 2000 Index ended at 2,479, up 1.8%. The average Fed Funds daily effective rate was 408 basis points, a decrease of 3.3% from September.

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: GNW9579664-en) on November 20, 2025, and is solely responsible for the information contained therein.

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The company recorded total organic net new assets of $7.3 billion, representing a 3.8% annualized growth rate. This figure includes $0.7 billion of assets onboarded from First Horizon Bank and $0.5 billion of assets offboarded due to a previously announced separation from certain large OSJs. Prior to these impacts, organic net new assets were $7.0 billion, or a 3.7% annualized growth rate. Total client cash balances at the end of October were $54.9 billion, a decrease of $0.9 billion from the previous month. Net buying activity in October was $14.3 billion. The S&amp;P 500 Index ended October at 6,840, up 2.3% from the prior month, while the Russell 2000 Index ended at 2,479, up 1.8%. 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The company recorded total organic net new assets of $7.3 billion, representing a 3.8% annualized growth rate. This figure includes $0.7 billion of assets onboarded from First Horizon Bank and $0.5 billion of assets offboarded due to a previously announced separation from certain large OSJs. Prior to these impacts, organic net new assets were $7.0 billion, or a 3.7% annualized growth rate. Total client cash balances at the end of October were $54.9 billion, a decrease of $0.9 billion from the previous month. Net buying activity in October was $14.3 billion. The S&P 500 Index ended October at 6,840, up 2.3% from the prior month, while the Russell 2000 Index ended at 2,479, up 1.8%. The average Fed Funds daily effective rate was 408 basis points, a decrease of 3.3% from September.\n      \n\nDisclaimer: 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: GNW9579664-en) on November 20, 2025, and is solely responsible for the information contained therein.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport,express","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2585577211","isCrawlerRequest":true}