LPL Financial Holdings Inc. announced it will report its third quarter financial results after the market closes on Tuesday, October 27, 2026. The company plans to host a conference call to discuss these results at 5 pm ET the same day.

Conference Call Details

The earnings call will be accessible live and available for replay at the company's investor relations website. Investors and analysts can join the session to hear management commentary on the quarter's performance.

About LPL Financial

LPL Financial Holdings is among the fastest growing wealth management firms in the United States. As a leader in the financial advisor mediated marketplace, the firm supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions.

Key operational metrics include:

• Servicing and custodying approximately $2.6 trillion in brokerage and advisory assets.
• Serving approximately 8 million Americans.
• Providing a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services.

The firm ensures that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

LPL Financial Holdings Inc. (NASDAQ: LPLA) reported total client assets of $2.60 trillion at the end of August 2026, marking a 2.2% increase from July. The firm recorded organic net new assets of $13.5 billion during the month, translating to a 6.4% annualized growth rate.

Advisory assets continued to gain share, rising to 60.8% of total assets from 57.8% a year ago. This shift reflects ongoing momentum in the advisory channel, which contributed $12.5 billion to organic net new assets in August.

Asset growth drivers

Total client assets grew by $55.3 billion month-over-month. Advisory assets specifically increased 2.5% to $1,582.5 billion, while brokerage assets rose 1.7% to $1,019.4 billion. Year-over-year, total assets expanded 15.0%, driven largely by a 21.0% rise in advisory assets compared to August 2025.

Net new asset trends

Organic net new assets (NNA) totaled $13.5 billion in August, an improvement from $7.4 billion in July. The advisory segment accounted for the bulk of this inflow with $12.5 billion, while brokerage NNA turned positive at $0.9 billion after recording negative flows of $2.8 billion in July. Net brokerage-to-advisory conversions stood at $1.7 billion.

Acquired NNA remained at zero for both advisory and brokerage segments in August and July, contrasting sharply with the $275.0 billion in acquired NNA recorded in August 2025, which included Commonwealth assets.

Cash balances and market context

Total client cash balances ended August at $54.4 billion, a slight increase of 0.2% from July. Net buying activity was robust at $13.8 billion. The bank sweep component of cash balances grew 0.8% month-over-month to $52.2 billion, while money market sweep balances declined 9.1% to $1.0 billion.

The S&P 500 index closed at 7,686 at the end of August, up 2.6% from July, providing a tailwind for asset values. The Russell 2000 index rose 0.9% to 2,956. The average Fed Funds daily effective rate held steady at 363 bps.

What the numbers show

The data reveals a clear divergence in growth sources between the current period and the prior year. In August 2025, total net new assets were heavily influenced by $275.0 billion in acquired NNA, primarily from Commonwealth Financial Network. In contrast, August 2026’s $13.5 billion in total NNA was entirely organic. Despite the absence of acquisition-driven inflows, total client assets grew 15.0% YoY, indicating that market appreciation and strong organic advisory flows are now sufficient to drive double-digit asset expansion without M&A support.