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LPL Financial Reports Monthly Activity for January 2026

By: LPL Financial Holdings, Inc. via GlobeNewswire

February 19, 2026 at 16:05 PM EST

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.

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%)

For additional information regarding these and other Company business metrics, please refer to the Company’s most recent earnings announcement, which is available in the quarterly results section of investor.lpl.com.

Contacts

Investor Relations
investor.relations@lplfinancial.com

Media Relations
media.relations@lplfinancial.com

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”) and LPL Enterprise, LLC (“LPL Enterprise”), both registered investment advisers and broker-dealers. Members FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial or LPL Enterprise.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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