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Net New Assets
Measures the flow of new client assets, indicating the firm's ability to attract and retain clients, a key driver of future revenue.LPL’s NNA is driven by steady organic inflows punctuated by episodic, acquisition- and reporting-driven spikes that inflate headline growth; management’s Q1 commentary confirms healthy underlying recruiting and organic momentum but flags Commonwealth retention below target, meaning near-term headline NNA will be volatile. For investors, focus on organic NNA, recruiting pipeline health and the path to higher Commonwealth retention—those metrics, not headline quarterly spikes, will determine sustainable asset-base and fee revenue growth.
Date | Net New Assets |
|---|---|
Jun 30, 2026 | $23.60B |
Mar 31, 2026 | $21.40B |
Dec 31, 2025 | $24.50B |
Sep 30, 2025 | $307.70B |
Jun 30, 2025 | $20.50B |
Mar 31, 2025 | $78.80B |
Dec 31, 2024 | $157.30B |
Sep 30, 2024 | $27.50B |
Jun 30, 2024 | $34.00B |
Mar 31, 2024 | $16.70B |