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Advisor Led Client Assets
Represents assets managed with the guidance of financial advisors, highlighting the firm's advisory strength and client trust.Advisor‑led assets have recovered from the 2022 trough and accelerated through 2024–26, driven by durable organic inflows plus scale from Workplace/E*TRADE and product innovation; management’s Q1 commentary (record NNA and fee‑based flows, adviser‑led assets ~ $5.8T) indicates this is flow‑driven expansion rather than only market appreciation. That enlarges a recurring, high‑margin wealth base and cross‑sell runway (lending, deposits, fee income). Watch market volatility, modest private‑credit redemptions and evolving RWA/regulatory treatment, which could temper capital efficiency.
Date | Advisor Led Client Assets |
|---|---|
Jun 30, 2026 | $6.27T |
Mar 31, 2026 | $5.78T |
Dec 31, 2025 | $5.71T |
Sep 30, 2025 | $5.41T |
Jun 30, 2025 | $5.04T |
Mar 31, 2025 | $4.72T |
Dec 31, 2024 | $4.76T |
Sep 30, 2024 | $4.65T |
Jun 30, 2024 | $4.44T |
Mar 31, 2024 | $4.30T |