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Total Client Assets
Indicates the total value of assets held by clients, reflecting the firm's ability to attract and retain wealth.Total Client Assets have accelerated since the 2022 trough, driven by outsized net new asset flows and adviser-led/Workplace/E*TRADE transfers—momentum that produced rapid gains through 2024–25. Management is vocal about a path to $10T (they report >$9T firm-wide), signaling continued fee revenue leverage, but Q1 showed a small pullback and the call flagged private‑credit redemptions, rising RWAs and regulatory Basel uncertainty—reminding investors that asset growth is high-quality but still exposed to market volatility and capital/regulatory dynamics that could temper margins or buybacks.
Date | Total Client Assets |
|---|---|
Jun 30, 2026 | $8.08T |
Mar 31, 2026 | $7.34T |
Dec 31, 2025 | $7.38T |
Sep 30, 2025 | $7.05T |
Jun 30, 2025 | $6.49T |
Mar 31, 2025 | $6.01T |
Dec 31, 2024 | $6.19T |
Sep 30, 2024 | $5.97T |
Jun 30, 2024 | $5.69T |
Mar 31, 2024 | $5.50T |