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Assets Under Administration
Measures the total value of client assets the firm services or holds for custody and brokerage. Higher AUA reflects scale, distribution reach, and potential fee opportunities, while declines may point to client withdrawals or competitive pressure.Oppenheimer’s AUA recovered from the 2022 drawdown and shifted into clear acceleration in 2024–2025, with a pronounced jump mid‑2025 that likely reflects either sizable net client inflows or a material acquisition/market-driven revaluation. For a retail investor that matters because AUA is the fee base: sustained inflows would underpin recurring revenue and margin leverage, while a one‑off deal or market gains are less durable. Watch upcoming disclosures for the mix (organic flows vs. M&A/market moves) to judge earnings sustainability.
Date | Assets Under Administration |
|---|---|
Jun 30, 2026 | $154.70B |
Mar 31, 2026 | $139.80B |
Dec 31, 2025 | $143.30B |
Sep 30, 2025 | $143.50B |
Jun 30, 2025 | $138.40B |
Mar 31, 2025 | $129.90B |
Dec 31, 2024 | $129.50B |
Sep 30, 2024 | $129.80B |
Jun 30, 2024 | $126.00B |
Mar 31, 2024 | $124.90B |