Siebert Financial (SIEB) Assets Average (2011 - 2026)

Siebert Financial (SIEB) posted Assets Average of $678.1 million for Q1 2026, down 0.76% sequentially from $683.3 million in Q4 2025, and up 28.69% YoY from $526.9 million in Q1 2025.

Siebert Financial (SIEB) Assets Average (2011 - 2026) Analysis & Trends

Siebert Financial has reported Assets Average for 14 years, with the latest figure at $678.1 million in Q1 2026.

  • Quarterly Assets Average rose 28.69% year-over-year to $678.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $678.1 million (up 28.69% YoY) and the FY2025 annual result came in at $639.4 million, down 3.24% from the prior year.
  • Assets Average eased to $678.1 million in Q1 2026 per SIEB's latest filing, from $683.3 million in the prior quarter.
  • Over five years, Assets Average peaked at $1.3 billion in Q1 2022 and troughed at $526.9 million in Q1 2025.
  • A 5-year average of $785.6 million and a median of $750.4 million in 2023 frame the typical range for Assets Average.
  • The sharpest annual moves came in 2023 and 2026: Assets Average plunged 40.73% in 2023, then grew 28.69% in 2026.
  • Over 5 years, Assets Average stood at $876.6 million in 2022, then decreased by 10.28% to $786.5 million in 2023, then tumbled by 30.14% to $549.4 million in 2024, then climbed by 24.36% to $683.3 million in 2025, then slipped by 0.76% to $678.1 million in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $678.1 million, $683.3 million, and $584.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 1,628.24 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 2,093.95 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 492.16 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 30.33 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 51.01 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 7.15 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 25.42 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 210.99 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 19.31 Bn
10 Siebert Financial 67.11 Mn 9.25 Mn - 678.09 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 678.09 Mn
Dec 31, 2025 683.25 Mn
Sep 30, 2025 583.99 Mn
Jun 30, 2025 547.35 Mn
Mar 31, 2025 526.93 Mn
Dec 31, 2024 549.41 Mn
Sep 30, 2024 594.13 Mn
Jun 30, 2024 675.71 Mn
Mar 31, 2024 772.05 Mn
Dec 31, 2023 786.47 Mn
Sep 30, 2023 918.10 Mn
Jun 30, 2023 918.87 Mn
Mar 31, 2023 750.37 Mn
Dec 31, 2022 876.60 Mn
Sep 30, 2022 1.09 Bn
Jun 30, 2022 1.14 Bn
Mar 31, 2022 1.27 Bn
Dec 31, 2021 1.33 Bn
Sep 30, 2021 1.18 Bn
Jun 30, 2021 1.18 Bn