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| Date | Value |
|---|---|
| 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 |