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Day brief
Daily Advisor News for July 10, 2026 recorded a net AUM flow of $410.2M, as total gains reached $1.5B against $718.5M in losses. Net industry headcount expanded by 157 advisors across 31 net location additions.
TANARA WEALTH MANAGEMENT LLC led the day's gainers after adding $1.1B in AUM to reach $1.1B. COMPASS FINANCIAL GROUP, INC rose by $256.7M (+21%) to $1.5B, and UNITED ASSET STRATEGIES INC. gained $132.1M (+6.3%) to reach $2.2B. PARTNERS GROUP US MANAGEMENT CLO LLC was the lone top loser, shedding $718.5M (-7.4%) to fall to $9B.
A total of 16 new firms registered, bringing $462.2M in AUM, led by RISING POINT CAPITAL ($219.6M), CJC WEALTH MANAGEMENT ($121.9M), and FUTURE BRIGHT ($120.6M). Five firm exits removed $815.5M in AUM, headlined by RESOURCE FINANCIAL GROUP, LTD. ($637.4M) and HUDSON EXECUTIVE CAPITAL LP ($178.1M). Note that Form ADV regulatory AUM figures may differ from fund sizes reported in the press.
Also tracked: advisors +157 · locations +31
Top 3 AUM gains · $1.5B tracked across 3 firms
Top 1 AUM drops · $718.5M tracked across 1 firms
Top 3 by reported AUM · $462.2M entered · 3 of 16 new names had AUM
Top 2 by last reported AUM · $815.5M left · 2 of 5 exits had AUM