Daily Advisor News

In today's Daily Advisor News for July 17, 2026, the RIA sector recorded a net flow of $4.4B as total gains of $5.8B outpaced $1.2B in losses. Eight winning firms led the expansion, while advisory capacity shifted with a net loss of 23 advisors and a net addition of 6 branch locations. Overall net AUM grew by $4.6B across all tracked events.

James Hambro & Partners LLP led the big winners by adding $2.4B (+23.1%) to reach $13B in AUM. Stephens Investment Management Group, LLC added $1.7B (+21.5%) to reach $9.5B, while Wealth Intelligently Navigated, LLC added $532.9M.

Eulav Asset Management was the sole major loser, dropping $1.2B (-24.5%) from $4.9B down to $3.7B. Note that Form ADV regulatory AUM updates reflect official filings and may not directly align with fund size metrics reported in the press.

Ten new firms entered the data, with Mathies Financial Partners bringing $104M in initial AUM. On the exit side, four firm terminations removed $275.5M in AUM, led by Elite Retirement Group ($168.4M) and LPK Investment Group, LLP ($98M).