Best Investors Sign in

News / 2026-08-08

Daily Advisor News

August 8, 2026

Big movers, new names, and firm exits

Day brief

Daily Advisor News tracked a net flow of $47.7B on August 8, 2026, driven by major new SEC filings and notable expansion among existing firms. Total net regulatory AUM gain reached $5.3B alongside a net addition of 101 advisors and 6 locations across the industry. Note that Form ADV regulatory AUM reflects total assets under management and may differ from fund size figures reported in the press.

Disruptive Technology Advisers LLC led the day's big winners, adding $4.6B to reach $7.7B in regulatory AUM, a 146.2% increase. Other top gainers included Greg Jennings, LLC, which added $183.1M, and Park Lane Advisors, LLC, up $175.1M to $799M. No firms reported asset losses in today's updates.

New registrations brought $43.2B in assets across 10 firms, headlined by Cinven Limited filing with $42.7B in regulatory AUM. Strong Investment Management, LLC and Capitol Wealth Management, Inc. also joined as new registrants, each reporting $111.9M. On the exit side, 5 firms departed totaling $721.1M in dead AUM, led by HSC Wealth Advisors ($449.2M) and Clearview Wealth Advisors, LLC ($201.8M).

AUM net flow

+$5.3B Gained 6 firms
$0 Lost 0 firms
$43.2B New firms 5 with AUM
$721.1M Exits 4 with AUM
+$47.7B Net flow Day total

Also tracked: advisors +101 · locations +6

Big Winners

Top 3 AUM gains · $5.3B tracked across 6 firms

Big Losers

Top 0 AUM drops · $0 tracked across 0 firms

No large AUM drops cleared the bar today.

Hot & New

Top 3 by reported AUM · $43.2B entered · 5 of 10 new names had AUM

Exits

Top 3 by last reported AUM · $721.1M left · 4 of 5 exits had AUM