Daily Advisor News

Daily Advisor News tracked $1.9B in net flow and $693.8M in net AUM gains for August 11, 2026. Headline gains were led by twin $293.4M increases at ISAM Funds entities, supported by net additions of 17 advisors and 22 locations. Overall, 11 new firms registered $1.4B in total new regulatory AUM.

Top gains belonged to ISAM FUNDS (USA) LLC and ISAM FUNDS (UK) LIMITED, which each grew by $293.4M (+12.6%) from $2.3B to $2.6B. NEARSIDE ADVISORS, LLC also brought in $188.6M in regulatory AUM. Conversely, AGAMERICA LENDING LLC was the primary headline decline, losing $159M (-11.6%) to drop from $1.4B to $1.2B.

Eleven new firms joined the roster with $1.4B in regulatory AUM across five reporting entities, headlined by WNDRCO CAPITAL MANAGEMENT LLC at $1.1B. Other notable entrants include KMF INVESTMENTS MANAGEMENT, LLC with $146M and MILNE FINANCIAL PLANNING, INC. with $111.3M.

Four firm exits accounted for $259M in departing AUM, led by STONERIDGE INVESTMENT PARTNERS ($152.3M) and EAGLESON ARNDT FINANCIAL ADVISORS ($106.6M). Note that Form ADV regulatory AUM measures reported assets under management and does not always match commercial fund size metrics.