Daily Advisor News

Adviser assets recorded a net flow increase of $3.9B on August 14, 2026, driven by strong reported gains across existing firms. Overall additions totaled $4.5B against zero reported decreases among tracked advisers. Regulatory AUM figures reflect Form ADV filings and may differ from fund size figures reported elsewhere.

Leading the day's gains, PACER ADVISORS, INC. added $3.2B (+8.3%) to reach $41.8B in regulatory AUM. PLANCORP, LLC grew by $692.2M (+7%) to $10.6B, while MARDIN CAPITAL GROUP reported an increase of $306.2M to reach $306.2M. No firms reported negative asset adjustments for the period.

Among newly registered advisers bringing existing AUM onto the radar, ACCESS FIDUCIARY SERVICES, LLC led with $466.2M, followed by HOWLAND AND ASSOCIATES, LLC with $138.7M and BACK BAY FINANCIAL PLANNING & INVESTMENTS with $120.5M. In total, 10 new filings represented $841.3M in reported AUM.

Departures from the SEC register removed $1.4B across 7 firms. Notable exits included TAPROOT MANAGEMENT LP with $940.1M, PALOUSE CAPITAL MANAGEMENT, INC. with $408.5M, and PROFIT INVESTMENTS with $26.8M.