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Day brief
Net flow reached $6B on August 20, 2026, driven by new registrations and steady additions among existing firms. Gained assets totaled $1.3B against zero reported losses for the day. BOULAY WEALTH and FIRST TRUST CAPITAL MANAGEMENT L.P. paced the gains across the board.
BOULAY WEALTH posted the largest dollar increase of the day, gaining $588.4M (+24.3%) to move from $2.4B to $3B in regulatory AUM. FIRST TRUST CAPITAL MANAGEMENT L.P. followed with an increase of $376.7M (+3.1%) to finish at $12.7B, while STRUCTURE WEALTH MANAGEMENT, LLC brought in $165.7M.
New registrants added $5.8B across two reporting firms, led by AQUAMARINE FINANCIAL (CAYMAN) LTD at $5.8B and WESFAIR ADVISORY GROUP, INC. at $30.3M. Terminations removed $1.1B across three firms with assets, topped by EVERNEST FINANCIAL ADVISORS at $963M, ETNA CAPITAL at $143.3M, and AMS OPPORTUNITIES at $12.6M.
Also tracked: advisors -2 · locations +8
Top 3 AUM gains · $1.3B tracked across 6 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 2 by reported AUM · $5.8B entered · 2 of 8 new names had AUM
Top 3 by last reported AUM · $1.1B left · 3 of 4 exits had AUM