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Day brief
Net advisory flow fell by $1.3B on August 25, 2026, weighed down by substantial exits despite solid increases among active firms. NORTHCAPE CAPITAL drove the day's headline gains with a $2.3B expansion, while AFFINIUS CAPITAL LLC saw the steepest decrease, dropping $669.9M.
NORTHCAPE CAPITAL led all advancers by increasing regulatory AUM by $2.3B (+23.5%) to $12.3B. QUEST WEALTH SOLUTIONS, INC. added $214.6M to reach $214.6M, and BOS ASSET MANAGEMENT, LLC grew by $98.2M (+10.5%) to close at $1B.
Declines were led by AFFINIUS CAPITAL LLC, which fell $669.9M (-2.2%) to $30.4B. ALIYA CAPITAL PARTNERS LLC lost $192.9M (-3.5%) to settle at $5.3B, while MFT WEALTH MANAGEMENT dropped $105.7M (-77.6%) to end at $30.6M.
Firm exits removed $3.5B from the dataset across 43 firms, topped by ANFIELD CAPITAL MANAGEMENT, LLC ($2.2B), SENECA HOUSE ADVISORS ($506.1M), and THE O'DONNELL GROUP ($492M). Offsetting some of those losses were 13 new registrations totaling $546.5M, led by BROAD REACH RETAIL PARTNERS LLC ($309M) and LENDISTRY CAPITAL PARTNERS, LLC ($213.4M).
Also tracked: advisors -3 · locations -27
Top 3 AUM gains · $2.7B tracked across 5 firms
Top 3 AUM drops · $968.5M tracked across 3 firms
Top 3 by reported AUM · $546.5M entered · 3 of 13 new names had AUM
Top 3 by last reported AUM · $3.5B left · 4 of 43 exits had AUM