News / 2026-08-26

Daily Advisor News

August 26, 2026

Big movers, new names, and firm exits

Day brief

Total net flow surged by $6.9B on August 26, 2026, driven by massive gains across top reporting advisors. SALI FUND SERVICES and FORVIS MAZARS WEALTH ADVISORS, LLC led the day, adding a combined $6.6B in assets.

SALI FUND SERVICES posted the largest increase of the day, gaining $4.3B (+10.3%) to bring its regulatory AUM from $41.7B to $46B. FORVIS MAZARS WEALTH ADVISORS, LLC followed with a $2.3B increase (+23.1%) to reach $12B, while LIBERTY FORGE LLC grew by $250.8M to reach $250.8M.

On the downside, PETERSON PARTNERS recorded the steepest decline, shedding $333.4M (-11.2%) from $3B to $2.6B. INVICTUS CAPITAL PARTNERS also moved lower, dipping $60.2M (-0.8%) from $7.3B to $7.2B.

Among exits, ADLER ASSET MANAGEMENT, LLC dropped off the registry, removing $4.4M in regulatory AUM.

AUM net flow

+$7.3B Gained 7 firms

$393.6M Lost 2 firms

$0 New firms 0 with AUM

$4.4M Exits 1 with AUM

+$6.9B Net flow Day total

Also tracked: advisors +6 · locations +17

Big Winners

Top 3 AUM gains · $7.3B tracked across 7 firms

SALI FUND SERVICES +$4.3B +10.3% AUM $41.7B → $46B Advisors 5 → 5 Locations 1 → 1 FORVIS MAZARS WEALTH ADVISORS, LLC +$2.3B +23.1% AUM $9.8B → $12B Advisors 78 → 82 (+4) Locations 63 → 66 (+3)

LIBERTY FORGE LLC +$250.8M AUM $0 → $250.8M Advisors 4 → 5 (+1) Locations 1 → 1

Big Losers

Top 2 AUM drops · $393.6M tracked across 2 firms

PETERSON PARTNERS −$333.4M -11.2% AUM $3B → $2.6B Advisors 27 → 20 (-7) Locations 3 → 1 (-2) INVICTUS CAPITAL PARTNERS −$60.2M -0.8% AUM $7.3B → $7.2B Advisors 28 → 28 Locations 1 → 1

Hot & New

Top 0 by reported AUM · $0 entered · 0 of 7 new names had AUM

No new firms with reported AUM today.

Exits

Top 1 by last reported AUM · $4.4M left · 1 of 1 exits had AUM

ADLER ASSET MANAGEMENT, LLC $4.4M Exit AUM $4.4M Advisors 1 Locations 1