Best Investors
Sign in
Best Investors
Sign in
Day brief
Total net flow across the advisor landscape surged by $4.3B on August 28, 2026, driven by substantial new registrations and $433.6M in net AUM gains among existing firms. VENEROSO WEALTH MANAGEMENT led headline growth with an addition of $298.8M. Overall headcount expanded alongside capital, adding a net 94 advisors and 30 locations.
Existing advisory firms posted $433.6M in total gains with zero reported losses across three advancing firms. VENEROSO WEALTH MANAGEMENT topped the leaderboard by adding $298.8M to bring its AUM to $298.8M. BRIGHAM MANAGEMENT, LLC increased its assets by $100.2M (up 9.9%) to reach $1.1B, while WIL, LLC rose $34.6M (up 1.5%) to $2.3B.
A total of 23 new firms entered the dataset, contributing $4.1B in newly reported AUM across 8 reporting entities. QUAERO CAPITAL SA led new entrants with $3.2B in AUM, followed by F3 PARTNERS LLC with $204.6M and SNOW PEAK CAPITAL, LLC with $174.3M.
On the departures side, two firms exited representing a combined $235.3M in departed AUM. KOWALSKI FINANCIAL INC. accounted for the largest departure with $202M in AUM, alongside VIRIDIAN CAPITAL at $33.2M.
Also tracked: advisors +94 · locations +30
Top 3 AUM gains · $433.6M tracked across 3 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 3 by reported AUM · $4.1B entered · 8 of 23 new names had AUM
Top 2 by last reported AUM · $235.3M left · 2 of 2 exits had AUM