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News / 2026-08-29

Daily Advisor News

August 29, 2026

Big movers, new names, and firm exits

Day brief

Daily advisor tracking recorded $35.8B in net flows on August 29, 2026, powered by $38.4B in total asset gains across reporting firms. MARINER INVESTMENT GROUP, LLC led the advance, adding $26.7B to bring its total regulatory AUM to $176.3B. Total net regulatory AUM expanded by $37.9B across 133 tracked filing events.

Among the day's 15 winning firms, ALPHACORE CAPITAL LLC posted a $3.9B increase (+43.5%) to reach $13B in AUM, while ETHIC climbed $2.3B (+29.4%) to finish at $10.1B.

Only two firms recorded declines, led by INTEGRATED FINANCIAL STRATEGIES, LLC with a $322M reduction to $0 and PENSERRA GLOBAL INVESTORS LLC shedding $96.2M to close at $2.

Seven newly registered firms brought $351.8M in fresh AUM, paced by TWIN RIVERS WEALTH MANAGEMENT ($121.5M), AFS WEALTH MANAGEMENT, LLC ($118M), and SNYDER ASSET MANAGEMENT, LLC ($112.3M). Six exits removed $2.5B in AUM, led by GIA PARTNERS, LLC. ($1.1B), MIRAMAR CAPITAL ($550.3M), and SEASCAPE CAPITAL MANAGEMENT,LLC ($466.9M).

AUM net flow

+$38.4B Gained 15 firms
$418.2M Lost 2 firms
$351.8M New firms 3 with AUM
$2.5B Exits 5 with AUM
+$35.8B Net flow Day total

Also tracked: advisors 0 · locations +4

Big Winners

Top 3 AUM gains · $38.4B tracked across 15 firms

MARINER INVESTMENT GROUP, LLC +$26.7B +17.8% AUM $149.6B → $176.3B Advisors 91 → 89 (-2) Locations 7 → 7 ALPHACORE CAPITAL LLC +$3.9B +43.5% AUM $9B → $13B Advisors 69 → 70 (+1) Locations 28 → 31 (+3) ETHIC +$2.3B +29.4% AUM $7.8B → $10.1B Advisors 10 → 13 (+3) Locations 1 → 1

Big Losers

Top 2 AUM drops · $418.2M tracked across 2 firms

INTEGRATED FINANCIAL STRATEGIES, LLC −$322M -100% AUM $322M → $0 Advisors 5 → 0 (-5) Locations 4 → 4 PENSERRA GLOBAL INVESTORS LLC −$96.2M -100% AUM $96.2M → $2 Advisors 10 → 10 Locations 3 → 3

Hot & New

Top 3 by reported AUM · $351.8M entered · 3 of 7 new names had AUM

TWIN RIVERS WEALTH MANAGEMENT $121.5M AUM $121.5M Advisors 4 Locations 1 AFS WEALTH MANAGEMENT, LLC $118M AUM $118M Advisors 2 Locations 1 SNYDER ASSET MANAGEMENT, LLC $112.3M AUM $112.3M Advisors 1 Locations 1

Exits

Top 3 by last reported AUM · $2.5B left · 5 of 6 exits had AUM

GIA PARTNERS, LLC. $1.1B Exit AUM $1.1B Advisors 5 Locations 1 MIRAMAR CAPITAL $550.3M Exit AUM $550.3M Advisors 3 Locations 1 SEASCAPE CAPITAL MANAGEMENT,LLC $466.9M Exit AUM $466.9M Advisors 3 Locations 1