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Day brief
Total net flow reached $851.9M on August 31, 2026, driven entirely by gains across tracked advisory firms. CORGI STRATEGIES, LLC led the headline movers with an $815.1M asset increase, accompanied by solid growth at NORTHWIND FINANCIAL LLC. The day saw net advisor headcount rise by 4 across all reported events.
CORGI STRATEGIES, LLC posted the largest expansion of the session, adding $815.1M to lift its regulatory AUM from $10M to $825.1M, representing an 8141.5% jump.
NORTHWIND FINANCIAL LLC also recorded substantial growth, adding $36.8M to bring its regulatory assets from $105.4M to $142.2M, a 34.9% increase. No asset decreases, newly registered firms, or firm exits were reported for the day.
Also tracked: advisors +4
Top 2 AUM gains · $851.9M tracked across 2 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 0 by reported AUM · $0 entered · 0 of 0 new names had AUM
No new firms with reported AUM today.
Top 0 by last reported AUM · $0 left · 0 of 0 exits had AUM
No firms with reported AUM exited today.