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Day brief
Daily advisor net flow recorded a -$2.6B contraction on September 1, 2026, as large firm exits outweighed steady mid-tier gains. While three gaining firms added a combined $172M, six exiting firms with reported assets removed $2.8B from the board.
BROWN EDWARDS WEALTH STRATEGIES led all positive movers, posting a $72.6M increase (+21.9%) to bring its total assets to $403.3M. ROYAL OAK FINANCIAL GROUP climbed $49.8M (+13.6%) to $415.8M, followed closely by MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION, which added $49.7M (+33%) to hit $200.2M.
Exits dominated the broader movement, led by ONE CHARLES PRIVATE WEALTH and LWM ADVISORY SERVICES, LLC, which both deregistered with $1.1B in regulatory assets. TRUE VISION FINANCIAL ADVISORS also exited with $271.7M, factoring into a net loss of 25 advisor positions across the tracked market.
Also tracked: advisors -25 · locations -6
Top 3 AUM gains · $172M tracked across 3 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 3 new names had AUM
No new firms with reported AUM today.
Top 3 by last reported AUM · $2.8B left · 6 of 9 exits had AUM