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Day brief
The advisory industry logged $4.5B in positive net flow on September 2, 2026, bolstered by $3.8B in total asset gains and no reported losses among reporting firms. PROFICIO CAPITAL PARTNERS LLC headlined the day's growth with a massive $2.9B jump, lifting its total assets to $8.2B.
Leading all gainers, PROFICIO CAPITAL PARTNERS LLC expanded its regulatory AUM by 55.2% from $5.3B to $8.2B. Other notable increases came from GENOA WEALTH, LLC, which added $376.7M, and AMBROSE CAPITAL ADVISORS, LLC, which climbed by $228.3M.
Thirteen new firms joined the registry, introducing $2.2B in new assets. GATSBY MANAGEMENT, LLC led the class of new entrants with $921.9M, followed by ISLANDER CAPITAL PARTNERS, L.P. with $345M and RIVONIA ROAD CAPITAL LLC with $246M.
Firm departures totaled $1.5B across three deregistered entities. WEALTHSHIELD PARTNERS, LLC represented the largest exit with $1.3B in AUM, while TRIPPON WEALTH MANAGEMENT GROUP LLC departed with $262.3M.
Also tracked: advisors +32 · locations +7
Top 3 AUM gains · $3.8B tracked across 8 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 3 by reported AUM · $2.2B entered · 9 of 13 new names had AUM
Top 2 by last reported AUM · $1.5B left · 2 of 3 exits had AUM