Daily Advisor News

Net advisor flows posted an increase of $175M on September 11, 2026, driven by $254.7M in total asset gains and zero recorded declines among existing filers. 3D ADVISOR GROUP, INC. led the day's movers by adding $194.3M in regulatory AUM. Net advisor headcount rose by 54 across the industry, while branch locations increased by 21.

Gains were concentrated in three practices, paced by 3D ADVISOR GROUP, INC. expanding from $0 to $194.3M. SKY VISION WEALTH MANAGEMENT CORP. grew its regulatory AUM by 92%, adding $48.6M to reach $101.4M, while SADDLEROCK CAPITAL MANAGEMENT LLC added $11.8M to bring its total to $199.6M.

Thirteen new firms joined the registry, with two bringing reported assets totaling $273.6M. BLUE ANCHOR WEALTH ADVISORS, LLC led the new filings with $144.2M in regulatory AUM, followed closely by BURLINGAME WEALTH MANAGEMENT, LLC with $129.4M.

Zero firms posted net AUM reductions, but terminations removed $353.3M across two departing practices. U.S. PRIVATE WEALTH, LLC accounted for $200.3M of the deregistrations, alongside OAKLAWN CAPITAL MANAGEMENT LLC which previously held $153M.