Daily Advisor News

Daily advisor net flow reached $357.2M on September 12, 2026, driven by substantial additions at LIFEWISE WEALTH ADVISORS and ANCIENT MANAGEMENT LP D/B/A ANCIENT. The session's gains were partially offset by an $817.4M decline at PROVENANCE WEALTH ADVISORS.

Leading the advancers, LIFEWISE WEALTH ADVISORS added $491.9M to reach $491.9M, while ANCIENT MANAGEMENT LP D/B/A ANCIENT increased by $307.1M (+57.8%) from $531.6M to $838.6M. CSP FINANCIAL GROUP LLC also moved higher, picking up $31.3M (+26.3%) to finish at $150.6M. On the downside, PROVENANCE WEALTH ADVISORS was the sole headline decliner, shedding $817.4M (-18.4%) as its regulatory AUM dropped from $4.4B to $3.6B.

Thirteen new firms entered the ledger representing $511.9M in total new regulatory AUM, topped by HERNDON PLANT OAKLEY LTD at $155.4M, PTS BROKERAGE, LLC at $131.7M, and INTEGRATED WEALTH SOLUTIONS, LLC at $114M. On the departures side, two firms exited, headlined by X CUBED CAPITAL MANAGEMENT LLC with $184M in former AUM.