Daily Advisor News

Advisers posted $11B in net flow on September 17, 2026, anchored by a massive expansion at LIFE CYCLE INVESTMENT PARTNERS LIMITED. Overall net AUM grew by $12.3B as firm gains and new registrations overwhelmed declines and deregistrations. LIFE CYCLE INVESTMENT PARTNERS LIMITED led all movers by adding $12.1B on the day.

LIFE CYCLE INVESTMENT PARTNERS LIMITED dominated the gainers, increasing regulatory assets by $12.1B, or 69.8%, to climb from $17.3B to $29.4B. THE INVESTMENT HOUSE LLC picked up $280.7M to advance 12.7% to $2.5B, while PHD RETIREMENT CONSULTING added $53M, or 10.5%, to end at $559.2M.

Declines were light in aggregate, led by GS INVESTMENT INC, which dropped $84.5M, a 30.5% reduction from $276.6M to $192.2M. DOMINARI IM LLC also recorded a loss, giving up $29.9M, or 9.9%, to close at $272.5M.

Roster additions brought in $347.8M across 12 newly reporting firms, led by TRAVER FINANCIAL CONSULTING NETWORK PA at $121.7M, LEONARD ADVISORY GROUP LLC at $114.1M, and WEALTHLYNK, INC. at $112M. Five exits removed $1.6B from the rolls, dominated by CORRUM CAPITAL MANAGEMENT at $1.4B, followed by BASELINE PARTNERS LLC at $75.3M and FINANCIAL PLANNING ASSOCIATES, LLC at $74.7M.