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News / 2026-09-23

Daily Advisor News

September 23, 2026

Big movers, new names, and firm exits

Day brief

Net advisor flow climbed by $6.4B on September 23, 2026, paced by multibillion-dollar expansions at COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED and CROWNSTONE ADVISORY & INVESTMENT CORP. Total additions reached $9.3B across 12 advancing firms, comfortably offsetting $1.4B in reductions. Overall net AUM grew by $8B for the session.

COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED led all gainers, adding $4.1B (+42%) to lift regulatory AUM from $9.8B to $13.9B. CROWNSTONE ADVISORY & INVESTMENT CORP posted a $3B increase from a prior baseline of $0, while RANGE ADVISORY, LLC grew by $1B (+153.9%), moving from $653.9M to $1.7B.

On the downside, BRAIDWELL LP accounted for the day's primary decline, shedding $1.4B (-27.1%) to take its regulatory assets from $5B to $3.6B.

In new registrations and exits, CROSSPOINT CAPITAL MANAGEMENT joined with $117M in AUM. Terminations erased $1.7B in regulatory assets, led by MOTLEY FOOL WEALTH MANAGEMENT, LLC ($1.6B) and BARRIER CAPITAL MANAGEMENT, LLC ($136M).

AUM net flow

+$9.3B Gained 12 firms
$1.4B Lost 1 firms
$117M New firms 1 with AUM
$1.7B Exits 2 with AUM
+$6.4B Net flow Day total

Also tracked: advisors -30 · locations -1

Big Winners

Top 3 AUM gains · $9.3B tracked across 12 firms

Big Losers

Top 1 AUM drops · $1.4B tracked across 1 firms

Hot & New

Top 1 by reported AUM · $117M entered · 1 of 6 new names had AUM

Exits

Top 2 by last reported AUM · $1.7B left · 2 of 3 exits had AUM