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Day brief
Daily net flow closed at -$673.6M on October 6, 2026, weighed down by large deregistrations despite $572.4M in asset gains across expanding firms. BELLE HAVEN INVESTMENTS, L.P. led all advancers, adding $281.9M to reach $24.7B in regulatory AUM.
Continuing advisors recorded $572.4M in total increases against zero reported decreases. Behind BELLE HAVEN INVESTMENTS, L.P., SCSC ADVISORS, LLC added $158M to bring its regulatory assets to $158M, while KAI WEALTH LLC rose $132.5M, a 48.2% jump from $275.2M to $407.7M.
Exits totaled $1.9B across two departing firms, dominated by HEARTWOOD WEALTH ADVISORS, LLC with $1.5B and LINCOLN ENERGY HOLDINGS LLC with $315.3M. Counterbalancing those losses were six newly registered firms bringing in $617.8M in regulatory AUM, led by DUELL FINANCIAL STRATEGIES at $319.2M, LINDEN WEALTH MANAGEMENT LLC at $192.3M, and RPC WEALTH, LLC at $106.3M.
Also tracked: advisors +8 · locations +6
Top 3 AUM gains · $572.4M tracked across 3 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 3 by reported AUM · $617.8M entered · 3 of 6 new names had AUM
Top 2 by last reported AUM · $1.9B left · 2 of 2 exits had AUM