Daily Advisor News

Advisers posted $2.3B in positive net flow on October 13, 2026, driven by gains across six expanding firms with zero reported asset losses. STACKSTONE WEALTH, LLC paced the day after adding $1.5B in regulatory AUM. Across the industry, firm footprint expanded by a net 9 locations while advisor headcount slipped by 1.

STACKSTONE WEALTH, LLC led all gainers by rising from $0 to $1.5B in regulatory assets. OCCIDENTAL ASSET MANAGEMENT, LLC followed with an addition of $329.5M, a 30.7% boost that lifted its regulatory AUM from $1.1B to $1.4B.

CALLODINE BDC ADVISOR, LLC also registered a notable jump, adding $238.7M to climb from $0 to $238.7M. No firms reported asset declines during the period, leaving gross losses at $0 across all tracked filers.