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News / 2026-10-14

Daily Advisor News

October 14, 2026

Big movers, new names, and firm exits

Day brief

Daily net flow closed at -$4.4B on October 14, 2026, weighed down by $4.8B in exiting firm assets against $163M in gains among continuing advisors. RHAME & GORRELL WEALTH MANAGEMENT led the day's headline gainers, adding $115.7M to reach $1.4B. The advisory landscape showed a net addition of 8 advisors and 12 locations across 105 total events.

RHAME & GORRELL WEALTH MANAGEMENT topped all expanding firms with an 8.7% rise, lifting regulatory AUM from $1.3B to $1.4B. OPEROSE ADVISORS LLC added $25.4M to reach $2.1B, while RETIREMENT SOLUTIONS GROUP gained $21.9M to close at $181.5M. There were zero firms reporting asset reductions among continuing registered advisors.

Departures accounted for the broad flow deficit, headlined by SEVEN BRIDGES ADVISORS LLC exiting with $4.6B and PEARL WEALTH LLC with $156.3M. Newly registered entrants brought in $164.3M across 8 firms, led by ACCIAL CAPITAL MANAGEMENT LLC with $164.3M and MONT AI with $32,498.

AUM net flow

+$163M Gained 3 firms
$0 Lost 0 firms
$164.3M New firms 2 with AUM
$4.8B Exits 2 with AUM
-$4.4B Net flow Day total

Also tracked: advisors +8 · locations +12

Big Winners

Top 3 AUM gains · $163M tracked across 3 firms

Big Losers

Top 0 AUM drops · $0 tracked across 0 firms

No large AUM drops cleared the bar today.

Hot & New

Top 2 by reported AUM · $164.3M entered · 2 of 8 new names had AUM

Exits

Top 2 by last reported AUM · $4.8B left · 2 of 3 exits had AUM