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Day brief
Advisor net flow reached positive $8B on October 22, 2026, led by major asset increases at GULF INTERNATIONAL BANK (UK) LIMITED and BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC. Total additions across reporting firms reached $5.3B against $87.9M in reductions, supplemented by $3.5B in newly registered AUM.
Leading the day's expansions, GULF INTERNATIONAL BANK (UK) LIMITED added $3B to climb from $5B to $8B, a 61.2% increase. BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC reported an addition of $1.9B to reach $1.9B, while VISION ONE MANAGEMENT PARTNERS, LP increased assets by $209.2M, up 113.3% from $184.7M to $393.8M.
On the downside, AXIM PLANNING & WEALTH was the sole reporting loser, shedding $87.9M to decline 69.1% from $127.2M to $39.3M.
New firm filings brought $3.5B in regulatory capital across three funded entrants, led by OVERBAY CAPITAL PARTNERS with $3B, followed by CLEAN ENERGY VENTURE MANAGEMENT, LLC at $416.4M and CAPITAL SYNERGY PARTNERS at $102.3M. Meanwhile, SANDY COVE ADVISORS, LLC marked the single deregistration of the day, removing $684.9M in regulatory AUM.
Also tracked: advisors +23 · locations +19
Top 3 AUM gains · $5.3B tracked across 7 firms
Top 1 AUM drops · $87.9M tracked across 1 firms
Top 3 by reported AUM · $3.5B entered · 3 of 8 new names had AUM
Top 1 by last reported AUM · $684.9M left · 1 of 1 exits had AUM