57 firms had reported regulatory AUM comparisons observed September 25–27, 2026

The selected comparison period covers 57 unique firms with exact reported regulatory AUM differences observed from 09/25/2026 through 09/27/2026. That is the period when the comparisons were observed, not a statement that all firms filed during those dates. Filing dates are specific to each firm's records and can fall outside the observation window.

Capital Research and Management Company reported regulatory AUM of $4,320.8B in its latest filing, dated 09/25/2026. Its earlier filing, dated 07/06/2026, listed $3,753.5B. The difference between those reported figures was $567.2B. The comparison is between filing amounts; it does not establish that assets moved by that amount during the observation period.

Capital Bank and Trust Company reported $251.0B in regulatory AUM in a 09/25/2026 filing, compared with $139.3B in its 05/29/2026 filing. Capital International, Inc. reported $58.2B in its 09/25/2026 filing, up from $51.9B in its 05/29/2026 filing. These are comparisons between each firm's latest and earlier filings in the supplied records; neither comparison dates an asset movement to the day the record was observed.

Capital Group Private Client Services, Inc. reported $48.4B in regulatory AUM in its 09/25/2026 filing, compared with $42.7B on 05/29/2026. The firm name shares the words “Capital Group” with other names in these comparisons, but the records do not establish an affiliated network or common control. Similar names alone do not establish a relationship between firms.

Other selected records show different filing intervals. Isam Funds (UK) Limited reported $6.0B in regulatory AUM on 09/25/2026, compared with $2.6B on 08/10/2026. Thurston Springer Advisors reported $6.0B in its 09/25/2026 filing, compared with $3.7B in a filing dated 11/18/2025. These examples underline why the observation window and filing dates should be read separately: the comparisons were observed during September 25–27, while the earlier records span different dates.

Selected reported regulatory AUM comparisons

Form ADV reported regulatory AUM is not necessarily a firm's total AUM. The figures here are reported amounts from different filings, not measures of asset flows, performance or client transfers. The 57-firm count describes the selected comparison period and should not be read as a count of every advisory firm or as a trend beyond those observed dates.

All firms with verified reported AUM changes

Complete qualifying firm list for observations Sep 25 – 27, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 4 comparisons without two exact reported amounts are excluded.