Rhame & Gorrell reports $1.4B in regulatory AUM; 6 firms show changes

Rhame & Gorrell Wealth Management reported $1.4B in regulatory AUM in its latest Form ADV filing, dated Oct 13, 2026. Its earlier filing, dated July 17, listed $1.3B. The difference is between reported amounts; it does not establish asset flows or when any assets moved.

Operose Advisors LLC reported $2.1B in regulatory AUM in its Oct 13 filing, compared with $2.0B in a filing dated Sept 1. The reported difference was $25.4 million. These are figures in the firm’s filings, not a measure of investment performance or client transfers.

Retirement Solutions Group’s latest filing listed $181.5 million in regulatory AUM, versus $159.6 million in its filing dated July 9. The latest filing was dated Oct 13. The comparison reflects reported amounts, not a dated movement of assets.

Mapt Capital reported $10.1 million in regulatory AUM in its Oct 13 filing, compared with $5.9 million in a filing dated Aug 31. Across the full cohort, six firms had comparable reported regulatory AUM differences observed on Oct 14, 2026. That observation date is not a filing date, and the comparison does not establish that all firms filed during that period.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 14, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 1 comparison without two exact reported amounts is excluded.