AUM CHANGES

Wealthfront leads reported regulatory AUM differences; 28 firms compared

Wealthfront Advisers reported $55.2B in regulatory AUM in its Oct. 15, 2026, filing, up from $47.7B in July; qualifying reported regulatory AUM comparisons for 28 firms were observed Oct. 16–18, 2026.

By Claire Bennett··2 min read

Reported regulatory AUM: before and after

28firms with verified reported regulatory AUM changes

Previous reportLatest report

WEALTHFRONT ADVISERS LLC
$47.73B$55.19B
SWBC INVESTMENT COMPANY
$255.96M$594.42M
ENTRYPOINT CAPITAL, LLC
$700.33M$999.16M
SAVLAN WEALTH PARTNERS
$0$231.76M

Bars are scaled within each firm. Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.

Wealthfront Advisers LLC reported $55.2B in regulatory AUM in its latest filing, dated Oct. 15, 2026, up from $47.7B in its previous filing of July 23, 2026 — a reported difference of $7.5B, or +15.63% between the two reported amounts. These are Form ADV figures, not necessarily the firm's total assets under management, and the difference is between reported amounts rather than a measured flow of assets.

Wealthfront's move is the largest dollar difference among qualifying comparisons for 28 firms observed from Oct. 16 through Oct. 18, 2026. The count covers firms whose latest and earlier filings produced exact, comparable reported-AUM differences during that three-day window; it is not a count of filings submitted, and the observation dates do not date any asset movement.

Swbc Investment Company shows the steepest percentage jump among the named examples: its Oct. 16, 2026, filing lists $594.4M in regulatory AUM, up from $256.0M in its March 31, 2026, filing — a reported difference of $338.5M, or +132.23% between the two reported amounts. Entrypoint Capital, LLC reported $999.2M in regulatory AUM in its Oct. 15, 2026, filing, up from $700.3M in its March 30, 2026, filing, a difference of $298.8M (+42.67%).

Savlan Wealth Partners listed $0 in regulatory AUM in its Oct. 1, 2026, filing and $231.8M in its Oct. 15, 2026, filing. Because the earlier filing reported zero, there is no starting amount against which a percentage change can meaningfully be calculated; the comparison simply shows the latest filing listing $231.8M where the earlier one listed $0.

Not every difference ran upward. Vistamark Investments reported $456.0M in regulatory AUM in its Oct. 15, 2026, filing, up from $322.4M in its July 15, 2026, filing, a difference of $133.6M (+41.43%). Innovius Capital Management, LLC, by contrast, reported $237.9M in its Oct. 15, 2026, filing, down from $366.1M in its July 28, 2026, filing — a reported difference of -$128.2M (-35.03%).

The complete roster of the 28 firms and their before-and-after reported amounts appears in the table below. Dollar differences are exact comparisons between reported regulatory AUM in the latest filing and the earlier filing for each firm; they do not establish net inflows, outflows, client transfers or other causes.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 16 – 18, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 3 comparisons without two exact reported amounts are excluded.

Showing rows 1–25 of 28. The CSV contains the complete table.

FirmCRDPrevious reported regulatory AUM (USD)Latest reported regulatory AUM (USD)Change in reported regulatory AUM (USD)Change (%)Previous filingLatest filingObserved
Above & Beyond Investments, LLC22778613,243,105 USD14,765,648 USD1,522,543 USD+11.50%05/15/202610/16/202610/17/2026
Caliber Wealth Advisory28931924,144,175 USD25,128,471 USD984,296 USD+4.08%09/29/202610/15/202610/16/2026
Confluent Asset Management LLC3237605,146,000 USD5,060,000 USD-86,000 USD-1.67%08/10/202610/16/202610/17/2026
Entrypoint Capital, LLC313946700,332,093 USD999,157,153 USD298,825,060 USD+42.67%03/30/202610/15/202610/16/2026
Evoke Financial Services, LLC33045943,530,560 USD55,778,444 USD12,247,884 USD+28.14%09/18/202610/16/202610/17/2026
Fairpoint Wealth Management, LLC2891004,161,959 USD4,280,000 USD118,041 USD+2.84%05/01/202610/16/202610/17/2026
Fruitful32260325,205,403 USD34,797,935 USD9,592,532 USD+38.06%07/01/202610/16/202610/17/2026
Hoffmann Hermanson130484183,000,000 USD198,139,660 USD15,139,660 USD+8.27%04/03/202610/15/202610/16/2026
Innovius Capital Management, LLC311568366,100,000 USD237,853,348 USD-128,246,652 USD-35.03%07/28/202610/15/202610/16/2026
James T. Borello & Co.16860514,080,273 USD621,854,376 USD107,774,103 USD+20.96%10/21/202510/16/202610/17/2026
Kaunisto Capital L.L.C.3336891,714,783 USD1,959,301 USD244,518 USD+14.26%03/19/202610/17/202610/18/2026
Lake Jericho, LLC17378231,683,463 USD37,077,238 USD5,393,775 USD+17.02%05/06/202610/15/202610/16/2026
Lifetime Wealth Management P.C.145492216,866,430 USD239,630,662 USD22,764,232 USD+10.50%03/31/202610/15/202610/16/2026
LKL Advisors3367695,122,810 USD5,062,953 USD-59,857 USD-1.17%08/25/202610/16/202610/17/2026
Marin Financial LLC3252399,000,000 USD7,760,000 USD-1,240,000 USD-13.78%03/23/202610/15/202610/16/2026
MY Wealth Management, Inc.168566156,182,000 USD178,713,141 USD22,531,141 USD+14.43%07/02/202610/16/202610/17/2026
Opus Private Wealth Group, LLC171317127,983,745 USD132,686,825 USD4,703,080 USD+3.67%02/25/202610/15/202610/16/2026
Proaltus USA310955604,920,026 USD645,690,026 USD40,770,000 USD+6.74%07/08/202610/16/202610/17/2026
Savlan Wealth Partners3436980 USD231,757,109 USD231,757,109 USDNot applicable (previous AUM zero)10/01/202610/15/202610/16/2026
Schneider Wealth Management3442190 USD1,540,232 USD1,540,232 USDNot applicable (previous AUM zero)08/25/202610/15/202610/16/2026
Swbc Investment Company140994255,957,289 USD594,418,448 USD338,461,159 USD+132.23%03/31/202610/16/202610/17/2026
Telos Wealth Advisors32820987,610,000 USD104,942,879 USD17,332,879 USD+19.78%09/14/202610/15/202610/16/2026
Valor Capital Management LLC3364720 USD37,183,234 USD37,183,234 USDNot applicable (previous AUM zero)03/16/202610/16/202610/17/2026
Villaire Financial, LLC3187961,834,945 USD3,390,821 USD1,555,876 USD+84.79%01/08/202610/15/202610/16/2026
Vistamark Investments335309322,418,864 USD456,002,233 USD133,583,369 USD+41.43%07/15/202610/15/202610/16/2026

Download data (CSV)