Wealthfront leads reported regulatory AUM differences; 28 firms compared

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.