Mercury Advisory reports $22.6B in regulatory AUM; 39 firms show changes

Mercury Advisory, LLC reported $22.6B in regulatory AUM in its Form ADV filing dated Oct. 22, 2026, compared with $17.9B in a filing dated Aug. 21. The difference between those reported amounts is $4.6B. It is a comparison of filing figures, not evidence of asset flows during the observation period.

Mercury was one of 39 firms with comparable reported regulatory AUM differences in the complete cohort. Those comparisons were observed from Oct. 23 through Oct. 25, 2026; that window does not establish that firms filed during those dates.

Orix Advisers, LLC reported $5.0B in regulatory AUM in a filing dated Oct. 22, compared with $9.6B in a filing dated Aug. 5. The reported amounts differ by -$4.6B. The comparison does not establish why the figures differ or indicate asset flows.

UHY Wealth Management RIA LLC reported $912.1M in regulatory AUM in a filing dated Oct. 23, versus $102.6M in a filing dated Apr. 20. These are reported amounts in separate filings, not a measure of assets moving during the observation window.

Bucks Capital Advisers reported $670.7M in regulatory AUM in its filing dated Oct. 22; its filing dated Oct. 1 reported $0. The earlier filing’s reported amount was zero, so there is no starting amount against which to calculate percentage growth.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 23 – 25, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 2 comparisons without two exact reported amounts are excluded.