Astravia reports $0.6B in regulatory AUM; 20 firms show changes

Astravia Family Wealth Office LLC reported $608,986,268 in regulatory AUM in its latest Form ADV, filed 11/04/2026. Its earlier filing, dated 10/12/2026, listed $0. That is a comparison between reported filing amounts, not evidence of asset flows; a percentage comparison cannot meaningfully start from zero.

The same observation date also captured a comparison for Aldrich Capital Partners LLC: its latest filing listed $1,390,819,930 in regulatory AUM, versus $1,117,530,189 in an earlier filing. Marketdesk Indices LLC reported $348,559,102, compared with $151,615,364 previously. The respective latest filings were dated 11/04/2026; the earlier filings were dated 03/31/2025 and 03/16/2026.

360 Financial listed $770,020,000 in regulatory AUM in its 11/04/2026 filing, compared with $700,535,009 in a filing dated 05/12/2026. Portfolio Resources Advisor Group, Inc. reported $168,445,711 in its latest filing, versus $121,869,009 previously; those filings were dated 11/04/2026 and 10/17/2025.

Across the complete cohort, 20 firms had comparable reported regulatory AUM differences observed on 11/05/2026. The observation date does not establish when assets moved, and the comparison does not show that all firms filed on that date.

Dragonfly Wealth Advisory reported $69,198,888 in regulatory AUM in its 11/04/2026 filing, compared with $0 in an earlier filing dated 10/07/2026. As with Astravia, the filings establish the reported amounts, not the cause or timing of any asset movement.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Nov 5, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 1 comparison without two exact reported amounts is excluded.