Selective Wealth reports $566.7M in regulatory AUM; 14 firms show changes

Selective Wealth Management, Inc. reported $566.7M in regulatory AUM in its latest filing, compared with $454.8M in an earlier filing. The filings are dated Nov. 10, 2026, and May 15, 2026, respectively. The comparison was among 14 firms with comparable reported regulatory AUM differences observed Nov. 11, 2026; that observation date does not establish when assets moved.

Cantor Fitzgerald Energy Advisors, LLC reported $92.0M in regulatory AUM in its latest filing, dated Nov. 10, 2026. Its earlier filing, dated July 21, 2026, reported $0. These are filing amounts, not evidence of asset flows; a percentage comparison cannot meaningfully be calculated from a zero starting amount.

Elevate Wealth Advisors, LLC reported $54.8M in regulatory AUM in its latest filing, compared with $29.4M in an earlier filing. Those filings were dated Nov. 10, 2026, and May 18, 2026. The reported difference is between filing amounts, not a measure of assets gained during the observation period.

The reported amounts also moved lower in two other comparisons. Prosperity Wealth Management listed $47.0M in its latest filing, dated Nov. 10, 2026, versus $57.2M in an earlier filing dated May 21, 2025. Strategic Income Advisors listed $32.0M in its latest filing, dated Nov. 10, 2026, compared with $40.0M in an earlier filing dated Nov. 9, 2026. The filings do not establish why the amounts differ.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Nov 11, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 1 comparison without two exact reported amounts is excluded.