HBW reports $2.1B in regulatory AUM; 17 firms show changes

HBW Advisory Services LLC lists $2,100.9 million in regulatory AUM in its latest filing, compared with $1,747.4 million in an earlier filing. The latest filing is dated 11/11/2026; the earlier filing is dated 03/17/2026. This is a difference between reported amounts, not evidence of asset flows.

The comparison was observed on 11/12/2026, when 17 firms had comparable reported regulatory AUM differences. That observation date is not a filing date or a measure of when assets moved.

Generational Financial Partners, LLC lists $250 million in regulatory AUM in its latest filing, dated 11/11/2026. Its earlier filing, dated 09/17/2026, listed $0. The comparison is between those reported amounts; a zero starting amount does not provide a meaningful base for a percentage-growth figure.

Standard Investments LLC lists $5,409.8 million in regulatory AUM in its latest filing, dated 11/11/2026, compared with $5,221.1 million in a filing dated 10/16/2026. The two reported amounts differ, but the filings do not establish that the difference represents asset flows.

Inspire Wealth Advisory LLC lists $55.4 million in regulatory AUM in its 11/11/2026 filing; its filing dated 09/09/2026 listed $0. The reported amounts establish a difference, not a percentage growth rate or the movement of assets.

Other reported comparisons included A4 Wealth Advisors LLC, whose latest filing listed $265.2 million in regulatory AUM versus $213.7 million in an earlier filing, and Interwest Investment Advisors, Inc., whose latest filing listed $32.0 million versus $74.6 million earlier. Both comparisons were observed on 11/12/2026; they describe differences in filing amounts, not asset flows.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Nov 12, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 2 comparisons without two exact reported amounts are excluded.