• EdgePoint's top 20% of advisors accounted for 86% of retail assets under management as of September 30, 2026.
• Those advisors managed approximately $30.5 billion, up from $30 billion on June 30, averaging approximately $25.6 million per advisor.
• The top 20% of institutional clients represented 97% of institutional assets under management, totaling approximately $9.8 billion.
• Average investment among those institutional clients fell to $213 million from $218 million on June 30.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Cymbria Corporation published the original content used to generate this news brief on October 14, 2026, and is solely responsible for the information contained therein.