Advisor Holdings (13F) News

Quarterly 13F holdings disclosures from RIAs and wealth managers, tracking advisor allocations to alternative investments.

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Wealth Manager / RIAAdvisor Holdings (13F)

Valley Wealth Managers Reports Over $1.39 Billion in Assets Under Management

Aug 7, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Acuitas Investments Reports $125.7 Million in Holdings

Jul 31, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

TI-Trust Discloses $149M in Holdings

Jul 24, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

TFG Advisers Discloses $292M Portfolio

Jul 22, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Cantor Fitzgerald Reports $1.4 Billion in Holdings

Jul 21, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Buttonwood Financial Reports $197M in Equity Holdings for Q2 2025

Jul 15, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

UMB Discloses $6.4 Billion in Q2 Holdings

Jul 11, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

CIM Discloses $673 Million in Equity Holdings

Jun 6, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Clark Capital Reports Nearly $14 Billion in Managed Assets for Q1 2025

May 16, 2025