Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Accurate Wealth Management LLC	[2026-06-30]	SOLE	0	25,000
Quattro Financial Advisors LLC	[2026-06-30]	SOLE	19,470	19,470
RFG Advisory LLC	[2026-06-30]	SOLE	0	15,501
Avior Wealth Management LLC	[2026-06-30]	SOLE	0	15,102
Independent Financial Group LLC	[2026-06-30]	SOLE	0	12,057
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	9,181
Beaird Harris Wealth Management LLC	[2026-06-30]	SOLE	0	1,985
Kerr Financial Planning Corp	[2026-06-30]	SOLE	6	6
FNY Investment Advisers LLC	[2026-06-30]	SOLE	1,500	1
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 229469204, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 4, "random_n": 3.1385615395799653}

False

342348027