B. Riley Wealth Advisors, Inc.

Position in ARES — Ares Management Corp

CIK 1464811 MEMPHIS, TN

Position in ARES

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$223,176

-$26,703 QoQ

Shares Held

2,005

+29.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#589

of 804 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. ARES ranks #45 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STEW	SRH Total Return Fund, Inc.	405,048	$7,250,359
2	BX	Blackstone Inc.	55,522	$6,533,273
3	BPRE	Bluerock Private Real Estate Fund	454,953	$5,918,938
4	AB	Alliancebernstein Holding L.P.	75,577	$2,661,821
5	GLAD	Gladstone Capital Corp	135,581	$2,632,983
6	RA	Brookfield Real Assets Income Fund Inc.	133,545	$1,720,059
7	CSWC	Capital Southwest Corp	69,775	$1,658,551
8	MAIN	Main Street Capital CORP	26,913	$1,396,246

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,176	2,005	+29.7%	Shares	Sole	2026-07-14
2025-12-31	$249,879	1,546	+4.2%	Shares	Sole	2026-02-17
2025-09-30	$237,116	1,483	-11.7%	Shares	Sole	2025-10-31
2025-06-30	$290,976	1,680	-12.5%	Shares	Sole	2025-08-19
2025-03-31	$281,637	1,921	+17.9%	Shares	Sole	2026-08-28
2024-12-31	$288,558	1,630	-23.2%	Shares	Sole	2025-02-25
2024-09-30	$330,692	2,122	+13.8%	Shares	Sole	2024-12-13
2024-06-30	$248,433	1,864	-47.3%	Shares	Sole	2024-08-19
2024-03-31	$470,217	3,536	+86.4%	Shares	Sole	2024-05-16
2023-12-31	$225,591	1,897	-46.4%	Shares	Sole	2024-03-15
2023-09-30	$363,748	3,536	+45.5%	Shares	Sole	2023-12-01
2023-06-30	$234,226	2,431	-18.0%	Shares	Sole	2023-07-27
2023-03-31	$247,232	2,963	-69.3%	Shares	Sole	2023-05-17
2021-03-31	$539,905	9,636	—	Shares	Other	2021-05-13
No filing history on record for this holder in this stock.