Every wealth management RIA that files a Form 13F, with a score from 1 to 99 for how much its clients' holdings swing: 1 is cash, a 60/40 portfolio scores 52 and the S&P 500 61. 2,314 firms have a score; the median is 55.
Read it with care. The score sees only what the firm reports to the SEC: the US-listed stocks and funds in its quarterly 13F, blended with the bonds and cash its Form ADV reports. It can't see bonds held directly, most mutual funds, annuities, private investments or any one client's account, so some firms are more conservative than their score. Coverage shows how much of a firm's money the 13F explains. Higher isn't worse; the right level depends on the clients. Not a rating or a recommendation. How it's scored →
| # | Firm | AUM | Score | 13F only | Stocks / bonds / cash | Coverage | Biggest holdings | Report a problem |
|---|---|---|---|---|---|---|---|---|
| 451 | Fourthought Financial Partners, LLC. | $1.93B | 60 | 66 | 79 / 11 / 10 | 85% | AVGO 4%, MSFT 4%, KLAC 4%, NVDA 3% | Report a problem |
| 452 | Landaas & Company | $1.93B | (57) | 58 | 96 / 0 / 4 | 30% | VTI 23%, IWD 17%, QUAL 12%, GARP 8% | Report a problem |
| 453 | Rossmore Private Capital, LLC | $1.92B | 49 | 53 | 83 / 12 / 5 | 77% | XOM 6%, IVV 5%, AAPL 5%, CVX 4% | Report a problem |
| 454 | Private Wealth Partners, LLC | $1.92B | 64 | 70 | 80 / 18 / 2 | 91% | AAPL 8%, NVDA 8%, GOOGL 7%, MSFT 5% | Report a problem |
| 455 | Shp Wealth Management, LLC | $1.92B | 56 | 59 | 91 / 2 / 7 | 83% | VOO 27%, IDMO 9%, DGRO 7%, IUSG 7% | Report a problem |
| 456 | Dt Investment Partners, LLC | $1.91B | 49 | 59 | 63 / 33 / 4 | 100% | IVV 16%, SPY 10%, VEA 9%, IWB 5% | Report a problem |
| 457 | Resolute Partners Group | $1.91B | (81) | 86 | 77 / 21 / 2 | 28% | U 33%, VOO 13%, ACWX 8%, QQQ 7% | Report a problem |
| 458 | Patriot Investment Management Group Inc | $1.91B | 53 | 56 | 93 / 1 / 6 | 97% | VTI 32%, BND 8%, VEA 6%, VCIT 4% | Report a problem |
| 459 | Mora Capital Management, LLC | $1.9B | (56) | 71 | 50 / 42 / 8 | 14% | NVDA 7%, AMZN 4%, AAPL 4%, QQQ 4% | Report a problem |
| 460 | Main Management, LLC | $1.9B | (61) | 62 | 95 / 0 / 5 | 0% | XLK 13%, SPY 12%, BUYW 10%, INTL 8% | Report a problem |
| 461 | Sp Asset Management LLC | $1.9B | 59 | 69 | 67 / 25 / 8 | 98% | META 15%, AAPL 5%, VUG 5%, BRK-B 5% | Report a problem |
| 462 | Capital Management Associates Inc | $1.88B | (60) | 60 | 100 / 0 / 0 | 26% | SPY 16%, SCHB 10%, VOO 10%, QQQ 6% | Report a problem |
| 463 | Blue Chip Partners, LLC | $1.88B | 53 | 55 | 93 / 0 / 7 | 91% | FBND 9%, KLAC 4%, GOOG 4%, AAPL 4% | Report a problem |
| 464 | Wilkinson Global Asset Management LLC | $1.88B | 64 | 69 | 83 / 10 / 7 | 81% | NVDA 7%, TSM 7%, JPM 7%, TJX 6% | Report a problem |
| 465 | Sovran Advisors, LLC | $1.87B | 57 | 65 | 69 / 25 / 6 | 100% | IVV 4%, AAPL 3%, MSFT 2%, NVDA 2% | Report a problem |
| 466 | First Long Island Investors, LLC | $1.86B | 66 | 69 | 88 / 8 / 4 | 86% | APH 6%, NVDA 5%, AMZN 5%, MSFT 4% | Report a problem |
| 467 | Windward Capital Management Co | $1.86B | 64 | 65 | 96 / 3 / 1 | 74% | AAPL 17%, GOOGL 7%, GOOG 7%, AMZN 7% | Report a problem |
| 468 | Ashton Thomas Securities, LLC | $1.86B | (65) | 67 | 92 / 2 / 6 | 40% | VOO 9%, OMFL 4%, NVDA 4%, AAPL 3% | Report a problem |
| 469 | Mcdonald Capital Investors Inc | $1.86B | 58 | 61 | 88 / 7 / 5 | 84% | PGR 13%, BRK-B 10%, REGN 9%, AMZN 8% | Report a problem |
| 470 | Mcdonald Capital Investors Inc | $1.86B | 58 | 61 | 88 / 7 / 5 | 84% | PGR 13%, BRK-B 10%, REGN 9%, AMZN 8% | Report a problem |
| 471 | Colonial Trust Advisors, Inc. | $1.85B | 58 | 65 | 79 / 11 / 10 | 98% | AAPL 6%, IVV 5%, MSFT 4%, GOOGL 3% | Report a problem |
| 472 | Colonial Trust Advisors, Inc. | $1.85B | 58 | 65 | 79 / 11 / 10 | 98% | AAPL 6%, IVV 5%, MSFT 4%, GOOGL 3% | Report a problem |
| 473 | Willis Johnson Wealth | $1.85B | 54 | 55 | 98 / 0 / 2 | 99% | SPYV 21%, SPYG 19%, VGK 9%, VWO 6% | Report a problem |
| 474 | Granite Investment Partners, LLC | $1.84B | 65 | 69 | 88 / 0 / 12 | 100% | GEV 3%, AAPL 3%, GOOG 3%, MSFT 3% | Report a problem |
| 475 | RIA Advisors | $1.84B | 55 | 64 | 71 / 10 / 19 | 89% | MBB 10%, IEI 5%, MSFT 5%, GOOG 5% | Report a problem |
| 476 | Azzad Asset Management, Inc. | $1.84B | 75 | 75 | 100 / 0 / 0 | 61% | NVDA 5%, AAPL 4%, GOOGL 3%, KLAC 3% | Report a problem |
| 477 | Financial Synergies | $1.81B | 60 | 61 | 98 / 0 / 2 | 66% | IVV 14%, VUG 11%, VO 10%, VTV 10% | Report a problem |
| 478 | Gds Wealth Management | $1.81B | 64 | 67 | 91 / 5 / 4 | 100% | LQD 6%, MU 4%, VCIT 4%, VCLT 3% | Report a problem |
| 479 | Young Richard C & Co LTD | $1.8B | 53 | 66 | 57 / 36 / 7 | 100% | MU 6%, DELL 5%, CAT 4%, World Gold TR 4% | Report a problem |
| 480 | Summit Financial Wealth Advisors | $1.8B | 39 | 46 | 63 / 23 / 14 | 69% | VYMI 8%, SCHD 8%, VUG 8%, SPBO 4% | Report a problem |
| 481 | Altfest Personal Wealth Management | $1.8B | 50 | 52 | 89 / 5 / 6 | 64% | QQQM 6%, MINV 5%, VTIP 4%, STIP 4% | Report a problem |
| 482 | Parkwoods Wealth Partners, LLC | $1.79B | (45) | 52 | 77 / 6 / 17 | 45% | DIMENSIONAL ETF TRUST 10%, DFUV 9%, DFSD 8%, DFIV 7% | Report a problem |
| 483 | Lanark Financial, Inc. | $1.78B | 66 | 66 | 100 / 0 / 0 | 83% | AAPL 3%, SPY 2%, SPYM 2%, VOO 2% | Report a problem |
| 484 | Tfc Financial Management Inc | $1.78B | 56 | 56 | 98 / 0 / 2 | 52% | IVV 27%, IDEV 14%, SHY 9%, IEMG 7% | Report a problem |
| 485 | Linden Thomas Advisory Services, LLC | $1.77B | 75 | 76 | 95 / 3 / 2 | 74% | NVDA 3%, GOOGL 2%, AVGO 2%, ANET 2% | Report a problem |
| 486 | Marco Investment Management LLC | $1.77B | 54 | 60 | 76 / 20 / 4 | 100% | AVGO 8%, AAPL 5%, CAT 5%, KLAC 4% | Report a problem |
| 487 | Greenwood Capital Associates, LLC | $1.77B | 46 | 56 | 54 / 40 / 6 | 100% | AAPL 4%, IVV 4%, GOOGL 3%, BBEU 3% | Report a problem |
| 488 | Caliber Wealth Management, LLC | $1.76B | 60 | 60 | 100 / 0 / 0 | 59% | IVV 16%, AVUS 8%, IJH 3%, IWF 3% | Report a problem |
| 489 | Slatestone Wealth LLC | $1.76B | (57) | 64 | 75 / 14 / 11 | 0% | AAPL 5%, NVDA 4%, QUAL 4%, MSFT 3% | Report a problem |
| 490 | Ironwood Investment Counsel, LLC | $1.76B | 52 | 59 | 71 / 23 / 6 | 61% | AAPL 5%, FNDA 5%, MSFT 4%, GOOGL 3% | Report a problem |
| 491 | Intrua Financial | $1.75B | 51 | 56 | 81 / 7 / 12 | 75% | SPYM 8%, XLK 5%, DGRW 5%, JBND 4% | Report a problem |
| 492 | Wbh Advisory, Inc. | $1.74B | 57 | 60 | 90 / 5 / 5 | 95% | VTI 5%, VGT 5%, SPYM 4%, SCHB 4% | Report a problem |
| 493 | Rw Investment Management LLC | $1.73B | 48 | 50 | 94 / 2 / 4 | 70% | VTI 15%, DFIC 14%, AVUV 10%, DIMENSIONAL ETF TRUST 10% | Report a problem |
| 494 | Wny Asset Management, LLC | $1.73B | 49 | 54 | 83 / 4 / 14 | 78% | CGGR 8%, CGCP 8%, DIMENSIONAL ETF TRUST 7%, CGDV 7% | Report a problem |
| 495 | Agw Capital Advisors | $1.73B | (63) | 66 | 90 / 8 / 2 | 43% | EFA 12%, VTI 7%, BWIN 6%, VXUS 4% | Report a problem |
| 496 | Liberty Wealth Management, LLC | $1.73B | 58 | 62 | 86 / 6 / 8 | 54% | DFAU 4%, DIMENSIONAL ETF TRUST 4%, IVW 4%, DYNF 4% | Report a problem |
| 497 | Liberty Wealth Management, LLC | $1.73B | 58 | 62 | 86 / 6 / 8 | 54% | DFAU 4%, DIMENSIONAL ETF TRUST 4%, IVW 4%, DYNF 4% | Report a problem |
| 498 | Catalyst Financial Partners | $1.72B | 57 | 66 | 71 / 21 / 8 | 82% | IVV 14%, IEFA 8%, STT 4%, AAPL 4% | Report a problem |
| 499 | Argent Advisors, Inc. | $1.71B | (39) | 52 | 48 / 32 / 20 | 49% | IEFA 5%, IJH 5%, DGRO 4%, AVUV 4% | Report a problem |
| 500 | Invictus Private Wealth, LLC | $1.71B | 67 | 68 | 98 / 1 / 1 | 100% | VOO 16%, QQQ 14%, VUG 12%, VO 8% | Report a problem |