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 |
|---|---|---|---|---|---|---|---|---|
| 501 | Corient Shc Partners (US) LP | $1.71B | (55) | 60 | 84 / 5 / 11 | 19% | SPY 27%, IJH 11%, IVV 11%, IJR 7% | Report a problem |
| 502 | Oak Ridge Investments, LLC | $1.7B | 80 | 81 | 95 / 0 / 5 | 100% | NVDA 12%, GOOG 8%, AAPL 6%, AVGO 5% | Report a problem |
| 503 | Stephens Group Asset Management, LLC | $1.7B | 57 | 58 | 95 / 1 / 4 | 100% | VOE 14%, VTV 12%, VUG 12%, VOT 12% | Report a problem |
| 504 | Gilbert & Cook, Inc. | $1.7B | 59 | 62 | 89 / 4 / 7 | 57% | IVV 24%, IWL 11%, VEA 10%, JHMM 9% | Report a problem |
| 505 | Rothschild Wealth LLC | $1.7B | 57 | 58 | 97 / 0 / 3 | 76% | IVV 5%, VCSH 3%, SPY 2%, IVE 2% | Report a problem |
| 506 | Cra Financial Services, L.l.c. | $1.69B | 58 | 66 | 76 / 10 / 14 | 67% | AAPL 7%, SCHD 5%, SCHG 4%, AMZN 4% | Report a problem |
| 507 | Cra Financial Services, L.l.c. | $1.69B | 58 | 66 | 76 / 10 / 14 | 67% | AAPL 7%, SCHD 5%, SCHG 4%, AMZN 4% | Report a problem |
| 508 | Mag Cap | $1.69B | (57) | 61 | 84 / 6 / 10 | 41% | VTI 5%, JMOM 4%, AAPL 3%, TFLO 2% | Report a problem |
| 509 | Petredis Investment Advisors | $1.69B | 73 | 74 | 96 / 2 / 2 | 92% | MGK 8%, XLF 7%, NVDA 6%, MU 5% | Report a problem |
| 510 | Lee Financial Company, LLC | $1.68B | 51 | 55 | 87 / 4 / 9 | 54% | IVV 26%, IJH 13%, FNDX 9%, IVW 6% | Report a problem |
| 511 | Clearwater Capital Partners | $1.68B | 48 | 50 | 92 / 3 / 5 | 88% | NEAR 12%, DGRW 7%, LRGF 6%, INTF 6% | Report a problem |
| 512 | Weatherly Asset Management | $1.68B | 52 | 55 | 86 / 9 / 5 | 97% | LLY 23%, AAPL 7%, AMZN 4%, PANW 3% | Report a problem |
| 513 | Patton Albertson Miller Group, LLC | $1.68B | 63 | 71 | 76 / 14 / 10 | 79% | NVDA 5%, AAPL 4%, BAI 4%, KLAC 4% | Report a problem |
| 514 | Cpc Advisors, LLC | $1.68B | (53) | 55 | 91 / 5 / 4 | 49% | TCAF 10%, AVUS 9%, DIVO 8%, IDVO 7% | Report a problem |
| 515 | J.m. Forbes & Co. LLP | $1.67B | 57 | 64 | 75 / 18 / 7 | 100% | NVDA 7%, GOOGL 6%, AAPL 6%, IAU 5% | Report a problem |
| 516 | Armstrong Advisory Group Inc. | $1.67B | 52 | 55 | 89 / 3 / 8 | 100% | SCHK 14%, IVV 14%, VGT 8%, SCHP 6% | Report a problem |
| 517 | Levin Capital Strategies, L.p. | $1.66B | 53 | 57 | 84 / 11 / 5 | 100% | CAT 5%, GOOGL 4%, BNY 4%, JPM 4% | Report a problem |
| 518 | Journey Advisory Group, LLC | $1.65B | 52 | 56 | 77 / 20 / 3 | 100% | PYLD 5%, VEA 4%, AAPL 3%, MTUM 3% | Report a problem |
| 519 | Personal Cfo Solutions LLC | $1.65B | 56 | 65 | 68 / 22 / 10 | 62% | CB 10%, AAPL 6%, GOOG 3%, BALT 3% | Report a problem |
| 520 | Pathway Financial Advisors, LLC | $1.65B | 49 | 52 | 84 / 14 / 2 | 62% | VTV 14%, VUG 12%, GBIL 10%, VO 6% | Report a problem |
| 521 | Scarborough Capital Management | $1.64B | 56 | 56 | 98 / 0 / 2 | 54% | QQQM 7%, SCHX 7%, RECS 6%, VOO 5% | Report a problem |
| 522 | Buck Wealth Strategies, LLC | $1.64B | 52 | 53 | 96 / 0 / 4 | 61% | IVV 10%, BOND 6%, AGG 4%, SPYG 3% | Report a problem |
| 523 | Ars Wealth Advisors | $1.64B | 42 | 52 | 62 / 20 / 18 | 100% | TBUX 14%, SPTM 7%, AVGO 4%, AAPL 4% | Report a problem |
| 524 | Penobscot Investment Management Company, Inc. | $1.64B | 67 | 70 | 87 / 8 / 5 | 100% | AAPL 6%, NVDA 6%, AVGO 4%, GOOGL 4% | Report a problem |
| 525 | Rodgers & Associates | $1.63B | 48 | 58 | 69 / 15 / 16 | 98% | VTV 8%, VBR 7%, VOE 7%, IWP 6% | Report a problem |
| 526 | Telos Capital Management, Inc. | $1.63B | 50 | 56 | 70 / 24 / 6 | 100% | AAPL 6%, VTI 4%, QCOM 3%, GOOGL 3% | Report a problem |
| 527 | L. Roy Papp & Associates, LLP | $1.62B | 51 | 59 | 70 / 20 / 10 | 84% | AAPL 7%, GOOG 6%, MSFT 5%, V 4% | Report a problem |
| 528 | The Nemes Rush Group, LLC | $1.62B | 56 | 67 | 66 / 22 / 12 | 100% | AAPL 5%, AVGO 5%, LRCX 4%, GOOGL 3% | Report a problem |
| 529 | Fortis Capital Advisors, LLC | $1.62B | 67 | 71 | 89 / 3 / 8 | 62% | NVDA 6%, QQQ 5%, SCHX 4%, SPY 4% | Report a problem |
| 530 | Global Strategic Nextgen Ocio | $1.61B | 52 | 55 | 88 / 9 / 3 | 79% | IEFA 10%, VONV 8%, VONG 8%, IUSB 6% | Report a problem |
| 531 | The Gleason Group, Inc. | $1.61B | 60 | 61 | 99 / 0 / 1 | 72% | VOO 22%, VTI 14%, VXF 14%, VXUS 10% | Report a problem |
| 532 | Financial Plan, Inc. | $1.6B | 48 | 49 | 94 / 2 / 4 | 70% | AVUS 17%, DIMENSIONAL ETF TRUST 16%, AVDE 10%, DFIC 6% | Report a problem |
| 533 | Tanager Wealth Management | $1.6B | 58 | 59 | 97 / 2 / 1 | 74% | ITOT 16%, PICB 9%, VEA 7%, VTI 7% | Report a problem |
| 534 | Tanager Wealth Management | $1.6B | 58 | 59 | 97 / 2 / 1 | 74% | ITOT 16%, PICB 9%, VEA 7%, VTI 7% | Report a problem |
| 535 | CGN Advisors, LLC | $1.6B | 54 | 56 | 92 / 4 / 4 | 93% | JCPB 7%, AVDE 5%, SPDW 5%, SPYG 4% | Report a problem |
| 536 | Beam Wealth Advisors, Inc. | $1.6B | (52) | 56 | 86 / 3 / 11 | 29% | IVV 18%, RAAX 7%, EMXC 6%, IMCG 5% | Report a problem |
| 537 | Alta Capital Management LLC | $1.6B | 69 | 72 | 90 / 9 / 1 | 93% | GOOGL 8%, NVDA 7%, AMZN 7%, AVGO 6% | Report a problem |
| 538 | Means Wealth Management | $1.59B | 66 | 68 | 94 / 3 / 3 | 88% | VOO 18%, VEU 8%, XLG 8%, AAPL 7% | Report a problem |
| 539 | Tanglewood Total Wealth Management, Inc. | $1.59B | 54 | 55 | 98 / 2 / 0 | 75% | VTI 20%, VEA 18%, IEI 14%, VGIT 5% | Report a problem |
| 540 | Rollins Financial Advisors, LLC | $1.59B | (69) | 70 | 96 / 1 / 3 | 50% | QQQ 10%, AAPL 8%, GOOGL 7%, AMZN 6% | Report a problem |
| 541 | Compass Ion Advisors, LLC | $1.59B | 56 | 58 | 93 / 4 / 3 | 79% | VTI 17%, IXUS 10%, IUSB 7%, SPHQ 6% | Report a problem |
| 542 | Kavar Capital Partners | $1.58B | 56 | 62 | 78 / 8 / 14 | 66% | SCHX 6%, FNDX 6%, AAPL 5%, SCHF 5% | Report a problem |
| 543 | Thrive Wealth Management, LLC | $1.58B | 60 | 63 | 90 / 4 / 6 | 55% | VTV 24%, SCHG 24%, SPY 3%, INTF 3% | Report a problem |
| 544 | Petersen Hastings Wealth Advisors, Inc. | $1.58B | 45 | 47 | 94 / 1 / 5 | 80% | DFCF 17%, AVLV 15%, DIMENSIONAL ETF TRUST 11%, IGIB 9% | Report a problem |
| 545 | Brandywine Oak Private Wealth LLC | $1.57B | 52 | 56 | 82 / 13 / 5 | 100% | SCHF 12%, VTV 11%, VUG 9%, VCIT 9% | Report a problem |
| 546 | Per Stirling Capital Management, LLC | $1.57B | 46 | 53 | 72 / 9 / 19 | 93% | IVV 5%, DGRW 3%, VEA 3%, IVW 3% | Report a problem |
| 547 | Mjp Wealth Advisors | $1.56B | 56 | 59 | 87 / 9 / 4 | 67% | VOO 11%, VIG 7%, JAAA 6%, MINT 6% | Report a problem |
| 548 | Sherman Portfolios | $1.56B | 39 | 51 | 65 / 0 / 35 | 100% | IJS 18%, IWM 18%, IJK 18%, GLD 7% | Report a problem |
| 549 | Royal Fund Management, LLC | $1.56B | 66 | 68 | 95 / 0 / 5 | 81% | QQQ 4%, VOO 3%, XBI 2%, SPY 2% | Report a problem |
| 550 | Burton Enright Welch | $1.55B | 50 | 51 | 96 / 1 / 3 | 57% | DIMENSIONAL ETF TRUST 21%, AVUV 7%, AVDV 7%, BNDX 7% | Report a problem |