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 |
|---|---|---|---|---|---|---|---|---|
| 601 | V-Square Quantitative Management | $1.42B | 64 | 72 | 72 / 27 / 1 | 100% | AGG 12%, NVDA 9%, MSFT 5%, GOOGL 4% | Report a problem |
| 602 | Wingate Wealth Advisors, Inc. | $1.42B | (47) | 49 | 90 / 3 / 7 | 18% | VIG 12%, VTIP 8%, SMLF 4%, FNDF 4% | Report a problem |
| 603 | Smith Group Asset Management, LLC | $1.41B | 69 | 70 | 98 / 0 / 2 | 100% | KLAC 6%, FIX 4%, GOOGL 4%, AVGO 4% | Report a problem |
| 604 | Seven Springs Wealth Group | $1.41B | (43) | 44 | 86 / 14 / 0 | 38% | DGRO 20%, ISTB 12%, CI 8%, FNDF 6% | Report a problem |
| 605 | Ellsworth Advisors, LLC | $1.41B | 43 | 56 | 56 / 33 / 11 | 77% | HGER 3%, GLD 3%, NVDA 3%, AAPL 3% | Report a problem |
| 606 | 49 Financial | $1.4B | (50) | 54 | 87 / 1 / 12 | 43% | IVV 8%, IEMG 5%, IXUS 5%, IWF 4% | Report a problem |
| 607 | Howard Financial Services, LTD. | $1.4B | 46 | 55 | 73 / 4 / 23 | 98% | QUAL 11%, SCHD 6%, VIG 5%, AAPL 4% | Report a problem |
| 608 | Verity Investment Partners | $1.4B | 50 | 53 | 92 / 3 / 5 | 100% | DELL 6%, AVGO 5%, STT 3%, ABBV 3% | Report a problem |
| 609 | Asset Advisors | $1.4B | 50 | 57 | 75 / 13 / 12 | 100% | SCHB 7%, SCHD 7%, XLK 6%, MSFT 6% | Report a problem |
| 610 | Acorn Financial Advisory Services, Inc. | $1.4B | 49 | 51 | 91 / 5 / 4 | 59% | AGG 8%, VEA 7%, PYLD 6%, SPTS 6% | Report a problem |
| 611 | St. Denis J. Villere & Co., LLC | $1.4B | 45 | 51 | 77 / 13 / 10 | 78% | LGND 6%, JPM 5%, V 4%, AMZN 4% | Report a problem |
| 612 | Matrix Asset Advisors Inc | $1.4B | 58 | 61 | 85 / 12 / 3 | 100% | MSFT 5%, MAVF 4%, GOOG 4%, PNC 4% | Report a problem |
| 613 | Matrix Asset Advisors Inc | $1.4B | 58 | 61 | 85 / 12 / 3 | 100% | MSFT 5%, MAVF 4%, GOOG 4%, PNC 4% | Report a problem |
| 614 | Marietta Wealth Management, LLC | $1.39B | 65 | 68 | 89 / 5 / 6 | 78% | GOOGL 6%, NVDA 4%, AAPL 4%, VO 3% | Report a problem |
| 615 | Inspirion Wealth Advisors, LLC | $1.39B | 46 | 50 | 86 / 3 / 11 | 72% | VYM 12%, VUG 10%, CGXU 8%, VOE 6% | Report a problem |
| 616 | Syntegra Private Wealth Group LLC | $1.39B | 55 | 56 | 96 / 2 / 2 | 97% | FENI 13%, SPYG 12%, LGLV 11%, SPTM 10% | Report a problem |
| 617 | Elyxium Wealth LLC | $1.39B | 62 | 75 | 60 / 22 / 18 | 100% | NVDA 10%, AAPL 6%, GOOG 6%, ORCL 4% | Report a problem |
| 618 | Security Capital Management | $1.39B | (66) | 67 | 97 / 0 / 3 | 0% | AAPL 5%, QQQ 5%, NVDA 3%, AMZN 3% | Report a problem |
| 619 | Private Client Services, LLC | $1.38B | (56) | 57 | 95 / 4 / 1 | 29% | IVV 11%, IEFA 6%, VWO 3%, VB 3% | Report a problem |
| 620 | B.o.s.s. Retirement Advisors, LLC | $1.38B | (59) | 62 | 89 / 0 / 11 | 30% | SPTM 20%, SPYM 7%, VOO 6%, VXUS 5% | Report a problem |
| 621 | Cascade Financial Partners, LLC | $1.38B | 45 | 51 | 79 / 9 / 12 | 100% | LLY 25%, AAPL 5%, VEA 4%, IVV 3% | Report a problem |
| 622 | Shepherd Financial Partners, LLC | $1.38B | 63 | 64 | 95 / 3 / 2 | 93% | IVV 7%, SPY 6%, SPTM 6%, DYNF 5% | Report a problem |
| 623 | Lji Wealth Management, LLC | $1.37B | 50 | 55 | 82 / 8 / 10 | 63% | ITOT 27%, SLQD 12%, ISTB 8%, FLOT 5% | Report a problem |
| 624 | The Planning Center, Inc. | $1.37B | 44 | 45 | 93 / 3 / 4 | 83% | DUSB 18%, DFSD 13%, DFAX 8%, DFGX 8% | Report a problem |
| 625 | Affiance Financial LLC | $1.37B | 57 | 58 | 94 / 2 / 4 | 54% | VOO 19%, AGG 14%, VTI 13%, IEFA 6% | Report a problem |
| 626 | Onyx Bridge Wealth Group LLC | $1.37B | 55 | 60 | 83 / 11 / 7 | 98% | QQQ 8%, IVV 7%, XLK 4%, XLE 4% | Report a problem |
| 627 | Black Diamond Financial, LLC | $1.37B | 53 | 59 | 76 / 23 / 1 | 100% | MGV 11%, MGK 9%, SCHV 5%, SCHG 5% | Report a problem |
| 628 | Hollow Brook Wealth Management LLC | $1.37B | 32 | 35 | 61 / 29 / 10 | 60% | SGOV 22%, GLDM 20%, BRK-B 4%, DMLP 4% | Report a problem |
| 629 | Sheets Smith Wealth Management | $1.37B | 56 | 59 | 90 / 3 / 7 | 81% | VOO 5%, IVV 4%, GOOG 3%, AVTM 3% | Report a problem |
| 630 | Kera Capital Partners | $1.36B | 55 | 73 | 43 / 52 / 5 | 100% | NVDA 8%, SPY 5%, GLW 3%, RSP 3% | Report a problem |
| 631 | One Day in July LLC | $1.36B | 49 | 54 | 72 / 27 / 1 | 100% | SPTI 11%, VYM 8%, VOO 8%, VUG 8% | Report a problem |
| 632 | 180 Wealth Advisors, LLC | $1.36B | 72 | 77 | 85 / 5 / 10 | 86% | MSFT 4%, NVDA 4%, AAPL 3%, AMZN 2% | Report a problem |
| 633 | Cornerstone Capital, Inc. | $1.36B | 56 | 63 | 69 / 29 / 2 | 100% | GLW 7%, GOOGL 5%, V 4%, APH 4% | Report a problem |
| 634 | Symphony Financial, LTD. Co. | $1.35B | 60 | 64 | 87 / 4 / 9 | 77% | SPTM 5%, NVDA 4%, SPYG 4%, AVDE 3% | Report a problem |
| 635 | Galvin, Gaustad & Stein, LLC | $1.35B | 61 | 63 | 93 / 3 / 4 | 100% | XLK 7%, IEFA 4%, VEA 3%, NVDA 2% | Report a problem |
| 636 | Capital Investment Counsel, LLC | $1.35B | 47 | 57 | 53 / 42 / 5 | 100% | SOXX 3%, XFIV 3%, BSCV 3%, BSCU 3% | Report a problem |
| 637 | Intellus Advisors, LLC | $1.35B | 61 | 61 | – | 61% | QQQ 11%, VIG 7%, QINT 6%, IAU 5% | Report a problem |
| 638 | Gibraltar Capital Management, Inc. | $1.35B | 50 | 61 | 65 / 24 / 11 | 74% | VB 13%, AAPL 4%, VGT 3%, VTI 3% | Report a problem |
| 639 | Msh Capital Advisors LLC | $1.35B | 50 | 59 | 65 / 27 / 8 | 66% | AAPL 9%, VEA 3%, SDY 3%, SCHG 2% | Report a problem |
| 640 | Hill Investment Group | $1.35B | 50 | 51 | 96 / 1 / 3 | 76% | EBI 42%, LVIG 10%, DFIC 8%, DFEM 6% | Report a problem |
| 641 | Wealth Advisors Group | $1.34B | 56 | 59 | 91 / 2 / 7 | 59% | SPYM 12%, CORO 5%, IVW 5%, DYNF 4% | Report a problem |
| 642 | Lodestar Private Asset Management LLC | $1.34B | 56 | 59 | 90 / 4 / 6 | 96% | IVV 9%, QQQ 4%, QQQM 4%, AAPL 4% | Report a problem |
| 643 | Talbot Financial, LLC | $1.34B | 67 | 68 | 96 / 2 / 2 | 100% | AAPL 9%, AMAT 8%, MSFT 7%, GOOG 6% | Report a problem |
| 644 | Payne Capital Management, LLC | $1.34B | (47) | 54 | 68 / 26 / 6 | 41% | SCHF 12%, MLPX 8%, VWO 7%, VEA 7% | Report a problem |
| 645 | Quadcap Wealth Management, LLC | $1.34B | 54 | 64 | 62 / 35 / 3 | 100% | JQUA 9%, DFUS 7%, AAPL 3%, EVTR 2% | Report a problem |
| 646 | Aspen Capital Management, LLC | $1.34B | (53) | 54 | 96 / 2 / 2 | 35% | DFIC 20%, DIMENSIONAL ETF TRUST 15%, DFCF 8%, SGOV 8% | Report a problem |
| 647 | Victory Financial | $1.34B | 63 | 65 | 91 / 4 / 5 | 78% | IWY 14%, SCHD 5%, IMCG 5%, XLK 4% | Report a problem |
| 648 | Salomon and Ludwin | $1.34B | 43 | 51 | 69 / 9 / 22 | 100% | IVW 7%, SUB 6%, XLK 6%, JMST 5% | Report a problem |
| 649 | Inspire Advisors, LLC | $1.33B | 52 | 53 | 97 / 2 / 1 | 100% | WWJD 9%, IBD 7%, PTL 7%, ISMD 6% | Report a problem |
| 650 | Evermay Wealth Management, LLC | $1.33B | 48 | 52 | 79 / 18 / 3 | 93% | SPTI 15%, SCHX 13%, SPTS 10%, VOO 8% | Report a problem |