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 |
|---|---|---|---|---|---|---|---|---|
| 651 | Cws Financial Advisors LLC | $1.33B | (55) | 58 | 91 / 1 / 8 | 37% | SYK 17%, DFUS 11%, VOO 6%, AAPL 4% | Report a problem |
| 652 | Chatterton & Associates | $1.33B | (53) | 54 | 97 / 0 / 3 | 13% | SPYM 9%, IUSB 5%, SGOV 5%, SCHZ 4% | Report a problem |
| 653 | Callahan Advisors, LLC | $1.33B | 61 | 65 | 83 / 11 / 6 | 100% | GOOG 6%, META 4%, AMZN 4%, MSFT 4% | Report a problem |
| 654 | Clark Asset Management, LLC | $1.32B | 56 | 57 | 96 / 2 / 2 | 100% | VEA 15%, VUG 10%, VTV 10%, VWO 5% | Report a problem |
| 655 | Second Line Capital, LLC | $1.32B | (55) | 58 | 93 / 1 / 6 | 44% | ACIO 11%, DRSK 8%, IDUB 7%, SPY 6% | Report a problem |
| 656 | Steigerwald, Gordon & Koch - Wealth Advisors | $1.32B | 43 | 47 | 75 / 22 / 3 | 100% | AAPL 5%, JPM 4%, RTX 3%, DE 3% | Report a problem |
| 657 | Live Oak Private Wealth, LLC | $1.32B | 48 | 54 | 65 / 26 / 9 | 93% | DFAU 5%, BRK-B 4%, AAPL 3%, DFAX 3% | Report a problem |
| 658 | Marble Harbor Investment Counsel, LLC | $1.32B | 54 | 58 | 84 / 12 / 4 | 89% | AAPL 7%, CSCO 5%, MSFT 5%, ABBV 5% | Report a problem |
| 659 | Wallington Asset Management | $1.32B | 51 | 60 | 61 / 32 / 7 | 100% | VEA 11%, MU 6%, GOOG 5%, AAPL 5% | Report a problem |
| 660 | Professional Planning Group | $1.32B | (59) | 59 | 98 / 0 / 2 | 21% | IVV 36%, JIRE 24%, IJH 19%, IJR 10% | Report a problem |
| 661 | Capital Investment Services of America Inc | $1.31B | 66 | 70 | 88 / 8 / 4 | 88% | NVDA 6%, GOOG 6%, VCSH 5%, MSFT 4% | Report a problem |
| 662 | Valley National Advisers Inc | $1.31B | 62 | 64 | 90 / 8 / 2 | 76% | SCHX 7%, SCHG 4%, VTV 4%, AAPL 4% | Report a problem |
| 663 | Virtue Capital Management, LLC | $1.31B | 58 | 61 | 90 / 0 / 10 | 63% | SPY 7%, IEF 5%, FTSL 4%, VOO 3% | Report a problem |
| 664 | Virtue Capital Management, LLC | $1.31B | 58 | 61 | 90 / 0 / 10 | 63% | SPY 7%, IEF 5%, FTSL 4%, VOO 3% | Report a problem |
| 665 | Barnes Pettey Financial Advisors, LLC | $1.31B | (63) | 65 | 94 / 4 / 2 | 26% | CGGR 13%, RDVY 5%, FBCG 5%, CGDV 5% | Report a problem |
| 666 | Navellier & Associates Inc | $1.31B | 75 | 79 | 82 / 18 / 0 | 100% | NVDA 10%, STX 4%, BE 3%, FIX 3% | Report a problem |
| 667 | Topsail Wealth Management LLC | $1.31B | 56 | 58 | 96 / 1 / 3 | 62% | VTI 24%, VXUS 8%, VOO 7%, CINF 7% | Report a problem |
| 668 | Beacon Financial Group | $1.3B | 54 | 54 | 98 / 0 / 2 | 86% | DGRW 5%, IVV 4%, VUG 3%, VYM 3% | Report a problem |
| 669 | Madison Partners | $1.3B | 61 | 62 | 96 / 3 / 1 | 63% | IUSG 10%, FMDE 7%, BINC 6%, UBND 5% | Report a problem |
| 670 | Synergy Asset Management, LLC | $1.3B | 65 | 70 | 81 / 12 / 7 | 100% | MSFT 7%, NVDA 6%, ABBV 4%, GOOGL 4% | Report a problem |
| 671 | Woodstock Corporation | $1.29B | 65 | 68 | 92 / 1 / 7 | 100% | NVDA 8%, MSFT 5%, GOOG 4%, ORLY 4% | Report a problem |
| 672 | Meristead Wealth, LLC | $1.29B | 46 | 52 | 72 / 22 / 6 | 100% | GOOGL 4%, AMZN 3%, AIR 3%, AXS 3% | Report a problem |
| 673 | Arbor Investment Advisors | $1.29B | 48 | 50 | 94 / 3 / 3 | 73% | IWB 13%, PRF 13%, VEA 12%, TFLO 8% | Report a problem |
| 674 | Private Capital Advisors, Inc. | $1.28B | 54 | 56 | 95 / 1 / 4 | 94% | LLY 43%, AAPL 7%, GOOGL 6%, PANW 4% | Report a problem |
| 675 | Mcdonald Partners LLC | $1.28B | (57) | 61 | 85 / 10 / 5 | 38% | ETN 4%, LITE 3%, AAPL 3%, VOO 3% | Report a problem |
| 676 | Bourgeon Capital Management LLC | $1.28B | 53 | 63 | 67 / 25 / 8 | 78% | GOOGL 5%, LLY 4%, JPM 4%, MRVL 4% | Report a problem |
| 677 | Capital Advantage, Inc. | $1.28B | 48 | 50 | 95 / 3 / 2 | 68% | CGMS 13%, FNDF 7%, VYMI 5%, VIGI 5% | Report a problem |
| 678 | Pettinga Financial Advisors, LLC | $1.28B | 52 | 57 | 75 / 21 / 4 | 65% | IVV 10%, CORO 6%, IVW 6%, LRGF 5% | Report a problem |
| 679 | Keb Wealth Advisors | $1.27B | 47 | 54 | 77 / 8 / 15 | 63% | DIMENSIONAL ETF TRUST 17%, AVUV 10%, DFIV 8%, DFUV 8% | Report a problem |
| 680 | Armstrong, Fleming & Moore, Inc. | $1.27B | (61) | 63 | 92 / 0 / 8 | 26% | AVLV 14%, CGXU 10%, TCHP 10%, CAVA 10% | Report a problem |
| 681 | Financial Council, LLC | $1.27B | (63) | 64 | 96 / 0 / 4 | 25% | CGGO 22%, ACWX 10%, CGGR 8%, IUSG 5% | Report a problem |
| 682 | Beacon Capital Management, LLC | $1.27B | 53 | 67 | 60 / 15 / 25 | 90% | SPY 15%, QQQ 9%, VTI 7%, MGK 7% | Report a problem |
| 683 | Fortitude Family Office | $1.27B | 45 | 53 | 74 / 7 / 19 | 54% | IVV 9%, AVTM 8%, VBIL 6%, IDEV 5% | Report a problem |
| 684 | Paul R. Ried Financial Group, LLC | $1.27B | (61) | 62 | 97 / 0 / 3 | 19% | MFSV 14%, SETM 13%, GSIE 10%, GSLC 9% | Report a problem |
| 685 | Lexaurum Advisors | $1.27B | 52 | 54 | 94 / 1 / 5 | 73% | GSLC 6%, JPST 4%, GSIE 3%, AVUS 3% | Report a problem |
| 686 | Managed Asset Portfolios, LLC | $1.27B | 55 | 58 | 82 / 15 / 3 | 84% | AMAT 9%, CVX 4%, CEF 4%, TTEK 4% | Report a problem |
| 687 | Andina Advisors | $1.26B | (44) | 48 | 81 / 10 / 9 | 6% | BUFR 10%, SGOV 10%, USFR 8%, PAAA 5% | Report a problem |
| 688 | Absher Wealth Management, LLC | $1.26B | 48 | 50 | 92 / 5 / 3 | 76% | ADP 6%, EMR 5%, MTB 5%, V 5% | Report a problem |
| 689 | Montis Financial, LLC | $1.26B | (45) | 51 | 79 / 4 / 17 | 49% | AKRE 9%, FPEI 8%, VEA 7%, RSP 6% | Report a problem |
| 690 | Hohimer Wealth Management, LLC | $1.26B | 56 | 65 | 70 / 21 / 9 | 100% | MSFT 8%, GBIL 6%, AAPL 3%, NVDA 2% | Report a problem |
| 691 | Ullmann Wealth Partners | $1.25B | 56 | 58 | 94 / 1 / 5 | 93% | IVV 18%, ITOT 9%, LRGF 8%, FBND 6% | Report a problem |
| 692 | J.j. Burns & Company | $1.25B | 56 | 61 | 85 / 6 / 9 | 87% | VV 18%, SPY 10%, AFIX 6%, VXF 6% | Report a problem |
| 693 | Jay A. Fishman, LTD | $1.25B | 72 | 74 | 95 / 1 / 4 | 100% | AAPL 20%, GOOGL 11%, AMZN 8%, NVDA 5% | Report a problem |
| 694 | Gilman Hill Asset Management, LLC | $1.24B | 40 | 42 | 88 / 5 / 7 | 67% | SWK 2%, RHP 2%, BMY 2%, O 2% | Report a problem |
| 695 | Kpp Advisory Services LLC | $1.24B | 59 | 67 | 72 / 26 / 2 | 89% | QQQM 6%, QQQ 3%, VOO 3%, XMHQ 3% | Report a problem |
| 696 | Sivia Capital Partners, LLC | $1.24B | 66 | 75 | 72 / 11 / 17 | 92% | CRWV 8%, VT 4%, NVDA 4%, DFAW 3% | Report a problem |
| 697 | Opal Wealth Advisors, LLC | $1.24B | (54) | 58 | 84 / 11 / 5 | 45% | PVAL 17%, LRGE 13%, VBR 11%, GQGU 9% | Report a problem |
| 698 | Great Waters Financial | $1.24B | 51 | 52 | 98 / 0 / 2 | 89% | DFUS 22%, DFAX 17%, DFCF 15%, DIMENSIONAL ETF TRUST 9% | Report a problem |
| 699 | Kwb Wealth | $1.23B | 57 | 58 | 96 / 2 / 2 | 99% | SPYM 13%, SPYG 8%, SPYV 7%, SPDW 3% | Report a problem |
| 700 | Middleton & Company Inc. | $1.23B | 59 | 63 | 83 / 11 / 6 | 92% | GOOGL 7%, AAPL 7%, AMZN 6%, AVGO 5% | Report a problem |