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 |
|---|---|---|---|---|---|---|---|---|
| 701 | Graves Light Lenhart | $1.23B | 46 | 49 | 91 / 3 / 6 | 95% | AGG 10%, IEFA 9%, DFCF 5%, IJR 4% | Report a problem |
| 702 | Sc&H Wealth | $1.23B | 54 | 57 | 90 / 3 / 7 | 68% | DIMENSIONAL ETF TRUST 13%, AVUS 11%, DFAU 6%, DFAI 5% | Report a problem |
| 703 | Legacy Edge Advisors | $1.23B | 53 | 57 | 85 / 10 / 5 | 72% | VCIT 12%, IEFA 9%, IWD 5%, IWR 3% | Report a problem |
| 704 | Berkshire Money Management, Inc. | $1.23B | 56 | 58 | 91 / 5 / 4 | 98% | SPY 23%, DIA 10%, QQQ 7%, KNOV 7% | Report a problem |
| 705 | Element Pointe Family Office | $1.22B | 50 | 59 | 72 / 5 / 23 | 71% | IVV 38%, SPY 9%, IEFA 5%, XTN 4% | Report a problem |
| 706 | Cabot Wealth Management | $1.22B | 57 | 64 | 74 / 20 / 6 | 100% | TSM 4%, AAPL 4%, GOOG 4%, FNDF 3% | Report a problem |
| 707 | Parthenon LLC | $1.22B | 53 | 62 | 70 / 23 / 7 | 100% | MSFT 9%, BRK-B 7%, GLW 6%, GOOGL 6% | Report a problem |
| 708 | Seasons of Advice Wealth Management | $1.22B | 64 | 67 | 88 / 5 / 7 | 56% | IWY 10%, AAPL 10%, VOO 6%, NVDA 4% | Report a problem |
| 709 | Fielder Capital Group LLC | $1.21B | 49 | 55 | 71 / 27 / 2 | 54% | COPX 5%, GDX 4%, IAU 4%, IAUM 3% | Report a problem |
| 710 | Arq Wealth Advisors, LLC | $1.21B | 49 | 51 | 93 / 0 / 7 | 72% | AVUS 3%, GARP 3%, RECS 3%, JFLX 2% | Report a problem |
| 711 | Folger Nolan Fleming Douglas Capital Management, Inc. | $1.21B | 50 | 55 | 81 / 16 / 3 | 100% | VGT 14%, CTVA 7%, Q 5%, AAPL 4% | Report a problem |
| 712 | Hamilton Point Investment Advisors, LLC | $1.21B | 51 | 57 | 74 / 21 / 5 | 79% | BNDX 6%, BRK-A 6%, GOOG 4%, AAPL 4% | Report a problem |
| 713 | Schwerin Boyle Capital Management, Inc | $1.21B | 54 | 54 | 98 / 0 / 2 | 69% | BRK-B 13%, GOOG 6%, WFC 6%, AXP 6% | Report a problem |
| 714 | Van Cleef Asset Management Inc | $1.21B | 53 | 57 | 82 / 15 / 3 | 99% | PGR 17%, AAPL 12%, VXF 9%, GOOGL 7% | Report a problem |
| 715 | Childress Capital Advisors, LLC | $1.21B | 50 | 58 | 71 / 11 / 18 | 71% | FDVV 7%, SPY 5%, XOM 5%, GS 4% | Report a problem |
| 716 | Arista Wealth Management, LLC | $1.2B | 60 | 62 | 92 / 4 / 4 | 84% | DFAU 12%, VOOG 9%, DIMENSIONAL ETF TRUST 9%, VCIT 6% | Report a problem |
| 717 | Columbia Asset Management, L.l.c. | $1.2B | 51 | 58 | 69 / 28 / 3 | 69% | AAPL 10%, MSFT 6%, GOOGL 5%, AMZN 3% | Report a problem |
| 718 | Cedar Mountain Advisors, LLC | $1.2B | (56) | 57 | 98 / 1 / 1 | 49% | IWD 17%, IWF 17%, IWS 7%, IWP 7% | Report a problem |
| 719 | Baron Silver Stevens Financial Advisors, LLC | $1.2B | 55 | 57 | 96 / 1 / 3 | 69% | IVV 8%, IWF 8%, VTV 7%, VTI 7% | Report a problem |
| 720 | Richard Young Advisors | $1.2B | (63) | 66 | 90 / 0 / 10 | 14% | DIMENSIONAL ETF TRUST 26%, DFUV 26%, DIMENSIONAL ETF TRUST 25%, DFUS 7% | Report a problem |
| 721 | Tobias Financial Advisors | $1.19B | 54 | 55 | 95 / 1 / 4 | 70% | SPAB 14%, IQLT 7%, QQQM 6%, BSV 6% | Report a problem |
| 722 | Moment Partners, LLC | $1.19B | (60) | 61 | 94 / 5 / 1 | 50% | SPY 23%, RSP 21%, XLK 12%, QQQ 12% | Report a problem |
| 723 | Avier Wealth Advisors | $1.19B | 57 | 57 | 98 / 2 / 0 | 54% | DIMENSIONAL ETF TRUST 19%, DFAI 13%, CORP 9%, DFAE 9% | Report a problem |
| 724 | Founders Financial Alliance, LLC | $1.19B | 64 | 67 | 89 / 3 / 8 | 71% | AAPL 5%, IVV 4%, NVDA 4%, IUSB 2% | Report a problem |
| 725 | Tvamp, LLC | $1.19B | 59 | 61 | 94 / 2 / 4 | 81% | SPYM 18%, IUSG 7%, DYNF 6%, VTI 6% | Report a problem |
| 726 | Sachem Hill LLC | $1.18B | (54) | 55 | 96 / 1 / 3 | 49% | QUAL 13%, DFUV 10%, IVV 7%, DBEF 7% | Report a problem |
| 727 | Tcp Asset Management, LLC | $1.18B | 52 | 54 | 92 / 4 / 4 | 81% | IVV 15%, DIA 7%, QQQ 7%, DFAU 6% | Report a problem |
| 728 | Verus Financial Partners | $1.18B | 52 | 53 | 96 / 2 / 2 | 100% | VTI 25%, BND 12%, VXUS 8%, AVIG 6% | Report a problem |
| 729 | Cooper/Haims Advisors, LLC | $1.18B | (54) | 57 | 90 / 3 / 7 | 22% | SCHE 16%, VGK 11%, IVV 9%, REET 7% | Report a problem |
| 730 | Evergreen Wealth | $1.18B | 50 | 54 | 87 / 2 / 11 | 51% | HEFA 6%, RDVY 5%, JGRO 5%, DSTL 4% | Report a problem |
| 731 | Dinuzzo Private Wealth, Inc. | $1.18B | 47 | 48 | 95 / 3 / 2 | 90% | DFCF 12%, DFSD 10%, DFUS 10%, DFLV 7% | Report a problem |
| 732 | Kearns and Associates, LLC | $1.18B | (46) | 62 | 59 / 0 / 41 | 31% | VTI 31%, VOO 29%, VEA 11%, VB 6% | Report a problem |
| 733 | Portland Global Advisors LLC | $1.17B | 49 | 52 | 85 / 14 / 1 | 100% | SPY 9%, IJH 6%, IVV 5%, MDY 4% | Report a problem |
| 734 | Brand Asset Management Group, Inc. | $1.17B | (63) | 63 | 99 / 0 / 1 | 39% | IEMG 9%, IJH 8%, VONG 4%, VO 4% | Report a problem |
| 735 | Wpwealth LLP | $1.17B | 45 | 49 | 78 / 14 / 8 | 74% | DFAU 14%, DFIC 13%, DFCF 13%, DFGP 9% | Report a problem |
| 736 | Woodard & Co Asset Management Group Inc | $1.17B | 60 | 61 | 93 / 4 / 3 | 64% | BKLC 8%, SPY 7%, IWF 6%, SPTM 6% | Report a problem |
| 737 | Oarsman Capital, Inc | $1.17B | 52 | 58 | 73 / 18 / 9 | 100% | AGG 9%, SCHF 9%, VTV 8%, SPYG 8% | Report a problem |
| 738 | Financial Perspectives | $1.17B | (65) | 67 | 95 / 0 / 5 | 37% | VGT 7%, VYM 6%, AAPL 5%, MDT 4% | Report a problem |
| 739 | Baxter Investment Management | $1.17B | 56 | 59 | 82 / 13 / 5 | 90% | BRK-B 8%, MSFT 6%, GOOG 5%, XOM 4% | Report a problem |
| 740 | W.a. Smith Financial Group | $1.16B | 64 | 68 | 88 / 1 / 11 | 100% | SPAB 6%, NVDA 4%, GSEW 4%, AMD 3% | Report a problem |
| 741 | L & S Advisors, Inc | $1.16B | 64 | 67 | 87 / 11 / 2 | 96% | AAPL 3%, NVDA 2%, SPY 2%, GOOGL 2% | Report a problem |
| 742 | Fortis Capital Management LLC | $1.16B | 71 | 74 | 89 / 2 / 9 | 86% | MSFT 16%, SCHX 5%, NVDA 4%, AMD 4% | Report a problem |
| 743 | Ntv Asset Management, LLC | $1.16B | 56 | 62 | 76 / 20 / 4 | 100% | SPY 8%, QQQ 6%, LLY 4%, AAPL 3% | Report a problem |
| 744 | Lake Street | $1.16B | 62 | 67 | 84 / 7 / 9 | 90% | VTV 7%, AAPL 5%, NVDA 5%, VUG 5% | Report a problem |
| 745 | Academy Capital Management | $1.16B | 62 | 70 | 69 / 30 / 1 | 95% | AAPL 11%, TSM 9%, GOOG 9%, AMZN 8% | Report a problem |
| 746 | Alaska Wealth Advisors | $1.16B | 53 | 55 | 90 / 4 / 6 | 89% | SPY 23%, IJH 10%, BND 10%, NFRA 6% | Report a problem |
| 747 | Third View Private Wealth | $1.16B | 74 | 74 | – | 70% | NVDA 7%, AMZN 4%, MSFT 4%, GOOGL 4% | Report a problem |
| 748 | Canopy Wealth Management | $1.15B | 53 | 56 | 89 / 4 / 7 | 59% | SPYG 7%, SPYV 7%, SPDW 5%, IEFA 4% | Report a problem |
| 749 | Korhorn Financial Group | $1.15B | 42 | 46 | 85 / 2 / 13 | 90% | FELC 17%, ACIO 9%, FENI 7%, DRSK 7% | Report a problem |
| 750 | Accel Wealth Management | $1.15B | (59) | 62 | 92 / 2 / 6 | 42% | DGRO 4%, VNLA 4%, SCHG 3%, VTI 2% | Report a problem |