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 |
|---|---|---|---|---|---|---|---|---|
| 751 | Financial Partners Group, Inc. | $1.15B | 60 | 63 | 90 / 4 / 6 | 95% | IVV 10%, AVUV 5%, SPY 5%, RDVY 5% | Report a problem |
| 752 | Elgethun Capital Management | $1.14B | 36 | 47 | 50 / 25 / 24 | 100% | LLY 10%, BRK-B 10%, FRFHF 6%, EFV 5% | Report a problem |
| 753 | Fi3 Financial Advisors, LLC | $1.14B | (59) | 62 | 88 / 10 / 2 | 42% | IJH 14%, VO 12%, USRT 11%, EME 6% | Report a problem |
| 754 | Waterfront Wealth Inc. | $1.14B | 57 | 61 | 82 / 16 / 2 | 69% | AAPL 3%, BRK-B 2%, SGOV 2%, AVUV 2% | Report a problem |
| 755 | Foundation Resource Management, Inc. | $1.14B | 42 | 46 | 83 / 9 / 8 | 91% | XOM 7%, TECK 6%, BRK-B 6%, NEM 5% | Report a problem |
| 756 | Capital Wealth Management, LLC | $1.14B | (48) | 50 | 91 / 2 / 7 | 40% | VUG 11%, SPSB 9%, VTV 9%, FBND 7% | Report a problem |
| 757 | Provident Investment Management, Inc. | $1.13B | 66 | 69 | 90 / 6 / 4 | 100% | V 8%, GOOG 7%, VRTX 7%, TSM 7% | Report a problem |
| 758 | Ellevest | $1.13B | 60 | 64 | 86 / 7 / 7 | 87% | VTI 11%, FRDM 9%, VEA 5%, BND 3% | Report a problem |
| 759 | Meramec Financial Planners, LLC | $1.13B | (61) | 61 | – | 24% | IWF 7%, IWD 6%, VTV 5%, VOT 5% | Report a problem |
| 760 | Aviance Capital Partners LLC | $1.13B | 58 | 63 | 80 / 11 / 9 | 100% | AAPL 8%, GOOGL 6%, AVGO 4%, ABBV 4% | Report a problem |
| 761 | Aviance Capital Partners LLC | $1.13B | 58 | 63 | 80 / 11 / 9 | 100% | AAPL 8%, GOOGL 6%, AVGO 4%, ABBV 4% | Report a problem |
| 762 | Lvz, Inc. | $1.13B | 55 | 58 | 93 / 0 / 7 | 94% | IVW 14%, IVE 13%, DFAI 12%, SDVY 12% | Report a problem |
| 763 | Insight Wealth Partners | $1.12B | 53 | 64 | 61 / 30 / 9 | 100% | SPY 60%, SPXL 6%, VCIT 3%, JPST 2% | Report a problem |
| 764 | Clg LLC | $1.12B | (54) | 58 | 88 / 3 / 9 | 46% | IVV 18%, DLN 10%, AAPL 5%, CGGR 4% | Report a problem |
| 765 | Blue Bell Private Wealth Management, LLC | $1.12B | 56 | 62 | 74 / 21 / 5 | 97% | SPY 20%, GAM 7%, SCHX 3%, ADX 3% | Report a problem |
| 766 | Overbrook Management Corporation | $1.12B | 70 | 74 | 86 / 3 / 11 | 69% | NVDA 10%, GOOG 7%, AVGO 6%, ORLY 6% | Report a problem |
| 767 | Wealthplan Partners | $1.12B | 57 | 60 | 90 / 4 / 6 | 52% | AAPL 8%, BRK-B 6%, IVV 6%, DGRO 3% | Report a problem |
| 768 | Bluestem Wealth Partners, LLC | $1.12B | 56 | 58 | 94 / 0 / 6 | 95% | SCHF 11%, FNDX 7%, DYNF 7%, IJH 7% | Report a problem |
| 769 | Knightsbridge Wealth Management | $1.12B | 44 | 47 | 89 / 3 / 8 | 72% | USFR 22%, MTBA 5%, SPDW 5%, SPYM 4% | Report a problem |
| 770 | Lynx Investment Advisory, LLC | $1.11B | (49) | 55 | 76 / 15 / 9 | 36% | SPHQ 4%, AAPL 3%, IGRO 3%, VEA 3% | Report a problem |
| 771 | Capital Advisors Wealth Management | $1.11B | 53 | 57 | 88 / 3 / 9 | 87% | FNDF 7%, IVV 6%, VIG 6%, IWF 4% | Report a problem |
| 772 | Arthur M. Cohen & Associates LLC | $1.11B | 71 | 74 | 85 / 14 / 1 | 68% | NVDA 11%, AAPL 8%, QQQM 7%, GOOG 7% | Report a problem |
| 773 | Bearing Point Capital | $1.11B | 60 | 69 | 68 / 26 / 6 | 98% | NVDA 5%, PANW 4%, AAPL 4%, DELL 3% | Report a problem |
| 774 | Laurel Wealth Advisors, LLC | $1.11B | 49 | 58 | 60 / 36 / 4 | 100% | BRK-A 19%, AMZN 7%, VIG 4%, AAPL 4% | Report a problem |
| 775 | Integrity Advisory Solutions | $1.1B | 41 | 56 | 44 / 35 / 21 | 100% | DIMENSIONAL ETF TRUST 15%, DGCB 8%, DFGP 5%, DIMENSIONAL ETF TRUST 4% | Report a problem |
| 776 | Bruni J V & Co | $1.1B | 61 | 63 | 93 / 0 / 7 | 100% | DELL 10%, BN 8%, AMG 7%, CFG 6% | Report a problem |
| 777 | The Pacific Center for Financial Services | $1.1B | (53) | 57 | 84 / 12 / 4 | 49% | QQQ 14%, VUSB 14%, VTI 11%, SMLF 8% | Report a problem |
| 778 | Financial Consulate | $1.1B | 51 | 53 | 91 / 6 / 3 | 90% | SCHX 17%, DIMENSIONAL ETF TRUST 10%, MFDX 8%, SCHF 6% | Report a problem |
| 779 | Pks Advisory Services, LLC | $1.09B | 59 | 62 | 90 / 0 / 10 | 64% | IVV 9%, QQQ 6%, SPY 5%, IJR 4% | Report a problem |
| 780 | Holt Capital Partners, L.p. | $1.09B | 56 | 58 | 90 / 7 / 3 | 87% | RSP 9%, XLK 8%, PRF 6%, QQQ 6% | Report a problem |
| 781 | Wescap Group | $1.09B | 41 | 46 | 75 / 17 / 8 | 66% | RSP 8%, FNDF 6%, IAU 6%, VCIT 6% | Report a problem |
| 782 | Integrated Investment Consultants, LLC | $1.08B | 52 | 60 | 74 / 14 / 12 | 63% | IWF 6%, IWP 5%, NEAR 4%, IWD 4% | Report a problem |
| 783 | Lineweaver Wealth Advisors | $1.08B | 54 | 57 | 90 / 3 / 7 | 86% | IVV 9%, FBND 5%, SMTH 5%, AGG 5% | Report a problem |
| 784 | Mcgowan Group Asset Management, Inc. | $1.08B | 37 | 40 | 88 / 3 / 9 | 86% | JGH 6%, HYT 5%, UTF 5%, XAWFX 5% | Report a problem |
| 785 | Austin Wealth Management, LLC | $1.08B | (46) | 49 | 89 / 5 / 6 | 49% | DFAU 12%, SPYC 7%, MFUS 6%, AVLV 5% | Report a problem |
| 786 | Nfsg Corporation | $1.08B | 76 | 81 | 83 / 10 / 7 | 90% | NVDA 6%, SMH 4%, AMZN 3%, AAPL 3% | Report a problem |
| 787 | Titan | $1.08B | 62 | 75 | 65 / 0 / 35 | 100% | IVV 11%, NVDA 5%, CIEN 5%, GOOG 5% | Report a problem |
| 788 | Summit Asset Management LLC | $1.08B | 52 | 55 | 87 / 5 / 8 | 83% | SCHD 8%, SCHG 6%, SCHM 6%, SCHF 6% | Report a problem |
| 789 | Goldstein Advisors, LLC | $1.08B | 56 | 57 | 94 / 3 / 3 | 100% | ITOT 19%, GSLC 8%, CORO 7%, JGRO 6% | Report a problem |
| 790 | Concentus Wealth Advisors | $1.08B | 52 | 55 | 92 / 1 / 7 | 91% | SCHB 28%, VEU 12%, QVAL 11%, DALI 10% | Report a problem |
| 791 | Basecamp Wealth Advisors, LLC | $1.08B | (68) | 68 | – | 50% | VTI 19%, VEU 13%, VT 3%, LLY 3% | Report a problem |
| 792 | Sterling Investment Advisors LTD. | $1.08B | 60 | 63 | 87 / 7 / 6 | 64% | AAPL 6%, DVY 4%, JFLX 4%, GOOGL 3% | Report a problem |
| 793 | Fulcrum Capital, LLC | $1.08B | 64 | 69 | 83 / 10 / 7 | 55% | VO 8%, LRCX 6%, MSFT 6%, AAPL 6% | Report a problem |
| 794 | Amb Wealth, LLC | $1.07B | 43 | 51 | 63 / 32 / 5 | 97% | AAPL 5%, GOOGL 3%, ABBV 3%, UNH 3% | Report a problem |
| 795 | Elwood & Goetz | $1.07B | 59 | 61 | 94 / 1 / 5 | 67% | VEA 16%, VOO 15%, VGT 8%, AVSC 8% | Report a problem |
| 796 | Mattern Capital Management, LLC | $1.07B | 46 | 48 | 89 / 6 / 5 | 89% | AAPL 3%, GWW 2%, MSFT 2%, UNH 2% | Report a problem |
| 797 | American Investment Services Inc | $1.07B | 45 | 48 | 87 / 6 / 7 | 51% | GLDM 8%, VUG 8%, DFUV 6%, VYMI 4% | Report a problem |
| 798 | Spinnaker Investment Group, LLC | $1.07B | 51 | 54 | 85 / 12 / 3 | 68% | DFAU 22%, DGRW 10%, SCHD 10%, DFAI 8% | Report a problem |
| 799 | Foguth Wealth Management, LLC. | $1.07B | 51 | 57 | 83 / 0 / 17 | 99% | JEPI 6%, SPYI 6%, QQQI 5%, QQQM 5% | Report a problem |
| 800 | Concord Wealth Partners | $1.07B | 57 | 60 | 89 / 4 / 7 | 92% | NVDA 5%, SPDW 5%, HYBL 4%, SPSB 4% | Report a problem |