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 |
|---|---|---|---|---|---|---|---|---|
| 801 | Jackson Wealth Management, LLC | $1.07B | (44) | 49 | 68 / 32 / 0 | 23% | SNAXX 31%, SWVXX 6%, Jp Morgan Enhanced Index 6%, Scudder Vit Equity 500 Index 5% | Report a problem |
| 802 | Parr Mcknight Wealth Management Group | $1.07B | 55 | 59 | 79 / 19 / 2 | 100% | IVV 5%, AAPL 4%, MSFT 3%, GOOGL 2% | Report a problem |
| 803 | St. Clair Advisors, LLC | $1.07B | 50 | 57 | 71 / 24 / 5 | 51% | IVV 33%, IEMG 6%, AAPL 6%, IEFA 6% | Report a problem |
| 804 | Fourpath Capital Management, LLC | $1.06B | 37 | 40 | 81 / 16 / 3 | 88% | WMT 8%, USFR 8%, HEFT 4%, XOM 3% | Report a problem |
| 805 | Brio Financial Group | $1.06B | 53 | 55 | 95 / 0 / 5 | 85% | VOO 10%, BND 8%, SCHG 8%, GTO 7% | Report a problem |
| 806 | Worthpointe | $1.06B | (47) | 48 | 94 / 2 / 4 | 40% | DIMENSIONAL ETF TRUST 19%, AVUS 7%, DFUV 7%, SPTS 6% | Report a problem |
| 807 | Armbruster Capital Management, Inc. | $1.06B | 55 | 56 | 95 / 4 / 1 | 67% | MTUM 11%, VFVA 10%, RPV 6%, SPLV 6% | Report a problem |
| 808 | Griffin Asset Management, LLC | $1.05B | 63 | 65 | 91 / 6 / 3 | 99% | AAPL 5%, ASML 4%, MSFT 3%, GOOGL 2% | Report a problem |
| 809 | Goldstone Financial Group, LLC | $1.05B | 55 | 57 | 92 / 2 / 6 | 100% | VOO 14%, QQQ 5%, JQUA 4%, VTV 4% | Report a problem |
| 810 | Gr Financial Group, LLC | $1.05B | 52 | 63 | 70 / 0 / 30 | 100% | IVV 55%, RSP 14%, FBCG 14%, PYLD 13% | Report a problem |
| 811 | Faithward Advisors, LLC | $1.05B | 65 | 67 | 93 / 5 / 2 | 84% | IBD 5%, GLRY 4%, BINC 3%, DYFI 3% | Report a problem |
| 812 | Southern Financial Group, LLC | $1.05B | (41) | 43 | 94 / 0 / 6 | 40% | JIII 18%, JPIE 17%, SDVY 14%, JSMD 11% | Report a problem |
| 813 | Sittner & Nelson, LLC | $1.05B | (61) | 63 | 94 / 1 / 5 | 32% | AAPL 14%, TMSL 4%, NVDA 3%, CGDV 3% | Report a problem |
| 814 | Matauro, LLC | $1.05B | 45 | 45 | – | 72% | IEF 10%, SPY 9%, EZU 9%, PHYS 9% | Report a problem |
| 815 | Baker Ellis Asset Management LLC | $1.05B | 60 | 63 | 92 / 3 / 5 | 100% | VTI 8%, LRCX 5%, STRL 4%, BRK-B 4% | Report a problem |
| 816 | Morling Financial Advisors, LLC | $1.05B | (52) | 54 | 95 / 2 / 3 | 36% | VTI 14%, TOTL 13%, FLXR 9%, VGSH 9% | Report a problem |
| 817 | Manchester Financial Inc | $1.05B | 62 | 64 | 94 / 2 / 4 | 57% | SCHB 17%, BSCT 8%, FDD 6%, FIIG 6% | Report a problem |
| 818 | Paragon Financial Advisors | $1.05B | (76) | 77 | 95 / 2 / 3 | 48% | QQQM 29%, BTC 7%, TQQQ 4%, AVGO 4% | Report a problem |
| 819 | Rpg Investment Advisory, LLC | $1.04B | 70 | 75 | 85 / 2 / 13 | 100% | NVDA 7%, GOOG 5%, AAPL 4%, AMD 4% | Report a problem |
| 820 | Rodgers Brothers, Inc. | $1.04B | 60 | 66 | 80 / 8 / 12 | 100% | COHR 14%, LLY 7%, WSM 3%, ABBV 3% | Report a problem |
| 821 | Fort Sheridan Advisors LLC | $1.03B | 59 | 65 | 82 / 7 / 11 | 100% | AAPL 9%, MSFT 6%, GOOG 4%, EPD 4% | Report a problem |
| 822 | Sterling Investment Counsel, LLC | $1.03B | (65) | 67 | 92 / 4 / 4 | 45% | IVW 9%, QQQM 9%, JEPI 7%, CGXU 7% | Report a problem |
| 823 | Northwest Wealth Management, LLC | $1.03B | 49 | 53 | 82 / 7 / 11 | 90% | VGIT 9%, ITOT 9%, DIMENSIONAL ETF TRUST 8%, DFSD 4% | Report a problem |
| 824 | Walkner Condon Financial Advisors LLC | $1.03B | 54 | 56 | 96 / 1 / 3 | 88% | SPDW 8%, SPYM 6%, JCPB 4%, IJH 3% | Report a problem |
| 825 | Ifg Advisors, LLC | $1.03B | 61 | 62 | 94 / 5 / 1 | 75% | SPY 13%, VOO 11%, IJR 8%, EFA 7% | Report a problem |
| 826 | Glen Eagle Advisors, LLC | $1.03B | 53 | 58 | 75 / 20 / 5 | 100% | DGRW 7%, SPY 5%, NVDA 4%, BKAG 4% | Report a problem |
| 827 | Cardinal Capital Management Inc | $1.03B | 49 | 55 | 78 / 12 / 10 | 100% | LLY 4%, JNJ 4%, AAPL 3%, GOOGL 3% | Report a problem |
| 828 | Perryman Financial Advisory, Inc. | $1.02B | 65 | 67 | 94 / 3 / 3 | 78% | NVDA 11%, AAPL 8%, AMZN 3%, AVGO 3% | Report a problem |
| 829 | Alpha Omega Wealth Management, LLC | $1.02B | 41 | 46 | 78 / 11 / 11 | 82% | JPST 6%, VUSB 4%, MSFT 3%, AAPL 3% | Report a problem |
| 830 | Capital Investment Counsel Inc | $1.02B | 74 | 77 | 92 / 0 / 8 | 99% | AAPL 17%, NVDA 12%, COST 6%, AMAT 5% | Report a problem |
| 831 | Pettyjohn, Wood & White, Inc. | $1.02B | 55 | 61 | 80 / 13 / 7 | 84% | AAPL 6%, SPY 5%, GOOGL 5%, MSFT 4% | Report a problem |
| 832 | Greatmark Investment Partners, Inc. | $1.02B | 46 | 49 | 91 / 1 / 8 | 98% | AFL 8%, MPC 5%, AAPL 5%, AXP 4% | Report a problem |
| 833 | Asset Allocation Strategies, LLC | $1.02B | 47 | 56 | 68 / 11 / 21 | 94% | SPYM 8%, RWL 5%, QQQM 4%, SCHX 4% | Report a problem |
| 834 | Lafleur & Godfrey Private Wealth Management | $1.02B | 56 | 61 | 81 / 12 / 7 | 100% | AAPL 7%, CAT 5%, JPM 5%, JNJ 4% | Report a problem |
| 835 | Portfolio Strategies Inc Ny | $1.02B | 73 | 74 | 96 / 2 / 2 | 100% | IXN 13%, SMH 11%, MGK 10%, IYW 10% | Report a problem |
| 836 | Teamwork Financial Advisors, LLC | $1.01B | 71 | 71 | 99 / 1 / 0 | 100% | AAPL 4%, AMZN 4%, BIL 4%, NVDA 3% | Report a problem |
| 837 | Archer Investment Corporation | $1.01B | 56 | 58 | 94 / 1 / 5 | 53% | QQQ 7%, FTCS 5%, SPYM 4%, RSP 3% | Report a problem |
| 838 | Navigation Group LLC | $1.01B | 63 | 64 | 97 / 0 / 3 | 52% | SPYG 11%, VTI 10%, SMH 8%, SPYV 6% | Report a problem |
| 839 | The Northstar Group, Inc. | $1.01B | 54 | 55 | 95 / 4 / 1 | 81% | BRK-B 15%, VTI 12%, BIL 7%, AAPL 6% | Report a problem |
| 840 | Mirador Capital Partners | $1.01B | 59 | 64 | 86 / 3 / 11 | 94% | BSJQ 8%, BSJR 7%, GOOG 5%, AAPL 4% | Report a problem |
| 841 | Legacy Financial Group | $1.01B | 50 | 52 | 92 / 3 / 5 | 96% | IUSG 8%, IVV 6%, SDY 6%, BUFD 6% | Report a problem |
| 842 | Aire Advisors, LLC | $1.01B | 49 | 62 | 57 / 21 / 22 | 100% | AAPL 8%, VUG 6%, VOT 5%, SLYG 5% | Report a problem |
| 843 | West Paces Advisors, Inc. | $1.01B | 49 | 54 | 78 / 10 / 12 | 76% | VOO 13%, IJH 11%, VIG 8%, AVEM 7% | Report a problem |
| 844 | Mcglone Suttner Wealth Management, Inc. | $1.01B | 50 | 54 | 87 / 3 / 10 | 97% | DIMENSIONAL ETF TRUST 20%, IUSV 9%, AVUS 8%, SCHX 7% | Report a problem |
| 845 | Burling Wealth Partners | $1B | 58 | 66 | 72 / 23 / 5 | 94% | AAPL 6%, AMZN 4%, NVDA 4%, GOOGL 4% | Report a problem |
| 846 | Burling Wealth Partners | $1B | 58 | 66 | 72 / 23 / 5 | 94% | AAPL 6%, AMZN 4%, NVDA 4%, GOOGL 4% | Report a problem |
| 847 | Bluesky Wealth Advisors, LLC | $1B | 53 | 53 | 99 / 1 / 0 | 87% | SCHX 17%, VGIT 6%, VTV 6%, SCHF 5% | Report a problem |
| 848 | Hudock Capital Group | $1B | 55 | 57 | 92 / 3 / 5 | 85% | IVV 12%, IJH 5%, VCIT 5%, IJR 5% | Report a problem |
| 849 | Everest Financial Group | $1B | 73 | 75 | 91 / 7 / 2 | 81% | GOOGL 5%, AMZN 5%, RWL 4%, NVDA 4% | Report a problem |
| 850 | Oliver Luxxe Assets LLC | $1B | 52 | 61 | 69 / 26 / 5 | 98% | PM 2%, GEV 2%, CVS 2%, GE 2% | Report a problem |