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 |
|---|---|---|---|---|---|---|---|---|
| 901 | Rb Capital Management, LLC | $930.6M | 59 | 65 | 79 / 13 / 8 | 70% | AAPL 15%, BRK-B 4%, NVDA 4%, GOOG 4% | Report a problem |
| 902 | Strategy Asset Managers L.l.c. | $930.1M | 49 | 55 | 78 / 13 / 9 | 92% | AVGO 4%, GOOGL 4%, LLY 4%, CSCO 4% | Report a problem |
| 903 | Wick Capital Partners, LLC | $929.7M | 60 | 62 | 94 / 0 / 6 | 76% | ITOT 26%, VTI 8%, IVVB 6%, IVV 5% | Report a problem |
| 904 | Investmark Advisory Group LLC | $929.7M | (49) | 51 | 93 / 2 / 5 | 30% | DFUS 11%, DFUV 5%, AAPL 5%, DIMENSIONAL ETF TRUST 4% | Report a problem |
| 905 | Canvas Wealth Advisors, LLC | $929.2M | 71 | 74 | 90 / 3 / 7 | 86% | CTOS 10%, GOOGL 6%, ITOT 4%, AAPL 4% | Report a problem |
| 906 | Old Mission Investment Company, LLC | $929M | 52 | 59 | 71 / 24 / 5 | 73% | VEA 13%, VUG 11%, VIG 10%, VTV 9% | Report a problem |
| 907 | Vaquero Private Wealth, LTD. | $928.9M | 57 | 60 | 88 / 11 / 1 | 59% | IVV 10%, SPY 6%, BKLC 4%, VTI 3% | Report a problem |
| 908 | Riversedge Advisors | $928.4M | 55 | 58 | 87 / 8 / 5 | 93% | VTV 12%, IDEV 8%, VV 7%, AAPL 6% | Report a problem |
| 909 | Glass Jacobson Wealth Advisors | $928M | (49) | 54 | 80 / 7 / 13 | 43% | DFAU 3%, DFAI 3%, BND 3%, FPE 2% | Report a problem |
| 910 | The Advisory Resource Group, LLC | $926.6M | 41 | 46 | 82 / 10 / 8 | 88% | QDPL 7%, PSX 5%, JSI 4%, PTRB 3% | Report a problem |
| 911 | Sprinkle Financial Consultants LLC | $926.1M | (51) | 55 | 90 / 0 / 10 | 31% | SCHX 10%, JGRO 7%, OKE 6%, IJR 6% | Report a problem |
| 912 | Coyle Capital, LLC | $925.2M | 54 | 63 | 62 / 38 / 0 | 100% | AVUS 9%, AVLV 8%, ILCG 6%, MSFT 4% | Report a problem |
| 913 | Legacy Wealth Advisors, LLC | $922.8M | (40) | 51 | 52 / 35 / 13 | 48% | SGOV 23%, JPST 7%, SPY 7%, BRK-A 6% | Report a problem |
| 914 | Keudell Morrison Wealth Management, LLC | $921.5M | 44 | 52 | 69 / 18 / 13 | 84% | SCHD 10%, FLXR 8%, DIMENSIONAL ETF TRUST 6%, VWOB 5% | Report a problem |
| 915 | Princeton Global Asset Management LLC | $921.3M | 60 | 66 | 77 / 12 / 11 | 98% | TSM 7%, AVGO 6%, MSFT 4%, PWR 4% | Report a problem |
| 916 | Founders Capital Management, LLC | $920.3M | 62 | 67 | 79 / 19 / 2 | 92% | GOOG 23%, BRK-B 11%, META 8%, MSFT 7% | Report a problem |
| 917 | White Lighthouse Investment Management, Inc. | $918.6M | 54 | 55 | 96 / 1 / 3 | 91% | VUG 17%, SHV 8%, VXUS 7%, VYM 7% | Report a problem |
| 918 | Northern Capital Management, Inc. | $918.2M | (61) | 63 | 89 / 10 / 1 | 24% | SCHG 26%, SCHV 21%, QQQ 17%, SPYV 9% | Report a problem |
| 919 | Rainey & Randall Wealth Advisors, Inc. | $918.2M | 46 | 56 | 61 / 31 / 8 | 100% | SCHG 15%, SCHV 15%, DBEF 12%, RSP 8% | Report a problem |
| 920 | Goodman Financial Corporation | $915.9M | 44 | 53 | 59 / 34 / 7 | 100% | VCSH 6%, VMBS 5%, UCTT 5%, NXT 4% | Report a problem |
| 921 | Strategicpoint Investment Advisors LLC | $914.8M | 51 | 54 | 90 / 0 / 10 | 93% | SPY 15%, IVV 11%, IEI 10%, ITOT 8% | Report a problem |
| 922 | Mcmillan Office, Inc. | $913.7M | 63 | 67 | 83 / 15 / 2 | 100% | GOOGL 13%, AAPL 11%, GOOG 7%, QQQ 6% | Report a problem |
| 923 | Partners in Financial Planning, LLC | $913.6M | 51 | 52 | 92 / 6 / 2 | 78% | BND 12%, VUG 11%, VTV 10%, BNDX 10% | Report a problem |
| 924 | Claris Advisors, LLC | $911.1M | 49 | 56 | 76 / 13 / 11 | 55% | DIMENSIONAL ETF TRUST 20%, BSVO 9%, DFUS 6%, DFAU 6% | Report a problem |
| 925 | Strategic Planning Group | $910.3M | 70 | 71 | 95 / 0 / 5 | 100% | SCIO 7%, SPIB 6%, AAPL 4%, NVDA 4% | Report a problem |
| 926 | Covenant Wealth Advisors | $909.6M | 50 | 51 | 95 / 2 / 3 | 71% | DFAU 7%, AVUV 6%, DFAI 5%, AVLV 4% | Report a problem |
| 927 | Alley Company | $907.2M | 58 | 58 | 98 / 1 / 1 | 96% | GOOGL 5%, JPM 4%, AAPL 4%, PM 3% | Report a problem |
| 928 | Alley Company | $907.2M | 58 | 58 | 98 / 1 / 1 | 96% | GOOGL 5%, JPM 4%, AAPL 4%, PM 3% | Report a problem |
| 929 | Cranbrook Wealth Management, LLC | $906.8M | 55 | 56 | 97 / 0 / 3 | 61% | IVV 12%, BIV 11%, IEFA 7%, VO 7% | Report a problem |
| 930 | Riverpoint Wealth Management | $906.2M | 57 | 58 | 96 / 2 / 2 | 63% | GSLC 17%, SCHF 12%, VEA 11%, VO 11% | Report a problem |
| 931 | South Street Advisors, LLC | $906.1M | 60 | 67 | 76 / 12 / 12 | 100% | NVDA 9%, APH 6%, GOOGL 5%, PWR 5% | Report a problem |
| 932 | Convergence Financial | $904M | 62 | 62 | 98 / 0 / 2 | 100% | SPYG 8%, SPYV 6%, JAVA 4%, SLYG 4% | Report a problem |
| 933 | Formidable Asset Management, LLC | $903M | 58 | 62 | 88 / 3 / 9 | 79% | AAPL 7%, PG 6%, NVDA 4%, KONG 3% | Report a problem |
| 934 | Formidable Asset Management, LLC | $903M | 58 | 62 | 88 / 3 / 9 | 79% | AAPL 7%, PG 6%, NVDA 4%, KONG 3% | Report a problem |
| 935 | Dmkc Advisory Services, LLC | $902.5M | 45 | 47 | 87 / 11 / 2 | 67% | VCSH 9%, VUSB 8%, VYM 7%, VIG 7% | Report a problem |
| 936 | The Fairman Group, LLC | $902.1M | (51) | 59 | 72 / 21 / 7 | 20% | IVV 26%, VEA 9%, ACN 8%, STXF 4% | Report a problem |
| 937 | Marsjewett Financial Group | $901.4M | 61 | 63 | 93 / 2 / 5 | 59% | DFAU 34%, DFAX 12%, MGV 10%, MGK 10% | Report a problem |
| 938 | Greenup Street Wealth Management LLC | $900.4M | 62 | 63 | 96 / 0 / 4 | 95% | QQQ 17%, AVDE 12%, AVEM 9%, IVV 4% | Report a problem |
| 939 | Axiom Asset Management | $899.6M | 31 | 40 | 63 / 12 / 25 | 79% | AAPL 5%, KMI 3%, LYTS 3%, TTI 3% | Report a problem |
| 940 | Asset Management Group, Inc. | $898.3M | 58 | 59 | 96 / 0 / 4 | 79% | VBR 5%, QQQ 4%, AAPL 4%, IWS 4% | Report a problem |
| 941 | Key Client Fiduciary Advisors, LLC | $896.3M | 58 | 66 | 68 / 23 / 9 | 56% | GLXY 7%, RDVY 7%, CIBR 4%, AAPL 4% | Report a problem |
| 942 | Christopher Weil & Co Inc | $896.2M | 51 | 54 | 91 / 0 / 9 | 70% | VOO 9%, DYNF 7%, BRTR 6%, AAPL 5% | Report a problem |
| 943 | Eagleclaw Capital Management LLC | $896.2M | 60 | 62 | 92 / 6 / 2 | 90% | TPL 9%, NVDA 5%, AAPL 4%, PANW 4% | Report a problem |
| 944 | Maytech Global Investments | $895.1M | 83 | 83 | 100 / 0 / 0 | 100% | NVDA 20%, GOOG 11%, ASML 8%, AMZN 8% | Report a problem |
| 945 | Kelman Lazarov Inc | $894.6M | 53 | 54 | 97 / 0 / 3 | 88% | FNDX 10%, SCHG 8%, MOAT 8%, SPYM 5% | Report a problem |
| 946 | Atlantic Private Wealth, LLC | $894M | (47) | 59 | 52 / 46 / 2 | 35% | SPY 30%, VTI 11%, VXUS 5%, VXF 4% | Report a problem |
| 947 | Compass Financial Management LLC | $893.8M | 69 | 74 | 84 / 10 / 6 | 100% | NVDA 3%, AAPL 3%, XLK 3%, JAAA 2% | Report a problem |
| 948 | The Millstone Evans Group, LLC | $893.3M | (64) | 70 | 78 / 9 / 13 | 26% | NVDA 9%, AAPL 8%, BLDX 6%, MSFT 4% | Report a problem |
| 949 | Jlb & Associates Inc | $892.7M | 54 | 54 | 97 / 2 / 1 | 86% | KLAC 7%, APH 6%, CASY 5%, AAPL 5% | Report a problem |
| 950 | Headinvest | $891.8M | 46 | 57 | 52 / 41 / 7 | 100% | IJR 6%, VV 3%, VTI 3%, VYM 3% | Report a problem |