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 |
|---|---|---|---|---|---|---|---|---|
| 951 | Swisspartners Advisors | $891.8M | (31) | 41 | 67 / 17 / 16 | 25% | APA 11%, DHI 9%, GXC 9%, SIRI 8% | Report a problem |
| 952 | Drucker Wealth | $891.2M | 57 | 60 | 90 / 3 / 7 | 79% | VOO 9%, COWZ 4%, AAPL 4%, QQQ 3% | Report a problem |
| 953 | 3chopt Investment Partners LLC | $889.4M | 61 | 68 | 76 / 17 / 7 | 79% | VOO 12%, VB 6%, NVDA 6%, AAPL 4% | Report a problem |
| 954 | Strata Wealth Advisors, LLC | $886.1M | 51 | 54 | 86 / 9 / 6 | 54% | FNDF 15%, VUG 12%, VGSH 12%, BRK-B 7% | Report a problem |
| 955 | United Capital Management of Kansas, Inc. | $884.8M | 72 | 73 | 95 / 0 / 5 | 91% | SCHO 4%, PLTR 4%, FBTC 4%, TSLA 3% | Report a problem |
| 956 | Sage Rhino Capital LLC | $883.7M | 50 | 54 | 83 / 12 / 5 | 83% | VB 3%, VO 3%, GBIL 3%, RSP 3% | Report a problem |
| 957 | Optas, LLC | $881.9M | 60 | 72 | 64 / 24 / 12 | 100% | VOO 9%, VTI 8%, GOOGL 6%, GOOG 5% | Report a problem |
| 958 | Park Place Capital Corporation | $879.2M | 57 | 61 | 83 / 13 / 4 | 86% | ACIO 8%, IDUB 5%, IVV 5%, VEA 4% | Report a problem |
| 959 | Alongside, LLC | $878.6M | 54 | 54 | – | 60% | IVV 8%, IEMG 5%, IXUS 5%, IWF 4% | Report a problem |
| 960 | Milestone Investment Advisors, LLC | $877.6M | 55 | 57 | 95 / 3 / 2 | 55% | SPHQ 10%, SCHG 7%, SCHX 6%, VUG 5% | Report a problem |
| 961 | Noesis Capital Management Corp | $876.9M | 67 | 70 | 89 / 9 / 2 | 100% | GOOG 7%, AMD 7%, TSM 7%, APH 6% | Report a problem |
| 962 | Montz Harcus Wealth Management | $876.3M | (56) | 62 | 80 / 13 / 7 | 40% | SPYM 14%, SPY 13%, PRF 7%, SPMD 6% | Report a problem |
| 963 | Cgc Financial Services | $875.8M | 48 | 51 | 91 / 0 / 9 | 56% | JAAA 13%, SCHD 12%, FENI 11%, IVW 11% | Report a problem |
| 964 | Running Oak Capital LLC | $874.7M | 48 | 48 | 99 / 0 / 1 | 68% | NVT 2%, GWW 2%, RBA 2%, ETN 2% | Report a problem |
| 965 | Leisure Capital Management, Inc. | $874M | (59) | 66 | 74 / 23 / 3 | 50% | AAPL 13%, WINN 6%, QLTY 4%, SBRA 4% | Report a problem |
| 966 | Gearhart & Associates | $872.6M | 61 | 62 | 96 / 0 / 4 | 84% | STEW 9%, CET 5%, U.S. BANCORP PFD B NON-CUMULATIVE 3.5 4%, AAPL 3% | Report a problem |
| 967 | Alpha Capital Management | $871.4M | 56 | 62 | 76 / 22 / 2 | 100% | BND 11%, QQQ 8%, VIGI 4%, VNQ 3% | Report a problem |
| 968 | Secure Asset Management, L.l.c. | $870.6M | 61 | 65 | 84 / 4 / 12 | 97% | VGIT 6%, NVDA 4%, QQQM 3%, VOO 3% | Report a problem |
| 969 | Bridgewealth Advisory Group, LLC | $868.9M | 47 | 52 | 67 / 29 / 4 | 91% | VBIL 10%, PYLD 6%, CGSD 6%, FBND 5% | Report a problem |
| 970 | Integrity Financial Corporation | $868.1M | (60) | 63 | 91 / 0 / 9 | 26% | SPY 14%, QQQ 9%, AAPL 4%, FLQM 3% | Report a problem |
| 971 | Highline Wealth Partners | $867.9M | 60 | 68 | 75 / 8 / 17 | 75% | PAAA 8%, JPST 7%, NVDA 7%, FLXR 5% | Report a problem |
| 972 | Carson Advisory Group | $864.9M | (52) | 53 | 98 / 0 / 2 | 26% | HD 5%, CGGO 5%, CGCV 5%, TCAF 4% | Report a problem |
| 973 | Gsg Advisors LLC | $862.3M | 61 | 62 | 92 / 7 / 1 | 57% | VTI 22%, VYM 7%, SCHB 7%, AAPL 6% | Report a problem |
| 974 | The High Net Worth Advisory Group, LLC | $861.7M | 54 | 61 | 77 / 11 / 12 | 71% | VOO 7%, NVDA 5%, VIG 4%, VYM 4% | Report a problem |
| 975 | Elite Wealth Management, Inc. | $861.3M | (80) | 80 | 98 / 0 / 2 | 40% | MSFT 25%, NVDA 12%, GOOGL 9%, AMZN 7% | Report a problem |
| 976 | Keystone Private Wealth | $860.7M | 54 | 64 | 65 / 29 / 6 | 96% | IVV 6%, AAPL 4%, QQQ 3%, NVDA 3% | Report a problem |
| 977 | Atlas Private Wealth Advisors | $859.8M | 56 | 58 | 93 / 3 / 4 | 57% | SPMD 8%, SPDW 7%, SPY 6%, SPYM 6% | Report a problem |
| 978 | Pinney & Scofield, Inc. | $858.7M | (51) | 51 | 98 / 0 / 2 | 24% | DFIP 12%, DIMENSIONAL ETF TRUST 12%, DFIV 11%, DFUV 8% | Report a problem |
| 979 | Cambient Family Office, LLC | $857.9M | 68 | 68 | – | 95% | NVDA 7%, IVV 5%, SPY 5%, MSFT 4% | Report a problem |
| 980 | Delta Investment Management, LLC | $856.7M | 59 | 61 | 96 / 0 / 4 | 74% | BILZ 9%, SFLR 4%, MSFT 3%, IVV 3% | Report a problem |
| 981 | Blume Capital Management, Inc. | $856.6M | 64 | 67 | 91 / 0 / 9 | 87% | GOOG 6%, MU 4%, AAPL 4%, VBIL 4% | Report a problem |
| 982 | Rossby Financial, LLC | $854.8M | 59 | 64 | 83 / 10 / 7 | 77% | CVIE 6%, CVLC 4%, SMMD 2%, FRDM 2% | Report a problem |
| 983 | Birchwood Financial Partners, Inc. | $853.2M | (57) | 58 | 97 / 1 / 2 | 15% | ESGU 7%, BOND 5%, FNDF 5%, ESML 5% | Report a problem |
| 984 | Leelyn Smith, LLC | $852.3M | 60 | 62 | 91 / 2 / 7 | 100% | MGK 9%, MOAT 7%, SCHD 6%, JSMD 5% | Report a problem |
| 985 | Apeiron | $852M | 52 | 55 | 91 / 3 / 6 | 50% | IVV 10%, DFIV 5%, AVUV 4%, DYNF 4% | Report a problem |
| 986 | Affinity Capital Advisors LLC | $851.3M | 57 | 60 | 91 / 2 / 7 | 100% | IVV 10%, VUG 9%, VTV 8%, IUSB 8% | Report a problem |
| 987 | Whitaker-Myers Wealth Managers, LTD. | $850.6M | 54 | 60 | 79 / 13 / 8 | 89% | MOAT 8%, DBEF 7%, QQQM 6%, SPMO 6% | Report a problem |
| 988 | Liberty Capital Management Inc | $849.5M | 57 | 65 | 76 / 17 / 7 | 90% | VTI 8%, AAPL 4%, NVDA 4%, GOOGL 4% | Report a problem |
| 989 | Avenir Corporation | $849.3M | 54 | 56 | 93 / 1 / 6 | 100% | MSFT 11%, MKL 11%, AMZN 11%, ORLY 8% | Report a problem |
| 990 | Pennsylvania Capital Management Inc. | $848.6M | 60 | 64 | 89 / 2 / 9 | 52% | AAPL 10%, IVV 9%, MSFT 7%, FNDX 6% | Report a problem |
| 991 | Mitchell Capital Management Co | $847.3M | 69 | 79 | 67 / 30 / 3 | 100% | NVDA 8%, GOOG 6%, AAPL 5%, MSFT 4% | Report a problem |
| 992 | Baron Wealth Management, LLC | $846.8M | 59 | 63 | 83 / 12 / 5 | 55% | QUAL 16%, MFSI 8%, DIVI 8%, IJR 6% | Report a problem |
| 993 | Verde Capital Management, Inc. | $845.8M | 65 | 65 | 100 / 0 / 0 | 64% | MOAT 13%, FNDF 10%, QQQM 9%, SPYM 8% | Report a problem |
| 994 | New Harbor Financial Group, LLC | $845.7M | 45 | 51 | 55 / 42 / 3 | 100% | TLT 7%, XES 7%, EEM 6%, XLI 6% | Report a problem |
| 995 | Lincoln Capital, LLC | $844.8M | 52 | 57 | 79 / 13 / 8 | 84% | GOOGL 10%, BRK-B 9%, BRK-A 7%, MKL 6% | Report a problem |
| 996 | American Money Management, LLC | $844M | 52 | 55 | 86 / 6 / 8 | 96% | VGSH 6%, VCSH 6%, AAPL 5%, VEA 4% | Report a problem |
| 997 | Chicory Wealth | $840.4M | 57 | 59 | 93 / 4 / 3 | 78% | STIP 13%, SGOV 5%, GOOGL 5%, NVDA 4% | Report a problem |
| 998 | Carr Financial Group | $835.9M | 55 | 59 | 83 / 11 / 6 | 63% | BND 7%, VIG 7%, EMXC 7%, IQLT 7% | Report a problem |
| 999 | Strategic Wealth Management Group | $832.9M | 59 | 65 | 83 / 3 / 14 | 66% | AAPL 11%, SCHB 7%, GOOGL 6%, MSFT 5% | Report a problem |
| 1000 | Smithbridge Asset Management, Inc. | $830.7M | 68 | 71 | 91 / 5 / 4 | 97% | AMAT 5%, AAPL 5%, NVDA 4%, VRT 3% | Report a problem |