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 |
|---|---|---|---|---|---|---|---|---|
| 1001 | Strategic Investment Solutions, Inc. | $830.2M | 59 | 60 | 95 / 2 / 3 | 55% | VUG 14%, VTV 5%, DFAW 5%, DFUS 5% | Report a problem |
| 1002 | Kfa Private Wealth Group, LLC | $830M | 57 | 60 | 90 / 2 / 8 | 56% | IVV 17%, FBCG 16%, FBND 5%, SHV 4% | Report a problem |
| 1003 | North Berkeley Wealth Management, LLC | $829.8M | (60) | 62 | 94 / 1 / 5 | 32% | AGG 7%, DIMENSIONAL ETF TRUST 6%, NUSC 6%, SSD 6% | Report a problem |
| 1004 | Peterson Wealth Advisors, LLC | $829.7M | 53 | 54 | 94 / 4 / 2 | 100% | SPYM 26%, SPDW 12%, SPMD 6%, JBND 6% | Report a problem |
| 1005 | Mason & Associates, Inc. | $828.7M | 62 | 65 | 91 / 5 / 4 | 82% | IWB 11%, RECS 7%, DFUS 6%, SMH 4% | Report a problem |
| 1006 | Walsh & Associates, LLC | $827.7M | (64) | 65 | 99 / 0 / 1 | 15% | IWF 14%, SPYG 13%, DFUV 9%, SPYV 9% | Report a problem |
| 1007 | Edge Wealth Management, LLC | $827.2M | 48 | 50 | 92 / 7 / 1 | 78% | GOOGL 10%, MTBA 9%, AAPL 8%, IWM 6% | Report a problem |
| 1008 | Mps-Loria Financial Planners,LLC | $826.6M | 55 | 60 | 86 / 0 / 14 | 61% | IWB 33%, AAPL 18%, IEMG 12%, VB 11% | Report a problem |
| 1009 | Madden Asset Management | $826M | 48 | 67 | 40 / 54 / 6 | 100% | SPYI 8%, QQQI 7%, NVDA 5%, CSHI 4% | Report a problem |
| 1010 | The Capital Management Corporation | $825.6M | 57 | 59 | 92 / 6 / 2 | 88% | PBI 6%, IDCC 5%, ACCO 4%, GTN 4% | Report a problem |
| 1011 | Fortis Group Advisors LLC | $822.4M | 55 | 57 | 93 / 1 / 6 | 82% | BIL 5%, QQQ 4%, RSP 3%, SPY 3% | Report a problem |
| 1012 | Gratus Wealth Advisors LLC | $822.2M | 57 | 59 | 90 / 3 / 7 | 100% | DGRO 12%, MGK 9%, XSMO 6%, QQQ 6% | Report a problem |
| 1013 | J.p. Marvel Wealth Management, Inc. | $820.7M | 70 | 73 | 89 / 1 / 10 | 100% | NVDA 13%, LRCX 8%, LLY 8%, GLW 8% | Report a problem |
| 1014 | Pacific Capital | $820.6M | 51 | 55 | 77 / 20 / 3 | 100% | SPY 32%, BND 13%, QQQ 11%, IEFA 8% | Report a problem |
| 1015 | Fsa Wealth Partners | $819.7M | 58 | 59 | 97 / 0 / 3 | 50% | SPY 13%, IVV 11%, IJR 9%, IXN 7% | Report a problem |
| 1016 | A. N. Culbertson & Company, Inc. | $817.8M | 50 | 51 | 95 / 3 / 2 | 100% | BRK-B 8%, AAPL 6%, JNJ 5%, CAT 5% | Report a problem |
| 1017 | Lorne Steinberg Wealth Management Inc. | $814.4M | 54 | 57 | 84 / 11 / 5 | 71% | RY 6%, GOOGL 5%, TD 4%, BMO 4% | Report a problem |
| 1018 | Cmh Wealth Management, LLC | $813.4M | 58 | 68 | 67 / 30 / 3 | 100% | GOOGL 5%, MSFT 4%, JPHY 4%, AAPL 4% | Report a problem |
| 1019 | Spectrum Financial Alliance, LTD., L.l.c. | $813M | 70 | 71 | 98 / 0 / 2 | 85% | C 13%, BA 12%, BAC 11%, QCOM 9% | Report a problem |
| 1020 | Prosperitas Financial | $812.5M | (63) | 64 | 98 / 0 / 2 | 39% | SCHG 5%, GOOGL 5%, AAPL 5%, VTV 5% | Report a problem |
| 1021 | Absolute Capital Management, LLC | $812.1M | 64 | 65 | 96 / 0 / 4 | 51% | IVV 5%, SOXX 5%, QQQ 4%, DIVB 3% | Report a problem |
| 1022 | Integris Wealth Management, LLC | $812M | 53 | 55 | 93 / 4 / 3 | 65% | BSV 14%, VEA 9%, VTI 8%, IVV 8% | Report a problem |
| 1023 | Nelson Capital Management, LLC | $810.8M | 72 | 81 | 66 / 31 / 3 | 100% | NVDA 35%, VEA 5%, IGSB 5%, XLK 4% | Report a problem |
| 1024 | Investment Management Associates | $810M | (45) | 45 | 100 / 0 / 0 | 49% | MOH 13%, UBER 9%, HII 8%, TFIN 7% | Report a problem |
| 1025 | Tanglewood Legacy Advisors, LLC | $809M | (51) | 56 | 79 / 18 / 3 | 48% | IUSG 20%, IUSV 14%, RWL 12%, PAAA 4% | Report a problem |
| 1026 | Mayfair Advisory Group, LLC | $806.4M | (55) | 56 | 96 / 0 / 4 | 43% | VTV 8%, FENI 7%, VUG 6%, FMDE 5% | Report a problem |
| 1027 | Droms Strauss Wealth Management | $806.3M | 58 | 61 | 89 / 8 / 3 | 61% | IVV 14%, GSLC 12%, IVW 7%, IVE 7% | Report a problem |
| 1028 | Firestone Capital Management Inc | $806.2M | 49 | 53 | 80 / 13 / 7 | 83% | VXF 7%, VIG 6%, SPY 6%, VTI 6% | Report a problem |
| 1029 | Northstar Asset Management, Inc | $805.9M | 57 | 66 | 68 / 23 / 9 | 62% | DSI 12%, GOOGL 7%, VSGX 6%, AAPL 6% | Report a problem |
| 1030 | Asio Capital LLC | $805.1M | 65 | 67 | 94 / 2 / 4 | 100% | IVV 13%, JMUB 6%, NVDA 4%, GOOG 4% | Report a problem |
| 1031 | Strathmore Capital Advisors | $805M | (54) | 55 | 98 / 0 / 2 | 47% | DIMENSIONAL ETF TRUST 18%, DFAX 15%, DFCF 14%, DFGX 4% | Report a problem |
| 1032 | Copper Harbor Investment Advisors, LLC | $805M | 59 | 61 | 95 / 2 / 3 | 62% | AVUS 7%, AVEM 6%, VO 6%, VTV 6% | Report a problem |
| 1033 | Roof Eidam Maycock Peralta LLC | $804.9M | 53 | 56 | 89 / 3 / 8 | 71% | VEA 11%, JPST 7%, JQUA 5%, VIG 5% | Report a problem |
| 1034 | Curran Wealth Management | $804.3M | 66 | 67 | 95 / 2 / 3 | 100% | NVDA 6%, ASML 4%, GOOGL 4%, ISTB 4% | Report a problem |
| 1035 | Great Diamond Partners, LLC | $804.1M | 56 | 63 | 74 / 19 / 7 | 98% | VTI 6%, IWV 5%, IEFA 5%, VXF 3% | Report a problem |
| 1036 | Francis Financial | $803.2M | 59 | 61 | 95 / 2 / 3 | 80% | VOO 14%, FLXR 8%, BIV 8%, DFSI 6% | Report a problem |
| 1037 | Compton Wealth Advisory Group, LLC | $800.3M | 52 | 59 | 78 / 6 / 16 | 79% | VEU 12%, IWY 7%, VIG 6%, IWX 5% | Report a problem |
| 1038 | Laffer Tengler Investments, Inc. | $800.1M | 59 | 67 | 67 / 30 / 3 | 100% | LRCX 5%, GS 4%, AVGO 4%, GOOGL 3% | Report a problem |
| 1039 | Veracity Capital LLC | $799.8M | 57 | 66 | 69 / 24 / 8 | 67% | IUSG 12%, IUSV 11%, VO 6%, DFAI 5% | Report a problem |
| 1040 | Clariti Wealth Advisors | $797.6M | 48 | 50 | 90 / 3 / 7 | 53% | MFDX 35%, MFUS 24%, JPLD 13%, BIV 7% | Report a problem |
| 1041 | Brady Martz Wealth Solutions, LLC | $795.3M | 48 | 56 | 77 / 4 / 19 | 100% | ITOT 11%, SCHV 6%, SCHG 4%, BSVO 3% | Report a problem |
| 1042 | Mcrae Capital Management Inc. | $795M | 48 | 57 | 64 / 22 / 14 | 100% | WSM 5%, KEYS 5%, MSFT 5%, LH 5% | Report a problem |
| 1043 | Hurlow Wealth Management Group, Inc. | $794.4M | 56 | 57 | 95 / 3 / 2 | 64% | VV 14%, DFUS 12%, DIMENSIONAL ETF TRUST 9%, DFIC 7% | Report a problem |
| 1044 | Bhk Investment Advisors | $794.1M | (55) | 58 | 90 / 4 / 6 | 47% | MGV 11%, MGK 10%, VBK 9%, VOE 9% | Report a problem |
| 1045 | Clayton Financial Group, LLC | $793.8M | (52) | 61 | 73 / 9 / 18 | 31% | VUG 17%, VTV 16%, VOE 10%, VOT 9% | Report a problem |
| 1046 | Wealth Management Partners, LLC | $793.5M | 70 | 78 | 72 / 20 / 8 | 74% | AVNM 7%, NVDA 7%, QQQ 6%, AVMC 4% | Report a problem |
| 1047 | Centric Wealth Management, LLC | $792.9M | 43 | 54 | 63 / 16 / 21 | 100% | UPS 8%, VOO 7%, SGOV 5%, VONV 4% | Report a problem |
| 1048 | Carsonallaria Wealth Management, LTD. | $791.8M | (55) | 56 | 94 / 3 / 3 | 31% | SPYG 13%, SPYV 12%, DFUS 10%, IDEV 7% | Report a problem |
| 1049 | Marathon Capital Management | $790.1M | 50 | 56 | 82 / 7 / 11 | 76% | TROW 13%, GLW 5%, BIL 4%, GOOG 3% | Report a problem |
| 1050 | Westhill Financial Advisors, Inc. | $789.4M | 54 | 58 | 87 / 2 / 11 | 86% | VOO 18%, VONG 14%, VONV 14%, VEA 13% | Report a problem |