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 |
|---|---|---|---|---|---|---|---|---|
| 1101 | Pax Financial Group | $747.1M | 60 | 60 | 100 / 0 / 0 | 90% | IVV 12%, IUSB 5%, IVW 5%, DYNF 5% | Report a problem |
| 1102 | Tillman Hartley LLC | $746.3M | 46 | 47 | 95 / 3 / 2 | 63% | DIMENSIONAL ETF TRUST 16%, DFUV 9%, DFCF 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1103 | Seamount Financial Group Inc | $745.2M | (55) | 59 | 84 / 11 / 5 | 40% | AAPL 6%, CGDV 5%, JQUA 5%, AMZN 4% | Report a problem |
| 1104 | Campbell Deegan Financial | $745.1M | (49) | 51 | 90 / 3 / 7 | 21% | SPGP 17%, VTV 17%, FDLO 16%, HELO 13% | Report a problem |
| 1105 | Element Wealth, LLC | $743.7M | (51) | 54 | 87 / 5 / 8 | 41% | IVV 9%, ITOT 4%, SCHX 4%, DIVO 3% | Report a problem |
| 1106 | Interchange Capital Partners | $743.6M | 63 | 68 | 78 / 18 / 4 | 92% | AAPL 4%, JMST 4%, IQLT 3%, NVDA 3% | Report a problem |
| 1107 | Sensible Money, LLC | $742.5M | 54 | 60 | 76 / 14 / 10 | 67% | DIMENSIONAL ETF TRUST 26%, DIMENSIONAL ETF TRUST 20%, DFEV 9%, DFEM 8% | Report a problem |
| 1108 | Gradient Capital Advisors, LLC | $742.2M | 59 | 60 | 94 / 3 / 3 | 62% | IVV 9%, AAPL 5%, SPDW 4%, VCSH 3% | Report a problem |
| 1109 | Bayshore Wealth Advisors | $740.1M | (49) | 56 | 76 / 11 / 13 | 50% | DIMENSIONAL ETF TRUST 20%, DIMENSIONAL ETF TRUST 18%, DFUV 10%, DFIV 9% | Report a problem |
| 1110 | The Marshall Financial Group LLC | $735.6M | 55 | 58 | 88 / 6 / 6 | 100% | BILS 5%, OBND 4%, QQQ 4%, BIL 4% | Report a problem |
| 1111 | Stenger Family Office, LLC | $734.9M | 64 | 65 | 97 / 1 / 2 | 88% | USFR 8%, GRNY 6%, NVDA 5%, MSFT 5% | Report a problem |
| 1112 | Clarity Wealth Advisors | $732.9M | 56 | 63 | 77 / 12 / 11 | 100% | QQQ 7%, AAPL 7%, SPY 7%, VTI 7% | Report a problem |
| 1113 | Walled Lake Planning & Wealth Management, LLC | $732.2M | 40 | 45 | 86 / 0 / 14 | 63% | STPZ 8%, BILZ 7%, JQUA 7%, CAPE 7% | Report a problem |
| 1114 | Newman Dignan & Sheerar, Inc | $731.3M | 54 | 60 | 77 / 9 / 14 | 92% | SCHX 9%, VSLU 6%, SCHD 6%, GOOGL 3% | Report a problem |
| 1115 | Schwarz Dygos Wheeler Investment Advisors LLC | $730.4M | 54 | 58 | 87 / 5 / 8 | 82% | BRK-B 11%, AAPL 7%, DGRO 5%, DFAU 5% | Report a problem |
| 1116 | Tiller Private Wealth, Inc. | $730.3M | 56 | 59 | 85 / 12 / 3 | 51% | IXUS 19%, SPY 14%, XLK 10%, RSP 9% | Report a problem |
| 1117 | Ipswich Investment Management Company, Inc | $730.2M | 55 | 59 | 82 / 15 / 3 | 79% | AAPL 5%, MSFT 5%, GOOGL 4%, CAT 4% | Report a problem |
| 1118 | Cordgrass Capital Advisors, LLC | $729.9M | (55) | 56 | 94 / 4 / 2 | 39% | CAT 6%, AAPL 5%, VOO 4%, GOOG 4% | Report a problem |
| 1119 | Aaf Wealth Management, LLC | $727.6M | (54) | 58 | 83 / 8 / 9 | 45% | IVV 23%, VTV 14%, IDEV 13%, QQQM 11% | Report a problem |
| 1120 | Tradewinds Capital Management, LLC | $727.3M | 43 | 47 | 87 / 1 / 12 | 89% | EWY 9%, XLE 8%, ICLN 7%, BBCA 7% | Report a problem |
| 1121 | Quantum Financial Planning Services, Inc. | $727.2M | (56) | 56 | 99 / 0 / 1 | 45% | VUG 22%, VCSH 21%, SPYM 16%, DFIC 10% | Report a problem |
| 1122 | Virtus Family Office | $726.9M | (51) | 52 | 97 / 2 / 1 | 18% | PXH 6%, CPA 6%, TSM 6%, VCSH 5% | Report a problem |
| 1123 | Smith & Howard Wealth Management, LLC | $726.9M | 52 | 55 | 89 / 5 / 6 | 75% | VCRB 18%, VTI 12%, IEFA 8%, VTV 7% | Report a problem |
| 1124 | Bright Financial Advisors, Inc. | $725.5M | (56) | 58 | 94 / 2 / 4 | 35% | AGG 15%, RSP 11%, GLD 8%, IVV 7% | Report a problem |
| 1125 | Colton Groome Financial Advisors, LLC | $724.9M | 52 | 58 | 79 / 6 / 15 | 72% | IVV 17%, EFA 8%, AGG 7%, EEM 5% | Report a problem |
| 1126 | Wealthstar Advisors, LLC | $723.6M | (61) | 72 | 63 / 29 / 8 | 44% | SPXL 20%, IGSB 5%, LQD 5%, TXN 5% | Report a problem |
| 1127 | Meridian Investment Counsel, Inc. | $723.4M | 59 | 68 | 68 / 25 / 7 | 95% | TSM 8%, AAPL 4%, MSFT 2%, MU 2% | Report a problem |
| 1128 | Minichmacgregor Wealth Management, LLC | $722.9M | 57 | 59 | 93 / 3 / 4 | 98% | GLD 5%, SOXX 4%, PYLD 4%, VWO 4% | Report a problem |
| 1129 | Global Wealth Management Investment Advisory, Inc. | $722.8M | 57 | 59 | 95 / 0 / 5 | 100% | VCIT 4%, JEPI 3%, VGSH 3%, QQQ 3% | Report a problem |
| 1130 | Rs Crum Inc. | $720.7M | 44 | 47 | 85 / 7 / 8 | 87% | BSV 18%, DFUS 12%, DIMENSIONAL ETF TRUST 11%, DFIC 9% | Report a problem |
| 1131 | Doliver Advisors, L.p. | $718.4M | 39 | 43 | 87 / 8 / 5 | 71% | XOM 33%, IUSG 6%, HF 4%, IVV 4% | Report a problem |
| 1132 | Dopkins Wealth Management, LLC | $717M | 48 | 57 | 69 / 20 / 11 | 56% | DIMENSIONAL ETF TRUST 14%, DFUV 8%, DFIV 8%, DIMENSIONAL ETF TRUST 7% | Report a problem |
| 1133 | Rbf Wealth Advisors | $716.1M | 64 | 70 | 81 / 8 / 11 | 72% | NVDA 6%, AAPL 5%, AMZN 3%, MSFT 3% | Report a problem |
| 1134 | Atlas Legacy Advisors LLC | $715M | 61 | 65 | 85 / 12 / 3 | 100% | IYW 9%, VOO 7%, IVV 6%, QQQM 4% | Report a problem |
| 1135 | Old Peak Finance | $714.1M | (60) | 62 | 90 / 5 / 5 | 32% | BSV 21%, DIMENSIONAL ETF TRUST 19%, DFAX 17%, NVDA 7% | Report a problem |
| 1136 | Ventura Wealth Management | $713.5M | 67 | 70 | 89 / 5 / 6 | 78% | AAPL 4%, NVDA 3%, GOOGL 3%, AMZN 3% | Report a problem |
| 1137 | Excalibur Management Corp | $712.1M | 40 | 52 | 41 / 55 / 4 | 100% | CSL 9%, AAPL 6%, BRK-B 4%, JPM 4% | Report a problem |
| 1138 | Precision Wealth Strategies, LLC | $711M | 53 | 60 | 76 / 15 / 9 | 61% | VOO 10%, MU 4%, MAR 4%, OZ 3% | Report a problem |
| 1139 | Lifelong Wealth Advisors, Inc. | $710.4M | 59 | 59 | 100 / 0 / 0 | 60% | SPYM 20%, GSLC 18%, JBND 9%, FMDE 7% | Report a problem |
| 1140 | Manske Wealth Management, LLC | $707.3M | 52 | 57 | 80 / 10 / 10 | 71% | VTI 18%, AAPL 7%, VEA 4%, GAL 3% | Report a problem |
| 1141 | Northcape Wealth Management | $706.1M | 44 | 47 | 79 / 20 / 1 | 68% | GLD 7%, JAAA 5%, BINC 5%, IEFA 4% | Report a problem |
| 1142 | Empire Financial Management Company, LLC | $706M | (47) | 50 | 90 / 0 / 10 | 40% | DSTL 6%, JPM 4%, DBMF 3%, AVDV 3% | Report a problem |
| 1143 | Morangie Management LLC | $706M | (70) | 70 | – | 17% | SPY 13%, AMZN 10%, QQQ 8%, GS 7% | Report a problem |
| 1144 | Rempart Asset Management | $705.2M | 47 | 51 | 83 / 10 / 7 | 83% | RY 7%, BMO 6%, NVT 6%, JPM 6% | Report a problem |
| 1145 | Solidarity Wealth, LLC | $704.2M | 51 | 62 | 63 / 26 / 11 | 100% | AAPL 10%, GOOGL 7%, AMZN 7%, ALSN 6% | Report a problem |
| 1146 | Windsor Capital Management, LLC | $703.4M | 43 | 53 | 51 / 47 / 2 | 100% | IVV 12%, SPYV 5%, SPYM 5%, IJH 5% | Report a problem |
| 1147 | Safeguard Investment Advisory Group, LLC | $702.3M | 66 | 68 | 93 / 2 / 5 | 66% | DIMENSIONAL ETF TRUST 20%, QQQ 12%, DIMENSIONAL ETF TRUST 11%, SPY 9% | Report a problem |
| 1148 | Core Wealth Advisors, Inc. | $702.1M | 55 | 59 | 83 / 12 / 5 | 85% | IVV 29%, VOO 6%, CGDV 6%, SPYM 5% | Report a problem |
| 1149 | Lauterbach Financial Advisors, LLC | $700.3M | (53) | 63 | 71 / 6 / 23 | 47% | DIMENSIONAL ETF TRUST 23%, DIMENSIONAL ETF TRUST 12%, DFAX 7%, DFIV 6% | Report a problem |
| 1150 | Hfm Wealth Management | $699.6M | 55 | 65 | 65 / 34 / 1 | 99% | JCPB 8%, VGT 5%, AMAT 5%, JPSE 4% | Report a problem |