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 |
|---|---|---|---|---|---|---|---|---|
| 1151 | The Retirement Solution LLC | $699.4M | 55 | 62 | 79 / 0 / 21 | 93% | DFSU 50%, DIMENSIONAL ETF TRUST 11%, DFUS 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1152 | Tempus Wealth Planning, LLC | $699.4M | 66 | 72 | 79 / 7 / 14 | 92% | GE 6%, GEV 5%, CGDV 2%, NVDA 2% | Report a problem |
| 1153 | Aberdeen Wealth Management LLC | $699.1M | (52) | 58 | 79 / 12 / 9 | 38% | VTI 27%, VIG 7%, IVOV 5%, FNDX 4% | Report a problem |
| 1154 | Hamilton Wealth, LLC | $697.8M | 66 | 68 | 93 / 3 / 4 | 84% | AAPL 7%, GOOGL 6%, SMTH 6%, NVDA 6% | Report a problem |
| 1155 | Diesslin Group, Inc. | $696.3M | (46) | 50 | 85 / 1 / 14 | 44% | VTV 17%, QQQ 15%, BRK-B 13%, SMMD 12% | Report a problem |
| 1156 | Wmg Financial Advisors, LLC | $693.8M | 53 | 59 | 76 / 18 / 6 | 50% | AVUS 24%, AVUV 14%, AVDE 7%, HECA 5% | Report a problem |
| 1157 | Cambridge Advisors Inc | $693.5M | 51 | 54 | 90 / 3 / 7 | 93% | VOO 18%, BND 10%, VEA 7%, IJH 4% | Report a problem |
| 1158 | Skyoak Wealth | $692.7M | 54 | 57 | 87 / 8 / 5 | 100% | SPYV 5%, JPST 5%, SCHG 4%, AAPL 4% | Report a problem |
| 1159 | Madrona Financial & Cpas | $691.8M | 63 | 64 | 98 / 1 / 1 | 80% | IVV 12%, QQQ 9%, DYNF 5%, QTUM 4% | Report a problem |
| 1160 | Milestone Asset Management, LLC | $690.7M | 44 | 50 | 82 / 3 / 15 | 100% | BUFR 6%, SGOV 5%, FLRN 4%, AAPL 3% | Report a problem |
| 1161 | West Branch Capital LLC | $690.1M | 55 | 71 | 53 / 26 / 21 | 100% | AAPL 10%, NVDA 10%, GOOGL 7%, MOG-B 6% | Report a problem |
| 1162 | Family Investment Center | $689.3M | 42 | 45 | 91 / 0 / 9 | 96% | BIV 13%, PYLD 11%, SPMO 9%, RISR 8% | Report a problem |
| 1163 | Anchyra Partners LLC | $689.2M | 77 | 77 | – | 60% | TROW 12%, NVDA 6%, AAPL 4%, MSFT 3% | Report a problem |
| 1164 | Signature Equity Partners, LLC | $688.1M | (69) | 70 | 95 / 0 / 5 | 33% | AAPL 5%, QQQ 3%, NVDA 3%, GLD 3% | Report a problem |
| 1165 | Smart Wealth, LLC | $686.4M | 55 | 63 | 65 / 31 / 4 | 100% | BILZ 6%, NVDA 3%, IVV 2%, SPY 2% | Report a problem |
| 1166 | Wealth Management Advisors, LLC | $686.1M | 43 | 46 | 88 / 4 / 8 | 90% | JPIE 9%, SYFI 8%, JMEE 6%, JEPI 5% | Report a problem |
| 1167 | MA Private Wealth | $686M | 58 | 60 | 96 / 0 / 4 | 100% | VOO 13%, IVW 8%, DYNF 8%, BND 6% | Report a problem |
| 1168 | Thayer Partners LLC | $685.7M | (57) | 59 | 92 / 6 / 2 | 38% | VOO 18%, AGG 9%, VEA 9%, QQQ 7% | Report a problem |
| 1169 | Providence Wealth Advisors, LLC | $684.4M | (44) | 54 | 60 / 35 / 5 | 41% | LLY 9%, AAPL 8%, CAT 6%, MSFT 5% | Report a problem |
| 1170 | Northern Financial Advisors, Inc | $684M | (55) | 67 | 62 / 16 / 22 | 36% | SPY 9%, AVGO 4%, CAT 4%, AAPL 4% | Report a problem |
| 1171 | Marietta Investment Partners, LLC | $683.7M | 67 | 74 | 78 / 12 / 10 | 100% | AAPL 7%, BE 5%, NVDA 5%, GOOGL 4% | Report a problem |
| 1172 | High Note Wealth, LLC | $683.5M | 50 | 63 | 61 / 18 / 21 | 100% | IVV 11%, XLK 6%, SCHM 6%, ESGD 6% | Report a problem |
| 1173 | Dash Investments | $681.6M | 66 | 71 | 84 / 0 / 16 | 86% | GOOG 10%, AMZN 9%, MSFT 8%, PM 8% | Report a problem |
| 1174 | Arjuna Capital, LLC | $679.7M | 62 | 67 | 81 / 16 / 3 | 81% | SGOV 9%, AAPL 7%, GOOGL 7%, NVDA 7% | Report a problem |
| 1175 | Century Management Financial Advisors | $679.5M | 53 | 60 | 75 / 18 / 7 | 93% | DELL 6%, PHYS 5%, INTC 4%, LUMN 4% | Report a problem |
| 1176 | Thor Wealth Management Inc | $678.7M | (69) | 70 | 96 / 1 / 3 | 27% | GDXJ 22%, IVOL 8%, VRT 6%, APLD 6% | Report a problem |
| 1177 | Hudson Value Partners, LLC | $678.3M | 64 | 66 | 91 / 4 / 5 | 64% | GOOGL 7%, BRK-B 6%, GLW 5%, AAPL 5% | Report a problem |
| 1178 | Hyposwiss Advisors Sa | $678.3M | (52) | 61 | 66 / 22 / 12 | 24% | VOO 13%, QQQ 8%, VGK 5%, EMXC 5% | Report a problem |
| 1179 | Mtm Investment Management, LLC | $678.1M | 48 | 50 | 90 / 7 / 3 | 57% | AAPL 4%, TCAF 3%, LLY 3%, LOW 3% | Report a problem |
| 1180 | Vsm Wealth Advisory, LLC | $677.5M | 58 | 58 | 100 / 0 / 0 | 56% | VV 15%, VCSH 6%, MGC 5%, VTI 5% | Report a problem |
| 1181 | Financial Strategies Group, Inc | $677.4M | 50 | 51 | 96 / 1 / 3 | 97% | SPTM 11%, SPAB 9%, FENI 8%, FBND 5% | Report a problem |
| 1182 | Rockport Wealth Advisors | $676.4M | 61 | 63 | 92 / 0 / 8 | 96% | BUXX 13%, FDL 8%, CIBR 5%, GOOGL 5% | Report a problem |
| 1183 | Stordahl Capital Management, Inc. | $675.9M | 49 | 52 | 83 / 12 / 5 | 97% | VOO 18%, DIMENSIONAL ETF TRUST 11%, VOOV 10%, DFIC 10% | Report a problem |
| 1184 | Waterway Wealth Management, L.l.c. | $675.8M | 57 | 59 | 94 / 3 / 3 | 77% | DLN 12%, IVV 11%, IWF 9%, PYLD 9% | Report a problem |
| 1185 | Summit Wealth Partners, LLC | $675.7M | 57 | 59 | 92 / 6 / 2 | 100% | IVV 5%, IWF 4%, QUAL 4%, QQQ 4% | Report a problem |
| 1186 | Advantage Wealth Partners | $675.5M | (64) | 67 | 88 / 11 / 1 | 39% | FTGS 17%, BUFR 4%, AAPL 4%, UDEC 3% | Report a problem |
| 1187 | Allegiance Financial Group | $675M | 54 | 56 | 91 / 6 / 3 | 94% | VTI 12%, AVLV 11%, AVDV 7%, DFAU 6% | Report a problem |
| 1188 | Garden State Investment Advisory Services, LLC | $673.8M | 71 | 73 | 95 / 2 / 3 | 80% | PWB 6%, NVDA 4%, TSPA 4%, HEDG 3% | Report a problem |
| 1189 | Pinnacle Financial Group LLC | $672.7M | 47 | 50 | 91 / 1 / 8 | 67% | PRF 9%, DFIC 9%, DIMENSIONAL ETF TRUST 6%, DFEM 6% | Report a problem |
| 1190 | Trinity Financial Advisors LLC | $670M | 55 | 59 | 82 / 16 / 2 | 71% | SPY 11%, DFIV 9%, DFAI 9%, DFUS 6% | Report a problem |
| 1191 | Aspyre Wealth Partners | $668.3M | (56) | 58 | 90 / 7 / 3 | 40% | FNDX 22%, VV 18%, VB 12%, SCHF 11% | Report a problem |
| 1192 | Oakwell Private Wealth Management | $668.1M | 59 | 61 | 94 / 1 / 5 | 96% | VTI 34%, VEA 13%, DFEM 7%, IJR 6% | Report a problem |
| 1193 | Prestige Wealth Management Group, LLC | $666.4M | 48 | 49 | 94 / 3 / 3 | 88% | DGRW 11%, MBB 6%, AAPL 6%, USHY 6% | Report a problem |
| 1194 | Bluechip Wealth Advisors LLC | $666.4M | (50) | 54 | 85 / 6 / 9 | 47% | SPY 6%, VUSB 5%, SCHD 5%, IJH 4% | Report a problem |
| 1195 | Beck Bode LLC | $666.4M | 56 | 58 | 96 / 0 / 4 | 100% | NVDA 5%, CRWD 4%, CAH 4%, ESI 4% | Report a problem |
| 1196 | Bcwm | $665.2M | 47 | 55 | 57 / 41 / 2 | 90% | AVDE 6%, IAU 5%, DUK 4%, HD 4% | Report a problem |
| 1197 | America First Investment Advisors LLC | $665.1M | 37 | 42 | 83 / 0 / 17 | 98% | SHY 8%, GOOGL 7%, JNJ 7%, AMZN 5% | Report a problem |
| 1198 | Alta Wealth Advisors LLC | $664.6M | 71 | 73 | 93 / 6 / 1 | 60% | SPYG 11%, SPYV 11%, SPMD 5%, NVDA 4% | Report a problem |
| 1199 | Allen Wealth Management, LLC | $664.3M | 36 | 44 | 51 / 40 / 9 | 61% | VTV 18%, FNDX 15%, VO 9%, DFIV 9% | Report a problem |
| 1200 | Focused Alpha, LLC | $663.9M | 57 | 61 | 85 / 4 / 11 | 69% | IVV 5%, VTI 5%, MSFT 3%, GOOGL 3% | Report a problem |