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 |
|---|---|---|---|---|---|---|---|---|
| 1201 | Ironwood Financial, LLC | $662.5M | 55 | 57 | 93 / 6 / 1 | 100% | IVV 12%, AAPL 7%, IJH 4%, IVE 3% | Report a problem |
| 1202 | Westshore Wealth | $662.4M | 61 | 65 | 84 / 13 / 3 | 58% | SPY 21%, LQD 10%, AMRX 7%, IWD 7% | Report a problem |
| 1203 | Bare Wealth Advisors | $662.3M | 50 | 53 | 91 / 0 / 9 | 72% | IVV 11%, VTV 9%, AVUV 9%, IEFA 9% | Report a problem |
| 1204 | Quattro Advisors L.l.c. | $661.7M | (66) | 74 | 77 / 7 / 16 | 29% | QQQ 16%, QGRW 16%, WTAI 8%, BRK-B 8% | Report a problem |
| 1205 | The Genwealth Group, Inc. | $661.3M | 59 | 60 | 94 / 5 / 1 | 100% | SCHV 9%, VUG 8%, IEF 8%, IAU 8% | Report a problem |
| 1206 | Riverwater Partners LLC | $660.9M | 43 | 45 | 92 / 6 / 2 | 55% | CLSE 5%, IVV 3%, AVSE 3%, ADEA 2% | Report a problem |
| 1207 | Betterwealth LLC | $659.9M | 50 | 53 | 90 / 5 / 5 | 95% | DIMENSIONAL ETF TRUST 22%, DFAX 12%, VBIL 9%, AAPL 8% | Report a problem |
| 1208 | Buttonwood Financial Group, LLC | $659.5M | (57) | 64 | 77 / 16 / 7 | 34% | DYNF 18%, SPYM 13%, AVEM 12%, AVLC 9% | Report a problem |
| 1209 | Tradewinds, LLC | $659.4M | 56 | 62 | 79 / 15 / 6 | 85% | AAPL 5%, NVDA 5%, DFIV 3%, AMZN 3% | Report a problem |
| 1210 | Aries Wealth Management, LLC | $658.6M | 52 | 58 | 79 / 14 / 7 | 98% | AAPL 5%, VUG 4%, EFA 4%, VB 4% | Report a problem |
| 1211 | Purus Wealth Management, LLC | $658.1M | 74 | 79 | 83 / 3 / 14 | 67% | NVDA 15%, AVGO 5%, AAPL 4%, COST 4% | Report a problem |
| 1212 | Aspen Wealth Management, LLC | $657.8M | 54 | 56 | 95 / 0 / 5 | 94% | DFUS 12%, DFIC 10%, QUAL 9%, DIMENSIONAL ETF TRUST 7% | Report a problem |
| 1213 | Warren Street Wealth Advisors, LLC | $656.1M | 54 | 55 | 96 / 1 / 3 | 70% | VOO 14%, WSGE 14%, JQUA 11%, XSOE 6% | Report a problem |
| 1214 | Rbo & Co, LLC | $654.8M | 39 | 40 | 96 / 1 / 3 | 100% | JNJ 9%, ABBV 7%, PM 5%, MCD 5% | Report a problem |
| 1215 | Cornell Pochily Investment Advisors, Inc. | $654.4M | 60 | 63 | 88 / 4 / 8 | 65% | AAPL 8%, ITOT 6%, NVDA 5%, SPY 3% | Report a problem |
| 1216 | Pw Nova Financial Services LLC | $654.3M | 66 | 66 | – | 71% | IWF 6%, QQQ 5%, IWD 4%, AAPL 3% | Report a problem |
| 1217 | Bcu Wealth Advisors, LLC | $653.6M | 49 | 51 | 89 / 8 / 3 | 52% | DIMENSIONAL ETF TRUST 45%, DFIC 14%, DFSD 6%, DFEM 4% | Report a problem |
| 1218 | Collaborative Wealth | $653.3M | (44) | 46 | 87 / 8 / 5 | 42% | BUFF 9%, STIP 6%, UCON 6%, SPDW 6% | Report a problem |
| 1219 | Westover Capital Advisors, LLC | $652.9M | 66 | 69 | 89 / 9 / 2 | 100% | AAPL 6%, GOOGL 5%, NVDA 5%, AVGO 3% | Report a problem |
| 1220 | Bkm Wealth Management | $651.8M | 54 | 58 | 82 / 12 / 6 | 53% | IVE 5%, AAPL 5%, VEA 5%, IVW 4% | Report a problem |
| 1221 | Midwest Professional Planners, LTD. | $649.3M | 63 | 69 | 79 / 12 / 9 | 99% | SPY 11%, AMAT 3%, LRCX 3%, NVDA 3% | Report a problem |
| 1222 | Monument Wealth Management | $648.4M | 62 | 65 | 90 / 4 / 6 | 85% | CAT 2%, MSFT 2%, FIX 2%, IWF 2% | Report a problem |
| 1223 | Reap Financial Group, LLC | $648.2M | 52 | 55 | 92 / 0 / 8 | 98% | VTI 13%, VEA 12%, VUG 6%, VTV 5% | Report a problem |
| 1224 | Family Office Research, LLC | $648.2M | (55) | 57 | 94 / 6 / 0 | 44% | MAR 21%, VOO 10%, SMLF 7%, QQQ 6% | Report a problem |
| 1225 | Powell Investment Advisors, LLC | $648M | 59 | 64 | 80 / 15 / 5 | 61% | IVW 12%, IVE 11%, IWN 8%, IWO 8% | Report a problem |
| 1226 | Legacy Wealth Partners, LLC | $646M | 55 | 55 | – | 69% | IVV 14%, AGG 11%, IEFA 5%, VTV 5% | Report a problem |
| 1227 | Kitching Partners, LLC | $645.9M | (46) | 47 | 93 / 6 / 1 | 19% | VIG 15%, VEA 12%, VUSB 11%, SDY 9% | Report a problem |
| 1228 | Cambridge Financial Group, LLC | $645.8M | 52 | 58 | 72 / 27 / 1 | 68% | DIMENSIONAL ETF TRUST 11%, DIMENSIONAL ETF TRUST 9%, DFIC 9%, DFEM 7% | Report a problem |
| 1229 | Shankervalleau Wealth Advisors, Inc. | $645.3M | 53 | 54 | 99 / 0 / 1 | 59% | DIMENSIONAL ETF TRUST 26%, DFAX 12%, ORCL 12%, DFUV 8% | Report a problem |
| 1230 | 1808 Capital Partners | $644.6M | 63 | 63 | – | 78% | AAPL 7%, FTNT 6%, BRK-B 5%, JPM 3% | Report a problem |
| 1231 | Buckley Wealth | $644M | 46 | 56 | 61 / 25 / 14 | 100% | AAPL 11%, GOOGL 8%, MSFT 7%, BRK-B 6% | Report a problem |
| 1232 | Chatham Wealth Management | $642.9M | 54 | 57 | 85 / 12 / 3 | 91% | VTI 5%, AAPL 5%, MGK 4%, PWR 3% | Report a problem |
| 1233 | Regency Wealth Management | $642.6M | 51 | 53 | 88 / 9 / 3 | 73% | BOND 10%, AGG 7%, BSCQ 6%, IEFA 6% | Report a problem |
| 1234 | Shakespeare Wealth Management, LLC | $641.9M | 54 | 57 | 91 / 2 / 7 | 65% | VOOV 20%, VOOG 18%, FBND 11%, SCZ 7% | Report a problem |
| 1235 | Phoenix Wealth Advisors Inc. | $641.4M | 38 | 43 | 79 / 1 / 20 | 59% | JPST 17%, VEA 5%, JMST 5%, ISCF 4% | Report a problem |
| 1236 | Riggs Asset Management Co Inc | $640M | 60 | 68 | 72 / 18 / 10 | 100% | CBU 5%, XBI 4%, GLD 4%, PAVE 3% | Report a problem |
| 1237 | Highland Financial Advisors, LLC | $640M | 57 | 61 | 86 / 0 / 14 | 82% | SPYM 10%, QQQM 10%, AVUS 9%, DFAU 9% | Report a problem |
| 1238 | The Watchman Group, Inc. | $639.7M | 52 | 55 | 89 / 7 / 4 | 78% | MTBA 10%, DIMENSIONAL ETF TRUST 9%, TMSL 8%, VSLU 8% | Report a problem |
| 1239 | Murphy Pohlad Asset Management LLC | $639.7M | 40 | 48 | 67 / 25 / 8 | 67% | TRV 4%, INTC 3%, BRK-B 3%, AEM 3% | Report a problem |
| 1240 | Sk Wealth Management, LLC | $639M | 57 | 57 | 98 / 2 / 0 | 71% | GPIX 13%, CGDV 12%, SCHG 9%, IALT 8% | Report a problem |
| 1241 | Acumen Wealth Advisors, LLC | $638.5M | 62 | 69 | 75 / 20 / 5 | 99% | AGG 7%, IVV 5%, FEOE 5%, NVDA 5% | Report a problem |
| 1242 | Colorado Capital Management | $638.4M | (54) | 59 | 82 / 16 / 2 | 0% | USSG 7%, DFAI 6%, MGC 6%, GOOG 4% | Report a problem |
| 1243 | Southern Capital Advisors, LLC | $636.9M | (53) | 61 | 78 / 2 / 20 | 48% | IUSV 14%, IVV 13%, IJR 11%, IEFA 9% | Report a problem |
| 1244 | Fischer Financial Services Inc | $636.1M | 63 | 66 | 87 / 5 / 8 | 72% | AAPL 9%, VCSH 9%, FTEC 6%, IWY 6% | Report a problem |
| 1245 | Hilltop Wealth Advisors, LLC | $635.5M | (62) | 64 | 94 / 2 / 4 | 33% | IUSG 22%, IVV 13%, VEA 9%, XLV 8% | Report a problem |
| 1246 | Clare Market Investments, LLC | $635.1M | 70 | 76 | 82 / 12 / 6 | 100% | AAPL 13%, AMZN 10%, MSFT 7%, GOOG 7% | Report a problem |
| 1247 | Vision Retirement | $633.7M | 67 | 70 | 90 / 3 / 7 | 72% | QQQ 15%, AAPL 10%, AMZN 5%, DIA 4% | Report a problem |
| 1248 | Kickstand Wealth Advisors | $633.5M | 56 | 58 | 93 / 1 / 6 | 93% | SPYM 10%, TSPA 7%, VOO 5%, TAGG 4% | Report a problem |
| 1249 | Fortem Financial Group, LLC | $631.9M | 66 | 75 | 73 / 11 / 16 | 100% | KLAC 4%, DELL 4%, NVDA 4%, SRLN 3% | Report a problem |
| 1250 | Peak Retirement Planning, Inc. | $631M | 59 | 59 | 99 / 0 / 1 | 100% | SGOV 10%, QQQ 6%, VEA 5%, VWO 3% | Report a problem |