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 |
|---|---|---|---|---|---|---|---|---|
| 1251 | Davidson Capital Management, Inc | $630.3M | 48 | 57 | 64 / 27 / 9 | 100% | VCIT 17%, VCLT 9%, SPMO 6%, DGRO 4% | Report a problem |
| 1252 | Rosel Wealth Management, LLC | $630.2M | 57 | 59 | 90 / 8 / 2 | 52% | VTI 19%, SCHF 7%, VOO 4%, FNDF 3% | Report a problem |
| 1253 | Searle & Co. | $629.9M | 43 | 52 | 64 / 35 / 1 | 100% | AAPL 6%, CAT 5%, PANW 4%, MSFT 3% | Report a problem |
| 1254 | Legacy Wealth Management, LLC | $629M | (67) | 68 | 95 / 0 / 5 | 41% | NEOV 6%, XXV 6%, BUFD 3%, BUFR 3% | Report a problem |
| 1255 | Gem Asset Management, LLC | $628.1M | (49) | 51 | 93 / 0 / 7 | 43% | SYY 14%, DFUS 8%, DFAI 5%, SPY 5% | Report a problem |
| 1256 | Ariadne Wealth Management, LP | $627.3M | (64) | 67 | 88 / 6 / 6 | 41% | DFUV 4%, AVUS 4%, DIMENSIONAL ETF TRUST 3%, AVDE 3% | Report a problem |
| 1257 | Rialto Wealth Management | $625.9M | 53 | 55 | 89 / 9 / 2 | 91% | SPTM 8%, IEFA 5%, VOO 5%, VCSH 4% | Report a problem |
| 1258 | Climber Capital Sa | $625.4M | (45) | 48 | 82 / 14 / 4 | 32% | VOO 11%, GLD 9%, SPSB 5%, SHV 4% | Report a problem |
| 1259 | Portfolio Design Labs, LLC | $624.9M | 67 | 68 | 99 / 0 / 1 | 99% | GLD 6%, NVDA 5%, AAPL 4%, GOOG 4% | Report a problem |
| 1260 | Riverview Capital Advisers LLC | $624.1M | 58 | 67 | 72 / 3 / 25 | 78% | AMZN 7%, BRK-B 7%, AAPL 7%, MU 7% | Report a problem |
| 1261 | Sherrill & Hutchins Financial Advisory Inc | $623.7M | (54) | 55 | 97 / 0 / 3 | 35% | VONE 25%, FBND 21%, QGRO 17%, AVUV 17% | Report a problem |
| 1262 | Dhjj Financial Advisors | $623.4M | 56 | 59 | 88 / 8 / 4 | 63% | QQQ 12%, IJH 6%, SCHD 4%, SCHG 3% | Report a problem |
| 1263 | Fca Corp | $623.1M | 49 | 53 | 81 / 15 / 4 | 80% | VGT 5%, VEA 4%, GSIE 3%, RSP 2% | Report a problem |
| 1264 | Aviso Wealth Management | $621.3M | 66 | 70 | 85 / 4 / 11 | 56% | JNJ 13%, AAPL 7%, GOOGL 5%, NVDA 5% | Report a problem |
| 1265 | Oak Family Advisors, LLC | $621M | 55 | 61 | 71 / 26 / 3 | 79% | TSM 6%, NVO 4%, GOOGL 4%, AZN 4% | Report a problem |
| 1266 | Corus Family Wealth Advisors, Inc. | $619.5M | (50) | 51 | 97 / 0 / 3 | 24% | DIMENSIONAL ETF TRUST 18%, FISV 9%, AAPL 7%, FLOT 6% | Report a problem |
| 1267 | Alpha Financial Advisors, LLC | $619.3M | 57 | 58 | 97 / 0 / 3 | 60% | DFAU 14%, DFIC 12%, TSPA 11%, DFCF 7% | Report a problem |
| 1268 | Tactive Advisors, LLC | $619M | 67 | 70 | 90 / 10 / 0 | 73% | ADP 5%, VOO 4%, FFLC 4%, HFGM 3% | Report a problem |
| 1269 | Meritas Wealth Management, LLC | $618.9M | (55) | 56 | 97 / 0 / 3 | 43% | AVUV 12%, DFUV 12%, DIMENSIONAL ETF TRUST 11%, DFUS 11% | Report a problem |
| 1270 | Alexander Labrunerie & Co., Inc. | $618.9M | 56 | 62 | 76 / 15 / 9 | 61% | VOO 10%, AAPL 10%, SOXX 5%, VGT 5% | Report a problem |
| 1271 | Capital Planning, LLC | $617.7M | 62 | 63 | 98 / 0 / 2 | 57% | IVV 14%, SCHG 8%, MSFT 6%, DGRO 5% | Report a problem |
| 1272 | Saling Wealth Advisors | $617.7M | 60 | 61 | 97 / 1 / 2 | 74% | IVV 31%, IUSG 12%, EMXC 6%, QUAL 5% | Report a problem |
| 1273 | Eq Wealth Advisors | $617M | (47) | 49 | 94 / 0 / 6 | 31% | PYLD 10%, CGMS 10%, BRK-B 8%, CGGR 7% | Report a problem |
| 1274 | Clear Wave Wealth Management, LLC | $617M | 62 | 62 | – | 73% | IVV 13%, RSP 6%, ISTB 5%, DGRO 4% | Report a problem |
| 1275 | West Wealth Group, LLC | $616.7M | 54 | 62 | 76 / 12 / 12 | 100% | SPYM 14%, IVW 11%, IVE 9%, CORO 9% | Report a problem |
| 1276 | Greenbush Financial Group, LLC | $616.5M | 49 | 52 | 88 / 3 / 9 | 63% | VOO 14%, VTV 12%, BND 8%, CGGR 7% | Report a problem |
| 1277 | Hilltop Wealth & Tax Solutions | $616.4M | 59 | 63 | 88 / 1 / 11 | 76% | VONE 11%, VTV 7%, QQQ 6%, IJK 5% | Report a problem |
| 1278 | Grey Ledge Advisors, LLC | $616M | 52 | 57 | 85 / 3 / 12 | 95% | IVV 5%, USFR 3%, PYLD 3%, FNDA 3% | Report a problem |
| 1279 | Fmb Wealth Management | $615.7M | (54) | 57 | 91 / 2 / 7 | 49% | DIMENSIONAL ETF TRUST 19%, DIMENSIONAL ETF TRUST 8%, AVUS 8%, DFAX 6% | Report a problem |
| 1280 | Freedom Day Solutions, LLC | $615.3M | 46 | 54 | 66 / 29 / 5 | 100% | MBOX 28%, AAPL 3%, USRT 3%, DTH 3% | Report a problem |
| 1281 | Financial Alternatives, Inc. | $614.8M | (52) | 55 | 89 / 1 / 10 | 37% | DIMENSIONAL ETF TRUST 18%, DFAI 17%, VWOB 8%, DFAE 6% | Report a problem |
| 1282 | Mystic Asset Management | $614.6M | 59 | 67 | 72 / 22 / 6 | 100% | AAPL 6%, MSFT 4%, NVDA 4%, AVGO 4% | Report a problem |
| 1283 | Auctus Advisors LLC | $612.9M | (57) | 59 | 95 / 3 / 2 | 20% | PVAL 41%, WINN 39%, AAPL 8%, JPST 2% | Report a problem |
| 1284 | Novi Wealth Partners | $612.8M | 54 | 56 | 91 / 5 / 4 | 77% | DIMENSIONAL ETF TRUST 10%, DFAU 9%, DFGX 8%, VGIT 6% | Report a problem |
| 1285 | Quartz Partners Investment Management | $611.9M | 69 | 73 | 87 / 0 / 13 | 57% | SPHY 4%, IVV 3%, AVGO 3%, AAPL 3% | Report a problem |
| 1286 | Highmark Wealth Management LLC | $611.7M | 56 | 60 | 85 / 8 / 7 | 57% | IVV 28%, FHLC 7%, AXGN 5%, IWM 5% | Report a problem |
| 1287 | Peregrine Asset Advisers, Inc. | $611M | 54 | 60 | 80 / 11 / 9 | 94% | SGOV 6%, LGDX 4%, PWR 3%, AAPL 3% | Report a problem |
| 1288 | Vista Investment Partners LLC | $610.6M | 47 | 54 | 74 / 17 / 9 | 88% | AAPL 4%, SPY 4%, XOM 3%, KLAC 3% | Report a problem |
| 1289 | Hoopoe Advisors | $610M | 62 | 67 | 85 / 0 / 15 | 87% | AAPL 4%, SPUS 3%, NVDA 3%, VGT 3% | Report a problem |
| 1290 | Keeler & Nadler Family Wealth | $609.9M | 59 | 62 | 92 / 0 / 8 | 63% | FNDF 9%, SCHG 8%, SPYM 7%, SCHV 7% | Report a problem |
| 1291 | Woodward Diversified Capital, LLC | $609.7M | (57) | 60 | 88 / 5 / 7 | 42% | RS 13%, AAPL 6%, CVX 3%, NVDA 3% | Report a problem |
| 1292 | Cornerstone Wealth Advisors, Inc. | $608.7M | 51 | 52 | 96 / 2 / 2 | 82% | SCHR 21%, VGSH 13%, SCHG 11%, VUG 11% | Report a problem |
| 1293 | Beacon Harbor Wealth Advisors | $608.3M | 48 | 53 | 78 / 11 / 11 | 100% | VXF 9%, VOO 6%, BND 6%, IEMG 5% | Report a problem |
| 1294 | Inlet Private Wealth, LLC | $608.1M | 52 | 57 | 86 / 7 / 7 | 79% | AAPL 5%, MSFT 3%, CSCO 3%, BRK-B 3% | Report a problem |
| 1295 | Drexel Morgan & Co. | $607M | 42 | 42 | 100 / 0 / 0 | 100% | T 18%, UPS 14%, JNJ 8%, JPM 7% | Report a problem |
| 1296 | Shah Wealth Advisors | $606.2M | 66 | 66 | – | 71% | DYNF 16%, VGT 8%, VOE 6%, IAU 6% | Report a problem |
| 1297 | Cogentblue | $606M | 32 | 62 | 15 / 83 / 2 | 100% | AVDV 14%, ITOT 6%, VGIT 6%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1298 | Tlwm Financial | $605.4M | 56 | 58 | 94 / 3 / 3 | 100% | SPY 21%, IWV 20%, ACWX 12%, SPYG 8% | Report a problem |
| 1299 | Mfa Wealth Advisors, LLC | $605.4M | 54 | 57 | 89 / 0 / 11 | 100% | IGIB 9%, VOO 8%, BIV 8%, FNDF 8% | Report a problem |
| 1300 | Fairvoy Private Wealth, LLC | $605.1M | 51 | 56 | 85 / 5 / 10 | 96% | IVV 7%, QQQ 5%, SHV 3%, PULS 3% | Report a problem |