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 |
|---|---|---|---|---|---|---|---|---|
| 1301 | Heritage Wealth Advisors | $604.7M | 51 | 56 | 80 / 14 / 6 | 83% | AAPL 5%, PG 5%, USB 4%, MSFT 3% | Report a problem |
| 1302 | Atlantic Edge Private Wealth Management | $604.3M | 59 | 62 | 88 / 9 / 3 | 92% | IEFA 6%, EMXC 5%, JAAA 5%, UITB 4% | Report a problem |
| 1303 | Tucker Asset Management LLC | $603.6M | 61 | 66 | 83 / 6 / 11 | 81% | SPY 24%, QQQ 11%, FTSM 9%, RSP 6% | Report a problem |
| 1304 | Dunhill Financial | $601.7M | 54 | 61 | 67 / 32 / 1 | 100% | VOO 14%, VEU 13%, PICB 11%, FTGC 4% | Report a problem |
| 1305 | Alliance Wealth Advisors, LLC | $601.1M | (53) | 56 | 88 / 3 / 9 | 47% | DGRO 12%, UITB 11%, QQQ 7%, IDEQ 6% | Report a problem |
| 1306 | Olio Financial Planning | $600.5M | 51 | 52 | 95 / 1 / 4 | 71% | VTV 18%, DFUS 18%, VEA 15%, FBND 12% | Report a problem |
| 1307 | Wealth Advisory Solutions, LLC | $599.1M | 53 | 57 | 84 / 10 / 6 | 97% | SPY 9%, IJH 6%, RSP 6%, SPYM 6% | Report a problem |
| 1308 | Whitener Capital Management, Inc | $598.5M | 62 | 65 | 87 / 4 / 9 | 91% | GOOGL 7%, NVDA 6%, AAPL 6%, JPM 5% | Report a problem |
| 1309 | Concorde Asset Management, LLC | $598.4M | (64) | 69 | 86 / 2 / 12 | 34% | IVV 10%, SPMO 6%, QQQ 5%, SPY 4% | Report a problem |
| 1310 | Grand Wealth Management, LLC | $597.8M | (56) | 57 | 99 / 0 / 1 | 41% | DIMENSIONAL ETF TRUST 35%, AVDE 11%, DFAX 7%, AVUS 7% | Report a problem |
| 1311 | Measured Risk Portfolios | $597.2M | (36) | 42 | 43 / 55 / 2 | 43% | SNTH 20%, AAPL 4%, SFM 4%, XHLF 3% | Report a problem |
| 1312 | Treehouse Wealth Advisors | $597.1M | (64) | 66 | 92 / 3 / 5 | 45% | AAPL 6%, IVV 6%, MSFT 5%, NVDA 4% | Report a problem |
| 1313 | Cfci | $595.6M | 52 | 60 | 68 / 26 / 6 | 93% | QQQ 3%, JPM 2%, LLY 2%, AAPL 2% | Report a problem |
| 1314 | Endeavor Private Wealth, Inc. | $595.3M | 56 | 59 | 89 / 3 / 8 | 78% | IVV 7%, IUSB 5%, DYNF 4%, SPY 3% | Report a problem |
| 1315 | Hedeker Wealth LLC | $595.1M | 74 | 75 | 96 / 1 / 3 | 92% | AVGO 5%, MSFT 4%, PLTR 4%, COHR 4% | Report a problem |
| 1316 | Perspective Wealth Management | $595M | (63) | 64 | 99 / 0 / 1 | 38% | VGT 10%, VTV 9%, VUG 7%, QQQ 7% | Report a problem |
| 1317 | Virtus Wealth Solutions | $594.9M | 76 | 77 | 97 / 0 / 3 | 100% | DWUS 13%, DWAW 10%, SNDK 8%, ALAB 7% | Report a problem |
| 1318 | Outlook Wealth Advisors, LLC | $593.7M | 55 | 61 | 82 / 0 / 18 | 95% | IVV 5%, VTV 4%, QQQ 4%, BSEP 4% | Report a problem |
| 1319 | Delta Financial Advisors, L.l.c. | $592.3M | 59 | 65 | 74 / 25 / 1 | 96% | AAPL 6%, SPY 5%, AMAT 5%, NVDA 4% | Report a problem |
| 1320 | Poehling Capital Management, Inc. | $591.3M | 48 | 49 | 95 / 4 / 1 | 83% | BRK-B 7%, MKL 6%, GOOG 5%, SCHW 4% | Report a problem |
| 1321 | Ais Planning | $591M | (62) | 62 | – | 30% | AVUS 37%, DFAX 18%, FBCG 16%, AVUV 4% | Report a problem |
| 1322 | The Legacy Financial Group, Inc. | $590.7M | 57 | 58 | 95 / 2 / 3 | 76% | AVUS 12%, VUG 9%, DFSD 6%, DFUV 6% | Report a problem |
| 1323 | Reston Wealth Management | $589.9M | 56 | 57 | 97 / 0 / 3 | 65% | FNDX 20%, SPYG 20%, FENI 12%, SPAB 9% | Report a problem |
| 1324 | Sequent Planning, LLC | $589.5M | 52 | 55 | 87 / 8 / 5 | 91% | AGG 7%, USPX 6%, FLCB 5%, FLQL 4% | Report a problem |
| 1325 | Greater Midwest Financial Group, LLC | $589.3M | (66) | 73 | 76 / 17 / 7 | 45% | BAI 11%, AVUV 8%, GOOGL 6%, MSFT 6% | Report a problem |
| 1326 | Fairfield, Bush & Co. | $589M | (65) | 69 | 87 / 10 / 3 | 40% | TSM 5%, GOOG 5%, ADM 5%, AMZN 5% | Report a problem |
| 1327 | Wp Advisors, LLC | $588.9M | 61 | 68 | 74 / 18 / 8 | 95% | AAPL 10%, VB 9%, GOOG 9%, META 6% | Report a problem |
| 1328 | Squire Wealth Advisors | $586.7M | 52 | 55 | 89 / 3 / 8 | 79% | DIMENSIONAL ETF TRUST 12%, BSVO 12%, ITOT 10%, DIMENSIONAL ETF TRUST 7% | Report a problem |
| 1329 | Riley Friedman Asset Management | $584.8M | 48 | 59 | 60 / 28 / 12 | 100% | AAPL 7%, GOOGL 4%, META 4%, GOOG 4% | Report a problem |
| 1330 | Twin Peaks Wealth Advisors | $584.8M | 61 | 66 | 82 / 11 / 7 | 92% | IVV 8%, AAPL 5%, NVDA 3%, IUSB 3% | Report a problem |
| 1331 | Kdk Private Wealth Management | $584.6M | (34) | 47 | 60 / 2 / 38 | 34% | EPD 24%, IWV 17%, FTEC 7%, IVV 6% | Report a problem |
| 1332 | Fortress Private Ledger, LLC | $584M | 78 | 82 | 85 / 3 / 12 | 74% | PLTR 9%, NVDA 6%, CGDV 4%, AAPL 4% | Report a problem |
| 1333 | Howard Bailey Securities, LLC | $582.8M | 57 | 60 | 90 / 2 / 8 | 51% | IWY 13%, CAPITOL SER TR 12%, IWX 8%, AVNM 5% | Report a problem |
| 1334 | Avalon Capital Management | $582.2M | 61 | 65 | 87 / 4 / 9 | 83% | GOOGL 13%, SMH 7%, GDX 6%, GLD 6% | Report a problem |
| 1335 | Boden Wealth | $581.8M | (57) | 57 | – | 40% | VUG 20%, VTV 20%, VEA 14%, VB 6% | Report a problem |
| 1336 | 55 North Private Wealth | $581.3M | 53 | 53 | – | 87% | DFAU 18%, DFSD 10%, VUSB 6%, BINC 6% | Report a problem |
| 1337 | Mosaic Advisors | $580.5M | (50) | 56 | 77 / 21 / 2 | 17% | ITOT 11%, AAPL 10%, DUSQX 9%, COP 7% | Report a problem |
| 1338 | Northwest Quadrant Wealth Management | $579.7M | 51 | 52 | 95 / 3 / 2 | 98% | SCHX 29%, IEFA 12%, VO 11%, SCHD 10% | Report a problem |
| 1339 | Epg Wealth Management LLC | $579.1M | 59 | 67 | 74 / 9 / 17 | 97% | IVV 5%, NVDA 4%, AAPL 4%, IVW 3% | Report a problem |
| 1340 | Mattern Wealth Management LLC | $579M | 51 | 55 | 86 / 2 / 12 | 100% | DIMENSIONAL ETF TRUST 14%, AVUS 8%, DFIC 6%, DFSD 5% | Report a problem |
| 1341 | Edgerock Wealth Management | $578.9M | 55 | 60 | 85 / 5 / 10 | 90% | FELC 19%, QQQM 11%, JIRE 7%, UCON 5% | Report a problem |
| 1342 | Oxler Private Wealth | $578.1M | 59 | 71 | 58 / 41 / 1 | 100% | QQQ 16%, VOO 12%, AMZN 6%, IBIT 6% | Report a problem |
| 1343 | Brogan Financial | $577M | (45) | 48 | 91 / 1 / 8 | 48% | ACIO 36%, OSCV 14%, DRSK 12%, RSP 12% | Report a problem |
| 1344 | Allodium Investment Consultants, LLC | $576.8M | (53) | 55 | 92 / 5 / 3 | 44% | DFUS 12%, DFAI 10%, DIMENSIONAL ETF TRUST 10%, AVIG 7% | Report a problem |
| 1345 | G&H Investments | $576M | 38 | 51 | 44 / 40 / 16 | 89% | VTI 22%, SUB 13%, VCRB 12%, VBIL 8% | Report a problem |
| 1346 | Rezny Wealth Management, Inc. | $576M | 68 | 69 | 98 / 1 / 1 | 100% | VUG 30%, IVV 27%, SMH 11%, XLK 7% | Report a problem |
| 1347 | Berkeley, Inc | $573.9M | 54 | 59 | 87 / 1 / 12 | 64% | IDHQ 9%, DSTL 7%, V 6%, IUS 5% | Report a problem |
| 1348 | Burkett Financial Services, LLC | $572.6M | 50 | 59 | 67 / 24 / 9 | 83% | SCHG 17%, SCHD 17%, DBEF 8%, VEA 8% | Report a problem |
| 1349 | Prasad Wealth Partners | $572.1M | 54 | 57 | 86 / 13 / 1 | 84% | ONEQ 6%, BUFF 5%, RSP 5%, FFLC 4% | Report a problem |
| 1350 | Independent Investors Inc | $571.9M | 57 | 60 | 92 / 4 / 4 | 100% | AAPL 57%, MSFT 4%, JNJ 3%, JPM 3% | Report a problem |