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 |
|---|---|---|---|---|---|---|---|---|
| 1351 | Sanchez Wealth Management Group, LLC | $571.2M | 54 | 57 | 90 / 0 / 10 | 100% | MTUM 10%, JAAA 9%, JHML 8%, IWF 8% | Report a problem |
| 1352 | Ttp Investments, Inc. | $570.6M | (77) | 79 | 92 / 7 / 1 | 47% | SSO 26%, AAPL 12%, AMD 11%, FHLC 7% | Report a problem |
| 1353 | Brilliant Advice, LLC | $569.5M | 82 | 83 | 96 / 0 / 4 | 70% | TSLA 57%, NVDA 9%, MSTR 4%, ECHO 4% | Report a problem |
| 1354 | Potentia Wealth | $569.1M | (61) | 65 | 89 / 6 / 5 | 48% | SPY 25%, AAPL 10%, PAAA 9%, SPYV 8% | Report a problem |
| 1355 | Act Wealth Management, LLC | $568.8M | 54 | 56 | 95 / 0 / 5 | 63% | VXF 15%, VYM 13%, PWB 11%, IWB 10% | Report a problem |
| 1356 | Freedom Investment Management, Inc. | $568.7M | 52 | 54 | 95 / 0 / 5 | 67% | DIMENSIONAL ETF TRUST 13%, DFUS 11%, DFIC 9%, VTV 9% | Report a problem |
| 1357 | RIA Advisory Group, LLC | $568.4M | 49 | 57 | 76 / 1 / 23 | 100% | RSP 14%, QQQ 11%, SGOV 9%, BIL 5% | Report a problem |
| 1358 | Fcg Investment Company | $568.2M | 73 | 74 | 95 / 3 / 2 | 54% | NVDA 7%, SPY 6%, AAPL 5%, GOOGL 5% | Report a problem |
| 1359 | Hillcrest Financial Group | $567.8M | 48 | 50 | 90 / 3 / 7 | 99% | IUSG 9%, IDEV 7%, IUSV 7%, IEI 6% | Report a problem |
| 1360 | Prentice Wealth Management LLC | $567.5M | 42 | 48 | 74 / 14 / 12 | 100% | AGG 14%, VTI 10%, VT 9%, SCHP 6% | Report a problem |
| 1361 | Hmv Wealth Advisors, LLC | $567.4M | 28 | 57 | 28 / 9 / 63 | 100% | AVUV 10%, BSVO 7%, AVDV 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1362 | Fiori Financial Group | $567.4M | 71 | 76 | 80 / 16 / 4 | 77% | MU 8%, NVDA 8%, AVGO 6%, ET 5% | Report a problem |
| 1363 | Decker Wealth Management, LLC | $566.2M | 50 | 55 | 81 / 8 / 11 | 100% | VUG 6%, SDVY 6%, MLPX 6%, VYM 5% | Report a problem |
| 1364 | Alteri Wealth | $566.1M | 65 | 71 | 78 / 19 / 3 | 82% | AAPL 6%, NVDA 6%, INTC 5%, AVGO 4% | Report a problem |
| 1365 | Midwest Financial Group LLC | $566.1M | 59 | 64 | 83 / 6 / 11 | 61% | IVW 6%, AVUV 5%, QQQ 5%, AMD 4% | Report a problem |
| 1366 | Adams Wealth Advisors | $565.8M | 64 | 67 | 86 / 12 / 2 | 100% | SCHX 12%, IVV 6%, EWY 4%, GRID 3% | Report a problem |
| 1367 | Atticus Wealth Management | $565.3M | 58 | 62 | 87 / 8 / 5 | 85% | SPY 23%, IWF 6%, SFLR 6%, CSHI 5% | Report a problem |
| 1368 | Shikiar Asset Management Inc | $564M | (58) | 67 | 71 / 13 / 16 | 0% | AAPL 20%, AMZN 5%, AMD 5%, GOOG 5% | Report a problem |
| 1369 | Boyum Wealth Architects LLC | $564M | (56) | 58 | 94 / 3 / 3 | 47% | SCHB 18%, PRF 12%, PTRB 11%, DYNF 9% | Report a problem |
| 1370 | Dara Capital US, Inc. | $563.1M | (75) | 81 | 76 / 19 / 5 | 34% | MU 7%, TSM 7%, GOOGL 7%, NVDA 6% | Report a problem |
| 1371 | Jacobsen Capital Management | $562.9M | 53 | 65 | 58 / 27 / 15 | 100% | VEA 17%, VUG 14%, VTV 12%, VBR 5% | Report a problem |
| 1372 | Beck Capital Management LLC | $562.4M | 74 | 77 | 86 / 10 / 4 | 100% | MU 6%, NVDA 6%, VRT 5%, GEV 4% | Report a problem |
| 1373 | Acorn Wealth Advisors, LLC | $561.4M | 51 | 57 | 70 / 25 / 5 | 100% | DIMENSIONAL ETF TRUST 7%, BND 5%, SCHD 3%, SCHG 3% | Report a problem |
| 1374 | Towerpoint Wealth, LLC | $561.3M | 56 | 60 | 88 / 1 / 11 | 58% | VTV 11%, VUG 11%, VEA 7%, VO 6% | Report a problem |
| 1375 | Matrix Private Capital Group | $561M | 44 | 54 | 67 / 13 / 20 | 61% | VTV 11%, VUG 9%, IEFA 8%, IJH 6% | Report a problem |
| 1376 | John A. Wolfe & Associates, Inc. | $560.7M | (34) | 44 | 63 / 7 / 30 | 21% | SMMU 28%, JEPI 18%, VYMI 7%, VGT 6% | Report a problem |
| 1377 | A & I Wealth Management | $560M | (56) | 57 | 97 / 0 / 3 | 42% | EFA 18%, TSEL 16%, BUSA 8%, OAKM 7% | Report a problem |
| 1378 | Headland Capital | $559.3M | 56 | 56 | – | 73% | SPY 22%, PGR 11%, SPDW 8%, GEV 7% | Report a problem |
| 1379 | Narus Financial Partners, LLC | $559M | 58 | 59 | 95 / 0 / 5 | 73% | WMT 39%, XLK 3%, GLD 3%, VEA 2% | Report a problem |
| 1380 | Capital Investment Management, Inc | $558.9M | 56 | 57 | 98 / 0 / 2 | 60% | VOO 11%, SPYM 11%, VXUS 9%, SPAB 5% | Report a problem |
| 1381 | Paulson Wealth Management Inc. | $558.9M | 54 | 57 | 92 / 3 / 5 | 92% | IWF 15%, IWD 13%, IWM 9%, EFA 8% | Report a problem |
| 1382 | Wealth Science Advisors LLC | $558.7M | (69) | 70 | 97 / 0 / 3 | 42% | CGGR 15%, CGDV 15%, CGGO 13%, VO 4% | Report a problem |
| 1383 | Guidance Point Advisors, LLC | $558.3M | 55 | 61 | 77 / 20 / 3 | 100% | JPM 28%, IVV 13%, IVW 5%, IEFA 5% | Report a problem |
| 1384 | Hobart Wealth | $558.2M | 55 | 57 | 96 / 1 / 3 | 100% | SPY 10%, RDVY 6%, BND 4%, SPYG 3% | Report a problem |
| 1385 | Financial Harvest Wealth Advisors | $557.4M | (52) | 54 | 88 / 9 / 3 | 49% | DUSB 18%, DIMENSIONAL ETF TRUST 16%, DIMENSIONAL ETF TRUST 14%, DISV 9% | Report a problem |
| 1386 | Enrich Financial Partners LLC | $556.8M | 53 | 53 | 99 / 1 / 0 | 76% | DFEM 12%, DFIC 10%, DIMENSIONAL ETF TRUST 8%, DFLV 8% | Report a problem |
| 1387 | Ht Partners LLC | $556.3M | 59 | 63 | 88 / 1 / 11 | 74% | SCHB 49%, EFA 13%, VTI 6%, VEA 6% | Report a problem |
| 1388 | Consilio Wealth Advisors, LLC | $555.8M | 64 | 65 | 94 / 6 / 0 | 80% | IVV 18%, QQQM 10%, VEA 9%, AMZN 8% | Report a problem |
| 1389 | Kooman & Associates | $555.6M | 52 | 55 | 89 / 4 / 7 | 75% | DFAU 40%, DFIC 15%, DFEM 10%, AVLV 5% | Report a problem |
| 1390 | Bigelow Investment Advisors, LLC | $555.2M | 51 | 58 | 69 / 26 / 5 | 72% | IVV 7%, SPY 5%, VIG 4%, IAU 4% | Report a problem |
| 1391 | Lansing Street Advisors | $555M | 61 | 62 | 97 / 1 / 2 | 87% | VOO 16%, SPY 5%, VCRB 4%, IVW 4% | Report a problem |
| 1392 | Kercheville Advisors LLC | $554.7M | 62 | 76 | 58 / 28 / 14 | 100% | NVDA 7%, AMZN 7%, AAPL 6%, GOOG 6% | Report a problem |
| 1393 | Rfg Wealth Advisory | $553.8M | 62 | 64 | 93 / 4 / 3 | 93% | VOO 27%, QQQ 10%, PYLD 9%, SPHY 5% | Report a problem |
| 1394 | Pegasus Asset Management Inc | $553.6M | 56 | 67 | 62 / 28 / 10 | 100% | SCHB 10%, AAPL 7%, GOOG 6%, NVDA 5% | Report a problem |
| 1395 | Asset Planning, Inc | $553.5M | (51) | 56 | 80 / 12 / 8 | 35% | LLY 10%, AMZN 9%, TDG 8%, ALL 7% | Report a problem |
| 1396 | Creekside Partners | $553.4M | 52 | 61 | 63 / 29 / 8 | 79% | SCHF 5%, SCHA 4%, AAPL 4%, VEA 4% | Report a problem |
| 1397 | Omega Financial Group, LLC | $552.4M | 57 | 57 | 97 / 1 / 2 | 61% | AGG 7%, VNQ 6%, IJR 6%, IVV 5% | Report a problem |
| 1398 | Alliance Wealth Advisors, LLC | $552M | 53 | 54 | 94 / 3 / 3 | 100% | VONG 13%, VYM 10%, IVLU 6%, SPTS 5% | Report a problem |
| 1399 | Dedora Capital, Inc. | $550.7M | 59 | 64 | 85 / 2 / 13 | 98% | VUG 7%, VYM 6%, IVV 6%, FBND 6% | Report a problem |
| 1400 | Stiles Financial Services, Inc. | $548.7M | 69 | 77 | 71 / 22 / 7 | 100% | NVDA 8%, LRCX 5%, AMD 3%, ASML 3% | Report a problem |