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 |
|---|---|---|---|---|---|---|---|---|
| 101 | Savvy | $9B | 63 | 65 | 91 / 5 / 4 | 57% | VOO 6%, IUSB 4%, NVDA 4%, IVLU 2% | Report a problem |
| 102 | Snowden Capital Advisors LLC | $8.87B | 67 | 73 | 78 / 17 / 5 | 61% | AAPL 4%, NVDA 4%, MSFT 2%, AMZN 2% | Report a problem |
| 103 | Arkadios Wealth Advisors | $8.79B | 62 | 71 | 73 / 13 / 14 | 100% | AAPL 3%, NVDA 3%, IVV 2%, AMZN 2% | Report a problem |
| 104 | Capital Analysts | $8.77B | (55) | 56 | 95 / 5 / 0 | 0% | SPYM 8%, IVV 4%, FBND 4%, IEFA 3% | Report a problem |
| 105 | Robertson Stephens | $8.76B | 63 | 68 | 81 / 11 / 8 | 57% | VOO 11%, VEA 5%, VIG 5%, AAPL 4% | Report a problem |
| 106 | Forum Financial Management, LP | $8.69B | 55 | 56 | 96 / 0 / 4 | 93% | DIMENSIONAL ETF TRUST 24%, TLH 13%, DIMENSIONAL ETF TRUST 9%, DFEM 8% | Report a problem |
| 107 | One Capital Management, LLC | $8.53B | (55) | 57 | 91 / 7 / 2 | 46% | IGIB 9%, MUB 5%, FFOX 5%, DFAI 3% | Report a problem |
| 108 | Douglas C. Lane & Associates | $8.44B | 59 | 63 | 85 / 6 / 9 | 100% | NVDA 4%, GOOG 4%, JPM 3%, JNJ 2% | Report a problem |
| 109 | Zhang Financial | $8.37B | (57) | 60 | 85 / 14 / 1 | 48% | VOO 7%, DFUS 6%, ITOT 6%, VTI 6% | Report a problem |
| 110 | Elevation Point Wealth Partners, LLC | $8.29B | 60 | 65 | 84 / 10 / 6 | 78% | AAPL 3%, VOO 3%, GLD 2%, BOKF 2% | Report a problem |
| 111 | Nicholas Hoffman & Company, LLC | $8.26B | 52 | 59 | 71 / 23 / 6 | 81% | VOO 20%, VEA 20%, BRK-B 8%, VWO 8% | Report a problem |
| 112 | Capital Investment Advisors, LLC | $8.21B | 49 | 53 | 84 / 9 / 7 | 100% | DGRO 9%, IQLT 4%, SDVY 3%, EMLP 3% | Report a problem |
| 113 | R M Davis Inc | $8.15B | 60 | 68 | 74 / 20 / 6 | 100% | SPY 6%, AAPL 5%, GOOGL 5%, NVDA 5% | Report a problem |
| 114 | Annex Wealth Management, LLC | $8.05B | 60 | 63 | 90 / 6 / 4 | 81% | UBND 7%, GSIE 5%, AVUS 4%, SMTH 4% | Report a problem |
| 115 | Crestwood Advisors | $8.02B | 62 | 69 | 76 / 20 / 4 | 100% | AAPL 6%, IVV 5%, GOOGL 4%, NVDA 3% | Report a problem |
| 116 | Howard Capital Management, LLC | $8.01B | 79 | 80 | 98 / 0 / 2 | 100% | QLD 11%, SSO 10%, QQQ 7%, TQQQ 5% | Report a problem |
| 117 | RFG Advisory | $7.97B | 61 | 64 | 91 / 2 / 7 | 88% | BLUX 9%, BDBT 8%, BINT 6%, BLUC 5% | Report a problem |
| 118 | Confluence Financial Partners | $7.81B | (52) | 55 | 90 / 4 / 6 | 50% | CGDV 10%, VIG 7%, IWF 5%, JEPI 5% | Report a problem |
| 119 | Oneseven | $7.72B | 61 | 71 | 70 / 9 / 21 | 100% | NVDA 3%, AAPL 3%, VOO 3%, MSFT 2% | Report a problem |
| 120 | Hbks Wealth Advisors | $7.66B | 54 | 61 | 68 / 25 / 7 | 98% | SCHX 21%, VCRB 17%, VEA 11%, DFVX 8% | Report a problem |
| 121 | Belpointe Asset Management LLC | $7.58B | 62 | 70 | 76 / 9 / 15 | 53% | QQQ 3%, SPY 3%, NVDA 3%, AAPL 2% | Report a problem |
| 122 | Avantax Planning Partners, Inc. | $7.57B | 53 | 57 | 88 / 5 / 7 | 60% | SCHG 13%, SCHV 9%, SCHF 5%, SCHZ 5% | Report a problem |
| 123 | Bailard, Inc. | $7.56B | 64 | 68 | 89 / 7 / 4 | 73% | AAPL 5%, NVDA 4%, GOOGL 3%, MSFT 3% | Report a problem |
| 124 | Jmg Financial Group LTD | $7.5B | 59 | 60 | 97 / 0 / 3 | 57% | VOO 23%, VO 11%, VEA 11%, SCHX 6% | Report a problem |
| 125 | Chicago Partners Investment Group LLC | $7.47B | 61 | 64 | 87 / 10 / 3 | 77% | VOO 4%, NVDA 3%, VO 3%, AAPL 2% | Report a problem |
| 126 | Badgley Phelps Wealth Managers | $7.28B | 60 | 69 | 71 / 22 / 7 | 100% | NVDA 5%, AAPL 4%, MSFT 4%, EFA 4% | Report a problem |
| 127 | Turim 21 Investimentos Ltda | $7.24B | (48) | 55 | 59 / 41 / 0 | 14% | VTI 26%, EWZ 15%, VANGUARD S&P 500 ETF 7%, VTWO 7% | Report a problem |
| 128 | Evergreen Capital Management LLC | $7.19B | 48 | 58 | 58 / 33 / 9 | 100% | IEMG 4%, GS 3%, AAPL 2%, COF 2% | Report a problem |
| 129 | Cassaday & Company, Inc. | $7.14B | 63 | 64 | 97 / 1 / 2 | 77% | MGK 31%, IWO 7%, IWP 6%, SCHD 6% | Report a problem |
| 130 | Cannell & Spears LLC | $6.99B | 64 | 70 | 81 / 13 / 6 | 99% | GOOG 5%, MSFT 4%, AAPL 4%, BRK-B 3% | Report a problem |
| 131 | Northside Capital Management LLC | $6.94B | (45) | 48 | 86 / 5 / 9 | 20% | DVY 8%, TXN 6%, GLD 4%, GOOGL 4% | Report a problem |
| 132 | Pgim Custom Harvest LLC | $6.9B | 64 | 65 | 97 / 0 / 3 | 100% | IYW 14%, VGT 10%, XLK 9%, VOX 5% | Report a problem |
| 133 | Wedbush Securities Inc. | $6.75B | (66) | 72 | 81 / 8 / 11 | 0% | VOO 11%, AAPL 7%, NVDA 5%, COST 3% | Report a problem |
| 134 | The Bollard Group LLC | $6.72B | (45) | 53 | 70 / 28 / 2 | 0% | BSX 24%, CAT 8%, LLY 7%, AMZN 6% | Report a problem |
| 135 | Confluence Investment Management LLC | $6.72B | 38 | 39 | 98 / 0 / 2 | 97% | SGOV 4%, SNA 3%, CB 3%, LIN 2% | Report a problem |
| 136 | Aspen Grove Capital, LLC | $6.67B | (60) | 64 | 86 / 10 / 4 | 12% | FWONK 9%, SPY 9%, FWONA 4%, IVV 4% | Report a problem |
| 137 | Vestgen Advisors, LLC | $6.67B | 67 | 70 | 90 / 7 / 3 | 57% | VTI 4%, VTV 3%, AAPL 3%, NVDA 3% | Report a problem |
| 138 | Sendero Wealth Management, LLC | $6.51B | (65) | 69 | 87 / 8 / 5 | 18% | VTI 21%, EAGL 9%, MGNR 7%, ITOT 4% | Report a problem |
| 139 | Greenspring Advisors, LLC | $6.46B | (54) | 55 | 95 / 1 / 4 | 29% | DIMENSIONAL ETF TRUST 31%, DFIC 9%, AGG 5%, DFEM 5% | Report a problem |
| 140 | Douglass Winthrop Advisors LLC | $6.46B | 61 | 64 | 89 / 7 / 4 | 100% | GOOG 8%, BRK-B 8%, AMZN 5%, MSFT 5% | Report a problem |
| 141 | Nwf Advisory Services Inc | $6.43B | (64) | 64 | 100 / 0 / 0 | 17% | MU 7%, XLK 5%, VOO 4%, BRK-B 4% | Report a problem |
| 142 | Truepoint, Inc. | $6.39B | 53 | 53 | 98 / 1 / 1 | 76% | BSV 12%, DFCF 12%, IVV 11%, VTI 9% | Report a problem |
| 143 | Kovack Advisors, Inc. | $6.28B | (67) | 74 | 78 / 12 / 10 | 42% | NVDA 4%, AAPL 3%, IVV 3%, AMZN 2% | Report a problem |
| 144 | Creativeone Wealth, LLC | $6.25B | 57 | 65 | 75 / 6 / 19 | 99% | AAPL 3%, VEA 2%, VTV 2%, VUG 2% | Report a problem |
| 145 | Spc | $6.1B | 65 | 70 | 85 / 4 / 11 | 77% | IVV 5%, AAPL 4%, NVDA 3%, QQQ 2% | Report a problem |
| 146 | Kcm Investment Advisors | $6.02B | 50 | 66 | 49 / 47 / 4 | 100% | XLK 8%, AAPL 7%, MSFT 3%, COST 3% | Report a problem |
| 147 | Ashton Thomas Private Wealth | $6.01B | 57 | 63 | 75 / 15 / 10 | 100% | BIL 4%, AAPL 4%, XLK 3%, IVV 2% | Report a problem |
| 148 | Westmount Partners, LLC | $5.94B | (67) | 70 | 88 / 5 / 7 | 9% | AAPL 12%, NVDA 4%, AVGO 4%, VOO 4% | Report a problem |
| 149 | Index Fund Advisors, Inc. | $5.93B | (55) | 56 | 99 / 0 / 1 | 43% | DIMENSIONAL ETF TRUST 19%, DIMENSIONAL ETF TRUST 18%, DFUS 16%, DFUV 13% | Report a problem |
| 150 | Evanson Financial, LLC Dba Evanson Asset Management | $5.85B | (61) | 61 | – | 35% | DIMENSIONAL ETF TRUST 9%, VBIL 8%, PHYS 5%, DIMENSIONAL ETF TRUST 5% | Report a problem |