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 |
|---|---|---|---|---|---|---|---|---|
| 1451 | Churchill Financial Advisors, LLC | $522.9M | 60 | 60 | – | 99% | WMT 22%, AAPL 5%, IVV 5%, AMAT 4% | Report a problem |
| 1452 | Evergreen Advisors, LLC | $522.8M | 51 | 53 | 93 / 0 / 7 | 96% | SCHB 39%, SCHF 15%, VCIT 11%, SCHD 11% | Report a problem |
| 1453 | Park Edge Advisors, LLC | $522.5M | 45 | 50 | 80 / 12 / 8 | 100% | LECO 36%, CDX 4%, VT 3%, STIP 3% | Report a problem |
| 1454 | Uncommon Cents Investing | $519.6M | 57 | 58 | 97 / 2 / 1 | 92% | ASA 5%, RTX 2%, WFC 2%, JPM 2% | Report a problem |
| 1455 | Northstar Financial Companies, Inc. | $519M | (49) | 55 | 77 / 10 / 13 | 37% | IWB 9%, V 6%, VOOG 4%, AAPL 4% | Report a problem |
| 1456 | Independent Wealth Network, Inc. | $518.4M | 51 | 56 | 83 / 8 / 9 | 91% | CAT 7%, SPYM 4%, JPST 3%, SPYG 3% | Report a problem |
| 1457 | Prudent Investors | $515.8M | 50 | 52 | 95 / 0 / 5 | 100% | IEF 11%, EMB 10%, JCPB 10%, IAGG 9% | Report a problem |
| 1458 | The Main Street Group | $515.3M | 79 | 80 | 94 / 2 / 4 | 89% | QLD 24%, SSO 19%, PULS 9%, PAAA 7% | Report a problem |
| 1459 | Prism Advisors, Inc. | $515.1M | 47 | 52 | 81 / 11 / 7 | 98% | USEW 10%, XCEM 5%, VTV 5%, DIMENSIONAL U.S. TARGETED VALUE ETF 5% | Report a problem |
| 1460 | Haven Wealth Group | $514.8M | 66 | 71 | 84 / 5 / 11 | 100% | IVV 17%, EEM 9%, GOOGL 9%, CW 7% | Report a problem |
| 1461 | Searcy Financial Services, Inc. | $514M | 55 | 59 | 87 / 5 / 8 | 67% | VB 11%, IWL 11%, VO 11%, AVDE 10% | Report a problem |
| 1462 | Wiser Wealth Management, Inc | $513.6M | 51 | 53 | 94 / 1 / 5 | 100% | VOO 32%, JCPB 12%, VEA 9%, VGT 7% | Report a problem |
| 1463 | Elevatus Wealth Management, LLC | $513.4M | 69 | 76 | 78 / 6 / 16 | 100% | NVDA 4%, SOXL 4%, JPST 3%, EFA 3% | Report a problem |
| 1464 | Alaethes Wealth, LLC | $513.2M | 62 | 68 | 79 / 15 / 6 | 85% | VCRB 10%, AAPL 4%, NVDA 4%, VCRM 4% | Report a problem |
| 1465 | GGM Financial, LLC | $513M | 54 | 56 | 93 / 2 / 5 | 55% | JGRO 23%, PVAL 16%, GPIQ 12%, TMB 4% | Report a problem |
| 1466 | Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L | $512.5M | 57 | 63 | 78 / 14 / 8 | 50% | SPY 18%, IVV 11%, SPSM 9%, IWR 7% | Report a problem |
| 1467 | Client 1st Advisory Group | $511.5M | 54 | 59 | 81 / 14 / 5 | 90% | SPYM 14%, DIMENSIONAL ETF TRUST 14%, DFCF 4%, DFIC 4% | Report a problem |
| 1468 | Robert L. Bender, Inc. Dba Robert Bender & Associates | $510.9M | 80 | 81 | 98 / 0 / 2 | 96% | NVDA 18%, AAPL 16%, AMD 7%, AMZN 6% | Report a problem |
| 1469 | Shoker Investments | $510.8M | 52 | 56 | 78 / 21 / 1 | 100% | IJR 12%, IJH 10%, IEFA 9%, PG 4% | Report a problem |
| 1470 | Horizon Financial | $510.2M | (40) | 40 | 93 / 5 / 2 | 50% | FTCE 21%, RDVY 18%, JEPI 15%, HGER 14% | Report a problem |
| 1471 | Platform Wealth Advisors | $509M | 58 | 61 | 88 / 7 / 5 | 61% | DIMENSIONAL ETF TRUST 18%, AAPL 11%, AVUV 6%, GOOGL 5% | Report a problem |
| 1472 | Instrumental Wealth, LLC | $508M | (60) | 65 | 83 / 6 / 11 | 47% | IJH 14%, IVW 14%, IEFA 12%, IVE 9% | Report a problem |
| 1473 | Financial Designs Corporation | $507.9M | (52) | 52 | 96 / 2 / 2 | 38% | ITOT 25%, AGG 15%, HEGD 9%, OMFL 8% | Report a problem |
| 1474 | The Lam Group, Inc. | $507.4M | (57) | 58 | 96 / 3 / 1 | 41% | SPDR Gold Mini ETF 6%, VXF 5%, VEU 5%, DFA US Small Cap ETF 4% | Report a problem |
| 1475 | Maltin Wealth Management, Inc. | $507.2M | 38 | 48 | 57 / 26 / 17 | 100% | PXF 5%, SDCI 4%, VSS 3%, GMOI 3% | Report a problem |
| 1476 | Pine Harbor Wealth Management LLC | $507.1M | 50 | 54 | 87 / 7 / 6 | 85% | DFUS 13%, DFIC 11%, PAAA 11%, PULS 10% | Report a problem |
| 1477 | Kaufman Rossin Wealth, LLC | $506.7M | (57) | 61 | 89 / 3 / 8 | 47% | BSVO 19%, ITOT 12%, AVDV 9%, DFEM 7% | Report a problem |
| 1478 | Carl P. Sherr & Co., LLC | $505.4M | 59 | 63 | 90 / 3 / 7 | 52% | IVW 7%, IUSV 6%, AAPL 6%, IXUS 5% | Report a problem |
| 1479 | Bellars Harris Wealth Management | $505.4M | 54 | 54 | – | 97% | CAT 3%, BALT 3%, CSCO 3%, JPM 3% | Report a problem |
| 1480 | Accretive Wealth Partners, LLC | $504.5M | 53 | 54 | 94 / 2 / 4 | 87% | IWF 6%, IJH 6%, VIG 5%, AAPL 5% | Report a problem |
| 1481 | Dentist Advisors | $504M | 55 | 56 | 94 / 4 / 2 | 92% | DFAU 43%, DFAI 12%, DFAE 11%, SPTM 10% | Report a problem |
| 1482 | Weinberger Asset Management, Inc | $503.6M | 56 | 62 | 73 / 26 / 1 | 85% | VTI 12%, PM 8%, SCHG 6%, DFAU 5% | Report a problem |
| 1483 | Etesian Wealth Advisors, Inc. | $503.3M | 54 | 56 | 88 / 10 / 2 | 76% | QGRW 6%, MOAT 6%, VEA 5%, USFR 5% | Report a problem |
| 1484 | Boltwood Capital Management | $502.5M | 54 | 56 | 92 / 2 / 6 | 94% | SCHF 7%, TDTT 6%, SPDW 3%, MBB 3% | Report a problem |
| 1485 | Crown Wealth Group LLC | $502.4M | 57 | 64 | 75 / 22 / 3 | 100% | DFUS 14%, SPYM 11%, BALT 9%, DMAX 4% | Report a problem |
| 1486 | Stokes Capital Advisors, LLC | $499.4M | 43 | 46 | 86 / 12 / 2 | 100% | AVGO 4%, PYLD 4%, MSFT 4%, JPM 3% | Report a problem |
| 1487 | Xcel Wealth Management, LLC | $497.9M | 64 | 74 | 71 / 11 / 18 | 100% | AMZN 7%, RH 6%, NVDA 4%, GOOGL 4% | Report a problem |
| 1488 | The Milwealth Group, LLC | $496.9M | 51 | 52 | 98 / 0 / 2 | 96% | VV 22%, VB 11%, VEU 10%, VCIT 9% | Report a problem |
| 1489 | Piedmont Capital Management, LLC | $495.6M | (55) | 63 | 74 / 7 / 19 | 45% | VOO 16%, VEA 7%, FLQM 6%, SPY 5% | Report a problem |
| 1490 | Sterling Wealth Management, Inc. | $494.6M | 51 | 52 | 94 / 5 / 1 | 87% | VTI 11%, DIMENSIONAL ETF TRUST 7%, DFCF 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1491 | True Wealth Design, LLC | $494M | 58 | 59 | 96 / 2 / 2 | 89% | DIMENSIONAL ETF TRUST 16%, BOXX 14%, DFIC 10%, DIMENSIONAL ETF TRUST 8% | Report a problem |
| 1492 | Allred Harris Wealth Management. | $493.4M | 53 | 55 | 93 / 4 / 3 | 66% | SHV 10%, VIG 5%, MSFT 5%, XLV 3% | Report a problem |
| 1493 | Uas Asset Management | $493M | 71 | 72 | 96 / 2 / 2 | 98% | BRK-B 32%, AMZN 17%, GOOGL 14%, TSM 13% | Report a problem |
| 1494 | Fusion Capital, LLC | $492.3M | 47 | 56 | 70 / 9 / 21 | 100% | FLTR 9%, LRCX 8%, AAPL 5%, VIG 5% | Report a problem |
| 1495 | Paces Ferry Wealth Advisors, LLC | $491.2M | 59 | 63 | 84 / 9 / 7 | 65% | SCHG 9%, SCHD 7%, OSEA 7%, NVDA 6% | Report a problem |
| 1496 | Maryland Capital Advisors, Inc. | $490.8M | 41 | 44 | 83 / 8 / 9 | 77% | IGSB 23%, VCSH 6%, VTI 6%, DFAU 6% | Report a problem |
| 1497 | Whitcomb & Hess, Inc. | $490.7M | 46 | 48 | 93 / 3 / 4 | 100% | SPYV 13%, VEA 12%, SPYG 9%, BOXX 7% | Report a problem |
| 1498 | The Life Wealth Group | $490.6M | 59 | 59 | – | 76% | IWY 11%, IWX 7%, CAPITOL SER TR 6%, BUFF 5% | Report a problem |
| 1499 | Cypress Financial Planning | $490.4M | 49 | 52 | 82 / 16 / 2 | 100% | IVV 10%, VCIT 10%, VGIT 10%, VCSH 9% | Report a problem |
| 1500 | Montgomery Investment Management Inc | $490M | 53 | 54 | 97 / 0 / 3 | 69% | URI 12%, VSEC 9%, DE 5%, TFC 5% | Report a problem |