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 |
|---|---|---|---|---|---|---|---|---|
| 1501 | Iron Financial LLC | $489.2M | 48 | 54 | 67 / 32 / 1 | 74% | AAPL 8%, ISTB 7%, CME 5%, VTI 5% | Report a problem |
| 1502 | Ifrah Financial Services, Inc. | $489.1M | 48 | 50 | 93 / 1 / 6 | 90% | TFLO 6%, IVW 5%, IJK 4%, SHY 4% | Report a problem |
| 1503 | Financial Avengers, Inc. | $488.4M | 74 | 75 | 96 / 0 / 4 | 51% | NVDA 13%, GOOG 11%, AMZN 10%, AAPL 10% | Report a problem |
| 1504 | Hixon Zuercher Capital Management | $487.7M | 64 | 66 | 92 / 1 / 7 | 76% | GSIE 7%, GSLC 4%, JNJ 4%, JHMM 3% | Report a problem |
| 1505 | Hrc Wealth Management, LLC | $487.4M | 62 | 65 | 92 / 2 / 6 | 54% | SCHG 31%, SCHV 19%, SCHX 15%, VOT 8% | Report a problem |
| 1506 | 44 Wealth Management LLC | $487.4M | 54 | 60 | 79 / 9 / 12 | 78% | MSFT 6%, NKE 5%, AAPL 4%, AMZN 2% | Report a problem |
| 1507 | Bell & Brown Wealth Advisors, LLC | $486.8M | 47 | 59 | 55 / 40 / 5 | 100% | AVGO 6%, GOOGL 6%, AAPL 5%, LLY 4% | Report a problem |
| 1508 | Cornerstone Wealth Planning | $485.9M | 52 | 56 | 80 / 17 / 3 | 100% | SCHX 5%, NVDA 3%, BSCS 3%, IBDT 3% | Report a problem |
| 1509 | Nwk Group | $485.3M | 52 | 78 | 29 / 66 / 5 | 100% | NVDA 8%, GOOGL 8%, LLY 6%, MRVL 5% | Report a problem |
| 1510 | Vantage Point Financial, LLC | $484.6M | 58 | 59 | 96 / 0 / 4 | 70% | DIMENSIONAL ETF TRUST 14%, DIMENSIONAL ETF TRUST 7%, DFIC 4%, SPYM 3% | Report a problem |
| 1511 | Graney& King, LLC | $484.4M | 58 | 59 | 96 / 2 / 2 | 60% | IXUS 14%, SPYG 11%, MGV 11%, GPIX 8% | Report a problem |
| 1512 | Legacy Financial Independent Advisors LLC | $484M | 41 | 45 | 75 / 21 / 4 | 59% | AMLP 6%, GSGO 5%, AAPL 3%, SPG 3% | Report a problem |
| 1513 | Morton Brown Family Wealth LLC | $483.5M | 53 | 54 | 94 / 4 / 2 | 97% | SCHB 28%, AVEM 11%, VEA 9%, AVUV 7% | Report a problem |
| 1514 | Altman Advisors | $483.4M | 68 | 74 | 77 / 21 / 2 | 75% | IEUR 7%, NVDA 5%, GOOGL 4%, AAPL 4% | Report a problem |
| 1515 | The Lewis Financial Group | $482.4M | 51 | 53 | 89 / 8 / 3 | 83% | IVV 5%, IWF 5%, IWD 4%, FBND 4% | Report a problem |
| 1516 | Physicians Financial Services, Inc. | $482.3M | (62) | 65 | 89 / 4 / 7 | 0% | AAPL 15%, GOOGL 7%, AMZN 6%, NVDA 5% | Report a problem |
| 1517 | Ss&H Financial Advisors, Inc. | $482.2M | (62) | 68 | 79 / 11 / 11 | 0% | JPM 9%, NVDA 7%, MU 6%, AAPL 5% | Report a problem |
| 1518 | Amj Financial Wealth Management LLC | $481.8M | 56 | 62 | 84 / 1 / 15 | 100% | PULS 8%, STIP 8%, PWR 4%, GLW 4% | Report a problem |
| 1519 | Harbor Advisory Corporation | $480.9M | 55 | 58 | 91 / 2 / 7 | 85% | VOO 6%, IJH 5%, GOOGL 5%, VGK 4% | Report a problem |
| 1520 | Courage Miller Partners, LLC | $480.7M | 48 | 49 | 95 / 0 / 5 | 83% | SCHX 13%, SCHF 9%, ISTB 8%, IGSB 6% | Report a problem |
| 1521 | Trellis Wealth Advisors, LLC | $479.8M | 54 | 55 | 99 / 0 / 1 | 61% | DFAX 20%, DIMENSIONAL ETF TRUST 15%, VTI 11%, AVUS 9% | Report a problem |
| 1522 | Adams Ashby Financial Advisors | $479.8M | (76) | 77 | 97 / 2 / 1 | 44% | FICO 74%, VYM 9%, SPSM 4%, SPMD 4% | Report a problem |
| 1523 | Townsend Asset Management Corp. | $479.6M | 64 | 67 | 91 / 5 / 4 | 71% | QQQ 7%, DGRW 6%, AMZN 5%, JPM 4% | Report a problem |
| 1524 | Asset Advisory Group, Inc. | $479.5M | 52 | 60 | 68 / 24 / 8 | 70% | AAPL 8%, VCSH 5%, BRK-B 5%, KEY 5% | Report a problem |
| 1525 | Meredith Wealth Planning | $478.7M | 55 | 56 | 97 / 1 / 2 | 91% | AVUV 17%, AVGV 12%, DIMENSIONAL ETF TRUST 12%, AVDV 8% | Report a problem |
| 1526 | Elmwood Wealth Management | $477.9M | 52 | 56 | 85 / 12 / 3 | 98% | CALI 3%, LOUP 3%, VEA 3%, TFLO 3% | Report a problem |
| 1527 | G&S Capital LLC | $475.6M | 53 | 57 | 85 / 6 / 9 | 85% | SPY 6%, BIL 4%, VTV 4%, SPTM 4% | Report a problem |
| 1528 | Allgen Financial Advisors, Inc. | $475.2M | 51 | 52 | 98 / 0 / 2 | 98% | VTI 21%, BND 10%, VEU 9%, JMUB 7% | Report a problem |
| 1529 | Trueblood Wealth Management, LLC | $474.1M | 56 | 63 | 78 / 9 / 14 | 78% | JPM 5%, AAPL 4%, CAT 2%, MSFT 2% | Report a problem |
| 1530 | Markowski Investments | $473.9M | 58 | 60 | 88 / 7 / 5 | 100% | SPYG 8%, VGT 6%, VIG 6%, VYM 5% | Report a problem |
| 1531 | Cape Investment Advisory, Inc. | $473.7M | 60 | 62 | 95 / 0 / 5 | 83% | SCHB 12%, SCHV 6%, BINC 3%, SCHG 2% | Report a problem |
| 1532 | The Wellington Grp LLC | $473.6M | 47 | 49 | 90 / 6 / 4 | 76% | IGSB 8%, RWJ 8%, VO 6%, BKLN 5% | Report a problem |
| 1533 | Juncture Wealth Strategies, LLC | $473.6M | 50 | 59 | 68 / 17 / 15 | 100% | VV 16%, SCHB 9%, DFUV 5%, RSP 4% | Report a problem |
| 1534 | Straight Path Wealth Management | $472.5M | 59 | 60 | 97 / 0 / 3 | 93% | DIMENSIONAL ETF TRUST 20%, TSLA 12%, DFIC 9%, DFGP 7% | Report a problem |
| 1535 | Wealthedge Investment Advisors, LLC | $472.1M | 57 | 63 | 78 / 12 / 10 | 80% | SPY 7%, MSFT 5%, AAPL 4%, NVDA 4% | Report a problem |
| 1536 | The Sterling Group | $471.3M | 59 | 60 | 93 / 3 / 4 | 56% | SPYM 39%, DYNF 9%, SPHQ 7%, TBIL 6% | Report a problem |
| 1537 | Illumination Wealth Management | $471.1M | 48 | 49 | 95 / 0 / 5 | 95% | TFLO 12%, SPTM 8%, SPDW 8%, VEA 6% | Report a problem |
| 1538 | Taylor Hoffman Capital Management | $469.5M | 67 | 70 | 89 / 9 / 2 | 98% | LRCX 9%, AMAT 8%, AAPL 6%, ANET 5% | Report a problem |
| 1539 | Arcataur Capital Management LLC | $469.5M | 53 | 60 | 76 / 19 / 5 | 100% | IVV 27%, IJR 15%, IJH 9%, VEA 6% | Report a problem |
| 1540 | Lakeshore Financial Planning Inc. | $469.3M | 50 | 56 | 82 / 5 / 13 | 81% | IVV 20%, PULS 12%, DFLV 10%, VOO 8% | Report a problem |
| 1541 | Adapt Wealth Advisors, LLC | $469.2M | 62 | 64 | 92 / 5 / 3 | 71% | IVV 11%, QQQM 11%, SPMO 8%, VFLO 6% | Report a problem |
| 1542 | Brown Financial Advisory | $468.2M | 61 | 61 | 98 / 0 / 2 | 52% | SPYM 42%, VB 19%, DEXC 15%, IWB 5% | Report a problem |
| 1543 | Yukon Wealth Management, Inc. | $467.4M | 65 | 67 | 93 / 1 / 6 | 80% | IVV 10%, NVDA 9%, AAPL 8%, DVY 8% | Report a problem |
| 1544 | Retirement Planning Solutions, LLC | $467M | (49) | 55 | 79 / 15 / 6 | 41% | AAPL 22%, SGOV 21%, NVDA 4%, VBIL 3% | Report a problem |
| 1545 | Widmann Financial Services | $466.8M | (48) | 52 | 83 / 6 / 11 | 48% | IEFA 6%, AVUV 5%, IWD 5%, AAPL 4% | Report a problem |
| 1546 | Z3 Capital Partners | $466.8M | 75 | 75 | – | 100% | EMO 7%, MU 4%, BAC 4%, BST 4% | Report a problem |
| 1547 | Consilium Wealth Advisory, LLC | $466M | 65 | 68 | 90 / 1 / 9 | 80% | DFAI 11%, AOR 10%, TT 7%, AAPL 6% | Report a problem |
| 1548 | First Citizens Asset Management, Inc | $465.1M | 54 | 59 | 82 / 11 / 7 | 82% | IWY 28%, IWX 19%, VCRB 12%, AGG 10% | Report a problem |
| 1549 | Plum Street Advisors, LLC | $462.8M | 47 | 50 | 92 / 1 / 7 | 74% | SCHZ 10%, SCHK 8%, VTV 6%, VB 6% | Report a problem |
| 1550 | Harmony Asset Management LLC | $462.5M | 62 | 71 | 69 / 23 / 8 | 100% | NVDA 6%, AAPL 5%, CBOE 5%, GOOGL 5% | Report a problem |