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 |
|---|---|---|---|---|---|---|---|---|
| 1551 | Tidemark, LLC | $462.5M | 47 | 50 | 89 / 6 / 5 | 100% | FBND 5%, FLXR 5%, RDVY 5%, AUSF 5% | Report a problem |
| 1552 | Envision Financial Planning, LLC | $462.5M | 48 | 49 | 95 / 0 / 5 | 70% | FBND 9%, DFAU 9%, CGCV 7%, DIMENSIONAL ETF TRUST 7% | Report a problem |
| 1553 | Charter Capital Management, Inc | $462.2M | 50 | 53 | 90 / 0 / 10 | 54% | IJH 31%, VYM 15%, PRF 14%, DFAI 7% | Report a problem |
| 1554 | Gainplan LLC | $461.6M | 48 | 58 | 68 / 10 / 22 | 81% | SPY 37%, MINT 18%, IWM 7%, SPXL 4% | Report a problem |
| 1555 | Curio Wealth, LLC | $460.7M | 49 | 51 | 93 / 3 / 4 | 75% | DFAU 18%, DFGP 16%, DFSD 15%, DFAI 6% | Report a problem |
| 1556 | Websterrogers Financial Advisors, LLC | $460.5M | 50 | 53 | 87 / 10 / 3 | 97% | VUG 9%, AVUS 8%, DIHP 5%, AVEM 5% | Report a problem |
| 1557 | Beta Wealth Group, Inc | $460.3M | 51 | 53 | 96 / 0 / 4 | 60% | QLTI 7%, PYLD 7%, SPVM 5%, AVUV 4% | Report a problem |
| 1558 | Vermillion Wealth Management Inc. | $459.9M | 43 | 48 | 77 / 13 / 10 | 100% | DFUS 13%, BND 6%, DFCF 5%, DFGX 5% | Report a problem |
| 1559 | Beacon Advisors | $459.6M | (56) | 56 | – | 44% | IVV 9%, FVAL 7%, IEMG 7%, USMV 6% | Report a problem |
| 1560 | Owen Larue Financial Group | $458.9M | 59 | 65 | 80 / 3 / 17 | 78% | SGOV 6%, QQQ 6%, AAPL 5%, COWZ 4% | Report a problem |
| 1561 | Paragon Private Wealth Management LLC | $457.9M | 62 | 72 | 65 / 21 / 14 | 100% | NVDA 5%, AAPL 5%, GOOGL 4%, MSFT 4% | Report a problem |
| 1562 | Cambridge Capital Management, LLC | $457.8M | 55 | 55 | 97 / 1 / 2 | 59% | VTV 15%, VUG 13%, IJR 10%, DFIC 8% | Report a problem |
| 1563 | Pursuit Wealth Strategies, LLC | $457.5M | (56) | 56 | – | 17% | VOO 17%, AGG 6%, IEFA 4%, DUK 4% | Report a problem |
| 1564 | Global Wealth Strategies and Associates, LLC | $457M | 56 | 61 | 86 / 0 / 14 | 100% | VOO 27%, IEFA 9%, QQQM 7%, BND 6% | Report a problem |
| 1565 | Access Investment Management, LLC | $456.4M | 56 | 61 | 80 / 19 / 1 | 100% | URI 9%, WLY 5%, C 4%, APO 4% | Report a problem |
| 1566 | Agh Wealth Advisors, LLC | $456.3M | (64) | 67 | 88 / 10 / 2 | 40% | SPY 10%, JBND 6%, AVDE 5%, AAPL 4% | Report a problem |
| 1567 | Florida Financial Advisors, LLC | $456.1M | 70 | 72 | 93 / 0 / 7 | 100% | VOO 4%, GOOGL 3%, QQQ 3%, BBUS 2% | Report a problem |
| 1568 | Lgt Financial Advisors LLC | $456.1M | (41) | 55 | 59 / 5 / 36 | 7% | SPY 20%, JEPI 11%, AAPL 7%, MSFT 6% | Report a problem |
| 1569 | Chaney Capital Management Inc. | $455.5M | 59 | 61 | 95 / 0 / 5 | 73% | AGG 18%, VTV 18%, VUG 16%, QQQ 10% | Report a problem |
| 1570 | Cove Private Wealth, LLC | $455.5M | 61 | 72 | 64 / 31 / 5 | 100% | AAPL 9%, NVDA 7%, UPS 6%, MSFT 5% | Report a problem |
| 1571 | Sicart Associates, LLC | $455.4M | 59 | 66 | 79 / 0 / 21 | 100% | BIL 9%, GH 9%, GLD 7%, TSLA 5% | Report a problem |
| 1572 | Ivc Wealth Advisors LLC | $455M | 54 | 58 | 89 / 2 / 9 | 63% | VUG 9%, PVAL 6%, AAPL 6%, JEPI 5% | Report a problem |
| 1573 | Selective Wealth Management, Inc. | $454.8M | 50 | 55 | 76 / 20 / 4 | 100% | SGOV 25%, VOO 20%, SPYM 6%, DFSD 3% | Report a problem |
| 1574 | Laurel Wealth Planning | $453.6M | 53 | 56 | 91 / 0 / 9 | 55% | VOO 8%, ESGU 5%, IFRA 5%, EFIV 5% | Report a problem |
| 1575 | Silver Grove Advisory Services | $453.6M | (65) | 68 | 93 / 0 / 7 | 44% | SECT 6%, VOO 5%, AGG 3%, EDGF 3% | Report a problem |
| 1576 | Robinswood Financial | $453.2M | 52 | 54 | 95 / 0 / 5 | 81% | VBK 6%, VTV 6%, VBR 6%, EFG 6% | Report a problem |
| 1577 | Mcclarren Financial Advisors | $453M | 47 | 57 | 60 / 30 / 10 | 71% | VTI 11%, VB 9%, VUSB 9%, VOO 8% | Report a problem |
| 1578 | Old North State Wealth Management, LLC | $452.6M | 58 | 62 | 87 / 1 / 12 | 59% | BRK-B 6%, AAPL 4%, GLW 4%, BA 4% | Report a problem |
| 1579 | Aspen Investment Management Inc. | $452.5M | (53) | 60 | 74 / 18 / 8 | 0% | SPY 7%, RSP 4%, IWM 3%, IEFA 3% | Report a problem |
| 1580 | Certior Financial Group, LLC | $452.3M | (51) | 53 | 92 / 1 / 7 | 44% | SCHG 7%, SCHD 6%, TCAF 6%, BIL 6% | Report a problem |
| 1581 | Sarver Vrooman Wealth Advisors LLC | $452.2M | (41) | 41 | – | 37% | SCHD 32%, IBDW 28%, IBDZ 26%, DGRW 3% | Report a problem |
| 1582 | Rba Wealth Management, LLC | $452.1M | 60 | 67 | 74 / 24 / 2 | 81% | AMAT 4%, TSM 4%, AAPL 4%, AVGO 3% | Report a problem |
| 1583 | Blackhawk Capital Partners, LLC | $452M | 56 | 66 | 66 / 28 / 6 | 100% | SCHX 6%, AAPL 4%, NVDA 4%, GOOGL 4% | Report a problem |
| 1584 | Holcombe Financial, Inc. | $451.6M | (36) | 38 | 94 / 2 / 4 | 42% | AAPL 14%, SCHO 14%, OVLH 8%, SCHR 7% | Report a problem |
| 1585 | Private Wealth Advisors | $451.2M | 45 | 55 | 69 / 3 / 28 | 100% | GLD 7%, XLF 5%, XLV 5%, XLY 4% | Report a problem |
| 1586 | Enzi Wealth | $450.9M | 50 | 58 | 68 / 22 / 10 | 100% | AVMV 18%, IVV 14%, AVUV 13%, QQQ 7% | Report a problem |
| 1587 | Timonier | $450.3M | 55 | 55 | 99 / 0 / 1 | 79% | DIMENSIONAL ETF TRUST 13%, DFUV 12%, DFAU 12%, DFUS 9% | Report a problem |
| 1588 | Global Trust | $450.2M | 60 | 67 | 75 / 11 / 14 | 95% | SHY 7%, IEI 5%, IEF 4%, LITE 4% | Report a problem |
| 1589 | Mitchell & Pahl Private Wealth | $449.9M | 47 | 56 | 73 / 23 / 4 | 83% | AAPL 3%, STX 3%, AVGO 2%, MSFT 2% | Report a problem |
| 1590 | Silverleafe Capital Partners, LLC | $449.2M | 56 | 65 | 69 / 17 / 14 | 100% | QQQ 11%, IVV 9%, FDX 6%, BRK-A 6% | Report a problem |
| 1591 | Westbourne Investment Advisors Inc. | $448.8M | 64 | 68 | 84 / 13 / 3 | 96% | GOOGL 7%, AAPL 7%, MSFT 5%, GS 5% | Report a problem |
| 1592 | Main Line Retirement Advisors, LLC | $448.6M | (52) | 52 | 100 / 0 / 0 | 49% | CGDV 12%, VYMI 11%, CGXU 10%, CGCP 9% | Report a problem |
| 1593 | Adkins Seale Capital Management LLC | $448.2M | (45) | 54 | 66 / 17 / 17 | 38% | BRK-B 12%, AAPL 6%, IJR 4%, BRK-A 3% | Report a problem |
| 1594 | Advocates Wealth Planning | $448.1M | 46 | 48 | 94 / 0 / 6 | 83% | Dimensional US Core 25%, DFIC 13%, DFEM 10%, Dimensional US Small Cap ETF 8% | Report a problem |
| 1595 | Armstrong Dixon | $447.5M | 55 | 56 | 93 / 5 / 2 | 57% | VOO 15%, TCAF 11%, IVV 10%, VEA 9% | Report a problem |
| 1596 | Flagship Private Wealth | $447.2M | 56 | 59 | 85 / 13 / 2 | 74% | IVV 13%, SPY 6%, IOO 5%, QQQ 4% | Report a problem |
| 1597 | Stephenson and Company, Inc. | $447M | 47 | 49 | 91 / 2 / 7 | 52% | RSP 14%, IVV 14%, VEA 14%, BRK-B 14% | Report a problem |
| 1598 | Leslie Global Wealth, LLC | $446.8M | 55 | 57 | 93 / 0 / 7 | 62% | SPYG 15%, SPYV 12%, SPYM 12%, SPTI 5% | Report a problem |
| 1599 | L. K. Benson & Company, P.c. | $446.2M | 60 | 65 | 84 / 2 / 14 | 88% | TROW 41%, VXUS 4%, HIDE 4%, VTI 3% | Report a problem |
| 1600 | Peak Wealth Management, LLC | $446M | 56 | 58 | 95 / 0 / 5 | 86% | VUG 6%, VEA 6%, SPYM 5%, BBUS 5% | Report a problem |