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 |
|---|---|---|---|---|---|---|---|---|
| 1601 | Arcadia Wealth Management, LLC | $445.5M | 55 | 59 | 88 / 5 / 7 | 81% | VUG 13%, VEA 12%, VTV 9%, SPYM 6% | Report a problem |
| 1602 | N1 Advisors | $445.5M | 53 | 55 | 93 / 6 / 1 | 96% | BND 14%, IVV 14%, VUG 11%, VCIT 9% | Report a problem |
| 1603 | Spectrum Wealth Advisory Group, LLC | $445.4M | 61 | 63 | 94 / 2 / 4 | 84% | QQQM 13%, JQUA 11%, RECS 11%, FLCC 8% | Report a problem |
| 1604 | Robinson Smith Wealth Advisors, LLC | $444.9M | (54) | 56 | 87 / 10 / 3 | 43% | SCHB 19%, PVAL 6%, DFIC 6%, CGMU 5% | Report a problem |
| 1605 | Flower City Capital LLC | $444.6M | 59 | 60 | 93 / 2 / 5 | 55% | VONE 36%, VEU 31%, VOO 7%, IVV 4% | Report a problem |
| 1606 | Hamilton Capital Partners, LLC | $444M | 57 | 74 | 45 / 55 / 0 | 100% | TLH 25%, TSLA 13%, GOOGL 10%, META 8% | Report a problem |
| 1607 | Candace Shira Associates, LLC | $443.5M | (53) | 57 | 85 / 7 / 8 | 47% | AKRE 9%, AAPL 8%, BRK-B 5%, CAT 4% | Report a problem |
| 1608 | Ulland Investment Advisors, LLC | $442.9M | (72) | 76 | 83 / 16 / 1 | 0% | GOOG 8%, NVDA 8%, VRT 7%, QQQ 5% | Report a problem |
| 1609 | Sws Partners, LLC | $442.6M | 70 | 72 | 94 / 0 / 6 | 100% | IVV 9%, SCHR 4%, NVDA 4%, IJH 4% | Report a problem |
| 1610 | Bishop & Company Investment Management, LLC | $440.8M | 58 | 59 | 97 / 0 / 3 | 76% | VTV 19%, IEFA 15%, VUG 14%, VCIT 14% | Report a problem |
| 1611 | Sage Private Wealth Group, LLC | $440.8M | 50 | 57 | 79 / 3 / 18 | 64% | AIRR 12%, FDT 10%, CGDV 9%, GRNY 8% | Report a problem |
| 1612 | Ag Asset Advisory, LLC | $440.5M | (75) | 81 | 79 / 19 / 2 | 35% | META 39%, DFUS 27%, KNRG 6%, DFUV 5% | Report a problem |
| 1613 | Burford Brothers, Inc. | $440.2M | 56 | 57 | 92 / 6 / 2 | 67% | AAPL 8%, CGUS 6%, BRK-B 4%, VNLA 4% | Report a problem |
| 1614 | Vantus Wealth | $439.8M | (68) | 68 | – | 42% | IVV 6%, AAPL 3%, NVDA 2%, MSFT 2% | Report a problem |
| 1615 | Biltmore Wealth Management, LLC | $439.6M | 36 | 48 | 60 / 3 / 37 | 100% | XLK 12%, XLI 12%, XLV 9%, BILZ 8% | Report a problem |
| 1616 | Osterweis Capital Management | $439.4M | 66 | 67 | 97 / 0 / 3 | 100% | GOOG 5%, AAPL 3%, MARRIOTT VACATIONS WORLDWIDE 3%, AMZN 3% | Report a problem |
| 1617 | Fortress Wealth Group | $439.1M | 62 | 64 | 92 / 3 / 5 | 71% | VTV 11%, VUG 11%, QQQ 6%, FENI 4% | Report a problem |
| 1618 | Dickmeyer Boyce Financial Management, Inc | $438.5M | (49) | 51 | 90 / 8 / 2 | 49% | FBND 6%, AAPL 5%, IWR 4%, SCHD 4% | Report a problem |
| 1619 | Storen Financial | $438.3M | 55 | 55 | – | 84% | VOO 6%, DYNF 6%, JAVA 5%, FBCG 4% | Report a problem |
| 1620 | Schulz Wealth, LTD. | $438.1M | 44 | 47 | 87 / 5 / 8 | 51% | DIMENSIONAL ETF TRUST 22%, VXUS 8%, BUFR 7%, AVDV 6% | Report a problem |
| 1621 | Access Financial Services, Inc. | $437.8M | 41 | 46 | 75 / 15 / 10 | 93% | SCHX 14%, SCHO 11%, XONE 8%, BILZ 7% | Report a problem |
| 1622 | The Lloyd Advisory Group | $437.6M | 50 | 51 | 94 / 0 / 6 | 63% | MAYW 10%, SPYM 8%, SIXD 7%, ONEZ 7% | Report a problem |
| 1623 | Note Advisors, LLC | $437M | 49 | 50 | 94 / 1 / 5 | 56% | DFAU 24%, DFCF 11%, DFAI 8%, DIMENSIONAL ETF TRUST 5% | Report a problem |
| 1624 | Fogel Capital Management Inc | $436.7M | 45 | 56 | 53 / 41 / 6 | 100% | GOOGL 17%, MSFT 8%, CB 7%, BRK-B 6% | Report a problem |
| 1625 | Blueprint Investing LLC | $436.3M | (54) | 54 | 99 / 0 / 1 | 28% | VGSH 16%, ABNB 13%, VCIT 10%, VTI 9% | Report a problem |
| 1626 | Precision Financial Services | $435.6M | 41 | 44 | 90 / 2 / 8 | 63% | JAAA 10%, KJAN 9%, DGRO 7%, FSMB 6% | Report a problem |
| 1627 | Advisorstrust Partners LLC | $435.3M | 60 | 60 | – | 67% | SPY 5%, AVGO 5%, TSM 4%, QQQ 4% | Report a problem |
| 1628 | Mmhp Investment Advisors | $435.3M | 45 | 51 | 80 / 2 / 18 | 71% | SCHG 5%, SCHV 5%, EFA 4%, CAT 3% | Report a problem |
| 1629 | Family Capital Management | $435.1M | 62 | 64 | 94 / 0 / 6 | 63% | QQQ 11%, SPY 9%, IWY 7%, AMZN 7% | Report a problem |
| 1630 | Carmel Capital Partners, LLC | $434.3M | 49 | 51 | 92 / 4 / 4 | 76% | USFR 15%, HD 8%, NOBL 4%, CGMS 3% | Report a problem |
| 1631 | Plan A Wealth, LLC | $433.8M | 51 | 53 | 90 / 6 / 4 | 60% | PTL 19%, OAIM 13%, BRK-A 8%, TPSC 4% | Report a problem |
| 1632 | Santori & Peters | $433.5M | 51 | 55 | 87 / 5 / 8 | 94% | WAB 46%, AME 17%, JAAA 4%, SPHQ 3% | Report a problem |
| 1633 | Waypoint Wealth Counsel LLC | $433.3M | (54) | 58 | 81 / 14 / 5 | 45% | VOO 15%, IVV 7%, KO 6%, SPY 6% | Report a problem |
| 1634 | Argentarii, LLC | $431.9M | 66 | 72 | 80 / 3 / 17 | 96% | NVDA 9%, AAPL 7%, GOOGL 6%, MSFT 5% | Report a problem |
| 1635 | Fsb Premier Wealth Management, Inc. | $431.7M | 55 | 57 | 91 / 1 / 8 | 90% | VOO 5%, SPYM 3%, VEA 3%, FTCB 2% | Report a problem |
| 1636 | Nbz Investment Advisors, LLC | $431.2M | 51 | 55 | 83 / 15 / 2 | 72% | SPYM 14%, DIVO 9%, BALT 7%, XSMO 7% | Report a problem |
| 1637 | Etf Portfolio Partners, Inc. | $431.1M | 55 | 56 | 95 / 1 / 4 | 100% | VTI 19%, MGK 9%, AGG 8%, MGV 7% | Report a problem |
| 1638 | Swmg, LLC | $430.4M | 61 | 61 | 100 / 0 / 0 | 99% | IVV 27%, IVW 8%, SPSB 6%, DYNF 5% | Report a problem |
| 1639 | Castle Wealth Management | $430.1M | 46 | 50 | 76 / 19 / 5 | 100% | TBLL 7%, PYLD 5%, JAAA 4%, TFLR 4% | Report a problem |
| 1640 | Diker Management LLC | $430M | (76) | 78 | 92 / 5 / 3 | 33% | STE 42%, AMD 6%, NBIS 6%, LITE 4% | Report a problem |
| 1641 | Power Wealth Management | $429.9M | 48 | 51 | 90 / 4 / 6 | 75% | FBND 14%, VMBS 11%, VCIT 8%, SPYV 6% | Report a problem |
| 1642 | Shayne & Jacobs, LLC | $429.5M | 48 | 57 | 66 / 24 / 10 | 100% | BRK-B 24%, HCA 11%, VTI 4%, AXP 4% | Report a problem |
| 1643 | Symphony Financial Services, Inc. | $428.7M | 57 | 59 | 93 / 3 / 4 | 56% | BUFR 10%, PYLD 9%, USMC 8%, PAVE 6% | Report a problem |
| 1644 | Lawson Kroeker Investment Management Inc | $428.6M | 38 | 42 | 81 / 14 / 5 | 100% | TPL 13%, BRK-B 6%, AJG 4%, GOOG 4% | Report a problem |
| 1645 | Blue Water Asset Management | $428.5M | 42 | 43 | 92 / 3 / 5 | 79% | PULS 11%, XMHQ 7%, JCPB 7%, SPYM 7% | Report a problem |
| 1646 | Haven Private | $428.1M | 46 | 50 | 79 / 19 / 2 | 78% | USFR 10%, MUST 9%, AVLC 4%, AAPL 3% | Report a problem |
| 1647 | Mccarter Private Wealth Services LLC | $427.7M | 56 | 59 | 88 / 3 / 9 | 77% | AVGO 5%, MSFT 3%, FBND 3%, IVV 2% | Report a problem |
| 1648 | Beacon Bridge Wealth Partners, LLC | $426.6M | 53 | 57 | 87 / 2 / 11 | 95% | SPY 9%, DYNF 5%, VUG 5%, VTV 4% | Report a problem |
| 1649 | Cypress Capital, LLC | $426M | 38 | 40 | 90 / 3 / 7 | 96% | VTI 14%, SGOV 10%, VBIL 9%, BIL 9% | Report a problem |
| 1650 | Omni 360 Wealth, Inc. | $425.7M | 52 | 56 | 84 / 8 / 8 | 61% | SPYM 8%, ITOT 7%, DIMENSIONAL ETF TRUST 5%, IWF 4% | Report a problem |