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 |
|---|---|---|---|---|---|---|---|---|
| 1701 | Range Financial Group, LLC | $408.1M | 60 | 65 | 84 / 2 / 14 | 100% | GJAN 4%, MU 3%, STX 3%, LRCX 3% | Report a problem |
| 1702 | Kom Wealth Management Group, LLC | $407.8M | 46 | 53 | 79 / 1 / 20 | 51% | VTI 20%, FFSM 10%, DGRO 10%, SCHF 5% | Report a problem |
| 1703 | Compass Financial Services | $407.4M | 49 | 51 | 90 / 5 / 5 | 73% | SPYM 16%, DGRW 8%, JPST 8%, QQQM 7% | Report a problem |
| 1704 | Keystone Financial Planning, Inc | $406.9M | 44 | 44 | 99 / 0 / 1 | 96% | SCHD 51%, USB 4%, CVX 4%, BNS 3% | Report a problem |
| 1705 | Henderson Brothers Financial Partners LLC | $406.8M | 53 | 53 | – | 52% | SPYM 18%, FBND 17%, AVDE 7%, SPDW 6% | Report a problem |
| 1706 | Ballast Rock Private Wealth | $405.7M | 54 | 61 | 79 / 2 / 19 | 67% | PAAA 6%, JAAA 5%, AAPL 4%, VTEC 2% | Report a problem |
| 1707 | Bontempo Ohly Capital Management, LLC | $405.7M | 38 | 50 | 58 / 18 / 24 | 100% | IVV 26%, EFA 25%, TXN 3%, MRK 3% | Report a problem |
| 1708 | Northland Asset Management | $405.5M | (59) | 61 | 95 / 1 / 4 | 45% | QQQ 19%, JPIE 11%, IDEQ 8%, XLK 4% | Report a problem |
| 1709 | Altus Wealth Management, LLC | $405.2M | 53 | 62 | 65 / 34 / 1 | 99% | VTI 22%, QQQ 18%, EQWL 16%, IJH 14% | Report a problem |
| 1710 | Mb Gen Wealth | $404.4M | 52 | 55 | 85 / 10 / 5 | 59% | AVUV 11%, DIMENSIONAL ETF TRUST 10%, DISV 9%, QUAL 9% | Report a problem |
| 1711 | Dupree Financial Group, LLC | $404.4M | 48 | 53 | 80 / 12 / 8 | 82% | AGNC 6%, ENB 5%, M 5%, VZ 5% | Report a problem |
| 1712 | Fee-Only Financial Planning, L.c. | $404.4M | 48 | 62 | 57 / 39 / 4 | 81% | VUG 29%, VTV 19%, VO 9%, VB 7% | Report a problem |
| 1713 | Hfm Investment Advisors, LLC | $404.1M | 48 | 48 | 99 / 0 / 1 | 71% | DIMENSIONAL ETF TRUST 40%, DFAX 20%, DFCF 12%, DFNM 7% | Report a problem |
| 1714 | Mainsail Financial Group | $403.9M | 53 | 56 | 89 / 3 / 8 | 82% | SPY 9%, JVAL 8%, FTSM 8%, RDVY 5% | Report a problem |
| 1715 | Alexander Randolph Advisory Inc | $403.9M | (48) | 49 | 97 / 1 / 2 | 31% | NEAR 20%, ISTB 13%, RMT 12%, GOOGL 4% | Report a problem |
| 1716 | Tilia Fiduciary Partners, Inc. | $403.7M | 53 | 60 | 73 / 23 / 4 | 72% | AMD 5%, VIGI 5%, KLAC 5%, AAPL 4% | Report a problem |
| 1717 | Brown Edwards Wealth Strategies | $403.3M | (51) | 58 | 70 / 18 / 12 | 45% | VTI 19%, VBR 6%, DIMENSIONAL ETF TRUST 5%, VBK 4% | Report a problem |
| 1718 | Forum Private Client Group | $403.3M | 48 | 50 | 93 / 3 / 4 | 90% | VYM 11%, JCPB 10%, DFAI 9%, IWY 8% | Report a problem |
| 1719 | Sweeney Financial Advisors | $403.2M | 59 | 62 | 85 / 13 / 2 | 57% | VOO 23%, USFR 8%, VO 7%, IVV 6% | Report a problem |
| 1720 | Tfr Capital | $403.1M | 75 | 75 | – | 88% | NVDA 6%, AAPL 5%, MSFT 4%, RWL 3% | Report a problem |
| 1721 | Borer Denton & Associates, Inc. | $403M | 46 | 49 | 87 / 8 / 5 | 87% | MSFT 8%, BRK-B 8%, COST 7%, AAPL 7% | Report a problem |
| 1722 | Lcm Capital Management Inc | $403M | 54 | 69 | 56 / 36 / 8 | 100% | MDY 14%, SPY 13%, IWM 9%, NVDA 6% | Report a problem |
| 1723 | Leeward Financial Partners, LLC | $401.5M | 67 | 68 | 98 / 2 / 0 | 97% | VUG 6%, MSFT 5%, VGT 5%, AAPL 4% | Report a problem |
| 1724 | Essential Partners LLC | $401.1M | 39 | 54 | 21 / 78 / 1 | 100% | PHYS 6%, VGSH 2%, IVV 2%, FNDF 2% | Report a problem |
| 1725 | Burns Matteson Capital Management, LLC | $400.4M | 56 | 60 | 83 / 14 / 3 | 95% | GLW 25%, SPHQ 6%, SPIB 4%, IGIB 4% | Report a problem |
| 1726 | Ticino Wealth | $400.2M | 44 | 44 | – | 79% | STNG 4%, IGSB 4%, IVV 4%, IGIB 3% | Report a problem |
| 1727 | Keyes, Stange & Wooten Wealth Management, LLC | $400.1M | 45 | 50 | 75 / 19 / 6 | 84% | DIMENSIONAL ETF TRUST 13%, DFAI 13%, BIV 12%, DFSD 10% | Report a problem |
| 1728 | Threadgill Financial, LLC | $399.4M | 39 | 59 | 50 / 0 / 50 | 100% | VT 19%, VEU 18%, SCHG 13%, V 7% | Report a problem |
| 1729 | Pioneer Wealth Management Group | $399.2M | 51 | 52 | 96 / 2 / 2 | 100% | DFAU 22%, DFAI 15%, SCHZ 13%, VCIT 8% | Report a problem |
| 1730 | Trinity Wealth Management, LLC | $399.2M | 54 | 57 | 91 / 0 / 9 | 87% | SPAB 10%, MTUM 10%, QQQ 8%, QUAL 6% | Report a problem |
| 1731 | Waterford Advisors, LLC | $399.1M | 53 | 56 | 91 / 3 / 6 | 100% | IVV 19%, VTV 10%, VUG 9%, VEA 8% | Report a problem |
| 1732 | Midwest Heritage Financial Advisors | $398.7M | 50 | 53 | 86 / 9 / 5 | 100% | DIMENSIONAL ETF TRUST 16%, CGUS 14%, CGDV 10%, CGCP 9% | Report a problem |
| 1733 | Luminvest Wealth Management LLC | $398M | 54 | 55 | 97 / 2 / 1 | 100% | VTI 25%, VXUS 20%, VEU 9%, BND 7% | Report a problem |
| 1734 | Concord Investment Counsel | $397.9M | 74 | 75 | 94 / 5 / 1 | 98% | NVDA 11%, XLI 7%, AMZN 7%, GOOGL 6% | Report a problem |
| 1735 | Raleigh Capital Management Inc. | $397.8M | 55 | 59 | 89 / 0 / 11 | 89% | SPY 5%, FISR 4%, IVV 3%, XLSR 3% | Report a problem |
| 1736 | Oars Capital | $397.7M | 58 | 60 | 90 / 8 / 2 | 100% | VTI 13%, VUSB 8%, QQQ 6%, VBIL 6% | Report a problem |
| 1737 | Financial Coach | $397.3M | 55 | 58 | 93 / 0 / 7 | 100% | MGK 11%, VXF 9%, VEU 9%, VUG 5% | Report a problem |
| 1738 | Iams Wealth Management, LLC | $397.2M | 61 | 63 | 92 / 0 / 8 | 91% | QQQ 6%, SPY 4%, FTCB 3%, BUFR 2% | Report a problem |
| 1739 | Centennial Wealth Advisory, LLC | $397.1M | 50 | 51 | 94 / 2 / 4 | 100% | BUFD 12%, FTCB 6%, BUFQ 5%, AVIG 5% | Report a problem |
| 1740 | Goodwin Investment Advisory | $397M | (53) | 54 | 97 / 0 / 3 | 13% | FBND 29%, FVAL 14%, ESGU 10%, VOO 8% | Report a problem |
| 1741 | Howard Wealth Management, LLC | $397M | 46 | 57 | 59 / 24 / 17 | 100% | VYM 7%, VUG 7%, AAPL 4%, VB 4% | Report a problem |
| 1742 | New Insight Wealth Advisors | $396.9M | 61 | 65 | 87 / 0 / 13 | 98% | IVV 12%, FBND 6%, VO 5%, VGT 4% | Report a problem |
| 1743 | Sara-Bay Financial Corp. | $396.8M | 78 | 79 | 94 / 0 / 6 | 100% | HLIO 27%, NVDA 16%, LEU 7%, CSCO 6% | Report a problem |
| 1744 | Visionary Horizons, LLC | $396.7M | 53 | 58 | 75 / 20 / 5 | 80% | SCHG 14%, SPYV 10%, FNDF 7%, AVUV 6% | Report a problem |
| 1745 | Poinciana Advisors Group, LLC | $396M | 46 | 57 | 61 / 20 / 19 | 56% | AVUS 14%, DIMENSIONAL ETF TRUST 7%, VGIT 7%, AVDV 7% | Report a problem |
| 1746 | Gunderson Capital Management | $395.8M | 73 | 79 | 79 / 8 / 13 | 100% | AMD 7%, DELL 6%, MU 6%, AMAT 5% | Report a problem |
| 1747 | Mor Wealth Management, LLC | $395.6M | 61 | 61 | – | 63% | SCHG 11%, IWF 10%, LVHI 9%, DGRW 8% | Report a problem |
| 1748 | Kiker Wealth Management, LLC | $395.1M | 29 | 42 | 52 / 7 / 41 | 100% | IWM 7%, OUNZ 6%, PDBC 6%, IGSB 5% | Report a problem |
| 1749 | Quarry Hill Advisors | $394.8M | 53 | 54 | 96 / 1 / 3 | 69% | AVUV 21%, DIMENSIONAL ETF TRUST 15%, AVDV 10%, DFIC 7% | Report a problem |
| 1750 | Clarion Wealth Management Partners | $394.8M | (61) | 61 | – | 31% | AVDE 13%, VSLU 11%, AAPL 7%, VIGI 7% | Report a problem |