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 |
|---|---|---|---|---|---|---|---|---|
| 1751 | Generational Wealth, Inc. | $394.8M | 56 | 59 | 87 / 11 / 2 | 100% | SPYM 9%, DYNF 4%, IVW 3%, IVV 3% | Report a problem |
| 1752 | The Retirement Planning Company of New England, Inc. | $394.4M | 68 | 74 | 79 / 15 / 6 | 89% | NVDA 3%, AAPL 3%, ZVRA 3%, QQQ 3% | Report a problem |
| 1753 | Integrity Investment Advisors | $394.3M | 57 | 58 | 97 / 1 / 2 | 60% | IVV 21%, DFCF 8%, SPHQ 5%, SPMO 5% | Report a problem |
| 1754 | Mn Wealth Advisors, LLC | $394.2M | 59 | 64 | 84 / 7 / 9 | 71% | BBUS 17%, FEGE 6%, JIRE 4%, AVEM 4% | Report a problem |
| 1755 | Signet Investment Advisory Group, Inc. | $394.1M | 41 | 48 | 59 / 37 / 4 | 98% | SCHF 6%, IAU 5%, AAPL 4%, SCHP 4% | Report a problem |
| 1756 | Knuff & Company LLC | $393.9M | 65 | 66 | 96 / 1 / 3 | 100% | AAPL 12%, MSFT 6%, CAT 6%, PG 5% | Report a problem |
| 1757 | Aj Advisors | $393.9M | 60 | 60 | 97 / 2 / 1 | 84% | VOO 24%, IGRO 13%, QQQ 13%, VO 6% | Report a problem |
| 1758 | Virginia Wealth Management Group, Inc. | $393.8M | 39 | 41 | 77 / 22 / 1 | 66% | BRK-A 5%, CSCO 4%, JPM 4%, KMI 3% | Report a problem |
| 1759 | Bellevue Asset Management, LLC | $393.7M | 61 | 64 | 90 / 3 / 7 | 61% | MSFT 22%, AAPL 7%, CGGR 6%, RDVY 5% | Report a problem |
| 1760 | Core Wealth Partners LLC | $393.2M | 56 | 62 | 78 / 18 / 4 | 77% | ROK 9%, AAPL 8%, BRK-B 3%, GOOGL 3% | Report a problem |
| 1761 | Causey Wealth LLC | $393.2M | 49 | 51 | 95 / 0 / 5 | 68% | VCIT 7%, VYM 7%, JPST 7%, DFEM 5% | Report a problem |
| 1762 | Atlatl Advisers | $392.7M | 59 | 70 | 68 / 2 / 30 | 100% | QQQ 13%, SPY 11%, MUB 7%, SNDK 4% | Report a problem |
| 1763 | Darrow Wealth Management | $392.4M | 52 | 54 | 94 / 2 / 4 | 70% | QQQ 13%, BIV 7%, USMV 7%, SPGP 5% | Report a problem |
| 1764 | S&A Financial Services, Inc. | $392.3M | 51 | 55 | 83 / 9 / 8 | 50% | SHYG 7%, SPHY 7%, VGT 6%, SCHG 5% | Report a problem |
| 1765 | Wealth Quarterback LLC | $391.3M | 58 | 67 | 72 / 14 / 14 | 100% | IVV 15%, IAU 6%, SMH 6%, QQQ 5% | Report a problem |
| 1766 | Mullaney Keating & Wright Inc | $391M | 53 | 55 | 93 / 2 / 5 | 57% | AAPL 30%, IWB 10%, IWR 5%, ACWI 5% | Report a problem |
| 1767 | Equita Financial Network, Inc. | $391M | 52 | 54 | 94 / 1 / 5 | 98% | VTI 16%, VEA 10%, DIMENSIONAL ETF TRUST 5%, DFGX 5% | Report a problem |
| 1768 | 1776 Wealth LLC | $390.8M | 69 | 72 | 88 / 5 / 7 | 83% | AAPL 13%, AMZN 8%, PLTR 6%, BWIN 5% | Report a problem |
| 1769 | Harold Davidson & Associates, Inc | $390.5M | 63 | 68 | 84 / 15 / 1 | 70% | AAPL 24%, CSCO 14%, MSFT 6%, CRWD 4% | Report a problem |
| 1770 | Green Ridge Wealth Planning LLC | $389.6M | 62 | 69 | 76 / 16 / 8 | 80% | QQQ 12%, VEA 8%, SPMO 8%, XLG 6% | Report a problem |
| 1771 | Lbj Family Wealth Advisors, LTD. | $388.8M | (57) | 60 | 90 / 0 / 10 | 0% | IWF 23%, IWD 19%, IWS 11%, IWP 10% | Report a problem |
| 1772 | Sentinel Wealth Management, Inc. | $388.8M | (53) | 54 | 97 / 0 / 3 | 38% | IWB 15%, DIMENSIONAL ETF TRUST 13%, AVLV 9%, DIMENSIONAL ETF TRUST 8% | Report a problem |
| 1773 | Joseph P. Lucia & Associates, LLC | $388M | 56 | 65 | 65 / 30 / 5 | 100% | SMH 7%, AAPL 4%, NVDA 3%, SCHB 3% | Report a problem |
| 1774 | Collaborative Capital Advisors LLC | $387.8M | (57) | 57 | – | 41% | SPY 29%, IVV 13%, GLD 6%, EFA 5% | Report a problem |
| 1775 | Resolute Wealth Strategies, LLC | $387.6M | 61 | 65 | 87 / 4 / 9 | 77% | AAPL 14%, JGRO 6%, CAT 5%, FBND 5% | Report a problem |
| 1776 | Hassell Wealth Management | $387.4M | 52 | 53 | 95 / 0 / 5 | 89% | VTI 28%, VEA 10%, DIMENSIONAL ETF TRUST 9%, BNDX 8% | Report a problem |
| 1777 | Lewis Asset Management | $387.1M | 67 | 74 | 79 / 13 / 8 | 93% | NVDA 6%, AAPL 6%, SPY 4%, AMZN 3% | Report a problem |
| 1778 | Archvest Wealth Advisors, Inc. | $387M | 51 | 55 | 83 / 10 / 7 | 54% | TDTF 23%, IVV 9%, DFAI 9%, VNQ 7% | Report a problem |
| 1779 | New Wave Wealth Advisors | $386.8M | 61 | 64 | 87 / 6 / 7 | 100% | WMT 9%, FYC 4%, JEPQ 3%, EMXC 3% | Report a problem |
| 1780 | Skyline Advisors, Inc. | $386.5M | 54 | 56 | 94 / 0 / 6 | 88% | IUSB 9%, VOO 6%, VTI 6%, SCHG 6% | Report a problem |
| 1781 | Cannon Capital Management, Inc. | $386.1M | (55) | 66 | 67 / 11 / 22 | 46% | SCHM 13%, VOO 11%, IJR 11%, CLOA 8% | Report a problem |
| 1782 | Fiscal Wisdom Wealth Management LLC | $386M | 43 | 59 | 58 / 2 / 40 | 53% | GORO 38%, SGOV 4%, SPYM 3%, SCHD 3% | Report a problem |
| 1783 | Alternative Investment Advisors, LLC | $385.9M | 61 | 64 | 90 / 6 / 4 | 74% | IVV 59%, BINC 5%, DYNF 4%, OEF 3% | Report a problem |
| 1784 | Elevate Wealth Advisory, Inc. | $385.5M | (47) | 48 | 96 / 1 / 3 | 47% | ITOT 10%, DFIV 8%, VGIT 7%, BSV 7% | Report a problem |
| 1785 | Realta Investment Advisors, Inc | $385.4M | 73 | 78 | 82 / 10 / 8 | 100% | AAPL 7%, NVDA 6%, AMZN 3%, GOOG 3% | Report a problem |
| 1786 | Psi Capital Management | $384.8M | (53) | 56 | 89 / 1 / 10 | 47% | VONG 16%, LVHI 10%, DGRO 10%, IQLT 6% | Report a problem |
| 1787 | Ketron Financial LLC | $384M | 86 | 87 | 96 / 1 / 3 | 87% | NVDA 43%, TSM 10%, GOOGL 7%, AVGO 7% | Report a problem |
| 1788 | Longview Financial Advisors, LLC | $383.9M | 38 | 39 | 98 / 1 / 1 | 54% | DIMENSIONAL ETF TRUST 16%, JPIE 13%, VCSH 11%, VCIT 10% | Report a problem |
| 1789 | Spartan Planning Group | $383.7M | (62) | 63 | 98 / 0 / 2 | 40% | SPTM 10%, NVDA 7%, SPDW 6%, AAPL 6% | Report a problem |
| 1790 | Cascades Capital Asset Management, LLC | $383.3M | 54 | 60 | 76 / 19 / 5 | 93% | VIG 12%, VOO 10%, VOOV 5%, VTV 5% | Report a problem |
| 1791 | Vista Investment Partners | $383.1M | 58 | 66 | 75 / 8 / 17 | 89% | LLY 5%, NVDA 3%, KLAC 3%, MSTR 3% | Report a problem |
| 1792 | Keating Investment Counselors Inc | $383.1M | 38 | 44 | 81 / 0 / 19 | 100% | KEAT 28%, STIP 18%, BIL 6%, B 4% | Report a problem |
| 1793 | Wwm Financial | $381.8M | 58 | 64 | 83 / 3 / 14 | 69% | MU 4%, NVDA 3%, AAPL 3%, IJR 3% | Report a problem |
| 1794 | Pecaut Wealth Management | $381.8M | 47 | 48 | 95 / 2 / 3 | 91% | BRK-B 9%, BILS 8%, VCSH 8%, EMXC 6% | Report a problem |
| 1795 | Unique Wealth Strategies | $381.5M | 62 | 64 | 89 / 10 / 1 | 81% | IVV 6%, FBND 5%, MOAT 5%, DBEF 3% | Report a problem |
| 1796 | Sculati Wealth Management, LLC | $381.5M | 54 | 59 | 78 / 16 / 6 | 100% | BRK-B 8%, IWY 6%, AAPL 6%, FDVV 4% | Report a problem |
| 1797 | Landing Point Financial Group | $381.3M | 54 | 58 | 87 / 4 / 10 | 89% | FBND 16%, IVV 14%, DYNF 6%, CORO 6% | Report a problem |
| 1798 | Rf&L Wealth Management, LLC | $381.1M | (49) | 55 | 80 / 5 / 15 | 48% | DIMENSIONAL ETF TRUST 14%, DIMENSIONAL ETF TRUST 9%, DFUS 8%, DFUV 7% | Report a problem |
| 1799 | Goepper Burkhardt LLC | $380.3M | 52 | 58 | 79 / 9 / 12 | 100% | SCHG 14%, SCHB 10%, VIG 8%, IVV 6% | Report a problem |
| 1800 | Optima Capital LLC | $379.8M | 54 | 55 | 96 / 0 / 4 | 69% | SPDW 5%, SPYM 4%, DIMENSIONAL ETF TRUST 4%, RSP 3% | Report a problem |