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 |
|---|---|---|---|---|---|---|---|---|
| 1801 | Ironbridge Private Wealth, LLC | $379.7M | 77 | 79 | 92 / 3 / 5 | 87% | NVDA 33%, SHV 6%, JPST 6%, ADPV 6% | Report a problem |
| 1802 | Darden Wealth Group | $379.6M | 75 | 84 | 71 / 12 / 17 | 93% | NVDA 14%, MU 6%, GOOGL 5%, RKLB 5% | Report a problem |
| 1803 | Cmg Wealth Management | $379.4M | 45 | 61 | 54 / 17 / 29 | 100% | FBND 7%, BND 6%, QQQ 6%, BA 5% | Report a problem |
| 1804 | Keystone Financial Services | $379.2M | 60 | 60 | 97 / 1 / 2 | 100% | IVV 18%, IUSB 8%, IVW 7%, DYNF 7% | Report a problem |
| 1805 | All Terrain Financial Advisors | $379.2M | 62 | 62 | 99 / 0 / 1 | 100% | IWM 17%, SPY 16%, LOW 6%, EEM 5% | Report a problem |
| 1806 | Legacy Consulting Group | $378.6M | 54 | 55 | 97 / 1 / 2 | 100% | BBEU 8%, HEGD 5%, BKGI 5%, JPST 5% | Report a problem |
| 1807 | Auour Investments LLC | $378M | 49 | 51 | 93 / 2 / 5 | 99% | SPYM 20%, SPDW 11%, BIL 7%, VEA 4% | Report a problem |
| 1808 | Freedom Financial Partners LLC | $377.9M | 49 | 55 | 79 / 10 / 11 | 100% | VOO 10%, AVDE 8%, AVUS 7%, CGIE 6% | Report a problem |
| 1809 | Financial Advisory Partners, LLC | $377.8M | 51 | 52 | 95 / 4 / 1 | 100% | VCIT 15%, VUG 11%, VTV 5%, FLOT 4% | Report a problem |
| 1810 | Axis Wealth Partners, LLC | $377.4M | 54 | 57 | 89 / 1 / 10 | 62% | FBND 3%, VOO 3%, DGRW 3%, VYMI 3% | Report a problem |
| 1811 | Family Legacy, Inc. | $377.3M | 61 | 62 | 98 / 0 / 2 | 100% | AMAT 4%, CAT 4%, AAPL 3%, GEV 3% | Report a problem |
| 1812 | Intelligent Capitalworks | $376.6M | 48 | 51 | 87 / 6 / 7 | 87% | AAPL 3%, AVGO 3%, CASY 2%, NVDA 2% | Report a problem |
| 1813 | Prosperity Advisers, LLC | $375.8M | (59) | 60 | 98 / 0 / 2 | 38% | VEA 27%, VTI 14%, VTV 13%, VUG 12% | Report a problem |
| 1814 | Cultivar Capital, Inc. | $375.1M | (35) | 39 | 86 / 0 / 14 | 48% | CVAR 25%, AGG 16%, CAOS 13%, WY 10% | Report a problem |
| 1815 | Bear Mountain Capital Inc. | $375M | 50 | 52 | 94 / 1 / 5 | 98% | VO 16%, VOO 12%, SUB 9%, VEA 9% | Report a problem |
| 1816 | St. Johns Investment Management Company, LLC | $374.8M | 55 | 64 | 62 / 36 / 2 | 100% | SCHX 11%, SCHA 6%, SCHM 6%, AAPL 6% | Report a problem |
| 1817 | Aventura Private Wealth, LLC | $374.8M | 56 | 65 | 72 / 14 / 14 | 100% | NBIS 8%, XLK 8%, JBND 7%, VCRB 6% | Report a problem |
| 1818 | Bouvel Investment Partners, LLC | $374.4M | 71 | 73 | 96 / 0 / 4 | 100% | MRVL 5%, INTC 4%, BOND 3%, CGDV 3% | Report a problem |
| 1819 | Km Capital Management, LTD. | $374.4M | 61 | 62 | 94 / 1 / 5 | 60% | DFUS 17%, LMUB 11%, ITOT 11%, DFIV 7% | Report a problem |
| 1820 | Dorval & Chorne Financial Advisors | $373.9M | 46 | 47 | 98 / 0 / 2 | 95% | SPTM 8%, LGLV 7%, ACWV 7%, VGIT 7% | Report a problem |
| 1821 | Tony Walker Financial | $373.7M | 26 | 37 | 57 / 0 / 43 | 100% | TFLO 13%, FLOT 12%, SPSB 9%, SCHB 8% | Report a problem |
| 1822 | Oak Wealth Advisors LLC | $373.7M | 56 | 57 | 97 / 0 / 3 | 58% | AVUS 14%, AVDE 13%, IVV 10%, DFAI 8% | Report a problem |
| 1823 | Torren Management, LLC | $373.5M | 51 | 55 | 84 / 12 / 4 | 63% | AVTM 34%, AVUS 13%, AVDE 11%, AVUQ 7% | Report a problem |
| 1824 | Morey & Quinn Wealth Partners | $373.4M | (62) | 65 | 91 / 4 / 5 | 46% | BRK-B 8%, NVDA 6%, AAPL 6%, FTCS 5% | Report a problem |
| 1825 | The Karras Company, Inc. | $372.9M | (56) | 60 | 87 / 5 / 8 | 34% | RSP 16%, SCHD 8%, GOOGL 7%, GLW 7% | Report a problem |
| 1826 | Richard W. Paul & Associates, LLC | $372.8M | 59 | 60 | 98 / 0 / 2 | 90% | IUSV 6%, IUSG 6%, TLT 4%, JPIE 4% | Report a problem |
| 1827 | Hibernia Wealth Partners, LLC | $372.5M | 43 | 44 | 91 / 4 / 4 | 54% | BIL 13%, SPY 12%, DIVO 11%, BUFR 10% | Report a problem |
| 1828 | Rpo LLC | $372.1M | (56) | 69 | 68 / 0 / 32 | 10% | STRATEGY INC 21%, SMCI 18%, USA 17%, STEW 13% | Report a problem |
| 1829 | Pinnacle Family Advisors, LLC | $371.7M | 61 | 64 | 87 / 4 / 9 | 74% | FCUS 9%, IVV 7%, SPY 7%, QQQ 5% | Report a problem |
| 1830 | Olistico Wealth, LLC | $371.5M | 62 | 67 | 82 / 14 / 4 | 77% | VUG 9%, AAPL 8%, VTI 7%, VGT 6% | Report a problem |
| 1831 | Warther Private Wealth | $371.3M | 56 | 63 | 72 / 24 / 4 | 100% | SCHW 6%, FICO 5%, MELI 5%, TSM 5% | Report a problem |
| 1832 | Orion Capital Management LLC | $370.9M | 52 | 56 | 80 / 18 / 2 | 100% | IVV 8%, JAAA 8%, SGOV 8%, AVUS 6% | Report a problem |
| 1833 | Archer Investment Management | $370.8M | 54 | 59 | 85 / 8 / 7 | 93% | IVV 11%, CORO 6%, DYNF 5%, IVW 5% | Report a problem |
| 1834 | Langley Wealth Management, LLC | $370.6M | (62) | 66 | 88 / 3 / 9 | 5% | WMT 14%, SMH 10%, UPS 7%, RTX 4% | Report a problem |
| 1835 | Wealthspring | $370.2M | (52) | 55 | 91 / 0 / 9 | 35% | DIMENSIONAL ETF TRUST 13%, IVV 8%, IYK 6%, PHO 6% | Report a problem |
| 1836 | Cosner Financial Group, LLC | $369.8M | 56 | 58 | 92 / 0 / 8 | 57% | IMCG 14%, IVE 10%, USIG 10%, ITOT 9% | Report a problem |
| 1837 | Glassy Mountain Advisors, Inc. | $369.8M | 63 | 65 | 94 / 0 / 6 | 100% | DFAX 7%, AMAT 7%, URI 5%, AAPL 5% | Report a problem |
| 1838 | Interwise | $369.7M | 51 | 53 | 90 / 8 / 2 | 83% | DFAU 18%, AVUV 13%, DFAI 12%, DFSD 10% | Report a problem |
| 1839 | One Advisory Partners, LLC | $369.5M | 60 | 60 | 99 / 0 / 1 | 100% | IVV 17%, IUSB 10%, LOAR 6%, CORO 6% | Report a problem |
| 1840 | Baron Financial Group LLC | $369.1M | 50 | 57 | 78 / 6 / 16 | 73% | SPY 12%, IWM 10%, QQQ 8%, VTIP 7% | Report a problem |
| 1841 | Tagstone Capital, Inc. | $368.9M | 56 | 61 | 87 / 1 / 12 | 98% | IVV 9%, VCIT 6%, AMZN 5%, SPYG 5% | Report a problem |
| 1842 | Sage Capital Management LLC | $368.6M | 68 | 72 | 88 / 2 / 10 | 79% | NVDA 6%, XLK 5%, PAVE 5%, QQQ 4% | Report a problem |
| 1843 | Ruggaard & Associates | $368.6M | 51 | 54 | 93 / 0 / 7 | 81% | CGDV 6%, JPST 5%, CGCP 5%, SPHQ 5% | Report a problem |
| 1844 | Gaddis Premier Wealth Advisors LLC | $368.5M | 53 | 58 | 84 / 3 / 13 | 53% | IHDG 11%, CGDV 9%, DGRW 8%, RDVY 7% | Report a problem |
| 1845 | Aft, Forsyth & Sober, LLC | $368.5M | 70 | 72 | 92 / 0 / 8 | 94% | QQQ 12%, NVDA 10%, SPY 10%, RSP 5% | Report a problem |
| 1846 | Highland Investment Advisors LLC | $368.3M | 48 | 52 | 81 / 13 / 6 | 77% | DFAI 11%, VTV 9%, VT 9%, SHV 8% | Report a problem |
| 1847 | Overridge Wealth Advisors | $368.2M | 41 | 58 | 38 / 43 / 19 | 100% | SGOV 19%, BALT 10%, MU 3%, GEV 3% | Report a problem |
| 1848 | Blossom Wealth Management, LLC | $368.2M | (70) | 72 | 94 / 2 / 4 | 21% | NVDA 16%, SCHF 6%, AAPL 5%, SCHA 4% | Report a problem |
| 1849 | Saxony Capital Management, LLC | $367.9M | 62 | 66 | 87 / 2 / 11 | 68% | VOO 5%, META 5%, QQQ 4%, JIVE 3% | Report a problem |
| 1850 | Switchpoint Financial Planning LLC | $367.1M | 53 | 57 | 89 / 2 / 9 | 53% | DIMENSIONAL ETF TRUST 21%, DFIC 17%, DFEM 6%, DIMENSIONAL ETF TRUST 4% | Report a problem |