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 |
|---|---|---|---|---|---|---|---|---|
| 1851 | Oder Investment Management, LLC | $366.7M | 60 | 67 | 76 / 17 / 7 | 53% | AAPL 8%, SPY 5%, AMZN 4%, GOOGL 4% | Report a problem |
| 1852 | M. E. Allison & Co., Inc. | $366.4M | 56 | 63 | 77 / 3 / 20 | 62% | CGGR 5%, CGDV 4%, AAPL 3%, SPY 3% | Report a problem |
| 1853 | Sharper & Granite LLC | $366.4M | 49 | 52 | 82 / 16 / 2 | 100% | USFR 7%, VTI 5%, XLI 4%, JPST 3% | Report a problem |
| 1854 | Financial Life Advisors | $366.3M | 54 | 55 | 97 / 0 / 3 | 99% | IVW 13%, IVE 11%, SCHZ 10%, SPMB 8% | Report a problem |
| 1855 | North Capital | $365.8M | 45 | 50 | 72 / 22 / 6 | 50% | BIL 26%, DFAU 12%, DFAI 5%, DFAE 5% | Report a problem |
| 1856 | Chicago Wealth Management, Inc. | $365.7M | 57 | 57 | 100 / 0 / 0 | 77% | SOXX 8%, XLI 6%, IDV 5%, LIT 5% | Report a problem |
| 1857 | Beaumont Asset Management, LLC | $365.2M | 55 | 58 | 88 / 5 / 7 | 80% | IVV 29%, MOAT 7%, PULS 7%, GOOGL 4% | Report a problem |
| 1858 | Regimen Wealth, LLC | $365.2M | 46 | 47 | 97 / 0 / 3 | 100% | HDV 9%, SCHD 8%, DFCF 8%, FBND 7% | Report a problem |
| 1859 | Kondo Wealth Advisors, Inc | $365.1M | 55 | 56 | 97 / 1 / 2 | 85% | ITOT 18%, AVUV 13%, VGIT 10%, AVDV 9% | Report a problem |
| 1860 | Fpc Investment Advisory, Inc. | $364.6M | 47 | 51 | 89 / 0 / 11 | 65% | SCHX 17%, ISTB 16%, BIV 14%, VGK 12% | Report a problem |
| 1861 | Tl Private Wealth | $364.5M | 51 | 53 | 91 / 6 / 3 | 82% | VUG 20%, VTV 18%, VO 14%, FTSL 10% | Report a problem |
| 1862 | Shelton Wealth Management, LLC | $364.5M | 55 | 61 | 74 / 23 / 3 | 94% | FTSM 5%, IBTH 4%, IBTI 4%, IBTJ 4% | Report a problem |
| 1863 | Synergy Fg | $364.2M | (77) | 82 | 85 / 5 / 10 | 45% | NVDA 8%, AMZN 7%, MSFT 6%, AAPL 5% | Report a problem |
| 1864 | Maripau Wealth Management LLC | $363.8M | 51 | 60 | 71 / 10 / 19 | 100% | SPYM 9%, PSFF 7%, VEA 5%, ACIO 4% | Report a problem |
| 1865 | Crestmont Private Wealth LLC | $363M | 53 | 54 | 95 / 1 / 4 | 100% | IVV 19%, VOO 18%, PYLD 10%, VEA 7% | Report a problem |
| 1866 | Leclair Wealth Partners | $363M | 59 | 59 | – | 53% | FIXD 9%, AAPL 7%, VTV 6%, BUFR 4% | Report a problem |
| 1867 | Briggs Wealth Management, Inc. | $362M | (53) | 60 | 77 / 11 / 12 | 39% | VTI 46%, VXUS 9%, BND 6%, SPY 4% | Report a problem |
| 1868 | Blue Ridge Wealth Planners | $361.7M | 56 | 58 | 96 / 0 / 4 | 100% | AVUS 11%, AVSC 7%, AVUV 7%, SPYM 6% | Report a problem |
| 1869 | Wealth Planning Group | $360.9M | 64 | 66 | 89 / 8 / 3 | 53% | QQQ 8%, IVV 6%, AIRR 6%, GRID 4% | Report a problem |
| 1870 | Sonata Capital Group Inc | $360.7M | 55 | 58 | 87 / 9 / 4 | 99% | IWF 7%, IWR 5%, IWD 5%, AAPL 5% | Report a problem |
| 1871 | Cascade Investment Advisors, Inc. | $360.4M | 53 | 65 | 61 / 34 / 5 | 83% | AMAT 3%, AAPL 3%, VTI 3%, GOOGL 2% | Report a problem |
| 1872 | Jessup Wealth Management | $360.2M | 70 | 73 | 90 / 0 / 10 | 100% | AMZN 10%, NVDA 8%, AAPL 8%, AMD 6% | Report a problem |
| 1873 | Decker Retirement Planning Inc. | $359.9M | 37 | 53 | 56 / 0 / 44 | 100% | SGOV 26%, TAN 4%, XLE 4%, JEPI 4% | Report a problem |
| 1874 | Kessler Investment Group, LLC | $359.7M | 70 | 77 | 77 / 4 / 19 | 85% | CRWD 9%, GNRC 6%, CRM 5%, KLAC 5% | Report a problem |
| 1875 | The David J. Yvars Group Inc. | $359.3M | 66 | 72 | 80 / 10 / 10 | 71% | IVV 22%, QQQ 11%, NVDA 9%, IJH 5% | Report a problem |
| 1876 | Clearwave Capital | $359.2M | 70 | 70 | – | 50% | FELC 4%, GOOGL 4%, FBND 4%, PULS 4% | Report a problem |
| 1877 | Seros Wealth Partners | $359.2M | 53 | 56 | 85 / 10 / 5 | 63% | SPMO 15%, QQQ 10%, XSMO 9%, SCHF 7% | Report a problem |
| 1878 | Ridgepath Capital Management LLC | $358.9M | 48 | 55 | 67 / 25 / 8 | 94% | SGOV 14%, SSO 11%, UPRO 10%, IEI 10% | Report a problem |
| 1879 | Cloverfields Capital Group, LP | $358.7M | 66 | 69 | 92 / 0 / 8 | 100% | TSM 5%, GOOG 3%, AMZN 3%, NVDA 3% | Report a problem |
| 1880 | Pillar Financial Advisors, LLC | $357.9M | 55 | 56 | 96 / 3 / 1 | 56% | DIMENSIONAL ETF TRUST 13%, DFUS 12%, DFIC 11%, DUSB 10% | Report a problem |
| 1881 | Heritage Wealth Management | $357.8M | 52 | 54 | 92 / 3 / 5 | 79% | DFUS 28%, DFUV 14%, DIMENSIONAL ETF TRUST 14%, DFAI 10% | Report a problem |
| 1882 | Mcdonald Capital Management | $357.7M | 40 | 50 | 52 / 35 / 13 | 100% | BIL 7%, SCHD 7%, UYLD 5%, AVUV 5% | Report a problem |
| 1883 | Papamarkou Wellner Perkin Advisors | $357.5M | (66) | 67 | 96 / 0 / 4 | 46% | AAPL 12%, NVDA 8%, GOOGL 6%, MSFT 6% | Report a problem |
| 1884 | Montvue Capital Management, Inc. | $357.2M | 47 | 63 | 43 / 51 / 6 | 100% | ITOT 18%, IXUS 12%, VTI 12%, XLK 8% | Report a problem |
| 1885 | Split Rock Private Trading and Wealth Management LLC | $356.1M | (50) | 54 | 88 / 0 / 12 | 47% | KOOL 38%, QQQ 6%, AAPL 5%, TFLO 5% | Report a problem |
| 1886 | Armor Investment Advisors, LLC | $356M | 56 | 57 | 94 / 2 / 4 | 93% | IVV 17%, JPIE 9%, FENI 6%, FTEC 5% | Report a problem |
| 1887 | Argyle Capital Management, LLC | $355.7M | 44 | 50 | 79 / 2 / 19 | 100% | INTC 4%, LLY 4%, CAT 3%, MSFT 3% | Report a problem |
| 1888 | Fpnavigators | $355.1M | 56 | 56 | – | 75% | VV 23%, VEA 19%, SCHM 10%, DFEM 7% | Report a problem |
| 1889 | Hanover Advisors, Inc | $354.9M | 54 | 58 | 85 / 9 / 6 | 92% | VTI 24%, SPY 16%, VIG 7%, IWV 6% | Report a problem |
| 1890 | Resurgent Advisors | $354.7M | 57 | 65 | 73 / 17 / 10 | 100% | GOOGL 5%, NVDA 5%, AAPL 5%, MSFT 4% | Report a problem |
| 1891 | Capstone Wealth | $354.3M | (57) | 57 | – | 38% | DIMENSIONAL ETF TRUST 35%, DFUS 7%, DFIC 6%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1892 | Life Planning Partners, Inc. | $354M | 47 | 56 | 65 / 27 / 8 | 58% | ITOT 20%, IEFA 8%, VTI 6%, IEMG 5% | Report a problem |
| 1893 | Targeted Financial Services, LLC | $353.4M | (41) | 45 | 78 / 12 / 10 | 49% | FBND 21%, GSLC 19%, GLD 10%, DGRO 9% | Report a problem |
| 1894 | Norris Financial Group, LLC | $353M | 62 | 63 | 97 / 0 / 3 | 73% | SPY 13%, QQQ 5%, SGOL 5%, DOCN 4% | Report a problem |
| 1895 | Envision Financial LLC | $352.9M | 50 | 51 | 93 / 6 / 1 | 66% | VOO 14%, FNDX 9%, SCHF 8%, UITB 7% | Report a problem |
| 1896 | Swan Capital | $351.4M | 45 | 47 | 93 / 0 / 7 | 89% | VYMI 10%, VNQ 8%, VCLT 8%, VTIP 7% | Report a problem |
| 1897 | Entrust Financial LLC | $350.9M | (59) | 60 | 96 / 0 / 4 | 46% | VTI 14%, VOOG 12%, DIMENSIONAL ETF TRUST 12%, DIMENSIONAL ETF TRUST 11% | Report a problem |
| 1898 | Three Bearings Fiduciary Advisors, Inc. | $350.7M | (54) | 56 | 92 / 4 / 4 | 35% | DON 14%, VYM 9%, IWP 8%, VUG 6% | Report a problem |
| 1899 | Forty North Wealth | $350.6M | 61 | 63 | 94 / 0 / 6 | 63% | SPYM 14%, SCHV 4%, VUG 4%, VPLS 3% | Report a problem |
| 1900 | V2 Financial Group, LLC | $350.5M | 53 | 60 | 79 / 1 / 20 | 97% | SPY 41%, DFUS 5%, TCAF 3%, AAPL 3% | Report a problem |