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 |
|---|---|---|---|---|---|---|---|---|
| 151 | Sym Financial Advisors | $5.81B | (57) | 58 | 97 / 1 / 2 | 22% | DFAI 22%, DFAU 13%, NTSI 9%, VOE 9% | Report a problem |
| 152 | Threadline Wealth | $5.77B | (52) | 61 | 64 / 34 / 2 | 43% | VTI 30%, JCPB 9%, PAVE 7%, XLU 6% | Report a problem |
| 153 | Becker Capital Management, Inc. | $5.73B | 55 | 63 | 71 / 23 / 6 | 92% | AAPL 5%, VUG 4%, MSFT 4%, JPM 3% | Report a problem |
| 154 | Gladstone Wealth Partners | $5.68B | 58 | 64 | 80 / 11 / 9 | 70% | NVDA 3%, IVV 3%, AAPL 3%, BUFR 2% | Report a problem |
| 155 | Gladstone Wealth Partners | $5.68B | 58 | 64 | 80 / 11 / 9 | 70% | NVDA 3%, IVV 3%, AAPL 3%, BUFR 2% | Report a problem |
| 156 | Klingman and Associates, LLC | $5.66B | (53) | 58 | 83 / 12 / 5 | 50% | IVV 17%, VTIP 6%, IJH 5%, IEFA 4% | Report a problem |
| 157 | Tfo Wealth Partners | $5.66B | (55) | 59 | 85 / 14 / 1 | 19% | VEA 33%, DIMENSIONAL ETF TRUST 28%, DFIC 4%, IWB 4% | Report a problem |
| 158 | Sepio Capital, LP | $5.64B | (61) | 65 | 86 / 7 / 7 | 41% | SMRI 28%, RNIN 8%, VOO 7%, VEA 4% | Report a problem |
| 159 | Brave Warrior Advisors, LLC | $5.64B | 53 | 59 | 84 / 0 / 16 | 97% | ICLR 12%, OMF 10%, SNX 8%, ELV 8% | Report a problem |
| 160 | Allegheny Financial Group | $5.59B | (54) | 55 | 96 / 0 / 4 | 18% | PVAL 14%, IMCG 7%, DHLX 6%, CDIG 4% | Report a problem |
| 161 | Balentine | $5.54B | 48 | 52 | 85 / 9 / 6 | 60% | VTV 22%, OMFL 13%, AGG 10%, IEFA 7% | Report a problem |
| 162 | 71 West Capital Partners | $5.51B | 68 | 68 | – | 53% | IWF 15%, IWD 11%, VTV 6%, XLK 6% | Report a problem |
| 163 | Crescent Grove Advisors | $5.5B | (55) | 60 | 82 / 12 / 6 | 26% | ZWS 10%, IVV 6%, VOO 5%, SPY 3% | Report a problem |
| 164 | Larson Financial Group, LLC | $5.48B | 67 | 68 | 95 / 0 / 5 | 73% | SPYM 7%, NVDA 4%, DGRW 4%, QGRO 4% | Report a problem |
| 165 | Calamos Wealth Management LLC | $5.48B | 66 | 71 | 81 / 13 / 6 | 74% | AAPL 7%, NVDA 6%, IVV 6%, IVW 5% | Report a problem |
| 166 | True North Advisors, LLC | $5.42B | (65) | 66 | 96 / 2 / 2 | 20% | LII 9%, AAPL 8%, FNDX 6%, AVDS 3% | Report a problem |
| 167 | Integrity Alliance, LLC | $5.41B | 51 | 58 | 79 / 5 / 16 | 74% | IVV 4%, SPYM 4%, DIMENSIONAL ETF TRUST 3%, AGG 2% | Report a problem |
| 168 | Tci Wealth Advisors, Inc. | $5.37B | (55) | 57 | 95 / 2 / 3 | 45% | DFUS 14%, DIMENSIONAL ETF TRUST 10%, DFUV 10%, AVUV 8% | Report a problem |
| 169 | Western Wealth Management LLC | $5.36B | 65 | 69 | 88 / 7 / 5 | 65% | AAPL 3%, QQQ 3%, NVDA 3%, QQQM 3% | Report a problem |
| 170 | Rehmann Wealth | $5.27B | (56) | 61 | 83 / 11 / 6 | 50% | IVW 8%, IVE 8%, IEFA 5%, VOO 4% | Report a problem |
| 171 | Venture Visionary Partners LLC | $5.24B | 63 | 70 | 75 / 13 / 12 | 91% | AAPL 3%, GOOGL 3%, QQQ 3%, MSFT 3% | Report a problem |
| 172 | Linscomb Wealth, Inc. | $5.21B | 53 | 56 | 87 / 11 / 2 | 51% | VEA 12%, IVV 9%, PRF 5%, IJH 4% | Report a problem |
| 173 | Gentrust | $5.2B | 50 | 57 | 72 / 18 / 10 | 69% | VOO 21%, BND 7%, SPY 5%, TIP 5% | Report a problem |
| 174 | Legacy Advisors, LLC | $5.17B | (63) | 66 | 90 / 5 / 5 | 23% | QLTY 13%, VOO 7%, IJR 5%, MTZ 5% | Report a problem |
| 175 | Tectonic Advisors LLC | $5.14B | (43) | 44 | 93 / 2 / 5 | 44% | VOO 8%, BOND 7%, IVV 5%, TOTL 5% | Report a problem |
| 176 | Eversource Wealth Advisors, LLC | $5.1B | 62 | 65 | 88 / 5 / 7 | 66% | VUG 4%, VTV 3%, VEA 2%, PRXG 2% | Report a problem |
| 177 | New England Private Wealth Advisors, LLC | $5.09B | (48) | 55 | 73 / 16 / 11 | 28% | VIG 5%, VTI 5%, FVD 4%, BNL 3% | Report a problem |
| 178 | Wellspring Family Office | $5.06B | (50) | 60 | 69 / 5 / 26 | 44% | IVV 23%, IEFA 7%, AAAU 6%, VYM 5% | Report a problem |
| 179 | Coastal Bridge Advisors | $5.02B | (60) | 65 | 81 / 16 / 3 | 40% | LION 5%, AAPL 4%, GOOG 3%, SCHD 2% | Report a problem |
| 180 | Meridian Wealth Management, LLC | $4.98B | 66 | 72 | 80 / 7 / 13 | 81% | NVDA 5%, QQQ 4%, AAPL 4%, XOM 3% | Report a problem |
| 181 | Advance Capital Management Inc | $4.98B | 55 | 57 | 94 / 0 / 6 | 66% | CGDV 17%, CGBL 15%, SPYM 15%, VCRB 10% | Report a problem |
| 182 | Northcoast Asset Management LLC | $4.97B | 58 | 68 | 66 / 28 / 6 | 100% | AAPL 6%, SPY 6%, NVDA 4%, IVV 4% | Report a problem |
| 183 | Northcoast Asset Management LLC | $4.97B | 58 | 68 | 66 / 28 / 6 | 100% | AAPL 6%, SPY 6%, NVDA 4%, IVV 4% | Report a problem |
| 184 | Maseco Private Wealth | $4.96B | 51 | 53 | 93 / 3 / 4 | 77% | DFUS 17%, VGIT 11%, AVUS 9%, DFGP 6% | Report a problem |
| 185 | Destination Wealth Management | $4.95B | 53 | 54 | 96 / 0 / 4 | 90% | AAPL 6%, AGG 4%, IJR 3%, IJH 3% | Report a problem |
| 186 | Private Management Group Inc | $4.9B | 45 | 48 | 71 / 26 / 3 | 100% | BRK-B 2%, COLD 2%, SPNT 2%, STT 2% | Report a problem |
| 187 | Heritage Wealth Advisors | $4.86B | 49 | 56 | 75 / 7 / 18 | 80% | IVV 19%, SPHQ 15%, IEFA 12%, PHYS 5% | Report a problem |
| 188 | Compound Planning, Inc. | $4.85B | 64 | 70 | 80 / 10 / 10 | 99% | AAPL 4%, IVV 3%, INTF 2%, VEA 2% | Report a problem |
| 189 | Chicago Capital, LLC | $4.82B | 73 | 79 | 81 / 13 / 6 | 100% | GOOGL 5%, TSM 4%, LGND 4%, AMZN 4% | Report a problem |
| 190 | Cardinal Point Wealth Management | $4.81B | (51) | 52 | 94 / 3 / 3 | 39% | VTI 13%, VEU 4%, DFAX 4%, USFR 4% | Report a problem |
| 191 | Sowell Management | $4.81B | 59 | 68 | 72 / 12 / 16 | 88% | AAPL 4%, QQQ 3%, NVDA 3%, SPY 2% | Report a problem |
| 192 | Foster Group, Inc. | $4.78B | 52 | 52 | 98 / 0 / 2 | 80% | VTI 14%, VEA 6%, BND 5%, QUAL 5% | Report a problem |
| 193 | Avidian Wealth Solutions | $4.76B | 52 | 59 | 72 / 18 / 10 | 100% | IVV 14%, IEFA 5%, IJH 3%, EMXC 3% | Report a problem |
| 194 | Gwn Securities Inc. | $4.75B | (55) | 56 | 97 / 2 / 1 | 13% | IVV 3%, QQQ 2%, AAPL 2%, SPY 2% | Report a problem |
| 195 | Symmetry Partners | $4.73B | (50) | 51 | 97 / 0 / 3 | 43% | DIMENSIONAL ETF TRUST 15%, MTUM 8%, DFGP 7%, DFIC 6% | Report a problem |
| 196 | Jfs Wealth Advisors, LLC | $4.73B | (53) | 55 | 92 / 4 / 4 | 46% | DIMENSIONAL ETF TRUST 10%, DFAX 7%, DFUS 5%, IWB 4% | Report a problem |
| 197 | Diversify Advisory Services, LLC | $4.65B | 60 | 72 | 66 / 10 / 24 | 100% | NVDA 4%, SPY 4%, SPYG 3%, SPYV 3% | Report a problem |
| 198 | Cg Advisory Services | $4.64B | 53 | 55 | 94 / 1 / 5 | 63% | VV 13%, AGG 6%, IDEV 4%, SPDW 4% | Report a problem |
| 199 | Verdence Capital Advisors, LLC | $4.63B | 50 | 62 | 62 / 17 / 22 | 67% | BIL 4%, AAPL 3%, JAAA 3%, SPY 2% | Report a problem |
| 200 | Franklin Street Advisors Inc. | $4.53B | 65 | 72 | 74 / 22 / 4 | 53% | NVDA 7%, AAPL 7%, MSFT 5%, GOOG 5% | Report a problem |