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 |
|---|---|---|---|---|---|---|---|---|
| 2001 | Bernard Wealth Management Corp. | $314.2M | 72 | 73 | 97 / 1 / 2 | 89% | NVDA 15%, SCHX 14%, AAPL 9%, SCHM 4% | Report a problem |
| 2002 | Values Added Financial | $313.7M | 58 | 60 | 95 / 1 / 4 | 93% | SPDW 8%, IAGG 7%, VEA 5%, BND 5% | Report a problem |
| 2003 | Paradigm, Strategies in Wealth Management, LLC | $313.7M | 47 | 53 | 75 / 14 / 11 | 70% | SCHG 13%, IJR 12%, SCHD 12%, HEFA 11% | Report a problem |
| 2004 | Brady Family Wealth, LLC | $312.7M | 59 | 60 | 98 / 0 / 2 | 100% | AAPL 8%, GOOGL 6%, AVGO 5%, MSFT 4% | Report a problem |
| 2005 | Wellment Financial | $312.7M | (34) | 35 | 92 / 3 / 5 | 31% | ONEZ 11%, MAYW 10%, SIXD 8%, JUNW 7% | Report a problem |
| 2006 | Lagoda Investment Management, L.p. | $312.6M | 58 | 62 | 91 / 0 / 9 | 64% | TPL 21%, NTRA 9%, TSM 7%, GOOG 7% | Report a problem |
| 2007 | Glass Wealth Management Co., LLC | $311.9M | 63 | 67 | 82 / 16 / 2 | 100% | AVGO 12%, LRCX 6%, GOOGL 5%, AMAT 5% | Report a problem |
| 2008 | Miller Capital | $311.6M | 65 | 69 | 87 / 8 / 5 | 94% | LRCX 17%, ASML 6%, VIG 4%, VCIT 4% | Report a problem |
| 2009 | Malaga Cove Capital, LLC | $310.9M | 67 | 69 | 94 / 0 / 6 | 100% | ON 5%, CAT 5%, AMZN 3%, PWR 3% | Report a problem |
| 2010 | Mission Financial Group, LLC | $310.9M | (50) | 55 | 83 / 2 / 15 | 47% | MINT 7%, VTI 6%, AAPL 4%, TBUX 3% | Report a problem |
| 2011 | Two Point Capital Management, Inc. | $310.5M | 52 | 59 | 81 / 10 / 9 | 99% | GOOGL 9%, DHI 9%, CMI 8%, AAPL 7% | Report a problem |
| 2012 | Kensington Investment Counsel | $310.2M | 52 | 58 | 80 / 14 / 6 | 93% | AAPL 8%, MSFT 5%, ABBV 4%, JPM 4% | Report a problem |
| 2013 | Trunorth Financial Services, Inc. | $309.5M | (45) | 47 | 94 / 1 / 5 | 38% | DGRO 16%, SCHD 14%, DLN 13%, VYM 13% | Report a problem |
| 2014 | Beacon Financial Strategies Corp. | $309.4M | 52 | 53 | 97 / 1 / 2 | 67% | VTI 18%, DIMENSIONAL ETF TRUST 17%, VCSH 12%, VTV 10% | Report a problem |
| 2015 | Milestone Asset Management Group, LLC | $309M | 63 | 65 | 90 / 10 / 0 | 71% | QQQ 5%, VOO 5%, GLXY 4%, MGK 3% | Report a problem |
| 2016 | Beacon Wealthcare LLC | $308.3M | 54 | 55 | 96 / 2 / 2 | 100% | VTI 53%, IEF 13%, SCHR 11%, VEU 7% | Report a problem |
| 2017 | Broadway Wealth Solutions | $308.1M | 45 | 55 | 66 / 12 / 22 | 100% | SPYM 21%, USTB 14%, FTRB 14%, AVDE 8% | Report a problem |
| 2018 | Kotys Wealth Professionals | $308M | 57 | 60 | 88 / 2 / 10 | 100% | SPY 9%, BIL 7%, VTV 6%, QQQ 5% | Report a problem |
| 2019 | Generations Wealth, LLC | $307.8M | (55) | 58 | 88 / 9 / 3 | 39% | DIMENSIONAL ETF TRUST 30%, DFAX 17%, AVUS 12%, VTI 8% | Report a problem |
| 2020 | Gentry Private Wealth | $307.7M | 60 | 65 | 80 / 18 / 2 | 79% | VOO 39%, VUG 5%, XNTK 5%, SPIB 4% | Report a problem |
| 2021 | Holland Advisory Services, Inc. | $307.7M | (57) | 59 | 91 / 2 / 7 | 32% | IVV 26%, IJH 22%, IJR 13%, FIVA 8% | Report a problem |
| 2022 | N10° Assets | $306.9M | 82 | 82 | – | 75% | VRT 9%, TSM 8%, NVDA 8%, AMZN 7% | Report a problem |
| 2023 | Keeler Thomas Management LLC | $305.5M | 51 | 56 | 85 / 3 / 12 | 100% | USHY 8%, DIV 4%, FDL 4%, SPHY 3% | Report a problem |
| 2024 | Black Cypress Capital | $304.6M | 65 | 66 | 97 / 0 / 3 | 51% | FND 14%, USB 12%, META 10%, FBIN 9% | Report a problem |
| 2025 | Sims Investment Management LLC | $304.6M | 59 | 59 | 97 / 2 / 1 | 100% | SCHX 31%, SCHA 19%, QYLD 6%, JHSC 6% | Report a problem |
| 2026 | Nautilus Advisors LLC | $304.3M | 62 | 71 | 70 / 15 / 15 | 80% | AMZN 5%, AAPL 5%, GOOGL 4%, SPY 4% | Report a problem |
| 2027 | Guilbault Capital | $303.8M | (49) | 52 | 87 / 7 / 6 | 38% | COWZ 9%, PAVE 7%, MOAT 7%, COWG 6% | Report a problem |
| 2028 | Ceera Investments, LLC | $303.7M | 55 | 61 | 73 / 20 / 7 | 100% | MOAT 11%, JPST 6%, GOOGL 5%, META 4% | Report a problem |
| 2029 | Penney Financial | $303.5M | 51 | 53 | 89 / 4 / 7 | 100% | DFUS 26%, VTI 16%, VEA 9%, VCRB 7% | Report a problem |
| 2030 | Campbell Capital Management Inc | $303.3M | 72 | 74 | 94 / 0 / 6 | 98% | GOOG 20%, AAPL 15%, MU 11%, MSFT 7% | Report a problem |
| 2031 | Clientfirst Wealth Management, LLC | $302.8M | 36 | 52 | 51 / 38 / 11 | 78% | DDS 47%, IWF 12%, SPY 5%, VOO 4% | Report a problem |
| 2032 | Breakwater Investment Management | $302.7M | 57 | 58 | 96 / 1 / 3 | 100% | VTI 14%, SCHB 8%, VXUS 7%, SPTM 4% | Report a problem |
| 2033 | Alethea Capital Management, LLC | $302.6M | 55 | 64 | 75 / 0 / 25 | 100% | AXSM 66%, BIL 12%, KURA 10%, IMRX 1% | Report a problem |
| 2034 | Unconventional Investor, LLC | $302.5M | 53 | 55 | 93 / 5 / 2 | 86% | VTI 30%, VOO 18%, BRK-B 11%, VEA 9% | Report a problem |
| 2035 | Massachusetts Wealth Management, LLC | $301.5M | 44 | 57 | 55 / 33 / 12 | 100% | JPST 5%, XLK 4%, MU 4%, XLI 3% | Report a problem |
| 2036 | Kinloch Capital, LLC | $301.1M | 42 | 45 | 91 / 0 / 9 | 100% | VGT 10%, FPE 3%, ABBV 2%, VIS 2% | Report a problem |
| 2037 | Trunorth Advisors | $300.8M | 46 | 51 | 83 / 4 / 13 | 100% | VOO 19%, WTV 12%, DGRW 12%, VXUS 9% | Report a problem |
| 2038 | Summit Place Financial Advisors, LLC | $300.4M | 62 | 69 | 76 / 18 / 6 | 100% | AAPL 4%, NVDA 4%, GEV 4%, IAU 3% | Report a problem |
| 2039 | Westwood Wealth Management | $300.4M | 88 | 90 | 89 / 2 / 9 | 100% | NVDA 32%, SOXL 14%, GOOGL 8%, QLD 6% | Report a problem |
| 2040 | Capital Wealth Alliance, LLC | $300.3M | 54 | 59 | 82 / 5 / 13 | 87% | PSLV 20%, PHYS 14%, BIL 6%, TFLO 3% | Report a problem |
| 2041 | Spreng Capital Management, Inc. | $300.2M | 57 | 62 | 79 / 11 / 10 | 100% | IVV 19%, VUG 12%, SCHG 9%, VIG 5% | Report a problem |
| 2042 | Guardian Wealth Advisors, LLC | $300.2M | 52 | 58 | 77 / 16 / 7 | 86% | SPY 15%, VEA 13%, IWM 11%, IJH 10% | Report a problem |
| 2043 | Azzendo Wealth Advisors | $300.1M | 50 | 54 | 83 / 12 / 5 | 68% | SCHV 8%, AAPL 6%, OPPE 5%, SCHM 5% | Report a problem |
| 2044 | Silver Oak Wealth Advisors Services, LLC | $300M | 47 | 49 | 91 / 4 / 5 | 61% | VTIP 21%, GSIE 19%, ESGV 12%, DIMENSIONAL ETF TRUST 7% | Report a problem |
| 2045 | Hamrick Investment Counsel, LLC | $299.2M | 49 | 51 | 94 / 1 / 5 | 54% | SCHJ 12%, VIG 7%, EBND 6%, VWO 6% | Report a problem |
| 2046 | Gatepass Capital, LLC | $299.1M | 54 | 64 | 65 / 30 / 5 | 100% | CINF 7%, VICR 5%, SPY 5%, CBZ 3% | Report a problem |
| 2047 | Physician Wealth Solutions | $298.9M | 50 | 52 | 95 / 0 / 5 | 93% | DFAU 14%, DFCF 9%, DFIP 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 2048 | Marshall Investment Management, LLC | $298M | 57 | 62 | 80 / 13 / 7 | 100% | GLD 7%, MFUS 5%, XMHQ 5%, BRK-B 4% | Report a problem |
| 2049 | Wrenne Financial Planning LLC | $297.9M | 55 | 56 | 97 / 0 / 3 | 100% | VTI 22%, VEU 17%, SLYV 8%, VNQ 7% | Report a problem |
| 2050 | Opinicus | $297.1M | 55 | 65 | 63 / 26 / 11 | 99% | PB 10%, AAPL 7%, NVDA 4%, TSM 4% | Report a problem |