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 |
|---|---|---|---|---|---|---|---|---|
| 2101 | The Foundry Financial Group, Inc. | $284.2M | 53 | 54 | 96 / 1 / 3 | 85% | IVV 10%, AVIV 7%, DYNF 6%, IUSG 6% | Report a problem |
| 2102 | Peninsula Asset Management Inc | $284.1M | 53 | 60 | 73 / 22 / 5 | 100% | IJH 12%, IJR 7%, AAPL 7%, GOOGL 5% | Report a problem |
| 2103 | Verisail Partners, LLC | $283.6M | 50 | 51 | 97 / 1 / 2 | 98% | DIMENSIONAL ETF TRUST 36%, DFIC 18%, DFGR 9%, DFGX 9% | Report a problem |
| 2104 | Silvia Mccoll Wealth Management, LLC | $283.4M | 55 | 57 | 93 / 3 / 4 | 63% | CGDV 13%, AAPL 6%, VBR 6%, CVX 4% | Report a problem |
| 2105 | Bulman Wealth Group | $283M | 54 | 55 | 97 / 0 / 3 | 100% | VOO 9%, RDVY 7%, QQQ 7%, AAPL 5% | Report a problem |
| 2106 | Silverberg Bernstein Capital Management | $283M | 58 | 70 | 67 / 17 / 16 | 100% | MTSI 17%, PDFS 13%, HLIT 8%, ADI 6% | Report a problem |
| 2107 | Cooper Capital Group | $282.9M | 53 | 63 | 72 / 1 / 27 | 100% | PAAA 11%, QQQM 7%, VTV 7%, BUFR 7% | Report a problem |
| 2108 | Carter Financial, LLC | $282.3M | (59) | 60 | 98 / 0 / 2 | 48% | VUG 25%, VTI 21%, CGDV 15%, LMBS 10% | Report a problem |
| 2109 | Stolz & Associates, Ps | $282.2M | 42 | 45 | 88 / 4 / 8 | 64% | DIMENSIONAL ETF TRUST 20%, AVUV 13%, DFGP 13%, DIHP 10% | Report a problem |
| 2110 | Peloton Capital Management | $282M | (56) | 60 | 85 / 12 / 3 | 0% | GOOGL 5%, IBDT 4%, IBDU 4%, AMZN 3% | Report a problem |
| 2111 | Banyan Capital Management, Inc. | $281.7M | 41 | 43 | 92 / 0 / 8 | 89% | MKL 9%, BRK-B 9%, CI 7%, PHIN 7% | Report a problem |
| 2112 | Successful Portfolios LLC | $281.5M | 60 | 64 | 82 / 14 / 4 | 93% | IVV 5%, BSV 4%, SPY 4%, VTI 4% | Report a problem |
| 2113 | Gpm Growth Investors, Inc. | $281.3M | 61 | 62 | 96 / 0 / 4 | 89% | GOOGL 10%, BSCV 7%, MSFT 6%, AMZN 5% | Report a problem |
| 2114 | Smith Asset Management Co., LLC | $281.2M | (53) | 54 | 96 / 3 / 1 | 47% | BRK-B 6%, JPC 6%, ARCC 5%, VGT 4% | Report a problem |
| 2115 | Riverbend Wealth Management, LLC | $281M | 65 | 65 | – | 70% | IVV 5%, DGRW 4%, AAPL 4%, QQQ 4% | Report a problem |
| 2116 | Rcs Financial Planning, LLC | $281M | 49 | 50 | 96 / 2 / 2 | 78% | DIMENSIONAL ETF TRUST 15%, DFCF 8%, FBND 8%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 2117 | Worth Advisors | $280.7M | 65 | 68 | 90 / 3 / 7 | 95% | GSLC 7%, AAPL 3%, AMZN 3%, CGXU 3% | Report a problem |
| 2118 | Wilson & Boucher Capital Management, LLC | $280.4M | 53 | 59 | 74 / 22 / 4 | 82% | VTI 11%, AAPL 6%, SCHB 4%, VEU 4% | Report a problem |
| 2119 | Farrow Financial Inc | $280.1M | 49 | 54 | 81 / 12 / 7 | 83% | SUSA 8%, ITOT 7%, IVLU 6%, MOAT 5% | Report a problem |
| 2120 | Rockingstone Advisors | $280.1M | 61 | 66 | 82 / 14 / 5 | 100% | JPST 5%, TSEM 3%, XLK 3%, GOOGL 3% | Report a problem |
| 2121 | Higgins & Schmidt Wealth Strategies LLC | $279.5M | 57 | 58 | 99 / 0 / 1 | 88% | SPYG 17%, SPYV 17%, SPDW 14%, SPMD 6% | Report a problem |
| 2122 | American Financial & Tax Strategies, Inc. | $279.4M | 50 | 52 | 94 / 1 / 5 | 84% | XSOE 5%, BNDX 5%, VONG 4%, SPYV 4% | Report a problem |
| 2123 | Tsw Wealth Management | $279.3M | (54) | 56 | 90 / 5 / 5 | 4% | SPYG 13%, SPYV 11%, QUAL 10%, GLD 8% | Report a problem |
| 2124 | Cottonwood Wealth Strategies, LLC | $279M | 51 | 58 | 76 / 9 / 15 | 78% | IYW 10%, SOXX 8%, CLSE 7%, MBSD 5% | Report a problem |
| 2125 | Millennial Wealth | $278.7M | 59 | 60 | 98 / 1 / 1 | 67% | VOO 16%, VEA 12%, ESGV 7%, AVUV 5% | Report a problem |
| 2126 | Vermillion & White Wealth Management Group | $278.6M | 52 | 54 | 95 / 0 / 5 | 75% | IVV 24%, GQQQ 11%, DFCF 9%, DFAI 8% | Report a problem |
| 2127 | Lexington Hill Partners, LLC | $278.4M | 54 | 54 | – | 74% | VTI 21%, VTEB 19%, BND 10%, VEA 6% | Report a problem |
| 2128 | Guardian Asset Advisors, LLC | $278.3M | 65 | 70 | 85 / 0 / 15 | 92% | AAPL 12%, SPYM 5%, NVDA 5%, QQQM 5% | Report a problem |
| 2129 | Oasis Advisors | $277.7M | 61 | 61 | – | 55% | USMC 13%, SCHG 12%, XMMO 9%, SMH 7% | Report a problem |
| 2130 | Hbe Wealth Management, LLC | $277.4M | 42 | 51 | 67 / 13 / 20 | 75% | BSVO 13%, ITOT 11%, VGIT 9%, AVDV 8% | Report a problem |
| 2131 | Kilter Group | $277.4M | 62 | 62 | 100 / 0 / 0 | 100% | IVV 14%, DYNF 9%, IVW 9%, VTV 6% | Report a problem |
| 2132 | The Retirement Guys Formula | $276.9M | 50 | 54 | 85 / 6 / 9 | 100% | JPST 6%, HEGD 3%, QQQ 3%, VO 2% | Report a problem |
| 2133 | Westbourne Investments, Inc. | $276.4M | 72 | 74 | 91 / 3 / 6 | 98% | MU 7%, NVDA 4%, GE 4%, GOOGL 4% | Report a problem |
| 2134 | Centerpoint Advisory Group, LLC | $276.3M | 60 | 64 | 86 / 9 / 5 | 66% | SPMO 8%, NVDA 5%, PYLD 4%, AAPL 4% | Report a problem |
| 2135 | Simplifi, Inc. | $276.1M | 40 | 47 | 76 / 0 / 24 | 100% | BND 20%, RSP 14%, VIG 10%, QEFA 9% | Report a problem |
| 2136 | Challenger Wealth Management | $275.5M | 44 | 61 | 36 / 59 / 5 | 100% | CGDV 17%, CGGR 15%, CGUS 8%, AAPL 4% | Report a problem |
| 2137 | Spectrum Strategic Capital Management, LLC | $275.4M | 61 | 64 | 89 / 7 / 4 | 82% | SPY 12%, ITOT 7%, QQQ 6%, SHY 5% | Report a problem |
| 2138 | 4wealth Advisors, Inc. | $275.3M | 46 | 55 | 70 / 12 / 18 | 68% | BIL 5%, MPRO 4%, JEPI 4%, NVDA 3% | Report a problem |
| 2139 | Legal Advantage Investments, Inc. | $275.3M | 74 | 77 | 90 / 2 / 8 | 100% | CBRS 24%, ASML 4%, ESLT 4%, TDG 4% | Report a problem |
| 2140 | Charter Research & Investment Group Inc | $275.1M | 45 | 55 | 66 / 25 / 9 | 91% | AAPL 11%, GOOGL 9%, JNJ 5%, RTX 4% | Report a problem |
| 2141 | Cushing Capital Partners, LLC | $274.7M | 43 | 47 | 82 / 7 / 11 | 64% | ACIO 10%, DRSK 6%, SPYM 4%, CGUS 4% | Report a problem |
| 2142 | 1492 Capital Management, LLC | $274.6M | 65 | 65 | 97 / 3 / 0 | 100% | MXL 5%, CRS 5%, ALHC 3%, AAOI 3% | Report a problem |
| 2143 | Capasso Planning Partners LLC | $274.2M | 49 | 52 | 85 / 10 / 5 | 86% | SPY 19%, SPTM 10%, BUFR 7%, VEA 7% | Report a problem |
| 2144 | Mission Hills Financial Advisory LLC | $274.1M | 49 | 52 | 92 / 1 / 7 | 90% | MINT 7%, BIZD 7%, QYLD 7%, PCN 6% | Report a problem |
| 2145 | Chronos Wealth Management, L.l.c. | $274M | 52 | 57 | 79 / 16 / 5 | 100% | LLY 11%, GOOG 8%, AAPL 7%, JPM 6% | Report a problem |
| 2146 | Private Wealth Group, LLC | $274M | 44 | 51 | 80 / 1 / 19 | 100% | SPYM 27%, SGOV 10%, SPTS 6%, SPYV 5% | Report a problem |
| 2147 | Legacy Capital | $273.4M | 54 | 64 | 60 / 35 / 5 | 100% | SPMO 12%, SCIO 5%, UDEC 5%, JAAA 5% | Report a problem |
| 2148 | South Shore Capital Advisors, LLC | $272.8M | 62 | 67 | 82 / 5 / 13 | 67% | SPY 9%, IUSG 6%, GOOGL 6%, AAPL 3% | Report a problem |
| 2149 | Nolet Wealth Management, LLC | $272.6M | 58 | 61 | 92 / 0 / 8 | 72% | IVV 27%, JMUB 10%, IDEV 5%, DHR 5% | Report a problem |
| 2150 | Mendel Capital Management, LLC | $272.3M | 60 | 60 | 99 / 1 / 0 | 82% | XLK 13%, IYW 10%, SCHD 7%, VOO 7% | Report a problem |