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 |
|---|---|---|---|---|---|---|---|---|
| 2151 | 46 Peaks Investment Advisory Group | $272.1M | 52 | 53 | 96 / 1 / 3 | 61% | JCPB 19%, NTSX 14%, DGRO 12%, FELG 10% | Report a problem |
| 2152 | Magnolia Private Wealth, LLC | $272.1M | 56 | 57 | 95 / 2 / 3 | 70% | AVUS 7%, AVDE 6%, SGOV 6%, AVEM 4% | Report a problem |
| 2153 | Parker Financial LLC | $272M | 53 | 55 | 94 / 0 / 6 | 100% | VEA 21%, DIMENSIONAL ETF TRUST 16%, VUG 12%, VTV 11% | Report a problem |
| 2154 | Ryan Investments | $272M | 58 | 60 | 91 / 4 / 5 | 89% | EFA 25%, IWF 17%, IWD 13%, QQQ 9% | Report a problem |
| 2155 | True Blue Financial, LLC | $271.5M | 53 | 53 | – | 87% | SPYG 9%, SPYV 8%, FMB 6%, SPTI 6% | Report a problem |
| 2156 | Round Hill Asset Management Inc | $271.3M | 41 | 46 | 62 / 36 / 2 | 95% | AMGN 9%, SPGI 6%, MRK 6%, DIS 5% | Report a problem |
| 2157 | Parsonex Advisory Services, Inc. | $271.3M | (66) | 70 | 89 / 1 / 10 | 48% | GOOG 10%, CRWD 9%, AAPL 5%, CGGR 5% | Report a problem |
| 2158 | Hutner Capital Management Inc. | $271.2M | 42 | 44 | 91 / 6 / 3 | 100% | BRK-A 12%, BRK-B 8%, GOOG 6%, COST 5% | Report a problem |
| 2159 | Councilmark Asset Management, LLC | $270.8M | 42 | 54 | 49 / 39 / 12 | 100% | VIG 11%, AAPL 10%, GOOGL 6%, MSFT 5% | Report a problem |
| 2160 | Financial Futures | $270.5M | 53 | 54 | 94 / 5 / 1 | 100% | VCIT 7%, PYLD 7%, VO 6%, SPHY 6% | Report a problem |
| 2161 | Evart, Young & Hobbs Investment Management | $269.9M | 45 | 50 | 83 / 0 / 17 | 57% | SGOV 15%, SCHG 9%, VTV 5%, BND 5% | Report a problem |
| 2162 | Ervin Investment Management | $269.9M | 53 | 59 | 76 / 18 / 6 | 90% | BRK-B 21%, SPTM 8%, AAPL 8%, MSFT 7% | Report a problem |
| 2163 | Client First Capital, LLC | $269.7M | 52 | 57 | 79 / 16 / 5 | 100% | QQQ 23%, IVV 14%, SHV 12%, QUAL 11% | Report a problem |
| 2164 | Mader & Shannon Wealth Management | $269.4M | 33 | 34 | 84 / 13 / 3 | 95% | SGOV 16%, IAU 12%, GLD 12%, SHY 10% | Report a problem |
| 2165 | Andrews Advisory Associates, LLC | $268.6M | 51 | 52 | 96 / 1 / 3 | 81% | VOO 13%, FBND 12%, GSST 8%, JPIE 5% | Report a problem |
| 2166 | Astra Wealth Partners | $268.4M | 57 | 60 | 82 / 18 / 0 | 82% | IVV 13%, IEFA 13%, DISV 4%, VTI 4% | Report a problem |
| 2167 | Reliant Investment Partners, LLC | $268.3M | 70 | 76 | 83 / 0 / 17 | 66% | NVDA 12%, VOO 5%, DUK 5%, TFC 5% | Report a problem |
| 2168 | Viewpoint Capital Management | $267.8M | 68 | 72 | 88 / 1 / 11 | 83% | AMZN 9%, VOO 7%, NVDA 5%, IWN 5% | Report a problem |
| 2169 | Variant Private Wealth LLC | $267.5M | (69) | 74 | 85 / 0 / 15 | 39% | AAPL 11%, IVV 8%, MSFT 7%, IUSV 6% | Report a problem |
| 2170 | C.m.bidwell & Associates LTD | $267.1M | 52 | 55 | 88 / 8 / 4 | 100% | VOO 13%, BSV 6%, IWM 4%, VTIP 4% | Report a problem |
| 2171 | Arsenal Capital Advisors LLC | $267.1M | 75 | 75 | – | 63% | NVDA 8%, AMZN 7%, AAPL 6%, MSFT 4% | Report a problem |
| 2172 | Win Advisors, Inc | $266.8M | 70 | 70 | 98 / 0 / 2 | 100% | PWB 7%, MTUM 6%, VONG 5%, VFMO 5% | Report a problem |
| 2173 | Lionhunter Capital Management LLC | $266.8M | 59 | 59 | – | 83% | LLY 7%, AMZN 6%, AAPL 5%, BA 5% | Report a problem |
| 2174 | Bernzott Capital Advisors | $265.4M | 43 | 46 | 88 / 2 / 10 | 100% | VT 20%, VSH 4%, CVBF 4%, BND 4% | Report a problem |
| 2175 | The Dala Group, LLC | $265.2M | 57 | 62 | 85 / 5 / 10 | 54% | XMMO 16%, DBEF 13%, VIG 11%, SOXX 7% | Report a problem |
| 2176 | Gordian Advisors, LLC | $265.2M | 54 | 57 | 90 / 0 / 10 | 71% | BIV 20%, SCHX 19%, VTI 18%, VEA 11% | Report a problem |
| 2177 | Vantage Wealth Planning | $264.7M | 44 | 53 | 70 / 4 / 26 | 100% | BND 14%, SCHV 14%, SCHG 13%, VEA 13% | Report a problem |
| 2178 | Roi Financial | $264.2M | 67 | 69 | 94 / 0 / 6 | 78% | TSM 6%, GOOGL 6%, NVDA 6%, AVGO 6% | Report a problem |
| 2179 | Wallace Hart Capital Management | $264M | 67 | 70 | 90 / 10 / 0 | 67% | QQQ 35%, SPY 31%, TPL 3%, IYW 3% | Report a problem |
| 2180 | Myecfo | $263.4M | 48 | 58 | 63 / 29 / 8 | 100% | SCHB 28%, VEA 13%, SCHF 6%, CMF 5% | Report a problem |
| 2181 | Chokshi & Queen Wealth Advisors | $263.3M | 63 | 70 | 80 / 0 / 20 | 100% | IVV 25%, QQQ 22%, AAPL 13%, NVDA 5% | Report a problem |
| 2182 | Gallagher Capital Advisors, LLC | $263.1M | 69 | 69 | 100 / 0 / 0 | 66% | IVW 12%, IJH 8%, IVV 6%, AAPL 5% | Report a problem |
| 2183 | Nerdwallet Wealth Partners, LLC | $262.8M | 54 | 54 | – | 100% | IVV 33%, VEA 15%, DLN 9%, CGCB 6% | Report a problem |
| 2184 | Redwood Financial Network | $262.8M | 59 | 65 | 79 / 13 / 8 | 87% | SPTM 6%, QQQM 5%, GSY 3%, XLK 3% | Report a problem |
| 2185 | Semus Wealth Partners, LLC | $262.7M | 63 | 68 | 85 / 4 / 11 | 93% | AAPL 19%, GOOGL 4%, NVDA 4%, IVV 4% | Report a problem |
| 2186 | Horizon Financial Services, LLC | $262.4M | 49 | 53 | 84 / 10 / 6 | 100% | SPYG 8%, SPYV 8%, SPSB 8%, SCHM 6% | Report a problem |
| 2187 | Brucke Financial, Inc. | $262.4M | 63 | 65 | 92 / 5 / 3 | 93% | VEA 12%, PBFR 9%, NVDA 3%, VGIT 3% | Report a problem |
| 2188 | Bull Oak Capital, LLC | $261.6M | 53 | 54 | 99 / 0 / 1 | 100% | IVV 36%, IEFA 13%, SPMO 10%, SHV 9% | Report a problem |
| 2189 | Tandem Wealth Advisors | $261.5M | 50 | 52 | 96 / 0 / 4 | 100% | MDY 12%, EFA 10%, EEM 10%, AGG 9% | Report a problem |
| 2190 | Wellington Investment Advisors | $261.4M | 58 | 64 | 82 / 6 / 12 | 100% | PTLC 13%, NVDA 5%, PTNQ 4%, PTIN 3% | Report a problem |
| 2191 | Elco Management Company, LLC | $261.2M | 42 | 45 | 85 / 13 / 2 | 100% | WMB 6%, TRGP 5%, LNG 5%, ET 4% | Report a problem |
| 2192 | Trustwell Financial Advisors, LLC | $260.8M | 40 | 42 | 82 / 12 / 6 | 55% | FBND 12%, PHYS 8%, AVLV 8%, AVUQ 8% | Report a problem |
| 2193 | Viawealth, LLC | $260.7M | 58 | 62 | 83 / 10 / 7 | 92% | NVDA 6%, NOBL 3%, JAAA 3%, MSFT 3% | Report a problem |
| 2194 | Glr Partners | $260.7M | 61 | 61 | – | 82% | COWZ 8%, BIL 6%, QGRW 6%, VUG 6% | Report a problem |
| 2195 | Vistica Wealth Advisors, LLC | $260.1M | 46 | 52 | 77 / 8 / 15 | 58% | DIMENSIONAL ETF TRUST 20%, BSVO 15%, DFIV 6%, DFEM 6% | Report a problem |
| 2196 | Finley Financial, LLC | $259.8M | 62 | 63 | 97 / 0 / 3 | 99% | IWV 12%, IWM 11%, IXUS 9%, QQQ 7% | Report a problem |
| 2197 | Bridge Generations Wealth Management | $259.8M | 43 | 44 | 94 / 2 / 4 | 80% | DIMENSIONAL ETF TRUST 18%, DIMENSIONAL ETF TRUST 11%, SPTI 10%, MUB 8% | Report a problem |
| 2198 | Ridgeline Wealth Planning LLC | $259.6M | 58 | 59 | 97 / 1 / 2 | 63% | SPYM 27%, JPST 13%, DYNF 9%, CGDV 9% | Report a problem |
| 2199 | Braeburn Wealth Management, LLC | $259.4M | 60 | 66 | 83 / 1 / 16 | 100% | QQQ 18%, MGV 15%, IVV 10%, IAU 4% | Report a problem |
| 2200 | Elevation Wealth Management | $259.2M | 70 | 72 | 94 / 2 / 4 | 55% | BBUS 6%, NVDA 5%, AAPL 4%, GOOGL 3% | Report a problem |