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 |
|---|---|---|---|---|---|---|---|---|
| 2201 | Davis Capital Management | $259M | 45 | 55 | 50 / 47 / 3 | 100% | SCHB 15%, SCHF 6%, SCHD 5%, SCHA 4% | Report a problem |
| 2202 | Kure Advisory, LLC | $259M | 43 | 48 | 84 / 2 / 14 | 97% | DFAU 15%, DFAI 15%, BALT 12%, VGSH 8% | Report a problem |
| 2203 | Cobblestone Asset Management | $258.9M | 52 | 52 | 99 / 0 / 1 | 94% | JPST 15%, IVV 14%, JBND 5%, SPYG 5% | Report a problem |
| 2204 | Northern Lights Advisors, Inc. | $258.9M | 62 | 62 | – | 71% | VEA 15%, MSFT 6%, IEMG 5%, IWF 5% | Report a problem |
| 2205 | Triton Financial Group, Inc | $258.7M | 67 | 70 | 89 / 3 / 7 | 75% | AAPL 8%, AMAT 4%, GOOG 4%, NVDA 4% | Report a problem |
| 2206 | Steel Tower Investments | $258.7M | 59 | 69 | 70 / 17 / 13 | 93% | VEA 18%, SCHX 14%, VCRB 6%, IWB 5% | Report a problem |
| 2207 | Equity Wealth Partners, LLC | $258.6M | 57 | 60 | 91 / 4 / 5 | 100% | VO 11%, IWY 7%, VB 7%, FNDX 5% | Report a problem |
| 2208 | Aft, Forsyth and Company, Inc. | $258.6M | 80 | 81 | 95 / 3 / 2 | 85% | NVDA 25%, AAPL 5%, IGM 4%, LLY 4% | Report a problem |
| 2209 | Redwood Family Wealth LLC | $258.5M | (57) | 57 | – | 44% | VV 8%, AAPL 7%, ASTS 6%, XOM 5% | Report a problem |
| 2210 | Nabity-Jensen Investment Management, Inc. | $258.5M | 58 | 64 | 77 / 19 / 4 | 82% | VTV 15%, GSLC 10%, VUG 8%, QQQ 6% | Report a problem |
| 2211 | Bush Wealth Management | $258.4M | 60 | 61 | 96 / 0 / 4 | 74% | VTI 19%, SCHF 14%, IWY 11%, SCHM 7% | Report a problem |
| 2212 | Mcdonough Capital Management, Inc. | $258.2M | 72 | 75 | 90 / 2 / 8 | 86% | AMZN 14%, GOOG 14%, NVDA 11%, AAPL 11% | Report a problem |
| 2213 | Bruce G. Allen Investments, LLC | $258.1M | 45 | 48 | 82 / 16 / 2 | 74% | EFV 15%, VTV 11%, SCHD 8%, FNDX 7% | Report a problem |
| 2214 | Schaeffer Financial LLC | $257.7M | 51 | 53 | 96 / 0 / 4 | 52% | IGSB 27%, SCHB 20%, SPGM 15%, SCHD 12% | Report a problem |
| 2215 | Carbahal Olsen Financial Services Group LLC | $257.6M | 59 | 62 | 88 / 5 / 7 | 64% | IVV 25%, QQQ 14%, IVW 13%, IEFA 11% | Report a problem |
| 2216 | Red Spruce Capital, LLC | $256.9M | 67 | 68 | 98 / 0 / 2 | 100% | GOOGL 7%, AMAT 5%, ABBV 4%, ASML 4% | Report a problem |
| 2217 | Vienna Asset Management LLC | $256.5M | 67 | 72 | 80 / 17 / 3 | 68% | TSLA 15%, BRK-B 5%, QQQ 5%, SPY 4% | Report a problem |
| 2218 | Peakstone Financial Advisors | $255.9M | 65 | 66 | 95 / 2 / 3 | 99% | VTI 10%, SMH 9%, QQQ 7%, RDVY 7% | Report a problem |
| 2219 | Secured Retirement Advisors, LLC | $255.1M | 63 | 64 | 93 / 3 / 4 | 82% | STXF 4%, NVDA 4%, AAPL 4%, BOND 3% | Report a problem |
| 2220 | Koa Wealth Management, LLC | $254.9M | 48 | 52 | 85 / 12 / 3 | 68% | BRK-B 13%, AAPL 11%, GOOGL 8%, SGOV 7% | Report a problem |
| 2221 | Ridge Creek Global, Inc. | $254.8M | 58 | 62 | 84 / 11 / 5 | 60% | VTI 16%, VGT 7%, IAU 4%, NEM 3% | Report a problem |
| 2222 | Game Plan Financial Advisors, LLC | $254.7M | 59 | 67 | 73 / 16 / 11 | 100% | GOOG 7%, AAPL 5%, NVDA 5%, SWVXX 5% | Report a problem |
| 2223 | Cap Partners, LLC | $254.7M | 68 | 69 | 95 / 0 / 5 | 85% | QQQM 8%, SCHX 6%, TSLA 4%, NVDA 3% | Report a problem |
| 2224 | Hartmann Taylor Wealth Management, LLC | $254.6M | 54 | 58 | 88 / 1 / 11 | 67% | VTV 14%, CGGR 11%, CGDV 9%, CGBL 7% | Report a problem |
| 2225 | Glenorchy Capital Limited | $254.4M | 50 | 51 | 96 / 0 / 4 | 66% | EWZ 6%, GDX 5%, FRO 4%, ECH 4% | Report a problem |
| 2226 | Integrated Wealth Management, Inc. | $254.1M | (55) | 59 | 88 / 1 / 11 | 42% | SPYM 9%, MAYW 7%, JUNW 5%, ONEZ 5% | Report a problem |
| 2227 | Defined Wealth Management, LLC | $254M | 56 | 62 | 80 / 8 / 12 | 96% | VOO 5%, FENI 5%, VUG 4%, SPY 4% | Report a problem |
| 2228 | Addis & Hill, Incorporated | $254M | 54 | 60 | 74 / 24 / 2 | 97% | VV 36%, VPL 13%, VTI 12%, VO 6% | Report a problem |
| 2229 | Pps & V Asset Management Consultants Inc | $253.7M | 58 | 63 | 80 / 14 / 6 | 91% | IVV 27%, QQQ 20%, SCHG 11%, IJR 7% | Report a problem |
| 2230 | Washburn Capital Management Inc. | $253.6M | 61 | 70 | 70 / 28 / 2 | 100% | SPY 23%, VTI 18%, QQQ 14%, MTUM 6% | Report a problem |
| 2231 | Elevation Capital Advisory | $252.9M | 57 | 58 | 97 / 0 / 3 | 100% | IWY 6%, FDMO 5%, AOK 5%, FEX 5% | Report a problem |
| 2232 | Robbins Farley LLC | $252.9M | 62 | 67 | 85 / 4 / 11 | 100% | NVDA 4%, SCHD 4%, CAT 3%, AVGO 3% | Report a problem |
| 2233 | Corrado Advisors, LLC | $252.8M | 52 | 58 | 79 / 7 / 14 | 100% | GOOGL 3%, XLK 3%, SOXX 2%, PAPR 2% | Report a problem |
| 2234 | Aurora Investment Counsel | $252.7M | 53 | 56 | 92 / 3 / 5 | 84% | ZTO 2%, DORM 2%, TILE 2%, BKNG 2% | Report a problem |
| 2235 | Patrick M. Sweeney & Associates, Inc | $252.5M | 48 | 55 | 76 / 9 / 15 | 91% | AAPL 6%, BAC 4%, ABT 4%, ABBV 4% | Report a problem |
| 2236 | Taylor Securities Services, Inc. | $252.5M | 53 | 57 | 84 / 10 / 6 | 100% | HEGD 26%, HELO 17%, SPY 12%, AAPL 8% | Report a problem |
| 2237 | Waycross Investment Management Co | $252.4M | 46 | 49 | 86 / 12 / 2 | 60% | IBTK 8%, IBTJ 7%, GRID 6%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 2238 | Jcp Investment Management, LLC | $252.3M | 43 | 68 | 30 / 51 / 19 | 100% | SPY 21%, UNFI 12%, HHH 12%, FNF 10% | Report a problem |
| 2239 | Morgan Dempsey Capital Management LLC | $252.3M | 39 | 40 | 98 / 0 / 2 | 94% | BIL 5%, C 4%, CMI 4%, ETR 4% | Report a problem |
| 2240 | Bradley & Company Private Wealth Management, LLC | $252M | 63 | 71 | 71 / 24 / 5 | 100% | GOOG 9%, VTI 8%, AAPL 8%, AXP 6% | Report a problem |
| 2241 | Fischer Investment Strategies, LLC | $251.9M | 52 | 55 | 85 / 5 / 10 | 97% | DFUV 14%, SPMO 11%, DFIV 10%, BUFD 10% | Report a problem |
| 2242 | Talisman Wealth Advisors, LLC | $251.3M | 48 | 59 | 69 / 6 / 25 | 78% | PICK 8%, BND 7%, IWF 6%, SCHF 5% | Report a problem |
| 2243 | Peterson Wealth Management, LLC | $251.1M | 58 | 64 | 74 / 20 / 6 | 100% | QQQ 15%, SPY 14%, VCIT 9%, VIG 7% | Report a problem |
| 2244 | Team Wealth & Tax Advisors | $251.1M | 46 | 47 | 96 / 2 / 2 | 98% | DGRW 17%, EPS 15%, USFR 8%, SCHG 8% | Report a problem |
| 2245 | Windle Wealth | $251M | 51 | 52 | 95 / 0 / 5 | 100% | NVDA 7%, AAPL 5%, WELL 5%, JNJ 5% | Report a problem |
| 2246 | Blodgett Wealth Advisors, LLC | $250.9M | 64 | 74 | 64 / 27 / 9 | 93% | IWF 14%, NVDA 12%, AAPL 11%, GOOGL 8% | Report a problem |
| 2247 | Deane Retirement Strategies, Inc. | $250.7M | 29 | 30 | 92 / 0 / 8 | 100% | VTIP 11%, STIP 8%, CTA 7%, PTLC 5% | Report a problem |
| 2248 | Amara Financial, LLC | $250.5M | 59 | 60 | 96 / 3 / 1 | 69% | MGK 17%, VEA 16%, VIG 14%, MGV 8% | Report a problem |
| 2249 | Mokan Wealth Management | $250.3M | 59 | 59 | 98 / 0 / 2 | 100% | VGSH 6%, BIL 6%, BILS 6%, BRK-B 4% | Report a problem |
| 2250 | Cogent Private Wealth | $250.3M | 57 | 57 | – | 64% | AVIG 7%, AVMA 7%, DFAX 5%, AVUS 4% | Report a problem |