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 |
|---|---|---|---|---|---|---|---|---|
| 2251 | Journey Beyond Wealth | $250.3M | 61 | 63 | 93 / 2 / 5 | 55% | VOO 27%, VEU 13%, VXF 8%, VEA 7% | Report a problem |
| 2252 | Rutherford Investment Management | $250M | 78 | 79 | 97 / 0 / 3 | 100% | NVDA 8%, AMD 4%, GOOGL 4%, CRWD 4% | Report a problem |
| 2253 | Oxenfree Financial | $249.8M | 58 | 60 | 92 / 4 / 4 | 95% | STXF 21%, STXG 13%, STXT 8%, STXK 7% | Report a problem |
| 2254 | Forest Hill Capital, LLC | $248.8M | 71 | 74 | 92 / 0 / 8 | 57% | PHYS 34%, GDX 16%, NEM 14%, FNV 13% | Report a problem |
| 2255 | Evergreen Wealth Management, LLC | $248.7M | 60 | 62 | 95 / 0 / 5 | 90% | VIG 8%, VYM 5%, BLV 5%, PBI 5% | Report a problem |
| 2256 | The Clifford Group LLC | $248.3M | 64 | 67 | 92 / 3 / 5 | 63% | VOO 29%, MGK 8%, LSGR 5%, EFV 4% | Report a problem |
| 2257 | Cedar Point Capital Partners, LLC | $248.1M | 55 | 56 | 95 / 3 / 2 | 74% | FNDX 8%, MGK 8%, DFUS 7%, VO 7% | Report a problem |
| 2258 | Focus Wealth Advisors, LLC | $247.6M | 48 | 55 | 75 / 12 / 13 | 100% | FMAY 13%, BND 7%, IVV 6%, DIA 6% | Report a problem |
| 2259 | Nova Wealth Management, Inc. | $247.5M | 60 | 67 | 77 / 16 / 7 | 95% | SPMO 7%, UCON 3%, IWY 3%, XLK 2% | Report a problem |
| 2260 | Wealth Intelligence, LLC | $247.5M | 54 | 54 | – | 87% | LOW 31%, FTCB 9%, PFXF 5%, GSY 4% | Report a problem |
| 2261 | Blueline Advisors | $247.2M | 47 | 49 | 92 / 3 / 5 | 63% | VTV 15%, VUG 12%, DGS 6%, SCZ 5% | Report a problem |
| 2262 | Strive Financial Group, LLC | $246.7M | 67 | 67 | – | 93% | VOO 8%, IEFA 7%, ZECP 5%, GROZ 5% | Report a problem |
| 2263 | 17 Capital Partners, LLC | $246.4M | 71 | 74 | 87 / 8 / 5 | 100% | META 11%, GOOGL 3%, SGOV 3%, IVW 2% | Report a problem |
| 2264 | Mckinney Capital Management | $246.1M | 61 | 61 | – | 100% | BUFR 19%, QQH 8%, QUS 8%, KLAC 6% | Report a problem |
| 2265 | Asempa Wealth Advisors | $246M | 54 | 59 | 81 / 11 / 8 | 66% | IVV 7%, OEF 4%, ACWX 4%, SPYM 4% | Report a problem |
| 2266 | Pinnacle West Asset Management Inc | $245.9M | (53) | 59 | 76 / 19 / 5 | 0% | AAPL 4%, STX 4%, NVDA 4%, CAT 3% | Report a problem |
| 2267 | Insight Investment Counsel | $245.7M | 55 | 61 | 80 / 15 / 5 | 100% | MRVL 6%, AMAT 5%, GLW 5%, AAPL 4% | Report a problem |
| 2268 | Global Wealth Management, LLC | $245.7M | 45 | 46 | 79 / 19 / 2 | 100% | JMST 13%, SCHB 12%, VUSB 11%, SCHD 10% | Report a problem |
| 2269 | Rm Financial Services, LLC | $245.4M | 52 | 53 | 98 / 0 / 2 | 56% | CGDG 9%, CGCV 7%, GLDM 7%, PPA 6% | Report a problem |
| 2270 | Optimist Retirement Group, LLC | $245.3M | 49 | 49 | 98 / 0 / 2 | 100% | PCAR 17%, SPYG 6%, SLYG 6%, SLYV 6% | Report a problem |
| 2271 | W Advisors LLC | $244.9M | 57 | 58 | 96 / 2 / 2 | 94% | IVW 7%, AAPL 6%, IVV 5%, MRK 4% | Report a problem |
| 2272 | Integras Partners, LLC | $244.8M | 36 | 38 | 92 / 1 / 7 | 80% | CLOI 6%, DIMENSIONAL ETF TRUST 4%, IJR 4%, BAI 4% | Report a problem |
| 2273 | Stirlingshire Investments | $244.6M | 47 | 49 | 93 / 0 / 7 | 59% | JAAA 4%, VCSH 3%, MGV 3%, VUSB 3% | Report a problem |
| 2274 | Ares Financial Consulting LLC | $243.9M | 49 | 60 | 63 / 13 / 24 | 91% | VTI 12%, USFR 5%, DIMENSIONAL U.S. TARGETED VALUE ETF 4%, NVDA 3% | Report a problem |
| 2275 | Invera Wealth Advisors LLC | $243.8M | 63 | 68 | 83 / 12 / 5 | 92% | IGIB 4%, AAPL 4%, ARTY 3%, SUSC 3% | Report a problem |
| 2276 | Legacy Solutions, LLC | $243.8M | 56 | 58 | 92 / 6 / 2 | 55% | SPYM 17%, SPDW 8%, IUSG 7%, CGGR 7% | Report a problem |
| 2277 | Stegent Equity Advisors Inc. | $243.7M | 50 | 51 | 97 / 1 / 2 | 59% | CPAG 4%, AVDV 3%, GOAU 3%, GQQQ 3% | Report a problem |
| 2278 | Exit Wealth Advisors | $243.2M | 57 | 57 | – | 90% | USFR 9%, TSLA 5%, IAU 4%, NVDA 4% | Report a problem |
| 2279 | Capstone Wealth Management Group, Inc. | $243M | 57 | 57 | – | 68% | AAPL 6%, XLK 5%, BIL 5%, XOM 4% | Report a problem |
| 2280 | Cladis Investment Advisory LLC | $242.6M | 71 | 72 | 95 / 0 / 5 | 93% | AAPL 7%, NVDA 4%, GEV 3%, GE 3% | Report a problem |
| 2281 | Anson Analytics | $242.2M | 42 | 45 | 83 / 15 / 2 | 76% | SGOV 7%, BILS 7%, FLTR 6%, FIGB 6% | Report a problem |
| 2282 | Excelsior Investors | $242M | 53 | 54 | 91 / 8 / 1 | 94% | BRK-B 29%, VOO 13%, VT 12%, VTI 8% | Report a problem |
| 2283 | 1620 Investment Advisors, Inc. | $241.6M | 45 | 48 | 85 / 9 / 6 | 79% | SPIB 3%, FRDM 3%, QEFA 3%, IGSB 2% | Report a problem |
| 2284 | Prism Planning Partners | $241.5M | 49 | 55 | 76 / 14 / 10 | 51% | ITOT 30%, IDEV 12%, VGIT 11%, DFEM 6% | Report a problem |
| 2285 | Treasure Coast Financial Planning, Inc. | $241.5M | 42 | 45 | 83 / 11 / 6 | 100% | SPTM 18%, SPDW 14%, BILS 7%, BIL 7% | Report a problem |
| 2286 | Capstone RIA | $241.1M | 64 | 64 | – | 96% | VOO 16%, QQQ 11%, VTI 10%, CGDV 9% | Report a problem |
| 2287 | The Kieckhefer Group | $240.8M | 84 | 88 | 84 / 0 / 16 | 100% | NVDA 39%, PLTR 7%, DELL 6%, QQQ 4% | Report a problem |
| 2288 | Eads & Heald Wealth Management | $240.5M | 60 | 63 | 89 / 5 / 6 | 95% | NVDA 3%, LRCX 3%, AMD 2%, APH 2% | Report a problem |
| 2289 | Interactive Financial Advisors | $240.4M | 55 | 55 | 98 / 0 / 2 | 70% | IVV 13%, VEA 7%, AGG 6%, RAVI 6% | Report a problem |
| 2290 | Lane Brothers Investment Counsel | $240.1M | 46 | 49 | 87 / 7 / 6 | 73% | JPST 11%, FLTR 11%, AVUS 6%, AVDE 6% | Report a problem |
| 2291 | Forefront | $239.8M | 57 | 60 | 88 / 0 / 12 | 100% | SPYM 11%, AGG 9%, FNDF 3%, IVV 3% | Report a problem |
| 2292 | Marest Capital, LLC | $239.8M | 46 | 57 | 57 / 38 / 5 | 100% | SPY 62%, SGOV 12%, BINC 5%, AAPL 4% | Report a problem |
| 2293 | Brewster Financial Planning LLC | $239.7M | 53 | 54 | 98 / 0 / 2 | 78% | IWB 27%, EFA 19%, IWM 13%, BIV 12% | Report a problem |
| 2294 | Lifetime Wealth Management P.c. | $239.6M | 33 | 38 | 74 / 15 / 11 | 97% | EWZS 6%, KSPI 6%, PBR-A 6%, BIL 6% | Report a problem |
| 2295 | E6 Portfolios | $239.4M | 49 | 55 | 84 / 0 / 16 | 62% | DIMENSIONAL ETF TRUST 16%, DFAX 11%, DFGX 8%, JAAA 7% | Report a problem |
| 2296 | Investors Portfolio Services LLC | $238.8M | 54 | 57 | 92 / 4 / 4 | 60% | SPY 24%, FHDG 16%, GPIX 8%, AIRR 8% | Report a problem |
| 2297 | Total Wealth Planning and Management, Inc. | $238.8M | 50 | 61 | 60 / 28 / 12 | 96% | MU 3%, AAPL 3%, AMZN 2%, ABBV 2% | Report a problem |
| 2298 | Goalfusion Wealth Management | $238.5M | 51 | 52 | 96 / 0 / 4 | 100% | IVV 25%, AGG 22%, VT 13%, VCIT 9% | Report a problem |
| 2299 | Goldenstone Wealth Management | $238.3M | 72 | 73 | 97 / 0 / 3 | 66% | BUFR 11%, DDTN 10%, AAPL 5%, USFR 5% | Report a problem |
| 2300 | Rachor Investment Advisory Services, LLC | $238.1M | 39 | 40 | 97 / 0 / 3 | 88% | DFSD 36%, DIMENSIONAL ETF TRUST 20%, DFIC 15%, DUSB 10% | Report a problem |