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 |
|---|---|---|---|---|---|---|---|---|
| 2301 | Fortune 45, LLC. | $237.7M | 63 | 64 | 97 / 0 / 3 | 100% | VOO 38%, QQQ 30%, SPIB 7%, VCIT 7% | Report a problem |
| 2302 | Lighthouse Wealth Management, Inc. | $237.6M | 51 | 53 | 92 / 7 / 1 | 74% | QQQ 11%, HEFA 10%, SCHD 9%, SCHK 9% | Report a problem |
| 2303 | Capital Financial Group, Inc. | $237.4M | 40 | 45 | 83 / 2 / 15 | 97% | SPYM 10%, GSIE 7%, USMV 7%, SPEM 3% | Report a problem |
| 2304 | Centennial Advisors, LLC | $237.3M | (41) | 43 | 93 / 0 / 7 | 38% | SPYM 5%, GLD 4%, SPMO 4%, JEPI 4% | Report a problem |
| 2305 | Axiom Investment Management LLC | $236.8M | 47 | 56 | 75 / 4 / 21 | 84% | UNP 7%, AAPL 6%, MU 4%, PWR 4% | Report a problem |
| 2306 | Fireside Capital Advisors | $236.6M | 42 | 43 | 88 / 9 / 3 | 76% | VCIT 13%, SPY 8%, DFCF 7%, BRK-B 7% | Report a problem |
| 2307 | Level Wealth Management LLC | $236.5M | 46 | 54 | 72 / 11 / 17 | 100% | VTI 28%, BND 17%, VEA 11%, VTEB 6% | Report a problem |
| 2308 | Ipsen Advisor Group | $236.1M | 51 | 54 | 84 / 11 / 5 | 78% | IMCG 5%, IMCV 5%, ISCG 5%, JPSE 5% | Report a problem |
| 2309 | Crown Oak Advisors | $235.6M | 51 | 53 | 93 / 0 / 7 | 98% | SCHW 20%, HEI-A 11%, V 10%, DE 8% | Report a problem |
| 2310 | Birch Capital Management, LLC | $235.5M | 52 | 54 | 91 / 7 / 2 | 96% | GWW 9%, AAPL 9%, MSFT 6%, GOOG 5% | Report a problem |
| 2311 | Crew Capital Management, LTD. | $235.4M | 55 | 66 | 63 / 20 / 17 | 100% | QQQ 12%, AAPL 5%, XLK 4%, BRK-B 4% | Report a problem |
| 2312 | Northland Capital Management | $235M | 47 | 47 | 100 / 0 / 0 | 79% | XTEN 14%, FNDX 10%, STIP 9%, AVLV 8% | Report a problem |
| 2313 | Camelotta Advisors | $234.9M | 50 | 55 | 78 / 19 / 3 | 80% | IVV 25%, IEFA 7%, QQQ 6%, PHYS 5% | Report a problem |
| 2314 | Plan to Prosper Wealth Management | $234.3M | 85 | 85 | – | 72% | NVDA 28%, QQQI 5%, AVGO 5%, AAPL 5% | Report a problem |
| 2315 | Belleair Asset Management, LLC | $234.3M | 43 | 46 | 88 / 2 / 10 | 58% | VGIT 8%, DFUV 8%, DFSD 7%, DFAX 4% | Report a problem |
| 2316 | St. Louis Financial Planners Asset Management, LLC | $234M | 56 | 56 | 100 / 0 / 0 | 80% | BSCQ 28%, BIL 9%, MU 6%, WDC 4% | Report a problem |
| 2317 | Daviman Financial, LLC | $233.9M | 52 | 59 | 78 / 9 / 13 | 99% | SPYM 14%, CORO 6%, IVW 6%, DYNF 5% | Report a problem |
| 2318 | Figure 8 Investment Strategies LLC | $233.4M | 57 | 66 | 72 / 19 / 9 | 70% | AAPL 6%, GOOGL 6%, TSM 5%, MSFT 4% | Report a problem |
| 2319 | Ironwood Wealth Management, Inc. | $233.1M | 42 | 43 | 97 / 0 / 3 | 100% | BKLN 11%, JPST 11%, PULS 9%, IUSV 9% | Report a problem |
| 2320 | Klein Pavlis & Peasley Financial, Inc. | $232.7M | 54 | 61 | 68 / 28 / 4 | 100% | AEM 5%, TER 4%, PM 4%, SGOV 4% | Report a problem |
| 2321 | Direct Financial Care | $232.6M | 52 | 54 | 94 / 3 / 3 | 99% | VTI 39%, BND 26%, VXUS 8%, ITOT 7% | Report a problem |
| 2322 | Mount Vernon Associates Inc | $232.5M | (62) | 74 | 59 / 38 / 3 | 0% | AAPL 11%, GOOG 9%, AMZN 6%, COST 6% | Report a problem |
| 2323 | Integrated Capital Management, Inc. | $232.4M | 49 | 50 | 98 / 0 / 2 | 63% | AVLV 15%, EFV 15%, VIG 7%, SPDW 7% | Report a problem |
| 2324 | Econ Wealth Management | $232.1M | 43 | 45 | 91 / 2 / 7 | 100% | JCPB 6%, SPLB 6%, PYLD 4%, SDVY 3% | Report a problem |
| 2325 | Shelter Rock Management, LLC | $232M | 62 | 72 | 65 / 32 / 3 | 68% | TSM 11%, GOOGL 10%, TDG 8%, HLT 7% | Report a problem |
| 2326 | Piedmont Capital Management, LLC | $231.8M | 53 | 56 | 88 / 6 / 6 | 97% | MGC 15%, VYM 13%, VOO 9%, FEZ 9% | Report a problem |
| 2327 | Loudon Investment Management, LLC | $231.8M | 56 | 58 | 93 / 3 / 4 | 94% | XLK 6%, MSFT 5%, CSCO 4%, EPD 4% | Report a problem |
| 2328 | Svrn Asset Management, LLC | $231.5M | 52 | 53 | 95 / 2 / 3 | 88% | VTI 20%, DGRO 14%, VXUS 13%, SPY 12% | Report a problem |
| 2329 | Andrew Hill Investment Advisors, Inc. | $231.3M | 57 | 63 | 73 / 25 / 2 | 80% | LLY 6%, GE 5%, VRTX 5%, GOOGL 5% | Report a problem |
| 2330 | Sl Capital | $230.3M | 79 | 82 | 88 / 4 / 8 | 77% | NVDA 9%, AAPL 7%, BIL 5%, GBTC 3% | Report a problem |
| 2331 | Primoris Wealth Advisors, LLC | $230M | 54 | 71 | 55 / 13 / 32 | 100% | FTEC 5%, LRCX 5%, AMD 5%, VOO 5% | Report a problem |
| 2332 | Lionshead Wealth Management, LLC | $229.8M | 59 | 62 | 90 / 2 / 8 | 74% | DFAI 6%, JAAA 5%, AAPL 5%, SPHQ 4% | Report a problem |
| 2333 | Montgomery Financial | $229.8M | 62 | 62 | 97 / 1 / 2 | 52% | CAPITOL SER TR 22%, IWY 19%, IWX 12%, EFV 6% | Report a problem |
| 2334 | Turner Financial Group, Inc. | $229.6M | 71 | 75 | 85 / 6 / 9 | 51% | TSLA 16%, FIXP 9%, BDGS 5%, AMD 4% | Report a problem |
| 2335 | Sterling Investment Advisors,LLC | $229.3M | 49 | 49 | 100 / 0 / 0 | 97% | IEFA 18%, IVV 13%, IEMG 9%, SGOV 9% | Report a problem |
| 2336 | Campion Asset Management, LLC | $228.8M | 52 | 56 | 89 / 10 / 1 | 80% | IJH 11%, IVV 11%, VEA 7%, IWB 6% | Report a problem |
| 2337 | Westview Investment Advisors | $228.6M | 57 | 59 | 94 / 3 / 3 | 95% | VCIT 6%, IEI 6%, EMB 4%, GLW 4% | Report a problem |
| 2338 | X Advisors, LLC | $228.6M | (67) | 70 | 90 / 10 / 0 | 18% | AAPL 14%, XOM 6%, CANTOR FITZGER 9.5 PFDPFD SER A 6%, NEXPOINT REAL ES 9 PFD 5% | Report a problem |
| 2339 | Meixler Investment Management, LTD. | $228.4M | 38 | 41 | 91 / 3 / 6 | 87% | PHYS 9%, BRK-B 8%, NRP 5%, DMLP 5% | Report a problem |
| 2340 | Bay Capital Advisors, LLC | $228.3M | 57 | 60 | 89 / 4 / 7 | 92% | SPYM 12%, QQQ 11%, ICSH 7%, IWF 6% | Report a problem |
| 2341 | Wealth Forward, LLC | $228.1M | 50 | 52 | 93 / 0 / 7 | 95% | FNDA 11%, OEF 11%, RSP 11%, FNDX 10% | Report a problem |
| 2342 | Center for Wealth Management Advisory | $227.8M | 55 | 56 | 95 / 2 / 3 | 74% | PWB 22%, FDL 9%, SMH 7%, MLRG 6% | Report a problem |
| 2343 | The Wealthgarden F.s. LLC | $227.6M | 63 | 65 | 94 / 0 / 6 | 82% | IVV 6%, IVW 3%, DYNF 3%, NVDA 3% | Report a problem |
| 2344 | Approach Retirement Advisors, LLC | $227.5M | 42 | 46 | 89 / 0 / 11 | 68% | DIMENSIONAL ETF TRUST 17%, AFL 9%, DFCF 7%, AVUS 6% | Report a problem |
| 2345 | Echo45 Advisors LLC | $227.4M | 50 | 52 | 94 / 1 / 5 | 91% | VEA 13%, RSP 10%, VWO 6%, DIA 4% | Report a problem |
| 2346 | Gilpin Wealth Management LLC | $227.2M | 56 | 61 | 84 / 7 / 9 | 76% | NVDA 4%, VLUE 3%, FTNT 3%, VTI 3% | Report a problem |
| 2347 | Rm Sincerbeaux Capital Management, LLC. | $227.1M | 51 | 54 | 89 / 4 / 7 | 93% | WMB 10%, V 10%, MSFT 8%, ABBV 7% | Report a problem |
| 2348 | Retirement Wealth Solutions LLC | $227M | 57 | 58 | 98 / 0 / 2 | 82% | VOO 15%, IVV 13%, VEA 8%, DYNF 4% | Report a problem |
| 2349 | Arrien Investments, Inc. | $226.6M | 42 | 47 | 81 / 4 / 15 | 100% | SPAB 18%, EFA 13%, SPYM 13%, QEFA 7% | Report a problem |
| 2350 | Elevation Advisory Partners LLC | $226M | (80) | 80 | 100 / 0 / 0 | 43% | NVDA 23%, VYM 14%, AAPL 8%, AMZN 5% | Report a problem |