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 |
|---|---|---|---|---|---|---|---|---|
| 2351 | Valpey Financial Services LLC | $226M | 53 | 54 | 96 / 0 / 4 | 77% | VTV 6%, VUG 5%, SCHG 5%, BNDX 4% | Report a problem |
| 2352 | Miller Wealth Advisors, LLC | $225.5M | 62 | 65 | 87 / 7 / 6 | 100% | AMD 21%, SWGXX 16%, GILD 15%, GOOG 15% | Report a problem |
| 2353 | Edgewater Pro Sports Financial | $225M | 76 | 77 | 95 / 5 / 0 | 90% | AAPL 13%, PLTR 7%, BAC 6%, AMD 6% | Report a problem |
| 2354 | Principia Wealth Advisory, LLC | $225M | 54 | 58 | 83 / 10 / 7 | 100% | QQQM 12%, BKLC 7%, VEA 6%, QQQ 5% | Report a problem |
| 2355 | Allied Private Wealth | $224.5M | 51 | 64 | 57 / 36 / 7 | 100% | AAPL 14%, MSFT 6%, VOO 5%, CGDV 5% | Report a problem |
| 2356 | Orca Wealth Management, LLC | $224.4M | 58 | 61 | 89 / 7 / 4 | 83% | AAPL 10%, MU 9%, CSCO 6%, ORI 4% | Report a problem |
| 2357 | Mcalvany Wealth Management, LLC | $224.2M | 51 | 61 | 65 / 30 / 5 | 92% | GLDM 8%, RGLD 8%, SLV 6%, AEM 4% | Report a problem |
| 2358 | Bucket List Wealth Management, LLC | $224.2M | 56 | 59 | 90 / 0 / 10 | 100% | VTI 14%, PVAL 13%, AVUV 9%, QQQM 9% | Report a problem |
| 2359 | Mainstream Capital Management | $224M | 54 | 65 | 68 / 11 / 21 | 100% | JPST 12%, AAPL 6%, GSST 6%, AMZN 4% | Report a problem |
| 2360 | Sterling Wealth Advisors, Inc. | $223.5M | 52 | 53 | 94 / 1 / 5 | 88% | DFAU 32%, DFUS 14%, DFSD 13%, DFAI 9% | Report a problem |
| 2361 | Valley Brook Capital Group | $223.3M | 61 | 66 | 81 / 9 / 10 | 97% | AAPL 7%, MSFT 5%, CAT 5%, JPM 4% | Report a problem |
| 2362 | Spring Capital Management | $223M | 42 | 45 | 90 / 6 / 4 | 100% | AAPL 8%, ETN 7%, DE 6%, JNJ 5% | Report a problem |
| 2363 | Essential Investment Partners, LLC | $223M | 63 | 69 | 77 / 16 / 7 | 73% | BE 5%, AAPL 5%, URI 4%, GOOGL 3% | Report a problem |
| 2364 | Whalen Financial | $223M | 59 | 62 | 85 / 13 / 2 | 100% | NVDA 4%, SHV 4%, IEI 4%, AMZN 3% | Report a problem |
| 2365 | Milestones Private Investment Advisors LLC | $222.6M | 52 | 56 | 88 / 0 / 12 | 64% | RDVY 8%, SPYG 7%, QQQM 7%, SPYV 7% | Report a problem |
| 2366 | Kmt Wealth Management, LLC | $222.4M | 67 | 71 | 84 / 11 / 5 | 63% | ITW 12%, AAPL 7%, NVDA 6%, SPYM 5% | Report a problem |
| 2367 | Q Capital Solutions | $222.3M | 75 | 76 | 96 / 0 / 4 | 97% | TSM 8%, BRK-B 7%, NVDA 7%, GE 7% | Report a problem |
| 2368 | Colrain Capital LLC | $222.2M | 54 | 56 | 95 / 0 / 5 | 100% | VICR 19%, CVX 7%, NEM 7%, VST 6% | Report a problem |
| 2369 | Phillip James Financial Co. | $222.1M | 52 | 54 | 91 / 8 / 1 | 74% | EWA 10%, SCHO 8%, VTV 7%, SCHB 7% | Report a problem |
| 2370 | Adrian Day Asset Management | $221.6M | (78) | 79 | 97 / 1 / 2 | 0% | BTG 18%, MTA 15%, FNV 12%, AEM 9% | Report a problem |
| 2371 | Hager Investment Management Services, LLC | $221.6M | 70 | 75 | 81 / 16 / 3 | 100% | AVGO 5%, AAPL 5%, NVDA 4%, GOOGL 4% | Report a problem |
| 2372 | Carroll Investors, Inc. | $221.4M | 86 | 86 | 98 / 0 / 2 | 100% | AMD 13%, NVDA 12%, PLTR 12%, TSLA 11% | Report a problem |
| 2373 | Pullen Investment Management | $221M | 44 | 48 | 82 / 15 / 3 | 100% | VOO 6%, VTI 5%, MSGK 2%, SCHB 2% | Report a problem |
| 2374 | Mccartney Wealth Management LLC | $220.7M | 48 | 49 | 94 / 2 / 4 | 64% | AVUS 13%, DIMENSIONAL ETF TRUST 10%, DFLV 4%, AVDE 4% | Report a problem |
| 2375 | Strategic Financial Planning, Inc. | $220.6M | 60 | 60 | 99 / 0 / 1 | 88% | SCHB 13%, SCHA 11%, VWO 10%, SPDW 9% | Report a problem |
| 2376 | Intrinsic Value Partners, LLC | $220.6M | 65 | 68 | 90 / 1 / 9 | 74% | GOOG 11%, BRK-B 10%, TSM 7%, GOOGL 6% | Report a problem |
| 2377 | Terra Nova Asset Management LLC | $220.2M | 64 | 72 | 72 / 24 / 4 | 100% | GOOGL 6%, GEV 5%, MU 4%, MSFT 3% | Report a problem |
| 2378 | Cornerstone Financial Group | $220.2M | 67 | 68 | 96 / 4 / 0 | 100% | SPHY 18%, JEPI 15%, SCYB 8%, NVDA 5% | Report a problem |
| 2379 | Reicon Wealth Advisors, LLC | $220.1M | 48 | 55 | 68 / 22 / 10 | 100% | SPY 41%, EQWL 28%, RSP 6%, VOO 3% | Report a problem |
| 2380 | Jericho Financial | $220M | 72 | 73 | 96 / 2 / 2 | 91% | GOOGL 6%, CAT 5%, JPM 5%, AAPL 5% | Report a problem |
| 2381 | Slocum, Gordon & Co. LLP | $219.2M | 31 | 41 | 59 / 30 / 11 | 100% | MRK 8%, JNJ 7%, XOM 6%, NEE 6% | Report a problem |
| 2382 | Summit Financial Working With People You Trust | $219M | 54 | 55 | 97 / 1 / 2 | 69% | HYG 15%, LQD 15%, SCHX 10%, VTWO 6% | Report a problem |
| 2383 | Vaughan and Company Securities, Inc. | $218.9M | 58 | 60 | 94 / 3 / 3 | 100% | IWO 13%, IWF 12%, GSLC 12%, HDV 12% | Report a problem |
| 2384 | E-Wealth Partners | $218.7M | 59 | 59 | – | 63% | ITOT 25%, DGCB 7%, AAPL 7%, VBR 6% | Report a problem |
| 2385 | Rockbridge Asset Management, LLC | $218M | 48 | 51 | 91 / 0 / 9 | 77% | MKL 12%, AMZN 10%, ORLY 9%, CPRT 9% | Report a problem |
| 2386 | Allstreet Capital LLC | $218M | 46 | 54 | 59 / 37 / 4 | 100% | VEA 12%, MGV 9%, MGK 9%, BCI 4% | Report a problem |
| 2387 | Cedrus Wealth Group | $217.8M | 58 | 58 | – | 53% | PSLV 17%, FTSM 8%, KMB 7%, SPPP 6% | Report a problem |
| 2388 | Sound Financial Strategies Group, LLC | $217.7M | 48 | 51 | 90 / 3 / 7 | 80% | AGG 10%, CFIT 10%, TPIF 4%, WWJD 4% | Report a problem |
| 2389 | Affinity Wealth LLC | $217.5M | 62 | 62 | 100 / 0 / 0 | 86% | SCHG 30%, JVAL 20%, FNDF 12%, XMMO 11% | Report a problem |
| 2390 | Presidio Wealth Management | $217.5M | 63 | 63 | – | 97% | FTHI 5%, BUFR 4%, SCHV 4%, GRNJ 3% | Report a problem |
| 2391 | Wealthtrust Asset Management, LLC | $217.4M | 56 | 61 | 81 / 9 / 10 | 100% | WLTG 27%, CHRW 7%, IWB 4%, BIL 3% | Report a problem |
| 2392 | Sheridan Capital Management, LLC | $217.2M | 54 | 56 | 95 / 0 / 5 | 100% | IWF 18%, PYLD 17%, MGV 12%, AGG 11% | Report a problem |
| 2393 | Grange Capital, LLC | $217.2M | 51 | 63 | 62 / 14 / 24 | 81% | VEU 9%, VOO 8%, VGK 7%, EEM 6% | Report a problem |
| 2394 | Paladin Financial | $216.9M | 64 | 65 | 97 / 0 / 3 | 82% | SPYM 9%, DMBS 4%, AVDE 3%, NVDA 3% | Report a problem |
| 2395 | Ledgewood Wealth Advisors, LLC | $216.8M | 47 | 50 | 78 / 19 / 3 | 100% | DFAU 9%, PFS 9%, MSEX 8%, DFAI 6% | Report a problem |
| 2396 | Aegis Wealth Management, Inc. | $216.5M | 56 | 60 | 88 / 0 / 12 | 81% | QQH 13%, LGH 11%, CWB 9%, MINT 4% | Report a problem |
| 2397 | Values First Advisors, Inc. | $215.4M | 48 | 50 | 94 / 0 / 6 | 100% | VGSH 5%, SCHO 3%, ISTB 3%, IEI 3% | Report a problem |
| 2398 | Advantage Investment Management | $215.4M | (50) | 54 | 84 / 9 / 7 | 24% | AAPL 13%, AVGO 12%, QQQM 9%, AMZN 8% | Report a problem |
| 2399 | SimplyRIA Advisor Network | $214.9M | 58 | 60 | 92 / 3 / 5 | 92% | BIL 7%, VTI 2%, NVDA 2%, SPYM 2% | Report a problem |
| 2400 | Powerhouse Assets LLC | $214.8M | 51 | 54 | 90 / 0 / 10 | 64% | VOO 26%, IVV 25%, ICSH 5%, VTV 4% | Report a problem |