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 |
|---|---|---|---|---|---|---|---|---|
| 2401 | Downshift Financial | $214.7M | 59 | 60 | 95 / 4 / 1 | 100% | SCHB 12%, SCHF 10%, VTI 9%, SCHR 8% | Report a problem |
| 2402 | Wealthtrak Advisors | $214.3M | 52 | 54 | 92 / 1 / 7 | 77% | SPYM 14%, GBIL 8%, SPEM 5%, HCMT 4% | Report a problem |
| 2403 | Ponta Wealth Partners, LLC | $214.3M | 75 | 75 | – | 87% | NVDA 7%, AAPL 7%, GOOG 4%, MSFT 4% | Report a problem |
| 2404 | Viable | $214.2M | 29 | 32 | 85 / 0 / 15 | 66% | SDCI 17%, XB 9%, XEMD 8%, USFR 7% | Report a problem |
| 2405 | Objective Capital Management, LLC | $214.2M | 54 | 60 | 79 / 6 / 15 | 67% | IVV 14%, QQQ 6%, VV 5%, SPY 5% | Report a problem |
| 2406 | Compass Planning Associates, Inc. | $213.9M | 39 | 42 | 76 / 16 / 8 | 100% | BSV 20%, BIV 16%, VTV 12%, SPY 11% | Report a problem |
| 2407 | Retiremitten Financial LLC | $213.8M | 51 | 54 | 88 / 1 / 11 | 100% | SPYM 20%, SPYG 15%, VYM 14%, SPAB 14% | Report a problem |
| 2408 | A4 Wealth Advisors LLC | $213.7M | 59 | 60 | 95 / 0 / 5 | 73% | VOO 13%, CORO 9%, IVW 7%, DYNF 7% | Report a problem |
| 2409 | Argyle Capital Partners, LLC | $213.6M | 62 | 64 | 92 / 6 / 2 | 81% | AAPL 6%, IWD 3%, MSFT 3%, IWF 3% | Report a problem |
| 2410 | Cedarwood Wealth | $213.4M | 67 | 67 | – | 62% | IVV 11%, QQQ 9%, AAPL 5%, GPIX 5% | Report a problem |
| 2411 | Dominguez Wealth Management Solutions, Inc. | $213.1M | 50 | 52 | 93 / 0 / 7 | 92% | VUG 16%, AAPL 12%, FIXD 8%, SGOV 8% | Report a problem |
| 2412 | Sacks & Associates, LLC | $212.8M | 56 | 56 | 97 / 3 / 0 | 72% | IVE 11%, BRK-B 6%, XLP 5%, BIL 4% | Report a problem |
| 2413 | Bck Partners, Inc. | $212.7M | 50 | 51 | 96 / 2 / 2 | 100% | VOO 25%, VCSH 23%, VO 15%, VB 12% | Report a problem |
| 2414 | Patrick Mauro Investment Advisor, Inc. | $212.1M | 40 | 42 | 79 / 17 / 4 | 100% | IXUS 11%, WSO 7%, CME 6%, MSFT 6% | Report a problem |
| 2415 | Madrid Wealth Management | $212.1M | 55 | 55 | – | 72% | AVUS 11%, EVTR 9%, VCRB 8%, VEA 6% | Report a problem |
| 2416 | Bravias Financial | $212M | 47 | 53 | 81 / 5 / 14 | 98% | BOXX 16%, BBUS 9%, VGT 7%, GMOM 6% | Report a problem |
| 2417 | Orca Investment Management, LLC | $211.7M | 55 | 59 | 81 / 13 / 6 | 80% | GOOG 8%, AAPL 8%, MSFT 7%, AVGO 6% | Report a problem |
| 2418 | Rossjohnson & Associates, LLC | $211.6M | (49) | 51 | 89 / 10 / 1 | 3% | GGG 42%, LEND 9%, SPY 5%, BHE 4% | Report a problem |
| 2419 | Virtue Asset Management LLC | $211.4M | 55 | 64 | 69 / 26 / 5 | 98% | AAPL 5%, GOOG 4%, DFUS 4%, NVDA 4% | Report a problem |
| 2420 | Thompson Davis Asset Management | $211.3M | 67 | 70 | 93 / 3 / 4 | 85% | SMID 32%, CSL 6%, DOV 3%, JPST 2% | Report a problem |
| 2421 | Traub Capital Management | $210.8M | 56 | 58 | 95 / 0 / 5 | 56% | AAPL 6%, VCSH 5%, JAAA 5%, GOOGL 4% | Report a problem |
| 2422 | Sky-Mountain Capital Management | $210.6M | 34 | 39 | 70 / 10 / 20 | 95% | USFR 39%, GLD 16%, GRID 5%, VYM 4% | Report a problem |
| 2423 | Baring Financial LLC | $210.3M | 56 | 60 | 85 / 5 / 10 | 100% | IVV 10%, QQQM 8%, MGK 5%, SCHV 5% | Report a problem |
| 2424 | Independence Wealth Advisors, LLC | $210.3M | 47 | 49 | 92 / 0 / 8 | 100% | XLK 13%, CTA 13%, SPTS 6%, XLF 5% | Report a problem |
| 2425 | Alcosta Capital Management, Inc. | $210.2M | 74 | 79 | 80 / 16 / 4 | 88% | NVDA 15%, AVGO 8%, GOOG 8%, AMZN 7% | Report a problem |
| 2426 | Atlantic Family Wealth, LLC | $210.1M | 44 | 50 | 69 / 23 / 8 | 100% | IVV 25%, CDL 19%, CDC 18%, IVW 6% | Report a problem |
| 2427 | Daniel Investment Group Inc. | $210.1M | 57 | 57 | – | 80% | BRK-B 56%, VEU 6%, BN 6%, JPM 4% | Report a problem |
| 2428 | Gouws Capital LLC | $209.9M | 60 | 63 | 91 / 3 / 6 | 100% | QQQ 11%, LLY 10%, GOOG 9%, CAT 8% | Report a problem |
| 2429 | Cultivating Wealth | $209.8M | 61 | 65 | 89 / 1 / 10 | 85% | ESGV 46%, ESGD 15%, ESGE 5%, ESML 5% | Report a problem |
| 2430 | Img Wealth Management, Inc. | $209.7M | 45 | 51 | 74 / 15 / 11 | 100% | BUFR 10%, CGDV 8%, BUFQ 7%, BUFD 5% | Report a problem |
| 2431 | Madson Wealth Advisors Inc. | $208.7M | 53 | 53 | – | 70% | VIG 6%, SGOV 6%, VIGI 6%, DGRO 6% | Report a problem |
| 2432 | Golden Bell Financial Planning, LLC | $208.6M | 44 | 45 | 96 / 1 / 3 | 68% | BND 19%, BNDX 9%, SCHP 8%, DFLV 8% | Report a problem |
| 2433 | Financial Life Planners | $208.4M | 64 | 75 | 68 / 12 / 20 | 100% | QQQ 25%, IVV 21%, NVDA 10%, AAPL 5% | Report a problem |
| 2434 | Longview Financial Advisors, Inc. | $208.2M | 40 | 43 | 72 / 23 / 5 | 100% | IQLT 10%, FYLD 9%, COWZ 9%, SPGP 8% | Report a problem |
| 2435 | Fulcrum Wealth Advisors, LLC | $208M | 64 | 69 | 79 / 21 / 0 | 80% | SGOL 8%, MSFT 6%, PHYS 6%, NVDA 6% | Report a problem |
| 2436 | Fairscale Capital, LLC | $207.8M | 68 | 72 | 86 / 8 / 6 | 94% | VOO 18%, IGM 8%, NVDA 7%, AAPL 4% | Report a problem |
| 2437 | Prairieview Wealth & Tax Advisors | $207.5M | 50 | 52 | 94 / 0 / 6 | 69% | IVV 22%, AGG 12%, HTRB 10%, IWR 9% | Report a problem |
| 2438 | White Knight Strategic Wealth Advisors, LLC | $207.4M | 69 | 70 | 95 / 3 / 2 | 72% | BRK-B 16%, NVDA 6%, TSLA 5%, JNJ 5% | Report a problem |
| 2439 | Counterweight Private Wealth | $207.2M | 59 | 61 | 92 / 6 / 2 | 100% | IWF 5%, IJR 5%, NVDA 4%, AAPL 4% | Report a problem |
| 2440 | Zermatt Wealth Advisors | $206.9M | 53 | 57 | 90 / 3 / 7 | 66% | AAPL 13%, VTI 9%, BND 4%, VONG 4% | Report a problem |
| 2441 | Bauman Wealth Advisors | $206.4M | 54 | 59 | 84 / 2 / 14 | 100% | SPYM 19%, QQQM 10%, AVLV 6%, GARP 6% | Report a problem |
| 2442 | Cooksen Wealth, LLC | $206.2M | 54 | 59 | 84 / 1 / 15 | 92% | IWF 16%, XLK 14%, VTV 10%, XLF 4% | Report a problem |
| 2443 | Hardworking Capital Advisors, LLC | $206M | 45 | 46 | 94 / 3 / 3 | 63% | SPY 12%, JPST 7%, MINT 5%, AAPL 4% | Report a problem |
| 2444 | Western Pacific Wealth Management, LP | $205.5M | 68 | 70 | 92 / 7 / 1 | 58% | VIG 12%, VYM 11%, AAPL 8%, GOOGL 7% | Report a problem |
| 2445 | Mittelman Wealth Management | $204.6M | 47 | 50 | 78 / 22 / 0 | 95% | VIG 13%, VYM 10%, VOO 8%, VEA 8% | Report a problem |
| 2446 | Donalies Financial Planning, LLC | $204.5M | 60 | 60 | 98 / 0 / 2 | 68% | DIMENSIONAL ETF TRUST 11%, VOO 11%, DFSU 5%, VEA 4% | Report a problem |
| 2447 | Momentum Wealth Planning | $204.5M | 61 | 66 | 81 / 13 / 6 | 81% | SPY 28%, QQQ 18%, SGOV 7%, DRAM 6% | Report a problem |
| 2448 | Mcginn Penninger Investment Management Inc. | $204.4M | (55) | 59 | 89 / 4 / 7 | 0% | AAPL 8%, JPM 7%, META 6%, MSFT 6% | Report a problem |
| 2449 | The William Allan Corporation | $204.4M | 66 | 68 | 93 / 3 / 4 | 100% | AMAT 14%, GOOGL 6%, DELL 6%, AAPL 5% | Report a problem |
| 2450 | Prospect Financial Group LLC | $204.4M | 58 | 58 | 98 / 0 / 2 | 62% | DFEM 10%, DIMENSIONAL ETF TRUST 8%, BND 7%, DFIC 6% | Report a problem |