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 |
|---|---|---|---|---|---|---|---|---|
| 201 | Jfg Family Office | $4.53B | (61) | 63 | 93 / 3 / 4 | 44% | VV 50%, VEA 13%, VWO 8%, VTI 3% | Report a problem |
| 202 | Cwa Asset Management Group | $4.51B | 56 | 64 | 69 / 24 / 7 | 100% | NVDA 6%, AAPL 5%, MSFT 2%, SHY 2% | Report a problem |
| 203 | Spire Wealth Management, LLC | $4.51B | 66 | 71 | 86 / 6 / 8 | 85% | IVV 5%, NVDA 4%, AAPL 3%, AMZN 2% | Report a problem |
| 204 | Connecticut Wealth Management, LLC | $4.48B | 59 | 62 | 93 / 0 / 7 | 65% | SPYV 11%, IEFA 10%, SPYG 10%, QUAL 8% | Report a problem |
| 205 | Beacon Trust | $4.44B | 59 | 63 | 85 / 11 / 4 | 71% | VTI 7%, IJR 6%, VEA 3%, IAU 3% | Report a problem |
| 206 | Accredited Investors Wealth Management | $4.41B | 62 | 65 | 92 / 2 / 6 | 57% | AVDV 12%, SEZL 6%, VEU 6%, SCHB 6% | Report a problem |
| 207 | Prosperity Capital Advisors | $4.39B | 54 | 61 | 70 / 25 / 5 | 66% | SPYM 12%, DIMENSIONAL ETF TRUST 6%, CORO 4%, VUG 4% | Report a problem |
| 208 | Syon Capital LLC | $4.38B | 68 | 70 | 92 / 2 / 6 | 57% | GOOGL 4%, CMF 4%, AAPL 3%, NVDA 3% | Report a problem |
| 209 | Advisory Alpha, LLC | $4.37B | 53 | 57 | 88 / 7 / 5 | 100% | SPYG 8%, SPYV 7%, SCHM 6%, XLK 6% | Report a problem |
| 210 | Trillium Asset Management | $4.31B | 69 | 72 | 87 / 10 / 3 | 87% | NVDA 7%, GOOGL 6%, AAPL 5%, MSFT 5% | Report a problem |
| 211 | Aaron Wealth Advisors | $4.29B | 65 | 70 | 84 / 9 / 7 | 55% | IEFA 8%, NVDA 7%, VONV 5%, VONG 5% | Report a problem |
| 212 | Sage Mountain Advisors, LLC | $4.29B | (50) | 53 | 84 / 16 / 0 | 45% | JAAA 17%, JQUA 13%, VTI 10%, QUAL 8% | Report a problem |
| 213 | Halbert Hargrove | $4.2B | 60 | 61 | 93 / 6 / 1 | 59% | IVV 16%, NTSX 14%, LRGF 12%, WAMA 8% | Report a problem |
| 214 | Salem Investment Counselors Inc | $4.19B | 73 | 76 | 88 / 10 / 2 | 100% | LOW 8%, NVDA 7%, AAPL 7%, MU 5% | Report a problem |
| 215 | Sound Income Strategies, LLC | $4.18B | 40 | 44 | 72 / 21 / 7 | 74% | HTGC 3%, ARCC 2%, GBDC 2%, TSLX 2% | Report a problem |
| 216 | Wescott Financial Advisory Group LLC | $4.16B | (57) | 59 | 93 / 2 / 5 | 33% | VOO 15%, QQQ 9%, VTES 6%, IVV 5% | Report a problem |
| 217 | Aprio Wealth Management, LLC | $4.15B | 50 | 54 | 83 / 12 / 5 | 59% | DIMENSIONAL ETF TRUST 5%, DIHP 4%, CGBL 3%, CGGR 3% | Report a problem |
| 218 | Founders Financial Securities, LLC | $4.14B | 60 | 63 | 92 / 2 / 6 | 51% | SPYG 7%, SPYV 5%, DFAE 3%, VO 3% | Report a problem |
| 219 | Northwest Asset Management | $4.13B | 62 | 67 | 83 / 5 / 12 | 58% | MSFT 4%, AAPL 4%, NVDA 2%, QQQ 2% | Report a problem |
| 220 | Diversify Wealth Management, LLC | $4.11B | 68 | 72 | 86 / 7 / 7 | 100% | NVDA 4%, SPY 4%, SPYG 3%, SPYV 3% | Report a problem |
| 221 | Keel Point, LLC | $4.07B | (63) | 65 | 91 / 2 / 7 | 46% | VOO 23%, VEA 6%, AGG 3%, IWB 3% | Report a problem |
| 222 | Money Concepts Advisory Service | $4.07B | 56 | 59 | 89 / 3 / 8 | 60% | SVAL 6%, SPMO 5%, IEMG 4%, VOO 4% | Report a problem |
| 223 | Moors & Cabot, Inc | $4.03B | 60 | 66 | 76 / 18 / 6 | 84% | AAPL 5%, NVDA 4%, TPL 3%, MSFT 3% | Report a problem |
| 224 | Cardinal Capital Management, Inc. | $4.02B | 48 | 50 | 91 / 7 / 2 | 100% | MFC 5%, RY 5%, BMO 4%, CM 4% | Report a problem |
| 225 | Permcap Investment Office | $4.02B | (45) | 48 | 79 / 18 / 3 | 31% | BIL 17%, VTV 16%, VUG 7%, IAU 7% | Report a problem |
| 226 | Valor Advisors LLC | $4.01B | (50) | 57 | 67 / 30 / 3 | 5% | SPY 42%, VOO 16%, BRK-B 9%, IYW 6% | Report a problem |
| 227 | Azimuth Capital Management | $3.99B | 62 | 69 | 72 / 26 / 2 | 100% | AAPL 4%, NVDA 4%, AVGO 3%, MSFT 3% | Report a problem |
| 228 | Argent Capital Management LLC | $3.99B | 71 | 72 | 99 / 0 / 1 | 80% | GOOGL 7%, NVDA 7%, AMZN 6%, AMAT 5% | Report a problem |
| 229 | Corecap Advisors | $3.99B | 59 | 64 | 82 / 3 / 15 | 100% | VTI 5%, SPYG 5%, XLK 4%, BND 3% | Report a problem |
| 230 | Nordwand Advisors | $3.97B | (50) | 64 | 67 / 0 / 33 | 25% | AVGO 5%, VV 5%, MRVL 4%, IVV 3% | Report a problem |
| 231 | Team Hewins, LLC | $3.97B | (51) | 53 | 89 / 10 / 1 | 10% | DFIV 26%, DIMENSIONAL ETF TRUST 18%, DFUV 14%, AVUV 14% | Report a problem |
| 232 | Vernal Point Advisors | $3.94B | (44) | 51 | 77 / 5 / 18 | 10% | VT 51%, VGSH 15%, VTI 10%, VGIT 5% | Report a problem |
| 233 | Voya Financial Advisors, Inc. | $3.87B | (54) | 55 | 96 / 1 / 3 | 31% | VV 24%, BND 16%, VEU 12%, SPTL 4% | Report a problem |
| 234 | Kingswood Wealth Advisors, LLC | $3.8B | 68 | 73 | 82 / 11 / 7 | 80% | AAPL 4%, SPY 3%, NVDA 3%, QQQ 2% | Report a problem |
| 235 | Fas Wealth Partners, Inc. | $3.78B | 56 | 61 | 84 / 9 / 7 | 61% | RSP 6%, JEPI 5%, ILCG 4%, AVLV 4% | Report a problem |
| 236 | Beaumont Financial Partners | $3.76B | (62) | 65 | 87 / 8 / 5 | 48% | GOOGL 5%, AAPL 5%, IVV 4%, IJH 3% | Report a problem |
| 237 | Ausdal Financial Partners, Inc. | $3.73B | 54 | 59 | 83 / 3 / 14 | 82% | SHV 4%, CAT 3%, AAPL 3%, SCHG 2% | Report a problem |
| 238 | Bok Financial Private Wealth, Inc. | $3.72B | 54 | 58 | 81 / 14 / 5 | 64% | VOO 18%, VEA 10%, VUG 9%, VTV 7% | Report a problem |
| 239 | The Welch Group, LLC | $3.68B | 43 | 47 | 87 / 5 / 8 | 91% | AAPL 4%, CSCO 4%, ABBV 3%, JPM 3% | Report a problem |
| 240 | Cm Wealth Advisors LLC | $3.6B | (62) | 63 | 96 / 2 / 2 | 16% | OEF 16%, IVV 13%, DIA 10%, LECO 7% | Report a problem |
| 241 | Sax Wealth Advisors, LLC | $3.6B | 47 | 58 | 66 / 11 / 23 | 100% | DFUS 12%, FBND 8%, QQQM 5%, QUAL 4% | Report a problem |
| 242 | The Burney Company | $3.59B | 68 | 69 | 94 / 2 / 4 | 100% | BRES 18%, BRNY 12%, AAPL 3%, VGIT 2% | Report a problem |
| 243 | Courier Capital, LLC | $3.59B | 52 | 59 | 75 / 18 / 7 | 74% | IVW 6%, IVV 4%, AAPL 4%, IVE 3% | Report a problem |
| 244 | Venturi Private Wealth | $3.58B | 62 | 67 | 84 / 11 / 5 | 86% | IWF 6%, IEMG 6%, SPYM 5%, IEFA 3% | Report a problem |
| 245 | Sigfig Wealth Management LLC | $3.58B | 54 | 54 | 100 / 0 / 0 | 100% | ITOT 18%, AGG 11%, GSLC 8%, IUSB 7% | Report a problem |
| 246 | Abacus Wealth Partners | $3.58B | (61) | 62 | 94 / 4 / 2 | 28% | DFSB 16%, VGSR 13%, NUSC 9%, Dimensional U S Targeted Value ETF 8% | Report a problem |
| 247 | Steele Capital Management, Inc. | $3.55B | 55 | 56 | 96 / 2 / 2 | 80% | IVV 10%, FNDX 7%, SCHF 7%, VEA 6% | Report a problem |
| 248 | Visionary Wealth Advisors, LLC | $3.54B | 52 | 57 | 83 / 4 / 13 | 86% | AAPL 5%, IVV 3%, PWR 3%, SCHX 2% | Report a problem |
| 249 | Bryn Mawr Trust Advisors, LLC | $3.51B | 54 | 60 | 76 / 12 / 12 | 86% | IVV 6%, AAPL 5%, BND 4%, IWY 3% | Report a problem |
| 250 | Equity Investment Corp | $3.51B | 46 | 47 | 96 / 0 / 4 | 100% | VZ 4%, GSK 3%, UPS 3%, MDT 3% | Report a problem |