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 |
|---|---|---|---|---|---|---|---|---|
| 2501 | Elm3 Financial Group, LLC | $189M | 68 | 70 | 93 / 3 / 4 | 83% | AMZN 6%, NVDA 6%, AVGO 4%, LLY 3% | Report a problem |
| 2502 | Krs Capital Management, LLC | $188.9M | 73 | 83 | 65 / 30 / 5 | 100% | NVDA 22%, AAPL 9%, AMD 9%, PANW 4% | Report a problem |
| 2503 | Seed Wealth Management, Inc. | $188.8M | 50 | 51 | 88 / 11 / 1 | 95% | AAUS 26%, JMBS 5%, BOXX 4%, AVUV 4% | Report a problem |
| 2504 | Highroad Wealth Advisors, LLC | $188.5M | 52 | 59 | 80 / 0 / 20 | 79% | VOO 30%, BIL 11%, QQQ 10%, VEA 9% | Report a problem |
| 2505 | Wright Wealth LLC | $188.5M | 48 | 48 | – | 88% | RSSB 11%, VGSH 11%, AAPL 7%, AVIV 6% | Report a problem |
| 2506 | Trailhead Planners, LLC | $188.4M | 51 | 52 | 95 / 2 / 3 | 58% | DFAI 11%, AVLV 10%, DIMENSIONAL ETF TRUST 9%, AVUV 7% | Report a problem |
| 2507 | Barnes Dennig Private Wealth Management, LLC | $188.2M | 65 | 65 | – | 66% | AMAT 11%, MRVL 5%, BNY 5%, GOOGL 5% | Report a problem |
| 2508 | Redstone Wealth Management, LLC | $187.7M | 66 | 69 | 88 / 10 / 2 | 93% | SOXX 17%, VGT 15%, KBWP 10%, XLY 9% | Report a problem |
| 2509 | Harbor Asset Planning, Inc. | $187.3M | 52 | 59 | 74 / 11 / 15 | 96% | VTI 4%, SCHG 4%, VTV 4%, IVV 4% | Report a problem |
| 2510 | Fjell Capital | $187M | 65 | 67 | 92 / 2 / 6 | 85% | DWLD 9%, UITB 6%, NVDA 5%, GOOGL 4% | Report a problem |
| 2511 | Eliot Finkel Investment Counsel, LLC | $187M | 49 | 53 | 88 / 2 / 10 | 100% | GLW 13%, AMAT 8%, ETN 7%, DE 6% | Report a problem |
| 2512 | Dutch Asset Corporation | $186.9M | 73 | 76 | 88 / 1 / 11 | 100% | AMD 11%, GOOG 8%, XTWY 6%, TSM 6% | Report a problem |
| 2513 | Asl Financial, LLC | $186.7M | 51 | 57 | 75 / 17 / 8 | 100% | IVV 10%, SPY 8%, VTI 8%, IJH 7% | Report a problem |
| 2514 | 365 Wealth Management Group | $186.6M | 62 | 67 | 85 / 0 / 15 | 100% | AAPL 4%, PANW 4%, KLAC 4%, LRCX 4% | Report a problem |
| 2515 | Winthrop Partners - Wny, LLC | $186.2M | 49 | 55 | 82 / 0 / 18 | 100% | AVGO 5%, IXUS 5%, AAPL 4%, IWR 4% | Report a problem |
| 2516 | Merited Wealth, LLC | $186.1M | 52 | 56 | 89 / 3 / 8 | 86% | IVV 18%, AGG 8%, JCPB 6%, AVDE 6% | Report a problem |
| 2517 | Hudson Portfolio Management LLC | $185.9M | 51 | 52 | 92 / 7 / 1 | 77% | TSM 6%, GOOG 6%, EWJ 3%, MCK 3% | Report a problem |
| 2518 | Delos Private Client Group, LLC | $185.6M | 42 | 51 | 60 / 25 / 15 | 100% | BILS 7%, AAPL 4%, FXU 4%, TAXX 4% | Report a problem |
| 2519 | Crown Point Wealth Advisors | $185.5M | 61 | 66 | 85 / 9 / 6 | 55% | SCHG 10%, DGRW 7%, AAPL 5%, IDMO 5% | Report a problem |
| 2520 | Networth Advisors, LLC | $185.4M | 50 | 53 | 91 / 0 / 9 | 100% | AVLC 14%, AVMC 9%, AVIG 7%, AVLV 6% | Report a problem |
| 2521 | Guild Investment Management, Inc. | $185.2M | 49 | 59 | 69 / 11 / 20 | 100% | CLIP 10%, PHYS 8%, BIL 7%, VTIP 6% | Report a problem |
| 2522 | Meadowbrook Investment Advisors LLC | $185.2M | 61 | 69 | 72 / 20 / 8 | 95% | AAPL 6%, VEU 6%, JPM 4%, NVDA 4% | Report a problem |
| 2523 | Emissary Wealth | $185.1M | 69 | 72 | 91 / 3 / 6 | 78% | GRNY 8%, NVDA 6%, ANGL 6%, GOOGL 5% | Report a problem |
| 2524 | Brindle & Bay Financial Advisors, LLC | $184.8M | 55 | 56 | 97 / 0 / 3 | 100% | QQQ 12%, VEA 10%, VB 6%, VWO 6% | Report a problem |
| 2525 | Pcb Capital LLC | $184.8M | (67) | 67 | – | 44% | SPYM 5%, SPAB 5%, KLAC 3%, NVDA 3% | Report a problem |
| 2526 | Red Mountain Financial, LLC | $184.4M | 46 | 51 | 79 / 11 / 10 | 82% | SCHD 11%, AAPL 5%, JPIE 5%, SCHY 4% | Report a problem |
| 2527 | Rivertree Advisors, LLC | $184.4M | 39 | 39 | 94 / 4 / 2 | 98% | JAAA 7%, BUCK 5%, FTCS 4%, SPYI 4% | Report a problem |
| 2528 | Madrid Retirement Advisors | $184.2M | 49 | 49 | – | 100% | MLPA 14%, AOR 11%, EWY 8%, QQQ 7% | Report a problem |
| 2529 | Alpenglobal Capital, LLC | $184M | 72 | 74 | 93 / 0 / 7 | 91% | TSLA 10%, GOOGL 9%, AMZN 8%, WSM 6% | Report a problem |
| 2530 | Elevate Capital Advisors | $183.3M | 40 | 44 | 59 / 36 / 5 | 100% | IGSB 11%, SHY 11%, PNC 8%, SGOV 5% | Report a problem |
| 2531 | Williamson Legacy Group, LLC | $183.1M | 79 | 80 | 96 / 2 / 2 | 100% | SNDK 6%, WDC 5%, STX 5%, MU 4% | Report a problem |
| 2532 | Ofc Wealth Management | $182.8M | 54 | 55 | 96 / 3 / 1 | 64% | AAPL 21%, VOO 15%, IVV 6%, SPY 4% | Report a problem |
| 2533 | Marathon Strategic Advisors, LLC | $182.7M | 62 | 62 | – | 97% | INTC 18%, SPMD 13%, SPYM 8%, SPEM 7% | Report a problem |
| 2534 | Kuhn & Company Investment Counsel, LLC | $182.7M | 57 | 61 | 84 / 13 / 3 | 100% | VTV 4%, FNDF 4%, VUG 4%, LRCX 4% | Report a problem |
| 2535 | Godfrey Financial Associates, Inc. | $182.5M | 55 | 59 | 85 / 5 / 10 | 84% | IVV 11%, IVW 9%, IJH 7%, HDV 6% | Report a problem |
| 2536 | Four Tree Island Advisory LLC | $182.2M | 75 | 75 | 98 / 0 / 2 | 100% | LRCX 33%, AMAT 13%, MLI 10%, WLFC 8% | Report a problem |
| 2537 | Martin Capital Advisors, LLP | $181.9M | 73 | 74 | 97 / 0 / 3 | 100% | AAPL 21%, NVDA 7%, LRCX 6%, QQQ 5% | Report a problem |
| 2538 | Cannon Advisors | $181.6M | 59 | 62 | 91 / 3 / 6 | 99% | QQQ 7%, SPY 5%, FLRN 4%, IWM 4% | Report a problem |
| 2539 | New Dimensions Wealth Management, L.l.c. | $181.5M | 51 | 51 | 98 / 0 / 2 | 74% | DIMENSIONAL ETF TRUST 25%, DFIC 18%, DFUV 12%, DFEM 11% | Report a problem |
| 2540 | Lakeshore Capital Group, Inc. | $181.5M | 64 | 65 | 98 / 0 / 2 | 76% | IVV 12%, QQQ 10%, GARP 7%, TSM 4% | Report a problem |
| 2541 | Spahn Wealth & Retirement LLC | $181.4M | 62 | 64 | 95 / 0 / 5 | 90% | LQD 13%, BOXX 11%, GRNY 8%, QQQ 7% | Report a problem |
| 2542 | Ellis Financial Planning | $180.7M | 45 | 45 | – | 92% | VTI 9%, PULS 9%, SEPI 7%, VOO 7% | Report a problem |
| 2543 | Cyr Financial Inc. | $180.5M | 47 | 51 | 87 / 3 / 10 | 100% | COWZ 9%, XLG 9%, BND 7%, SPAB 7% | Report a problem |
| 2544 | Roxbury Financial | $180.5M | 57 | 60 | 88 / 6 / 6 | 80% | GOOGL 5%, MSFT 4%, FBCG 4%, ONEQ 3% | Report a problem |
| 2545 | Lewis Capital Management | $180.2M | 47 | 63 | 47 / 32 / 21 | 100% | SCHB 10%, VOO 8%, BINC 7%, QQQM 7% | Report a problem |
| 2546 | Winter & Associates, Inc. | $179.7M | 53 | 55 | 90 / 6 / 4 | 82% | USTB 14%, COWZ 6%, DFIV 6%, SPHB 6% | Report a problem |
| 2547 | River City Wealth Management | $179.6M | 59 | 62 | 89 / 9 / 2 | 70% | SCHG 8%, VGT 8%, SCHB 7%, XLK 6% | Report a problem |
| 2548 | Rare Wolf Capital LLC | $179.6M | 71 | 71 | – | 87% | GOOG 12%, USFR 7%, MSFT 6%, NVDA 4% | Report a problem |
| 2549 | Palm Wealth Partners | $179.3M | 48 | 56 | 73 / 14 / 13 | 100% | IVV 20%, FBND 17%, JPST 8%, CGDV 6% | Report a problem |
| 2550 | Timmons Wealth Management | $179.2M | 48 | 54 | 84 / 0 / 16 | 91% | SPY 24%, NEAR 10%, FNDX 9%, VEA 9% | Report a problem |