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 |
|---|---|---|---|---|---|---|---|---|
| 2551 | Aspetuck Financial Management LLC | $178.3M | 69 | 71 | 96 / 3 / 1 | 99% | NVDA 13%, LRCX 6%, FLRN 6%, FTEC 5% | Report a problem |
| 2552 | Hedges Asset Management LLC | $178M | 49 | 54 | 78 / 11 / 11 | 100% | GBCI 10%, GE 5%, BA 4%, INTC 3% | Report a problem |
| 2553 | M Wealth Management, LLC | $177.6M | 45 | 45 | 98 / 0 / 2 | 73% | DFAU 24%, PULS 11%, TOTL 9%, VXUS 8% | Report a problem |
| 2554 | Newcorp Wealth Management | $177.1M | 55 | 55 | – | 74% | VOO 16%, BND 10%, IEFA 9%, VO 7% | Report a problem |
| 2555 | Marathon Mission, Inc. | $177.1M | 60 | 62 | 92 / 6 / 2 | 100% | SPYV 15%, SPYG 14%, XSOE 13%, VEA 11% | Report a problem |
| 2556 | Nerad + Deppe Wealth Management | $176.3M | 48 | 50 | 86 / 12 / 2 | 100% | IVV 29%, RSP 10%, AGG 7%, BILS 6% | Report a problem |
| 2557 | Collar Capital Management, LLC | $176.3M | 68 | 72 | 89 / 6 / 5 | 100% | MU 7%, INTC 5%, TSLA 4%, WDC 4% | Report a problem |
| 2558 | Kelsey Financial, LLC | $176.2M | 54 | 60 | 75 / 21 / 4 | 100% | QQQ 21%, IWD 9%, LQD 8%, IGSB 7% | Report a problem |
| 2559 | Sfi Advisors, LLC | $176M | 62 | 63 | 97 / 3 / 0 | 68% | VPX 8%, AAPL 7%, AIS 6%, CIBR 4% | Report a problem |
| 2560 | Philadelphia Investment Partners, LLC | $176M | 60 | 66 | 81 / 4 / 15 | 100% | ANGL 8%, MOAT 6%, SPYG 6%, FRDM 5% | Report a problem |
| 2561 | Planvest Financial, Inc. | $175.9M | 54 | 56 | 95 / 1 / 4 | 90% | SCHD 6%, IVV 5%, QQQM 4%, GRNY 4% | Report a problem |
| 2562 | Tlw Wealth Management, LLC | $175.5M | 62 | 63 | 97 / 0 / 3 | 100% | GOOG 16%, BRK-B 11%, DE 10%, WMT 9% | Report a problem |
| 2563 | Penbrook Management LLC | $175.4M | 59 | 62 | 93 / 1 / 6 | 96% | NVO 10%, AMZN 8%, GOOGL 5%, MSFT 5% | Report a problem |
| 2564 | Alan B. Lancz & Associates, Inc. | $175.4M | 52 | 65 | 65 / 1 / 34 | 100% | AAPL 9%, GOOGL 7%, GOOG 5%, COST 4% | Report a problem |
| 2565 | Appalachian Capital Management | $175.3M | 55 | 56 | 97 / 0 / 3 | 81% | SCHB 33%, SCHD 7%, SPTI 7%, SPTL 7% | Report a problem |
| 2566 | Gould Capital, LLC | $175.2M | 47 | 50 | 86 / 6 / 8 | 100% | VEA 10%, BND 9%, IEI 8%, BNDX 5% | Report a problem |
| 2567 | Sippican Capital Advisors | $175M | 66 | 68 | 92 / 5 / 3 | 100% | TBBK 6%, GE 3%, TFIN 3%, GOOG 2% | Report a problem |
| 2568 | Stewardship Concepts Financial Services LLC | $174.6M | 55 | 55 | – | 85% | CGDV 7%, RDVY 7%, SCHD 7%, SCHG 7% | Report a problem |
| 2569 | Family Legacy Financial Solutions, LLC | $174.5M | 70 | 70 | – | 94% | AMD 19%, SCHX 14%, SCHM 8%, STIP 7% | Report a problem |
| 2570 | Atx Financial Planning, LLC | $174.3M | 47 | 54 | 77 / 3 / 20 | 100% | BALT 8%, QFLR 7%, QQQM 6%, SPYM 6% | Report a problem |
| 2571 | Murphy & Mullick Capital Management Corp | $174.1M | 73 | 74 | 95 / 1 / 4 | 97% | NVDA 4%, SCHG 3%, TSLA 3%, AVGO 3% | Report a problem |
| 2572 | Athena Wealth Management, LLC | $174M | 43 | 46 | 79 / 19 / 2 | 98% | FLDR 30%, AAPL 4%, PVAL 3%, IVV 3% | Report a problem |
| 2573 | Leibman Financial Servces, Inc. | $173.1M | 51 | 52 | 98 / 0 / 2 | 89% | USFR 13%, EPI 4%, AVDV 4%, DGS 4% | Report a problem |
| 2574 | Shuttleworth & Company | $173M | 53 | 62 | 63 / 31 / 6 | 100% | AMAT 6%, QQQM 5%, SCHF 5%, SPYM 4% | Report a problem |
| 2575 | Zynergy Retirement Planning | $173M | 50 | 52 | 92 / 6 / 2 | 100% | IVV 24%, SCHZ 18%, SCHF 14%, SCHA 11% | Report a problem |
| 2576 | Stronghold Wealth Management L.l.c. | $172.9M | 55 | 60 | 79 / 16 / 5 | 55% | SPY 12%, AGG 5%, IWO 3%, PFF 3% | Report a problem |
| 2577 | Midwestern Financial Group | $172.8M | 53 | 53 | – | 83% | SPY 11%, AGG 7%, FLV 7%, ACWX 7% | Report a problem |
| 2578 | Ridgeline Private Wealth | $172.8M | 54 | 56 | 91 / 7 / 2 | 100% | AVLC 24%, DFIC 8%, SPYM 8%, AVLV 6% | Report a problem |
| 2579 | Steinberg Asset Management, LLC | $172.2M | 45 | 52 | 81 / 0 / 19 | 100% | GLNG 44%, GOOG 7%, ACGL 5%, MSGK 4% | Report a problem |
| 2580 | Mcintyre, Freedman & Flynn Investment Advisers, Inc. | $172M | 55 | 58 | 92 / 0 / 8 | 100% | AMAT 11%, MSFT 5%, MPC 5%, GLW 4% | Report a problem |
| 2581 | Evolution Wealth Management Inc. | $171.7M | 56 | 59 | 88 / 4 / 8 | 100% | SPYM 7%, SFLR 5%, PSFF 5%, SPD 3% | Report a problem |
| 2582 | Kennon-Green & Co. | $171.4M | 50 | 52 | 90 / 6 / 4 | 83% | GOOGL 9%, BTI 7%, PM 7%, MO 7% | Report a problem |
| 2583 | Entruity Wealth, LLC | $171.3M | 43 | 45 | 90 / 2 / 8 | 100% | CGDV 14%, CGMS 11%, CGUS 6%, CGDG 5% | Report a problem |
| 2584 | Hegarty Advisors, LLC | $171.1M | 48 | 53 | 68 / 29 / 3 | 100% | VEU 12%, VOO 11%, VBR 8%, STXF 5% | Report a problem |
| 2585 | Rmr Capital Management LLC | $170.8M | 49 | 53 | 78 / 17 / 5 | 100% | BRK-B 17%, SGOV 8%, GOOGL 4%, RSP 4% | Report a problem |
| 2586 | Redwood Park Advisors | $170.3M | 44 | 45 | 92 / 5 / 3 | 88% | GBIL 35%, META 7%, GLD 7%, SPY 7% | Report a problem |
| 2587 | Zeit Capital Advisors | $170.1M | 54 | 56 | 94 / 0 / 6 | 100% | MGV 19%, MGK 15%, VGK 10%, BND 7% | Report a problem |
| 2588 | Trumix Advisors | $169.9M | 49 | 50 | 98 / 1 / 1 | 82% | SPYM 18%, SCHX 11%, JULW 10%, FTRB 9% | Report a problem |
| 2589 | Avise Financial | $169.4M | 57 | 57 | – | 83% | IVV 6%, LCTU 6%, VTV 5%, EAGG 5% | Report a problem |
| 2590 | Private Harbour Investment Management & Counsel LLC. | $169.2M | 48 | 57 | 60 / 31 / 9 | 83% | IAU 16%, NVDA 8%, SLV 6%, GOOGL 6% | Report a problem |
| 2591 | Planwiser Financial | $169.1M | 54 | 54 | 100 / 0 / 0 | 85% | AVUS 11%, IVV 10%, VMBS 5%, VUG 5% | Report a problem |
| 2592 | Gladwyn Financial Advisors, Inc. | $169M | 52 | 52 | 100 / 0 / 0 | 95% | VBK 8%, VBR 8%, VOT 8%, VOE 8% | Report a problem |
| 2593 | Zinnia Wealth Advisory, LLC | $168.8M | 61 | 61 | – | 58% | BIL 16%, NVDA 6%, QQQ 5%, SPMD 4% | Report a problem |
| 2594 | Town Capital | $168.8M | 57 | 57 | – | 93% | IVV 19%, CORO 9%, SPYG 7%, DYNF 7% | Report a problem |
| 2595 | Dipaolo Financial Group, Inc. | $168M | 54 | 54 | – | 91% | VUG 16%, VEA 15%, VTV 13%, BNDX 9% | Report a problem |
| 2596 | Randall & Associates Wealth Management | $167.2M | 55 | 56 | 96 / 1 / 3 | 100% | MGK 12%, IEFA 11%, FTCS 11%, EMXC 10% | Report a problem |
| 2597 | Cornerstone Financial Management LLC | $167M | 51 | 53 | 93 / 1 / 6 | 80% | MGV 5%, MGK 5%, VGSH 4%, VGIT 4% | Report a problem |
| 2598 | Captar Private Wealth | $165.5M | 86 | 86 | 100 / 0 / 0 | 100% | QLD 20%, MU 8%, SSO 6%, QQQ 6% | Report a problem |
| 2599 | Kagan Cocozza Asset Management | $165.4M | 52 | 53 | 96 / 2 / 2 | 100% | SPYM 16%, SPAB 11%, SPDW 9%, SPIB 6% | Report a problem |
| 2600 | Breachway Investments, LLC | $164.9M | (54) | 58 | 86 / 11 / 3 | 47% | SPDW 6%, SPYV 6%, SPYG 5%, IBDT 5% | Report a problem |