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 |
|---|---|---|---|---|---|---|---|---|
| 251 | Systematic Alpha Investments, LLC | $3.49B | 63 | 65 | 95 / 0 / 5 | 100% | VOO 21%, LLY 9%, AMAT 6%, VTV 5% | Report a problem |
| 252 | Kathmere Capital Management, LLC | $3.48B | 52 | 55 | 88 / 2 / 10 | 61% | VLUE 5%, VEA 4%, MTUM 3%, VV 3% | Report a problem |
| 253 | Biltmore Family Office, LLC | $3.47B | (57) | 60 | 89 / 6 / 5 | 25% | AAPL 24%, IAU 6%, RSP 4%, SPY 3% | Report a problem |
| 254 | Morton Wealth | $3.47B | (46) | 47 | 94 / 0 / 6 | 22% | OUNZ 19%, DFAX 12%, USFR 12%, FLXR 10% | Report a problem |
| 255 | Tandem Investment Advisors Inc | $3.45B | 46 | 51 | 78 / 11 / 11 | 55% | APH 6%, NEE 5%, ICE 4%, TRNO 4% | Report a problem |
| 256 | Arvest Wealth Management | $3.44B | (50) | 53 | 85 / 10 / 5 | 28% | VEA 8%, RSP 7%, GIGB 5%, JMBS 4% | Report a problem |
| 257 | Flagship Harbor Advisors, LLC | $3.42B | 59 | 61 | 93 / 4 / 3 | 82% | SPYG 5%, SPYV 3%, NVDA 2%, SGOV 2% | Report a problem |
| 258 | Frank, Rimerman Advisors LLC | $3.4B | 73 | 78 | 82 / 14 / 4 | 63% | NVDA 6%, QQQ 6%, GOOGL 5%, AAPL 5% | Report a problem |
| 259 | Colony Family Offices, LLC | $3.36B | (50) | 55 | 79 / 15 / 6 | 17% | DFUS 22%, IEFA 14%, IJR 10%, VWO 6% | Report a problem |
| 260 | Summitry, LLC | $3.35B | 61 | 66 | 83 / 13 / 4 | 100% | V 5%, AMZN 5%, GOOGL 4%, TSM 4% | Report a problem |
| 261 | Schneider Downs Wealth Management Advisors, LP | $3.31B | (50) | 53 | 90 / 5 / 5 | 36% | FHI 18%, SPDW 9%, VO 8%, MMIT 6% | Report a problem |
| 262 | Innovia Wealth, LLC | $3.29B | (56) | 62 | 78 / 11 / 11 | 44% | SPDW 15%, VTV 14%, VUG 13%, DGRO 8% | Report a problem |
| 263 | Blbb Advisors | $3.26B | 56 | 61 | 79 / 18 / 3 | 100% | VEA 9%, IVV 8%, IJH 8%, VWO 6% | Report a problem |
| 264 | Advocacy Wealth Management, LLC | $3.24B | 51 | 60 | 72 / 5 / 23 | 100% | SPYM 18%, EMXC 5%, SPDW 4%, IVW 4% | Report a problem |
| 265 | Vista Capital Partners, Inc. | $3.22B | (56) | 60 | 84 / 12 / 4 | 42% | VTI 37%, VTV 14%, VNQ 13%, VUG 8% | Report a problem |
| 266 | Bogart Wealth, LLC | $3.19B | 53 | 55 | 93 / 0 / 7 | 98% | VOO 7%, ACWI 6%, XOM 6%, CGDV 4% | Report a problem |
| 267 | Lutz Financial | $3.19B | 45 | 46 | 93 / 4 / 3 | 55% | VOO 11%, SPYV 9%, IJH 8%, BND 7% | Report a problem |
| 268 | Csenge Advisory Group, LLC | $3.17B | 48 | 53 | 82 / 5 / 13 | 95% | SPY 5%, RSP 5%, FTSM 5%, QQQ 4% | Report a problem |
| 269 | Staley Capital Advisers Inc | $3.11B | 58 | 60 | 91 / 4 / 5 | 91% | GOOG 8%, IWF 8%, MSFT 6%, JPM 5% | Report a problem |
| 270 | Staley Capital Advisers Inc | $3.11B | 58 | 60 | 91 / 4 / 5 | 91% | GOOG 8%, IWF 8%, MSFT 6%, JPM 5% | Report a problem |
| 271 | Earned Wealth Advisors, LLC | $3.11B | 53 | 57 | 86 / 5 / 9 | 58% | DFUS 9%, DIMENSIONAL ETF TRUST 7%, IVV 5%, SPYM 5% | Report a problem |
| 272 | Winthrop Wealth | $3.1B | 60 | 62 | 92 / 6 / 2 | 52% | ITOT 11%, IVV 10%, ACWX 7%, IWB 7% | Report a problem |
| 273 | Eagle Global Advisors LLC | $3.1B | 49 | 50 | 97 / 1 / 2 | 100% | AAPL 10%, TRGP 5%, ET 4%, EPD 4% | Report a problem |
| 274 | Svb Wealth | $3.1B | 59 | 67 | 70 / 22 / 8 | 73% | AAPL 6%, IWY 5%, IEFA 3%, MSFT 3% | Report a problem |
| 275 | Red Door Wealth Management, LLC | $3.09B | (60) | 68 | 74 / 13 / 13 | 48% | SCHX 5%, NVDA 5%, AAPL 4%, DELL 4% | Report a problem |
| 276 | Crewe Advisors | $3.05B | (61) | 64 | 92 / 7 / 1 | 49% | IVV 12%, PACS 10%, IJH 6%, SPY 6% | Report a problem |
| 277 | Obermeyer Wealth Partners | $3.03B | 61 | 69 | 76 / 11 / 13 | 100% | VTI 11%, GOOG 5%, TSM 5%, VOO 5% | Report a problem |
| 278 | Gibson Capital, LLC | $3.03B | (55) | 59 | 89 / 3 / 8 | 23% | VTI 51%, VNQ 22%, BSVO 3%, DFSU 3% | Report a problem |
| 279 | Globalt Investments | $3.02B | 53 | 55 | 91 / 3 / 6 | 100% | IWF 15%, IWD 14%, SPTS 10%, SPTI 6% | Report a problem |
| 280 | Elm Wealth | $3.02B | 55 | 56 | 96 / 0 / 4 | 96% | VTI 16%, VBIL 10%, VWO 10%, VGK 7% | Report a problem |
| 281 | Chesley, Taft & Associates, LLC | $3.01B | 65 | 67 | 93 / 5 / 2 | 92% | GOOG 6%, NVDA 4%, AAPL 3%, AMZN 3% | Report a problem |
| 282 | Vicus Capital, Inc. | $2.99B | 57 | 59 | 93 / 3 / 4 | 56% | SPYM 13%, SPDW 10%, IVV 5%, SPMD 4% | Report a problem |
| 283 | Baltimore-Washington Financial Advisors | $2.99B | 69 | 70 | 97 / 0 / 3 | 92% | VV 5%, QQQ 5%, RSPT 4%, NVDA 4% | Report a problem |
| 284 | Mmbg Investment Advisors Co. | $2.98B | (73) | 77 | 86 / 2 / 12 | 49% | AAPL 10%, GOOGL 9%, AMZN 8%, MSFT 6% | Report a problem |
| 285 | Fairway Wealth Management LLC | $2.98B | (52) | 57 | 81 / 12 / 7 | 18% | VOO 11%, QQQ 8%, RSP 7%, IVV 7% | Report a problem |
| 286 | Retirement Income Solutions, Inc. | $2.97B | (56) | 57 | 99 / 0 / 1 | 20% | SPYM 24%, SPY 8%, SPMD 7%, JPST 6% | Report a problem |
| 287 | Impact Partnership Wealth, LLC | $2.96B | (45) | 52 | 71 / 19 / 10 | 49% | BIL 15%, QQQ 5%, VGK 5%, SPMD 5% | Report a problem |
| 288 | Cardiff Park Advisors | $2.96B | 66 | 69 | 87 / 7 / 6 | 50% | DIMENSIONAL ETF TRUST 13%, VTI 13%, META 8%, DFAX 3% | Report a problem |
| 289 | Sfmg Wealth Advisors | $2.96B | 54 | 56 | 91 / 7 / 2 | 61% | ATO 11%, PTLC 9%, SPHQ 9%, GSLC 8% | Report a problem |
| 290 | Resonant Capital Advisors, LLC | $2.96B | 47 | 52 | 80 / 9 / 11 | 89% | IVV 8%, JMST 5%, MEAR 4%, DSTL 3% | Report a problem |
| 291 | Parcion Private Wealth LLC | $2.95B | 57 | 62 | 81 / 9 / 10 | 75% | IEFA 7%, DFEM 6%, AIRR 4%, QQQ 3% | Report a problem |
| 292 | Berger Financial Group | $2.95B | 56 | 60 | 88 / 2 / 10 | 75% | SCHD 5%, SCHG 5%, VUG 5%, PJFG 4% | Report a problem |
| 293 | Foster & Motley Inc | $2.94B | (54) | 57 | 85 / 13 / 2 | 0% | FNDF 6%, SCHF 4%, JMBS 4%, AAPL 3% | Report a problem |
| 294 | Windsor Advisory Group, LLC | $2.92B | (56) | 60 | 86 / 4 / 10 | 5% | WOR 15%, PAYX 15%, NVDA 6%, IVV 5% | Report a problem |
| 295 | Cambiar Investors, LLC | $2.92B | 52 | 53 | 96 / 0 / 4 | 82% | DAL 3%, GOOGL 3%, UNP 3%, BMY 3% | Report a problem |
| 296 | Bedel Financial Consulting Inc | $2.92B | (49) | 51 | 92 / 1 / 7 | 39% | LLY 38%, DFAI 6%, VTEB 3%, DFAE 3% | Report a problem |
| 297 | Transcend Capital Advisors, LLC | $2.91B | 54 | 61 | 75 / 16 / 9 | 68% | AAPL 8%, BRK-B 3%, SPYG 3%, MSFT 2% | Report a problem |
| 298 | Smith Salley Wealth Management | $2.89B | 58 | 72 | 53 / 42 / 5 | 100% | NVDA 7%, AAPL 5%, GOOG 4%, MSFT 4% | Report a problem |
| 299 | Smith Salley Wealth Management | $2.89B | 58 | 72 | 53 / 42 / 5 | 100% | NVDA 7%, AAPL 5%, GOOG 4%, MSFT 4% | Report a problem |
| 300 | Hardy Reed, LLC | $2.89B | 60 | 61 | 96 / 1 / 3 | 56% | VTI 19%, VOO 12%, IXUS 10%, JPM 8% | Report a problem |