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 |
|---|---|---|---|---|---|---|---|---|
| 351 | Alphastar Capital Management | $2.5B | 55 | 64 | 72 / 13 / 15 | 87% | SPYM 10%, SPYG 10%, SPYV 8%, SPDW 6% | Report a problem |
| 352 | Cornerstone Wealth | $2.49B | 62 | 65 | 90 / 3 / 7 | 75% | SPY 5%, AAPL 5%, NVDA 4%, IVV 3% | Report a problem |
| 353 | The Investment House LLC | $2.48B | 73 | 74 | 96 / 1 / 3 | 80% | AAPL 7%, GOOGL 5%, META 5%, MSFT 4% | Report a problem |
| 354 | Warwick Partners | $2.48B | (48) | 56 | 74 / 5 / 21 | 49% | SCHK 14%, DIMENSIONAL ETF TRUST 13%, VTV 10%, VGSH 7% | Report a problem |
| 355 | Lvw Advisors, LLC | $2.47B | 57 | 61 | 86 / 9 / 5 | 54% | SPYM 9%, VEA 7%, SCHO 5%, STIP 4% | Report a problem |
| 356 | Oxbow Advisors, LLC | $2.46B | 35 | 41 | 37 / 59 / 4 | 100% | VBIL 15%, IAU 5%, EPD 4%, GOOG 3% | Report a problem |
| 357 | Everhart Advisors | $2.46B | 65 | 67 | 96 / 0 / 4 | 66% | VTV 13%, VUG 11%, VOT 4%, VTI 4% | Report a problem |
| 358 | Shufro, Rose & Co., LLC | $2.46B | 49 | 54 | 77 / 18 / 5 | 92% | IBDU 12%, GLW 8%, SMTH 8%, DCRE 5% | Report a problem |
| 359 | Rzh Advisors LLC | $2.45B | 61 | 64 | 88 / 9 / 3 | 56% | VUG 11%, VTV 8%, IWF 5%, IWD 4% | Report a problem |
| 360 | Gryphon Financial Partners | $2.44B | 59 | 67 | 75 / 13 / 12 | 62% | IVV 20%, AAPL 5%, SPY 4%, VTI 4% | Report a problem |
| 361 | Guyasuta Investment Advisors, Incorporated | $2.44B | 55 | 63 | 72 / 19 / 9 | 100% | GOOG 7%, MSFT 5%, BRK-B 5%, AMAT 4% | Report a problem |
| 362 | Howe and Rusling, Inc. | $2.44B | 52 | 61 | 59 / 35 / 6 | 100% | VTI 5%, IVV 4%, IUSG 4%, JPM 4% | Report a problem |
| 363 | Traynor Capital Management | $2.42B | 77 | 82 | 81 / 7 / 12 | 100% | NVDA 13%, AAPL 8%, GOOGL 8%, AMZN 7% | Report a problem |
| 364 | Wealth Architects, LLC | $2.42B | 58 | 59 | 96 / 1 / 3 | 55% | IVV 7%, LRCX 6%, TDTF 6%, IJR 6% | Report a problem |
| 365 | Wealth Architects, LLC | $2.42B | 58 | 59 | 96 / 1 / 3 | 55% | IVV 7%, LRCX 6%, TDTF 6%, IJR 6% | Report a problem |
| 366 | Sandhill Investment Management | $2.4B | 54 | 62 | 68 / 27 / 5 | 75% | BIL 8%, APH 5%, GE 4%, TXN 4% | Report a problem |
| 367 | Fbb Capital Partners | $2.39B | 57 | 67 | 67 / 29 / 4 | 100% | IVV 10%, VEA 6%, AAPL 5%, GOOGL 5% | Report a problem |
| 368 | Capital Investment Advisory Services, LLC | $2.39B | 57 | 62 | 82 / 7 / 11 | 83% | NVDA 3%, BIL 3%, AAPL 2%, AMZN 2% | Report a problem |
| 369 | Tschetter Group | $2.39B | 59 | 61 | 89 / 10 / 1 | 75% | MSFT 27%, BRK-B 4%, AAPL 3%, AMZN 3% | Report a problem |
| 370 | Parsons Capital Management Inc | $2.38B | 52 | 58 | 80 / 14 / 6 | 100% | AAPL 9%, MMM 4%, BRK-B 3%, GOOGL 3% | Report a problem |
| 371 | Smith Moore & Co. | $2.37B | 59 | 62 | 88 / 5 / 7 | 74% | IVV 6%, VTI 5%, IVE 3%, XONE 3% | Report a problem |
| 372 | Gemmer Asset Management LLC | $2.36B | 64 | 65 | 97 / 1 / 2 | 65% | SCHF 12%, SCHV 8%, SCHG 7%, MU 7% | Report a problem |
| 373 | Ifc Advisors LLC | $2.34B | (57) | 62 | 80 / 19 / 1 | 42% | VTV 16%, MGK 11%, CARY 8%, PREF 7% | Report a problem |
| 374 | Withum Wealth Management | $2.34B | 57 | 64 | 71 / 26 / 3 | 100% | VTI 4%, AAPL 4%, QUAL 4%, VB 3% | Report a problem |
| 375 | Keystone Financial Group, LLC | $2.34B | 72 | 74 | 93 / 2 / 5 | 78% | AAPL 6%, SPY 5%, SPYM 4%, STX 4% | Report a problem |
| 376 | Baldwin Wealth Partners, LLC | $2.33B | 63 | 67 | 86 / 6 / 8 | 76% | GOOGL 7%, AAPL 7%, NVDA 7%, JBND 5% | Report a problem |
| 377 | Summit Financial Strategies Inc | $2.31B | 53 | 54 | 94 / 2 / 4 | 66% | DFIC 10%, IVV 10%, JCPB 9%, FBND 8% | Report a problem |
| 378 | Mckinley Carter Wealth Services, Inc. | $2.31B | 54 | 59 | 79 / 17 / 4 | 100% | DFAI 8%, IVV 7%, FBND 6%, IWB 5% | Report a problem |
| 379 | Summit Wealth Group | $2.31B | 66 | 66 | – | 52% | SEIM 12%, SEIV 12%, SEIE 8%, SEIQ 5% | Report a problem |
| 380 | Verus Capital Partners, LLC | $2.29B | 72 | 76 | 87 / 7 / 6 | 93% | AAPL 9%, AMD 9%, NVDA 6%, MU 6% | Report a problem |
| 381 | Moneco Advisors | $2.28B | 55 | 60 | 81 / 12 / 7 | 89% | SGOV 4%, SPYM 4%, SPYV 3%, AAPL 3% | Report a problem |
| 382 | Sound View Wealth Advisors Group, LLC | $2.28B | 52 | 60 | 74 / 13 / 13 | 95% | AAPL 5%, IBDS 3%, NVDA 3%, IBDU 3% | Report a problem |
| 383 | Traphagen Financial Group | $2.28B | 55 | 57 | 93 / 3 / 4 | 66% | IVV 26%, AVUS 9%, VFLO 7%, GFLW 6% | Report a problem |
| 384 | Jdl Advisers | $2.28B | (66) | 66 | 100 / 0 / 0 | 23% | CGBL 10%, CGDV 8%, CGGO 6%, CGDG 5% | Report a problem |
| 385 | Yhb Investment Advisors Inc | $2.28B | 58 | 68 | 68 / 28 / 4 | 100% | AAPL 6%, GOOGL 3%, MSFT 3%, IJH 3% | Report a problem |
| 386 | Yhb Investment Advisors Inc | $2.28B | 58 | 68 | 68 / 28 / 4 | 100% | AAPL 6%, GOOGL 3%, MSFT 3%, IJH 3% | Report a problem |
| 387 | Vestor Capital, LLC | $2.28B | (41) | 46 | 80 / 6 / 13 | 0% | ACHR 6%, KRYS 5%, ORCL 5%, AXP 4% | Report a problem |
| 388 | Beaird Harris | $2.27B | 47 | 48 | 97 / 0 / 3 | 72% | DFSD 10%, DFCF 9%, AVLV 8%, VOO 7% | Report a problem |
| 389 | Focused Wealth Management, Inc. | $2.27B | 60 | 64 | 82 / 16 / 2 | 61% | SPYG 16%, VTV 14%, QQQ 12%, VCIT 5% | Report a problem |
| 390 | Sather Financial Group, Inc. | $2.27B | 60 | 63 | 91 / 3 / 6 | 84% | BRK-B 11%, GOOG 10%, ANET 7%, MSFT 5% | Report a problem |
| 391 | Waterloo Capital | $2.26B | 56 | 64 | 70 / 20 / 10 | 100% | SPYM 4%, WMT 3%, SPYG 3%, AVLV 3% | Report a problem |
| 392 | United Asset Strategies Inc. | $2.26B | 60 | 70 | 68 / 24 / 8 | 92% | NVDA 6%, AAPL 6%, GOOGL 5%, AMZN 4% | Report a problem |
| 393 | Rather & Kittrell, Inc. | $2.25B | (47) | 47 | 99 / 0 / 1 | 32% | DFIC 12%, DFCF 10%, DFSD 10%, DIMENSIONAL ETF TRUST 8% | Report a problem |
| 394 | Cornerstone Advisory | $2.25B | 56 | 58 | 91 / 4 / 5 | 59% | JEPI 10%, GPIX 8%, VYM 5%, IVV 5% | Report a problem |
| 395 | Koss-Olinger Consulting, LLC. | $2.23B | 54 | 56 | 93 / 4 / 3 | 63% | SCHX 29%, ACWX 13%, BOND 10%, SPMD 8% | Report a problem |
| 396 | Heritage Investment Group, Inc. | $2.23B | (51) | 52 | 98 / 1 / 1 | 34% | DIMENSIONAL ETF TRUST 14%, IVV 11%, SUB 8%, REET 7% | Report a problem |
| 397 | Lbmc Investment Advisors, LLC | $2.23B | 47 | 55 | 64 / 28 / 8 | 100% | IVV 17%, RSP 15%, IWM 11%, HDV 3% | Report a problem |
| 398 | Foster Dykema Cabot & Partners, LLC | $2.22B | 49 | 53 | 79 / 18 / 3 | 98% | SPY 18%, JPST 14%, ICSH 12%, APH 5% | Report a problem |
| 399 | E. S. Barr & Company | $2.22B | 59 | 62 | 87 / 10 / 3 | 92% | BRK-B 14%, GOOG 9%, MKL 8%, GS 7% | Report a problem |
| 400 | Oakmont Corporation | $2.22B | (66) | 72 | 82 / 2 / 16 | 28% | AMZN 17%, MSFT 12%, MA 11%, AAPL 10% | Report a problem |