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 |
|---|---|---|---|---|---|---|---|---|
| 401 | Grandfield & Dodd, LLC | $2.21B | 55 | 61 | 81 / 10 / 9 | 100% | AMAT 9%, ADI 5%, GE 5%, MSFT 4% | Report a problem |
| 402 | Forum Finance | $2.21B | (57) | 60 | 92 / 0 / 8 | 0% | GOOGL 6%, HRB 4%, AAPL 4%, MSFT 3% | Report a problem |
| 403 | Kiley Juergens Wealth Management, LLC | $2.2B | (63) | 69 | 80 / 8 / 12 | 36% | MSFT 7%, AAPL 6%, QQQ 6%, COST 5% | Report a problem |
| 404 | Wealthplan Investment Management LLC | $2.19B | 60 | 63 | 90 / 3 / 7 | 100% | IVV 6%, AAPL 5%, VTI 3%, NVDA 3% | Report a problem |
| 405 | The Investment Counsel Company | $2.18B | (55) | 60 | 81 / 9 / 10 | 3% | VOO 35%, JCPB 9%, VT 6%, EAGG 5% | Report a problem |
| 406 | Joel R. Mogy Investment Counsel Inc. | $2.18B | 72 | 77 | 83 / 4 / 13 | 96% | NVDA 15%, AAPL 10%, GOOG 7%, GOOGL 6% | Report a problem |
| 407 | Condor Capital Wealth Management | $2.18B | 59 | 62 | 91 / 5 / 4 | 67% | VOO 12%, VTV 6%, VUG 5%, IEFA 5% | Report a problem |
| 408 | Sigma Investment Counselors | $2.17B | 48 | 58 | 60 / 33 / 7 | 100% | IVV 19%, VEA 8%, IJH 7%, IJR 4% | Report a problem |
| 409 | Pds Planning Inc | $2.17B | 54 | 56 | 89 / 4 / 7 | 90% | VEA 7%, IVV 7%, AGG 5%, VO 5% | Report a problem |
| 410 | Abacus Planning Group, Inc. | $2.16B | (51) | 56 | 80 / 6 / 14 | 47% | DSTL 11%, VTI 10%, STIP 9%, VBR 7% | Report a problem |
| 411 | Root Financial Partners | $2.15B | 57 | 58 | 96 / 0 / 4 | 100% | DFUS 17%, DIMENSIONAL U.S. SMALL CAP ETF 8%, DFAI 7%, DFLV 7% | Report a problem |
| 412 | Private Advisory | $2.14B | 73 | 77 | 83 / 15 / 2 | 100% | NVDA 5%, AAPL 5%, GOOG 4%, QQQ 3% | Report a problem |
| 413 | Financial Management Network Inc | $2.14B | (53) | 58 | 81 / 13 / 6 | 40% | IVV 10%, AVUV 5%, AVLV 4%, IJH 4% | Report a problem |
| 414 | Van Hulzen Financial Advisors | $2.14B | 53 | 58 | 84 / 12 / 4 | 78% | AAPL 7%, GOOGL 4%, AVGO 3%, MSFT 3% | Report a problem |
| 415 | Pinnacle Advisors | $2.14B | 56 | 58 | 90 / 8 / 2 | 55% | SPSM 11%, FLTR 8%, ET 4%, SPYV 4% | Report a problem |
| 416 | Suncoast Equity Management, LLC | $2.11B | (66) | 71 | 82 / 15 / 3 | 46% | NVDA 10%, MSFT 7%, GOOG 6%, V 6% | Report a problem |
| 417 | Ameraudi Asset Management, Inc. | $2.1B | (43) | 51 | 57 / 36 / 7 | 18% | VOO 18%, BND 13%, XLK 8%, VPL 5% | Report a problem |
| 418 | Quadrant Private Wealth Management, LLC | $2.1B | (72) | 78 | 78 / 11 / 11 | 27% | NVDA 14%, SPYM 7%, BPRE 6%, GOOG 4% | Report a problem |
| 419 | First Heartland Consultants, Inc. | $2.09B | 55 | 60 | 84 / 4 / 12 | 88% | SPYM 4%, ACIO 4%, QQQ 3%, RDVY 3% | Report a problem |
| 420 | Indivisible Partners | $2.08B | 61 | 61 | – | 85% | TXN 22%, AVUS 3%, STX 2%, AGG 2% | Report a problem |
| 421 | Avestar Capital, LLC | $2.07B | 63 | 76 | 65 / 1 / 34 | 100% | GOOG 11%, NVDA 10%, AAPL 6%, SPY 3% | Report a problem |
| 422 | Operose Advisors LLC | $2.06B | (57) | 61 | 83 / 9 / 8 | 30% | VTI 18%, VYM 10%, VEA 9%, SCHF 9% | Report a problem |
| 423 | Cahaba Wealth Management, Inc. | $2.06B | 49 | 53 | 86 / 8 / 6 | 94% | IVV 30%, UBND 11%, IXUS 10%, IJH 10% | Report a problem |
| 424 | Clear Harbor Asset Management, LLC | $2.05B | 61 | 66 | 82 / 8 / 10 | 95% | FLEX 8%, AAPL 6%, ROP 4%, SPY 3% | Report a problem |
| 425 | Sofi Wealth LLC | $2.05B | 61 | 61 | 100 / 0 / 0 | 100% | IVW 13%, SFY 11%, DYNF 10%, IVV 10% | Report a problem |
| 426 | Pcm Encore, LLC | $2.05B | (74) | 74 | 100 / 0 / 0 | 28% | NVDA 5%, AAPL 4%, GOOGL 4%, MSFT 3% | Report a problem |
| 427 | Minot Deblois Advisors LLC | $2.04B | (50) | 60 | 60 / 30 / 10 | 9% | VCSH 8%, VOO 5%, IEMG 5%, GOOG 4% | Report a problem |
| 428 | Mosaic Wealth | $2.04B | 57 | 64 | 74 / 18 / 8 | 98% | VUG 13%, DFLV 8%, DBEF 6%, VBK 3% | Report a problem |
| 429 | Provise Management Group, LLC | $2.03B | 54 | 60 | 80 / 10 / 10 | 92% | DGRO 7%, GOOG 4%, SPDW 4%, AMAT 3% | Report a problem |
| 430 | Keebeck Wealth Management | $2.03B | 53 | 63 | 64 / 25 / 11 | 79% | IVV 7%, VGT 3%, GSUS 3%, NVDA 3% | Report a problem |
| 431 | Punch & Associates Investment Management, Inc. | $2.03B | 58 | 60 | 89 / 9 / 2 | 100% | SNEX 4%, ARCOSA INC 3%, UTI 2%, LAUR 2% | Report a problem |
| 432 | Punch & Associates Investment Management, Inc. | $2.03B | 58 | 60 | 89 / 9 / 2 | 100% | SNEX 4%, ARCOSA INC 3%, UTI 2%, LAUR 2% | Report a problem |
| 433 | Fairview Capital | $2.03B | 55 | 55 | 99 / 0 / 1 | 94% | GOOG 9%, LNG 7%, LPLA 6%, TKO 5% | Report a problem |
| 434 | Woodmont Investment Counsel, LLC | $2.01B | 52 | 56 | 83 / 14 / 3 | 100% | VUG 12%, VTV 9%, VEA 6%, AAPL 3% | Report a problem |
| 435 | Jackson Thornton Wealth Management, LLC | $2.01B | 50 | 56 | 78 / 11 / 11 | 81% | DIMENSIONAL ETF TRUST 17%, DIMENSIONAL ETF TRUST 16%, DFUV 7%, DFIV 7% | Report a problem |
| 436 | Jnba Financial Advisors, LLC | $2.01B | 56 | 58 | 94 / 1 / 5 | 70% | IVV 13%, SPDW 9%, SGOV 7%, AVDE 5% | Report a problem |
| 437 | Corda Investment Management, LLC | $2B | 53 | 58 | 79 / 15 / 6 | 100% | GLW 5%, AMAT 5%, BNY 5%, GOOGL 5% | Report a problem |
| 438 | Silveroak Wealth Management LLC | $2B | (57) | 62 | 85 / 5 / 10 | 46% | VOO 14%, VO 11%, SPYG 11%, IVW 10% | Report a problem |
| 439 | The Harbor Group, Inc. | $2B | (55) | 57 | 94 / 3 / 3 | 45% | TPR 10%, FLQM 6%, BKCI 6%, MOAT 6% | Report a problem |
| 440 | Balefire, LLC | $1.99B | (59) | 62 | 88 / 7 / 5 | 35% | SPYM 3%, IVV 2%, NVDA 2%, SPTM 2% | Report a problem |
| 441 | Jsf Financial, LLC | $1.97B | (59) | 64 | 79 / 17 / 4 | 40% | IVV 16%, CGGR 11%, AVDE 10%, SDVY 6% | Report a problem |
| 442 | Greenwood Gearhart, LLC | $1.97B | 57 | 60 | 90 / 2 / 8 | 100% | VOO 9%, VXUS 6%, SCHX 5%, IGIB 5% | Report a problem |
| 443 | The Fiduciary Group | $1.97B | 55 | 59 | 82 / 11 / 7 | 79% | VOO 6%, AAPL 5%, GOOG 4%, AGG 4% | Report a problem |
| 444 | The Norden Group LLC | $1.97B | 61 | 74 | 58 / 29 / 13 | 100% | AAPL 5%, NVDA 5%, PAAA 5%, MSFT 2% | Report a problem |
| 445 | Hcr Wealth Advisors | $1.96B | 64 | 69 | 82 / 7 / 11 | 70% | AAPL 13%, VUG 10%, VYM 9%, NVDA 6% | Report a problem |
| 446 | Falcon Wealth Planning, LLC | $1.96B | 54 | 58 | 85 / 11 / 4 | 96% | AVLV 12%, KRMN 8%, MGK 7%, AAPL 5% | Report a problem |
| 447 | 3edge Asset Management, LP | $1.95B | 37 | 37 | 97 / 0 / 3 | 100% | BIL 19%, SPYM 6%, HGER 6%, IVV 5% | Report a problem |
| 448 | Bulltick Wealth Management, LLC | $1.95B | (67) | 70 | 90 / 7 / 4 | 28% | SHV 8%, GLD 5%, NVDA 5%, MSFT 4% | Report a problem |
| 449 | Scs | $1.94B | 70 | 71 | 97 / 0 / 3 | 60% | KLAC 5%, NVDA 5%, EVMO 4%, GOOGL 4% | Report a problem |
| 450 | Diversified Portfolios, Inc. | $1.94B | 51 | 52 | 98 / 0 / 2 | 73% | VTI 12%, VCRB 8%, AVDE 6%, JBND 6% | Report a problem |