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 →
Under 35 35–59 60 and up Median
Median wealth manager All firms combined (13F) S&P 500's own score
Over the same period the S&P 500 itself rose 75% (Jun 23 to Jun 26, SPY). As the market climbed, wealth managers' holdings got riskier too.
| # | Firm | AUM | Score | 13F only | Stocks / bonds / cash | Coverage | Biggest holdings | Report a problem |
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | $295.57B | 57 | 59 | 94 / 3 / 3 | 62% | IVV 11%, BND 6%, VEA 5%, SPDW 4% | Report a problem |
| 2 | Hightower Advisors, LLC | $198.58B | 55 | 62 | 74 / 17 / 9 | 70% | AAPL 3%, JNJ 2%, IVV 2%, SPY 2% | Report a problem |
| 3 | Focus Partners Wealth, LLC | $181.86B | 65 | 70 | 83 / 12 / 5 | 65% | AAPL 3%, NVDA 3%, XLK 3%, MSFT 2% | Report a problem |
| 4 | Corient | $165.25B | 61 | 67 | 79 / 15 / 6 | 60% | IVV 5%, AAPL 4%, VEA 3%, NVDA 3% | Report a problem |
| 5 | Cerity Partners LLC | $161.68B | 63 | 68 | 83 / 10 / 7 | 61% | VOO 4%, AAPL 3%, NVDA 3%, IVV 3% | Report a problem |
| 6 | Assetmark, Inc. | $91.76B | 60 | 63 | 88 / 9 / 3 | 72% | MGK 6%, VOO 5%, MGV 5%, NVDA 2% | Report a problem |
| 7 | William Blair & Company L.l.c. | $64.28B | 68 | 71 | 87 / 12 / 1 | 69% | AAPL 4%, AMZN 4%, MSFT 3%, NVDA 3% | Report a problem |
| 8 | Quantinno Capital Management LP | $60.91B | 77 | 77 | 100 / 0 / 0 | 100% | NVDA 6%, AAPL 5%, MSFT 2%, GOOGL 2% | Report a problem |
| 9 | Wealthfront Advisers LLC | $55.19B | 61 | 61 | 100 / 0 / 0 | 94% | VTI 13%, VEA 8%, IEMG 7%, SCHF 6% | Report a problem |
| 10 | Mai Capital Management, LLC | $52.1B | 57 | 63 | 75 / 18 / 7 | 67% | IVV 7%, SPY 3%, AAPL 3%, GLDM 2% | Report a problem |
| 11 | Ae Wealth Management, LLC | $49.84B | 67 | 71 | 86 / 4 / 10 | 50% | NVDA 4%, AAPL 4%, MSFT 2%, VNLA 2% | Report a problem |
| 12 | Ep Wealth Advisors | $45.15B | 61 | 64 | 91 / 4 / 5 | 64% | VUG 8%, VTV 8%, BIV 4%, AAPL 4% | Report a problem |
| 13 | Lido | $42.5B | 62 | 68 | 81 / 11 / 8 | 82% | SPY 11%, AAPL 4%, NVDA 4%, BSCR 4% | Report a problem |
| 14 | Advice and Planning Services | $37.93B | 58 | 59 | 99 / 0 / 1 | 77% | IEFA 7%, VUG 6%, VTV 5%, VEA 5% | Report a problem |
| 15 | Rockefeller Capital Management | $36.76B | 64 | 73 | 70 / 23 / 7 | 100% | SPY 3%, AAPL 3%, NVDA 3%, GOOGL 2% | Report a problem |
| 16 | Clark Capital Management Group Inc | $35.69B | 56 | 64 | 67 / 30 / 3 | 77% | HYG 8%, SPYM 4%, AAPL 3%, NVDA 3% | Report a problem |
| 17 | Wealthspire Advisors | $34.32B | 57 | 60 | 86 / 8 / 6 | 62% | IVV 12%, VEA 6%, VOO 4%, IJH 3% | Report a problem |
| 18 | Hb Wealth | $30.16B | 56 | 61 | 82 / 12 / 6 | 72% | VTI 17%, VIG 8%, AVUS 4%, JCPB 4% | Report a problem |
| 19 | Waverly Advisors, LLC | $29.87B | 60 | 64 | 88 / 4 / 8 | 66% | IVV 6%, AAPL 3%, VUG 2%, VIG 2% | Report a problem |
| 20 | Silvercrest Asset Management Group LLC | $28.33B | 58 | 63 | 83 / 13 / 4 | 65% | AVGO 2%, GOOG 2%, MSFT 2%, AAPL 2% | Report a problem |
| 21 | Davenport & Company LLC | $24.7B | 58 | 61 | 89 / 4 / 7 | 89% | AMZN 2%, AAPL 2%, BN 2%, MKL 2% | Report a problem |
| 22 | United Capital Financial Advisors | $24.65B | 58 | 63 | 82 / 14 / 4 | 90% | IVV 6%, VOO 6%, SPY 3%, AAPL 3% | Report a problem |
| 23 | Merit Financial Advisors | $23.88B | 61 | 65 | 88 / 5 / 7 | 77% | VUG 3%, IUSG 2%, AAPL 2%, QLTY 2% | Report a problem |
| 24 | Integrated Wealth Concepts LLC | $23.58B | 59 | 64 | 83 / 7 / 10 | 100% | BKLC 3%, ACIO 3%, AAPL 2%, IVV 2% | Report a problem |
| 25 | Johnson Investment Counsel, Inc. | $22.98B | 49 | 59 | 56 / 39 / 5 | 100% | IVV 8%, IWB 4%, AAPL 4%, GOOGL 3% | Report a problem |
| 26 | Farther | $22B | 53 | 63 | 59 / 36 / 5 | 98% | IVV 5%, VOO 3%, AAPL 2%, NVDA 2% | Report a problem |
| 27 | Rwa Wealth Partners | $19.8B | 54 | 58 | 85 / 12 / 3 | 62% | VUG 11%, VEA 10%, AGG 9%, VTV 7% | Report a problem |
| 28 | O'shaughnessy Asset Management, LLC | $19.78B | 74 | 74 | 99 / 0 / 1 | 100% | AAPL 5%, NVDA 4%, MSFT 2%, GOOGL 2% | Report a problem |
| 29 | Stephens | $18.04B | 61 | 67 | 79 / 16 / 5 | 63% | VTI 3%, AAPL 3%, QQQ 2%, WMT 2% | Report a problem |
| 30 | Modera Wealth Management, LLC | $17.68B | 58 | 60 | 93 / 2 / 5 | 57% | VUG 7%, VTV 4%, VIG 4%, VEA 4% | Report a problem |
| 31 | Capital Wealth Planning, LLC | $17.25B | 48 | 50 | 94 / 1 / 5 | 100% | CAT 6%, AAPL 5%, GS 5%, MSFT 5% | Report a problem |
| 32 | Principal Securities, Inc. | $17.02B | 62 | 64 | 93 / 4 / 3 | 52% | PIEQ 5%, USMC 4%, IVV 3%, LCAP 2% | Report a problem |
| 33 | Concurrent Investment Advisors, LLC | $15.73B | 68 | 70 | 92 / 6 / 2 | 81% | VOO 3%, AAPL 3%, NVDA 3%, MSFT 2% | Report a problem |
| 34 | Evercore Wealth Management, LLC | $15.52B | 60 | 69 | 70 / 20 / 10 | 65% | NVDA 6%, AAPL 6%, MSFT 4%, GOOG 4% | Report a problem |
| 35 | Ballentine Partners | $15.32B | 58 | 64 | 78 / 14 / 8 | 68% | VTI 25%, IEFA 8%, ITOT 6%, IEMG 4% | Report a problem |
| 36 | OnePoint BFG Wealth Partners | $15.13B | 62 | 65 | 91 / 3 / 6 | 57% | IVV 5%, AAPL 3%, IJH 3%, IJR 3% | Report a problem |
| 37 | Aptus Capital Advisors, LLC | $14.14B | 59 | 61 | 91 / 4 / 5 | 100% | ACIO 6%, DRSK 4%, VXUS 4%, SPYM 3% | Report a problem |
| 38 | Circle Wealth Management, LLC | $14.07B | 58 | 61 | 90 / 8 / 2 | 63% | AAPL 42%, IVV 10%, IWF 9%, SPY 8% | Report a problem |
| 39 | The Mather Group, LLC | $13.45B | 54 | 57 | 86 / 10 / 4 | 99% | VUG 11%, VTV 10%, VGK 7%, VPL 6% | Report a problem |
| 40 | Independent Financial Group, LLC | $12.93B | 70 | 79 | 68 / 27 / 5 | 61% | NVDA 6%, QQQ 3%, AAPL 3%, MU 2% | Report a problem |
| 41 | Brookstone Capital Management LLC | $12.75B | 58 | 63 | 77 / 21 / 2 | 100% | VTV 3%, VUG 2%, SPY 2%, QQQ 2% | Report a problem |
| 42 | Brookstone Capital Management LLC | $12.75B | 58 | 63 | 77 / 21 / 2 | 100% | VTV 3%, VUG 2%, SPY 2%, QQQ 2% | Report a problem |
| 43 | Williams Jones Wealth Management, LLC | $12.47B | 60 | 69 | 68 / 25 / 7 | 100% | AAPL 8%, GOOGL 6%, NVDA 5%, COST 5% | Report a problem |
| 44 | Advisors Capital Management, LLC | $12.2B | 55 | 61 | 73 / 23 / 4 | 100% | AAPL 3%, AVGO 3%, NVDA 3%, MSFT 3% | Report a problem |
| 45 | Northrock Partners, LLC | $12.19B | 53 | 56 | 87 / 10 / 3 | 65% | VOO 6%, JMTG 6%, SPYM 6%, SPYV 4% | Report a problem |
| 46 | Gilder Gagnon Howe & Co. LLC | $12.12B | 82 | 83 | 96 / 0 / 4 | 83% | NVDA 5%, NET 4%, AMZN 4%, NFLX 3% | Report a problem |
| 47 | Curi Capital, LLC | $11.58B | 63 | 70 | 75 / 22 / 3 | 74% | AAPL 3%, MSFT 3%, NVDA 3%, GOOGL 2% | Report a problem |
| 48 | Cullen Capital Management, LLC | $11.58B | 44 | 44 | 97 / 0 / 3 | 91% | NVS 3%, CSCO 3%, MS 3%, JNJ 3% | Report a problem |
| 49 | Everett Harris & Co | $11.53B | 50 | 55 | 74 / 23 / 4 | 96% | AAPL 14%, BRK-A 13%, COST 8%, GOOG 8% | Report a problem |
| 50 | Pure Financial Advisors, LLC | $11.05B | 53 | 54 | 94 / 3 / 3 | 76% | SPY 11%, BND 9%, IEFA 6%, DIMENSIONAL ETF TRUST 5% | Report a problem |