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 |
|---|---|---|---|---|---|---|---|---|
| 501 | Bourgeon Capital Management LLC | $1.28B | 53 | 63 | 67 / 25 / 8 | 78% | GOOGL 5%, LLY 4%, JPM 4%, MRVL 4% | Report a problem |
| 502 | Capital Advantage, Inc. | $1.28B | 48 | 50 | 95 / 3 / 2 | 68% | CGMS 13%, FNDF 7%, VYMI 5%, VIGI 5% | Report a problem |
| 503 | Pettinga Financial Advisors, LLC | $1.28B | 52 | 57 | 75 / 21 / 4 | 65% | IVV 10%, CORO 6%, IVW 6%, LRGF 5% | Report a problem |
| 504 | Keb Wealth Advisors | $1.27B | 47 | 54 | 77 / 8 / 15 | 63% | DIMENSIONAL ETF TRUST 17%, AVUV 10%, DFIV 8%, DFUV 8% | Report a problem |
| 505 | Beacon Capital Management, LLC | $1.27B | 53 | 67 | 60 / 15 / 25 | 90% | SPY 15%, QQQ 9%, VTI 7%, MGK 7% | Report a problem |
| 506 | Fortitude Family Office | $1.27B | 45 | 53 | 74 / 7 / 19 | 54% | IVV 9%, AVTM 8%, VBIL 6%, IDEV 5% | Report a problem |
| 507 | Lexaurum Advisors | $1.27B | 52 | 54 | 94 / 1 / 5 | 73% | GSLC 6%, JPST 4%, GSIE 3%, AVUS 3% | Report a problem |
| 508 | Managed Asset Portfolios, LLC | $1.27B | 55 | 58 | 82 / 15 / 3 | 84% | AMAT 9%, CVX 4%, CEF 4%, TTEK 4% | Report a problem |
| 509 | Absher Wealth Management, LLC | $1.26B | 48 | 50 | 92 / 5 / 3 | 76% | ADP 6%, EMR 5%, MTB 5%, V 5% | Report a problem |
| 510 | Hohimer Wealth Management, LLC | $1.26B | 56 | 65 | 70 / 21 / 9 | 100% | MSFT 8%, GBIL 6%, AAPL 3%, NVDA 2% | Report a problem |
| 511 | Ullmann Wealth Partners | $1.25B | 56 | 58 | 94 / 1 / 5 | 93% | IVV 18%, ITOT 9%, LRGF 8%, FBND 6% | Report a problem |
| 512 | J.j. Burns & Company | $1.25B | 56 | 61 | 85 / 6 / 9 | 87% | VV 18%, SPY 10%, AFIX 6%, VXF 6% | Report a problem |
| 513 | Jay A. Fishman, LTD | $1.25B | 72 | 74 | 95 / 1 / 4 | 100% | AAPL 20%, GOOGL 11%, AMZN 8%, NVDA 5% | Report a problem |
| 514 | Gilman Hill Asset Management, LLC | $1.24B | 40 | 42 | 88 / 5 / 7 | 67% | SWK 2%, RHP 2%, BMY 2%, O 2% | Report a problem |
| 515 | Kpp Advisory Services LLC | $1.24B | 59 | 67 | 72 / 26 / 2 | 89% | QQQM 6%, QQQ 3%, VOO 3%, XMHQ 3% | Report a problem |
| 516 | Sivia Capital Partners, LLC | $1.24B | 66 | 75 | 72 / 11 / 17 | 92% | CRWV 8%, VT 4%, NVDA 4%, DFAW 3% | Report a problem |
| 517 | Great Waters Financial | $1.24B | 51 | 52 | 98 / 0 / 2 | 89% | DFUS 22%, DFAX 17%, DFCF 15%, DIMENSIONAL ETF TRUST 9% | Report a problem |
| 518 | Kwb Wealth | $1.23B | 57 | 58 | 96 / 2 / 2 | 99% | SPYM 13%, SPYG 8%, SPYV 7%, SPDW 3% | Report a problem |
| 519 | Middleton & Company Inc. | $1.23B | 59 | 63 | 83 / 11 / 6 | 92% | GOOGL 7%, AAPL 7%, AMZN 6%, AVGO 5% | Report a problem |
| 520 | Graves Light Lenhart | $1.23B | 46 | 49 | 91 / 3 / 6 | 95% | AGG 10%, IEFA 9%, DFCF 5%, IJR 4% | Report a problem |
| 521 | Sc&H Wealth | $1.23B | 54 | 57 | 90 / 3 / 7 | 68% | DIMENSIONAL ETF TRUST 13%, AVUS 11%, DFAU 6%, DFAI 5% | Report a problem |
| 522 | Legacy Edge Advisors | $1.23B | 53 | 57 | 85 / 10 / 5 | 72% | VCIT 12%, IEFA 9%, IWD 5%, IWR 3% | Report a problem |
| 523 | Berkshire Money Management, Inc. | $1.23B | 56 | 58 | 91 / 5 / 4 | 98% | SPY 23%, DIA 10%, QQQ 7%, KNOV 7% | Report a problem |
| 524 | Element Pointe Family Office | $1.22B | 50 | 59 | 72 / 5 / 23 | 71% | IVV 38%, SPY 9%, IEFA 5%, XTN 4% | Report a problem |
| 525 | Cabot Wealth Management | $1.22B | 57 | 64 | 74 / 20 / 6 | 100% | TSM 4%, AAPL 4%, GOOG 4%, FNDF 3% | Report a problem |
| 526 | Parthenon LLC | $1.22B | 53 | 62 | 70 / 23 / 7 | 100% | MSFT 9%, BRK-B 7%, GLW 6%, GOOGL 6% | Report a problem |
| 527 | Seasons of Advice Wealth Management | $1.22B | 64 | 67 | 88 / 5 / 7 | 56% | IWY 10%, AAPL 10%, VOO 6%, NVDA 4% | Report a problem |
| 528 | Fielder Capital Group LLC | $1.21B | 49 | 55 | 71 / 27 / 2 | 54% | COPX 5%, GDX 4%, IAU 4%, IAUM 3% | Report a problem |
| 529 | Arq Wealth Advisors, LLC | $1.21B | 49 | 51 | 93 / 0 / 7 | 72% | AVUS 3%, GARP 3%, RECS 3%, JFLX 2% | Report a problem |
| 530 | Folger Nolan Fleming Douglas Capital Management, Inc. | $1.21B | 50 | 55 | 81 / 16 / 3 | 100% | VGT 14%, CTVA 7%, Q 5%, AAPL 4% | Report a problem |
| 531 | Hamilton Point Investment Advisors, LLC | $1.21B | 51 | 57 | 74 / 21 / 5 | 79% | BNDX 6%, BRK-A 6%, GOOG 4%, AAPL 4% | Report a problem |
| 532 | Schwerin Boyle Capital Management, Inc | $1.21B | 54 | 54 | 98 / 0 / 2 | 69% | BRK-B 13%, GOOG 6%, WFC 6%, AXP 6% | Report a problem |
| 533 | Van Cleef Asset Management Inc | $1.21B | 53 | 57 | 82 / 15 / 3 | 99% | PGR 17%, AAPL 12%, VXF 9%, GOOGL 7% | Report a problem |
| 534 | Childress Capital Advisors, LLC | $1.21B | 50 | 58 | 71 / 11 / 18 | 71% | FDVV 7%, SPY 5%, XOM 5%, GS 4% | Report a problem |
| 535 | Arista Wealth Management, LLC | $1.2B | 60 | 62 | 92 / 4 / 4 | 84% | DFAU 12%, VOOG 9%, DIMENSIONAL ETF TRUST 9%, VCIT 6% | Report a problem |
| 536 | Columbia Asset Management, L.l.c. | $1.2B | 51 | 58 | 69 / 28 / 3 | 69% | AAPL 10%, MSFT 6%, GOOGL 5%, AMZN 3% | Report a problem |
| 537 | Baron Silver Stevens Financial Advisors, LLC | $1.2B | 55 | 57 | 96 / 1 / 3 | 69% | IVV 8%, IWF 8%, VTV 7%, VTI 7% | Report a problem |
| 538 | Tobias Financial Advisors | $1.19B | 54 | 55 | 95 / 1 / 4 | 70% | SPAB 14%, IQLT 7%, QQQM 6%, BSV 6% | Report a problem |
| 539 | Avier Wealth Advisors | $1.19B | 57 | 57 | 98 / 2 / 0 | 54% | DIMENSIONAL ETF TRUST 19%, DFAI 13%, CORP 9%, DFAE 9% | Report a problem |
| 540 | Founders Financial Alliance, LLC | $1.19B | 64 | 67 | 89 / 3 / 8 | 71% | AAPL 5%, IVV 4%, NVDA 4%, IUSB 2% | Report a problem |
| 541 | Tvamp, LLC | $1.19B | 59 | 61 | 94 / 2 / 4 | 81% | SPYM 18%, IUSG 7%, DYNF 6%, VTI 6% | Report a problem |
| 542 | Tcp Asset Management, LLC | $1.18B | 52 | 54 | 92 / 4 / 4 | 81% | IVV 15%, DIA 7%, QQQ 7%, DFAU 6% | Report a problem |
| 543 | Verus Financial Partners | $1.18B | 52 | 53 | 96 / 2 / 2 | 100% | VTI 25%, BND 12%, VXUS 8%, AVIG 6% | Report a problem |
| 544 | Evergreen Wealth | $1.18B | 50 | 54 | 87 / 2 / 11 | 51% | HEFA 6%, RDVY 5%, JGRO 5%, DSTL 4% | Report a problem |
| 545 | Dinuzzo Private Wealth, Inc. | $1.18B | 47 | 48 | 95 / 3 / 2 | 90% | DFCF 12%, DFSD 10%, DFUS 10%, DFLV 7% | Report a problem |
| 546 | Portland Global Advisors LLC | $1.17B | 49 | 52 | 85 / 14 / 1 | 100% | SPY 9%, IJH 6%, IVV 5%, MDY 4% | Report a problem |
| 547 | Wpwealth LLP | $1.17B | 45 | 49 | 78 / 14 / 8 | 74% | DFAU 14%, DFIC 13%, DFCF 13%, DFGP 9% | Report a problem |
| 548 | Woodard & Co Asset Management Group Inc | $1.17B | 60 | 61 | 93 / 4 / 3 | 64% | BKLC 8%, SPY 7%, IWF 6%, SPTM 6% | Report a problem |
| 549 | Oarsman Capital, Inc | $1.17B | 52 | 58 | 73 / 18 / 9 | 100% | AGG 9%, SCHF 9%, VTV 8%, SPYG 8% | Report a problem |
| 550 | Baxter Investment Management | $1.17B | 56 | 59 | 82 / 13 / 5 | 90% | BRK-B 8%, MSFT 6%, GOOG 5%, XOM 4% | Report a problem |