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 |
|---|---|---|---|---|---|---|---|---|
| 651 | Bristol Wealth Group | $985.6M | 44 | 56 | 47 / 43 / 10 | 89% | IVV 12%, SPDW 8%, IJH 4%, SCHE 3% | Report a problem |
| 652 | The Rice Partnership, LLC | $985.5M | 52 | 61 | 67 / 17 / 16 | 100% | JPIB 10%, GLD 7%, AAPL 6%, MU 5% | Report a problem |
| 653 | Encompass More Asset Management LLC | $984.9M | 47 | 51 | 86 / 2 / 12 | 80% | USFR 11%, BIL 7%, QQQ 5%, SPYM 3% | Report a problem |
| 654 | Asset One Wealth Management, LLC | $982.5M | 68 | 68 | – | 96% | MSFT 4%, AAPL 4%, OUNZ 3%, QQQM 3% | Report a problem |
| 655 | Semper Augustus Investments Group LLC | $982.2M | 44 | 46 | 93 / 0 / 7 | 97% | BRK-B 16%, ALK 11%, BRK-A 10%, DG 9% | Report a problem |
| 656 | Altiora Financial Group, LLC | $981.7M | 40 | 42 | 91 / 1 / 8 | 71% | DIMENSIONAL ETF TRUST 20%, DFAX 9%, DFSD 7%, VTI 6% | Report a problem |
| 657 | Wealth Alliance Advisory Group, LLC | $978.6M | 54 | 59 | 80 / 7 / 13 | 88% | IVV 9%, FENI 8%, VTV 6%, VUG 5% | Report a problem |
| 658 | Summit Wealth and Retirement Partners | $978.1M | 54 | 58 | 83 / 15 / 2 | 58% | SCHV 13%, MGC 13%, SCHG 11%, SCHF 7% | Report a problem |
| 659 | Lebenthal Global Advisors, LLC | $971.8M | 55 | 59 | 88 / 3 / 9 | 87% | ONEQ 7%, SPY 5%, GSIE 5%, JEPQ 4% | Report a problem |
| 660 | The Arkansas Financial Group, Inc. | $971.1M | 50 | 52 | 93 / 4 / 3 | 85% | DIA 14%, IJH 9%, VO 6%, QQQ 6% | Report a problem |
| 661 | Leonard Rickey Investment Advisors, P.l.l.c. | $958.1M | 50 | 52 | 91 / 1 / 8 | 73% | IJH 13%, FNDX 8%, VTI 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 662 | Cortland Associates Inc | $958M | 58 | 62 | 88 / 5 / 7 | 82% | V 8%, AMZN 7%, BKNG 7%, WTW 7% | Report a problem |
| 663 | Cortland Associates Inc | $958M | 58 | 62 | 88 / 5 / 7 | 82% | V 8%, AMZN 7%, BKNG 7%, WTW 7% | Report a problem |
| 664 | Tarbox Family Office, Inc. | $953.7M | 57 | 58 | 98 / 0 / 2 | 75% | IVV 33%, IJH 8%, AVEM 7%, JCPB 4% | Report a problem |
| 665 | Builder Investment Group | $952.5M | 71 | 76 | 78 / 18 / 4 | 68% | NVDA 31%, LLY 6%, DIMENSIONAL ETF TRUST 5%, DFAI 4% | Report a problem |
| 666 | D.b. Root & Company, LLC | $952.4M | 54 | 57 | 90 / 4 / 6 | 55% | JCPB 16%, SCHX 9%, PYLD 7%, VIG 4% | Report a problem |
| 667 | Legacy Financial Strategies, LLC | $952M | 60 | 64 | 88 / 3 / 9 | 77% | SCHG 15%, SCHB 12%, AGG 7%, AVLV 7% | Report a problem |
| 668 | American Financial Advisors, LLC. | $950.2M | 52 | 56 | 87 / 3 / 10 | 100% | QQQ 11%, VIGI 5%, IWB 5%, VBK 5% | Report a problem |
| 669 | Brickley Wealth Management | $950.1M | 56 | 57 | 96 / 2 / 2 | 76% | VTV 20%, AAPL 16%, VUG 10%, IEFA 9% | Report a problem |
| 670 | Smi Advisory Services, LLC | $949M | 60 | 60 | 99 / 0 / 1 | 66% | RAA 37%, FCTE 11%, IWD 10%, EMXC 5% | Report a problem |
| 671 | Destiny Wealth Partners, LLC | $947.3M | 58 | 61 | 87 / 4 / 9 | 86% | VUG 6%, DFLV 6%, JCPB 6%, JAAA 5% | Report a problem |
| 672 | Destiny Wealth Partners, LLC | $947.3M | 58 | 61 | 87 / 4 / 9 | 86% | VUG 6%, DFLV 6%, JCPB 6%, JAAA 5% | Report a problem |
| 673 | Auxier Asset Management | $946.1M | 43 | 47 | 70 / 28 / 2 | 100% | PM 5%, GOOGL 4%, MSFT 4%, GLW 4% | Report a problem |
| 674 | Almanack Investment Partners | $945.9M | 44 | 45 | 92 / 4 / 4 | 90% | GDMA 24%, VZ 5%, SGOL 5%, SGOV 4% | Report a problem |
| 675 | Ashford Advisors, LLC | $942.7M | 52 | 59 | 70 / 28 / 2 | 73% | IVV 53%, FNDX 12%, VTI 12%, SCHX 8% | Report a problem |
| 676 | Emerald Advisors, LLC | $941.4M | 55 | 59 | 88 / 5 / 7 | 96% | COST 73%, IEMG 2%, VTV 2%, IVV 2% | Report a problem |
| 677 | Stonebrook Private LLC | $937M | 59 | 66 | 74 / 17 / 9 | 79% | SPYM 11%, SPYG 6%, DYNF 5%, SPYV 4% | Report a problem |
| 678 | Johnson Bixby | $933.7M | 49 | 51 | 93 / 4 / 3 | 100% | CGDV 12%, ITOT 11%, CGGR 8%, CGCB 7% | Report a problem |
| 679 | Mountain Pacific Investment Advisers, LLC | $933.7M | 52 | 58 | 85 / 2 / 13 | 80% | APH 10%, AME 7%, VRT 4%, IEX 4% | Report a problem |
| 680 | Lsia | $932.1M | 56 | 64 | 74 / 17 / 9 | 100% | AAPL 11%, GOOG 6%, VYMI 5%, CAT 4% | Report a problem |
| 681 | Prevail Innovative Wealth Advisors, LLC | $931.8M | 53 | 60 | 79 / 1 / 20 | 91% | RSP 4%, QQQM 3%, SPHQ 3%, AVSC 3% | Report a problem |
| 682 | Pcg Wealth Management | $931.1M | 55 | 59 | 87 / 0 / 13 | 55% | CGDV 8%, SPY 5%, CGBL 3%, XMHQ 3% | Report a problem |
| 683 | Pgi Wealth Management | $930.6M | 35 | 36 | 95 / 2 / 3 | 100% | BRK-B 25%, XOM 7%, CB 4%, OXY-WS 3% | Report a problem |
| 684 | Rb Capital Management, LLC | $930.6M | 59 | 65 | 79 / 13 / 8 | 70% | AAPL 15%, BRK-B 4%, NVDA 4%, GOOG 4% | Report a problem |
| 685 | Strategy Asset Managers L.l.c. | $930.1M | 49 | 55 | 78 / 13 / 9 | 92% | AVGO 4%, GOOGL 4%, LLY 4%, CSCO 4% | Report a problem |
| 686 | Wick Capital Partners, LLC | $929.7M | 60 | 62 | 94 / 0 / 6 | 76% | ITOT 26%, VTI 8%, IVVB 6%, IVV 5% | Report a problem |
| 687 | Canvas Wealth Advisors, LLC | $929.2M | 71 | 74 | 90 / 3 / 7 | 86% | CTOS 10%, GOOGL 6%, ITOT 4%, AAPL 4% | Report a problem |
| 688 | Old Mission Investment Company, LLC | $929M | 52 | 59 | 71 / 24 / 5 | 73% | VEA 13%, VUG 11%, VIG 10%, VTV 9% | Report a problem |
| 689 | Vaquero Private Wealth, LTD. | $928.9M | 57 | 60 | 88 / 11 / 1 | 59% | IVV 10%, SPY 6%, BKLC 4%, VTI 3% | Report a problem |
| 690 | Riversedge Advisors | $928.4M | 55 | 58 | 87 / 8 / 5 | 93% | VTV 12%, IDEV 8%, VV 7%, AAPL 6% | Report a problem |
| 691 | The Advisory Resource Group, LLC | $926.6M | 41 | 46 | 82 / 10 / 8 | 88% | QDPL 7%, PSX 5%, JSI 4%, PTRB 3% | Report a problem |
| 692 | Coyle Capital, LLC | $925.2M | 54 | 63 | 62 / 38 / 0 | 100% | AVUS 9%, AVLV 8%, ILCG 6%, MSFT 4% | Report a problem |
| 693 | Keudell Morrison Wealth Management, LLC | $921.5M | 44 | 52 | 69 / 18 / 13 | 84% | SCHD 10%, FLXR 8%, DIMENSIONAL ETF TRUST 6%, VWOB 5% | Report a problem |
| 694 | Princeton Global Asset Management LLC | $921.3M | 60 | 66 | 77 / 12 / 11 | 98% | TSM 7%, AVGO 6%, MSFT 4%, PWR 4% | Report a problem |
| 695 | Founders Capital Management, LLC | $920.3M | 62 | 67 | 79 / 19 / 2 | 92% | GOOG 23%, BRK-B 11%, META 8%, MSFT 7% | Report a problem |
| 696 | White Lighthouse Investment Management, Inc. | $918.6M | 54 | 55 | 96 / 1 / 3 | 91% | VUG 17%, SHV 8%, VXUS 7%, VYM 7% | Report a problem |
| 697 | Rainey & Randall Wealth Advisors, Inc. | $918.2M | 46 | 56 | 61 / 31 / 8 | 100% | SCHG 15%, SCHV 15%, DBEF 12%, RSP 8% | Report a problem |
| 698 | Goodman Financial Corporation | $915.9M | 44 | 53 | 59 / 34 / 7 | 100% | VCSH 6%, VMBS 5%, UCTT 5%, NXT 4% | Report a problem |
| 699 | Strategicpoint Investment Advisors LLC | $914.8M | 51 | 54 | 90 / 0 / 10 | 93% | SPY 15%, IVV 11%, IEI 10%, ITOT 8% | Report a problem |
| 700 | Mcmillan Office, Inc. | $913.7M | 63 | 67 | 83 / 15 / 2 | 100% | GOOGL 13%, AAPL 11%, GOOG 7%, QQQ 6% | Report a problem |