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 |
|---|---|---|---|---|---|---|---|---|
| 701 | Partners in Financial Planning, LLC | $913.6M | 51 | 52 | 92 / 6 / 2 | 78% | BND 12%, VUG 11%, VTV 10%, BNDX 10% | Report a problem |
| 702 | Claris Advisors, LLC | $911.1M | 49 | 56 | 76 / 13 / 11 | 55% | DIMENSIONAL ETF TRUST 20%, BSVO 9%, DFUS 6%, DFAU 6% | Report a problem |
| 703 | Strategic Planning Group | $910.3M | 70 | 71 | 95 / 0 / 5 | 100% | SCIO 7%, SPIB 6%, AAPL 4%, NVDA 4% | Report a problem |
| 704 | Covenant Wealth Advisors | $909.6M | 50 | 51 | 95 / 2 / 3 | 71% | DFAU 7%, AVUV 6%, DFAI 5%, AVLV 4% | Report a problem |
| 705 | Alley Company | $907.2M | 58 | 58 | 98 / 1 / 1 | 96% | GOOGL 5%, JPM 4%, AAPL 4%, PM 3% | Report a problem |
| 706 | Alley Company | $907.2M | 58 | 58 | 98 / 1 / 1 | 96% | GOOGL 5%, JPM 4%, AAPL 4%, PM 3% | Report a problem |
| 707 | Cranbrook Wealth Management, LLC | $906.8M | 55 | 56 | 97 / 0 / 3 | 61% | IVV 12%, BIV 11%, IEFA 7%, VO 7% | Report a problem |
| 708 | Riverpoint Wealth Management | $906.2M | 57 | 58 | 96 / 2 / 2 | 63% | GSLC 17%, SCHF 12%, VEA 11%, VO 11% | Report a problem |
| 709 | South Street Advisors, LLC | $906.1M | 60 | 67 | 76 / 12 / 12 | 100% | NVDA 9%, APH 6%, GOOGL 5%, PWR 5% | Report a problem |
| 710 | Convergence Financial | $904M | 62 | 62 | 98 / 0 / 2 | 100% | SPYG 8%, SPYV 6%, JAVA 4%, SLYG 4% | Report a problem |
| 711 | Formidable Asset Management, LLC | $903M | 58 | 62 | 88 / 3 / 9 | 79% | AAPL 7%, PG 6%, NVDA 4%, KONG 3% | Report a problem |
| 712 | Formidable Asset Management, LLC | $903M | 58 | 62 | 88 / 3 / 9 | 79% | AAPL 7%, PG 6%, NVDA 4%, KONG 3% | Report a problem |
| 713 | Dmkc Advisory Services, LLC | $902.5M | 45 | 47 | 87 / 11 / 2 | 67% | VCSH 9%, VUSB 8%, VYM 7%, VIG 7% | Report a problem |
| 714 | Marsjewett Financial Group | $901.4M | 61 | 63 | 93 / 2 / 5 | 59% | DFAU 34%, DFAX 12%, MGV 10%, MGK 10% | Report a problem |
| 715 | Greenup Street Wealth Management LLC | $900.4M | 62 | 63 | 96 / 0 / 4 | 95% | QQQ 17%, AVDE 12%, AVEM 9%, IVV 4% | Report a problem |
| 716 | Axiom Asset Management | $899.6M | 31 | 40 | 63 / 12 / 25 | 79% | AAPL 5%, KMI 3%, LYTS 3%, TTI 3% | Report a problem |
| 717 | Asset Management Group, Inc. | $898.3M | 58 | 59 | 96 / 0 / 4 | 79% | VBR 5%, QQQ 4%, AAPL 4%, IWS 4% | Report a problem |
| 718 | Key Client Fiduciary Advisors, LLC | $896.3M | 58 | 66 | 68 / 23 / 9 | 56% | GLXY 7%, RDVY 7%, CIBR 4%, AAPL 4% | Report a problem |
| 719 | Christopher Weil & Co Inc | $896.2M | 51 | 54 | 91 / 0 / 9 | 70% | VOO 9%, DYNF 7%, BRTR 6%, AAPL 5% | Report a problem |
| 720 | Eagleclaw Capital Management LLC | $896.2M | 60 | 62 | 92 / 6 / 2 | 90% | TPL 9%, NVDA 5%, AAPL 4%, PANW 4% | Report a problem |
| 721 | Maytech Global Investments | $895.1M | 83 | 83 | 100 / 0 / 0 | 100% | NVDA 20%, GOOG 11%, ASML 8%, AMZN 8% | Report a problem |
| 722 | Kelman Lazarov Inc | $894.6M | 53 | 54 | 97 / 0 / 3 | 88% | FNDX 10%, SCHG 8%, MOAT 8%, SPYM 5% | Report a problem |
| 723 | Compass Financial Management LLC | $893.8M | 69 | 74 | 84 / 10 / 6 | 100% | NVDA 3%, AAPL 3%, XLK 3%, JAAA 2% | Report a problem |
| 724 | Jlb & Associates Inc | $892.7M | 54 | 54 | 97 / 2 / 1 | 86% | KLAC 7%, APH 6%, CASY 5%, AAPL 5% | Report a problem |
| 725 | Headinvest | $891.8M | 46 | 57 | 52 / 41 / 7 | 100% | IJR 6%, VV 3%, VTI 3%, VYM 3% | Report a problem |
| 726 | Drucker Wealth | $891.2M | 57 | 60 | 90 / 3 / 7 | 79% | VOO 9%, COWZ 4%, AAPL 4%, QQQ 3% | Report a problem |
| 727 | 3chopt Investment Partners LLC | $889.4M | 61 | 68 | 76 / 17 / 7 | 79% | VOO 12%, VB 6%, NVDA 6%, AAPL 4% | Report a problem |
| 728 | Strata Wealth Advisors, LLC | $886.1M | 51 | 54 | 86 / 9 / 6 | 54% | FNDF 15%, VUG 12%, VGSH 12%, BRK-B 7% | Report a problem |
| 729 | United Capital Management of Kansas, Inc. | $884.8M | 72 | 73 | 95 / 0 / 5 | 91% | SCHO 4%, PLTR 4%, FBTC 4%, TSLA 3% | Report a problem |
| 730 | Sage Rhino Capital LLC | $883.7M | 50 | 54 | 83 / 12 / 5 | 83% | VB 3%, VO 3%, GBIL 3%, RSP 3% | Report a problem |
| 731 | Optas, LLC | $881.9M | 60 | 72 | 64 / 24 / 12 | 100% | VOO 9%, VTI 8%, GOOGL 6%, GOOG 5% | Report a problem |
| 732 | Park Place Capital Corporation | $879.2M | 57 | 61 | 83 / 13 / 4 | 86% | ACIO 8%, IDUB 5%, IVV 5%, VEA 4% | Report a problem |
| 733 | Alongside, LLC | $878.6M | 54 | 54 | – | 60% | IVV 8%, IEMG 5%, IXUS 5%, IWF 4% | Report a problem |
| 734 | Milestone Investment Advisors, LLC | $877.6M | 55 | 57 | 95 / 3 / 2 | 55% | SPHQ 10%, SCHG 7%, SCHX 6%, VUG 5% | Report a problem |
| 735 | Noesis Capital Management Corp | $876.9M | 67 | 70 | 89 / 9 / 2 | 100% | GOOG 7%, AMD 7%, TSM 7%, APH 6% | Report a problem |
| 736 | Cgc Financial Services | $875.8M | 48 | 51 | 91 / 0 / 9 | 56% | JAAA 13%, SCHD 12%, FENI 11%, IVW 11% | Report a problem |
| 737 | Running Oak Capital LLC | $874.7M | 48 | 48 | 99 / 0 / 1 | 68% | NVT 2%, GWW 2%, RBA 2%, ETN 2% | Report a problem |
| 738 | Gearhart & Associates | $872.6M | 61 | 62 | 96 / 0 / 4 | 84% | STEW 9%, CET 5%, U.S. BANCORP PFD B NON-CUMULATIVE 3.5 4%, AAPL 3% | Report a problem |
| 739 | Alpha Capital Management | $871.4M | 56 | 62 | 76 / 22 / 2 | 100% | BND 11%, QQQ 8%, VIGI 4%, VNQ 3% | Report a problem |
| 740 | Secure Asset Management, L.l.c. | $870.6M | 61 | 65 | 84 / 4 / 12 | 97% | VGIT 6%, NVDA 4%, QQQM 3%, VOO 3% | Report a problem |
| 741 | Bridgewealth Advisory Group, LLC | $868.9M | 47 | 52 | 67 / 29 / 4 | 91% | VBIL 10%, PYLD 6%, CGSD 6%, FBND 5% | Report a problem |
| 742 | Highline Wealth Partners | $867.9M | 60 | 68 | 75 / 8 / 17 | 75% | PAAA 8%, JPST 7%, NVDA 7%, FLXR 5% | Report a problem |
| 743 | Gsg Advisors LLC | $862.3M | 61 | 62 | 92 / 7 / 1 | 57% | VTI 22%, VYM 7%, SCHB 7%, AAPL 6% | Report a problem |
| 744 | The High Net Worth Advisory Group, LLC | $861.7M | 54 | 61 | 77 / 11 / 12 | 71% | VOO 7%, NVDA 5%, VIG 4%, VYM 4% | Report a problem |
| 745 | Keystone Private Wealth | $860.7M | 54 | 64 | 65 / 29 / 6 | 96% | IVV 6%, AAPL 4%, QQQ 3%, NVDA 3% | Report a problem |
| 746 | Atlas Private Wealth Advisors | $859.8M | 56 | 58 | 93 / 3 / 4 | 57% | SPMD 8%, SPDW 7%, SPY 6%, SPYM 6% | Report a problem |
| 747 | Cambient Family Office, LLC | $857.9M | 68 | 68 | – | 95% | NVDA 7%, IVV 5%, SPY 5%, MSFT 4% | Report a problem |
| 748 | Delta Investment Management, LLC | $856.7M | 59 | 61 | 96 / 0 / 4 | 74% | BILZ 9%, SFLR 4%, MSFT 3%, IVV 3% | Report a problem |
| 749 | Blume Capital Management, Inc. | $856.6M | 64 | 67 | 91 / 0 / 9 | 87% | GOOG 6%, MU 4%, AAPL 4%, VBIL 4% | Report a problem |
| 750 | Rossby Financial, LLC | $854.8M | 59 | 64 | 83 / 10 / 7 | 77% | CVIE 6%, CVLC 4%, SMMD 2%, FRDM 2% | Report a problem |