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 |
|---|---|---|---|---|---|---|---|---|
| 751 | Leelyn Smith, LLC | $852.3M | 60 | 62 | 91 / 2 / 7 | 100% | MGK 9%, MOAT 7%, SCHD 6%, JSMD 5% | Report a problem |
| 752 | Apeiron | $852M | 52 | 55 | 91 / 3 / 6 | 50% | IVV 10%, DFIV 5%, AVUV 4%, DYNF 4% | Report a problem |
| 753 | Affinity Capital Advisors LLC | $851.3M | 57 | 60 | 91 / 2 / 7 | 100% | IVV 10%, VUG 9%, VTV 8%, IUSB 8% | Report a problem |
| 754 | Whitaker-Myers Wealth Managers, LTD. | $850.6M | 54 | 60 | 79 / 13 / 8 | 89% | MOAT 8%, DBEF 7%, QQQM 6%, SPMO 6% | Report a problem |
| 755 | Liberty Capital Management Inc | $849.5M | 57 | 65 | 76 / 17 / 7 | 90% | VTI 8%, AAPL 4%, NVDA 4%, GOOGL 4% | Report a problem |
| 756 | Avenir Corporation | $849.3M | 54 | 56 | 93 / 1 / 6 | 100% | MSFT 11%, MKL 11%, AMZN 11%, ORLY 8% | Report a problem |
| 757 | Pennsylvania Capital Management Inc. | $848.6M | 60 | 64 | 89 / 2 / 9 | 52% | AAPL 10%, IVV 9%, MSFT 7%, FNDX 6% | Report a problem |
| 758 | Mitchell Capital Management Co | $847.3M | 69 | 79 | 67 / 30 / 3 | 100% | NVDA 8%, GOOG 6%, AAPL 5%, MSFT 4% | Report a problem |
| 759 | Baron Wealth Management, LLC | $846.8M | 59 | 63 | 83 / 12 / 5 | 55% | QUAL 16%, MFSI 8%, DIVI 8%, IJR 6% | Report a problem |
| 760 | Verde Capital Management, Inc. | $845.8M | 65 | 65 | 100 / 0 / 0 | 64% | MOAT 13%, FNDF 10%, QQQM 9%, SPYM 8% | Report a problem |
| 761 | New Harbor Financial Group, LLC | $845.7M | 45 | 51 | 55 / 42 / 3 | 100% | TLT 7%, XES 7%, EEM 6%, XLI 6% | Report a problem |
| 762 | Lincoln Capital, LLC | $844.8M | 52 | 57 | 79 / 13 / 8 | 84% | GOOGL 10%, BRK-B 9%, BRK-A 7%, MKL 6% | Report a problem |
| 763 | American Money Management, LLC | $844M | 52 | 55 | 86 / 6 / 8 | 96% | VGSH 6%, VCSH 6%, AAPL 5%, VEA 4% | Report a problem |
| 764 | Chicory Wealth | $840.4M | 57 | 59 | 93 / 4 / 3 | 78% | STIP 13%, SGOV 5%, GOOGL 5%, NVDA 4% | Report a problem |
| 765 | Carr Financial Group | $835.9M | 55 | 59 | 83 / 11 / 6 | 63% | BND 7%, VIG 7%, EMXC 7%, IQLT 7% | Report a problem |
| 766 | Strategic Wealth Management Group | $832.9M | 59 | 65 | 83 / 3 / 14 | 66% | AAPL 11%, SCHB 7%, GOOGL 6%, MSFT 5% | Report a problem |
| 767 | Smithbridge Asset Management, Inc. | $830.7M | 68 | 71 | 91 / 5 / 4 | 97% | AMAT 5%, AAPL 5%, NVDA 4%, VRT 3% | Report a problem |
| 768 | Strategic Investment Solutions, Inc. | $830.2M | 59 | 60 | 95 / 2 / 3 | 55% | VUG 14%, VTV 5%, DFAW 5%, DFUS 5% | Report a problem |
| 769 | Kfa Private Wealth Group, LLC | $830M | 57 | 60 | 90 / 2 / 8 | 56% | IVV 17%, FBCG 16%, FBND 5%, SHV 4% | Report a problem |
| 770 | Peterson Wealth Advisors, LLC | $829.7M | 53 | 54 | 94 / 4 / 2 | 100% | SPYM 26%, SPDW 12%, SPMD 6%, JBND 6% | Report a problem |
| 771 | Mason & Associates, Inc. | $828.7M | 62 | 65 | 91 / 5 / 4 | 82% | IWB 11%, RECS 7%, DFUS 6%, SMH 4% | Report a problem |
| 772 | Edge Wealth Management, LLC | $827.2M | 48 | 50 | 92 / 7 / 1 | 78% | GOOGL 10%, MTBA 9%, AAPL 8%, IWM 6% | Report a problem |
| 773 | Mps-Loria Financial Planners,LLC | $826.6M | 55 | 60 | 86 / 0 / 14 | 61% | IWB 33%, AAPL 18%, IEMG 12%, VB 11% | Report a problem |
| 774 | Madden Asset Management | $826M | 48 | 67 | 40 / 54 / 6 | 100% | SPYI 8%, QQQI 7%, NVDA 5%, CSHI 4% | Report a problem |
| 775 | The Capital Management Corporation | $825.6M | 57 | 59 | 92 / 6 / 2 | 88% | PBI 6%, IDCC 5%, ACCO 4%, GTN 4% | Report a problem |
| 776 | Fortis Group Advisors LLC | $822.4M | 55 | 57 | 93 / 1 / 6 | 82% | BIL 5%, QQQ 4%, RSP 3%, SPY 3% | Report a problem |
| 777 | Gratus Wealth Advisors LLC | $822.2M | 57 | 59 | 90 / 3 / 7 | 100% | DGRO 12%, MGK 9%, XSMO 6%, QQQ 6% | Report a problem |
| 778 | J.p. Marvel Wealth Management, Inc. | $820.7M | 70 | 73 | 89 / 1 / 10 | 100% | NVDA 13%, LRCX 8%, LLY 8%, GLW 8% | Report a problem |
| 779 | Pacific Capital | $820.6M | 51 | 55 | 77 / 20 / 3 | 100% | SPY 32%, BND 13%, QQQ 11%, IEFA 8% | Report a problem |
| 780 | Fsa Wealth Partners | $819.7M | 58 | 59 | 97 / 0 / 3 | 50% | SPY 13%, IVV 11%, IJR 9%, IXN 7% | Report a problem |
| 781 | A. N. Culbertson & Company, Inc. | $817.8M | 50 | 51 | 95 / 3 / 2 | 100% | BRK-B 8%, AAPL 6%, JNJ 5%, CAT 5% | Report a problem |
| 782 | Lorne Steinberg Wealth Management Inc. | $814.4M | 54 | 57 | 84 / 11 / 5 | 71% | RY 6%, GOOGL 5%, TD 4%, BMO 4% | Report a problem |
| 783 | Cmh Wealth Management, LLC | $813.4M | 58 | 68 | 67 / 30 / 3 | 100% | GOOGL 5%, MSFT 4%, JPHY 4%, AAPL 4% | Report a problem |
| 784 | Spectrum Financial Alliance, LTD., L.l.c. | $813M | 70 | 71 | 98 / 0 / 2 | 85% | C 13%, BA 12%, BAC 11%, QCOM 9% | Report a problem |
| 785 | Absolute Capital Management, LLC | $812.1M | 64 | 65 | 96 / 0 / 4 | 51% | IVV 5%, SOXX 5%, QQQ 4%, DIVB 3% | Report a problem |
| 786 | Integris Wealth Management, LLC | $812M | 53 | 55 | 93 / 4 / 3 | 65% | BSV 14%, VEA 9%, VTI 8%, IVV 8% | Report a problem |
| 787 | Nelson Capital Management, LLC | $810.8M | 72 | 81 | 66 / 31 / 3 | 100% | NVDA 35%, VEA 5%, IGSB 5%, XLK 4% | Report a problem |
| 788 | Droms Strauss Wealth Management | $806.3M | 58 | 61 | 89 / 8 / 3 | 61% | IVV 14%, GSLC 12%, IVW 7%, IVE 7% | Report a problem |
| 789 | Firestone Capital Management Inc | $806.2M | 49 | 53 | 80 / 13 / 7 | 83% | VXF 7%, VIG 6%, SPY 6%, VTI 6% | Report a problem |
| 790 | Northstar Asset Management, Inc | $805.9M | 57 | 66 | 68 / 23 / 9 | 62% | DSI 12%, GOOGL 7%, VSGX 6%, AAPL 6% | Report a problem |
| 791 | Asio Capital LLC | $805.1M | 65 | 67 | 94 / 2 / 4 | 100% | IVV 13%, JMUB 6%, NVDA 4%, GOOG 4% | Report a problem |
| 792 | Copper Harbor Investment Advisors, LLC | $805M | 59 | 61 | 95 / 2 / 3 | 62% | AVUS 7%, AVEM 6%, VO 6%, VTV 6% | Report a problem |
| 793 | Roof Eidam Maycock Peralta LLC | $804.9M | 53 | 56 | 89 / 3 / 8 | 71% | VEA 11%, JPST 7%, JQUA 5%, VIG 5% | Report a problem |
| 794 | Curran Wealth Management | $804.3M | 66 | 67 | 95 / 2 / 3 | 100% | NVDA 6%, ASML 4%, GOOGL 4%, ISTB 4% | Report a problem |
| 795 | Great Diamond Partners, LLC | $804.1M | 56 | 63 | 74 / 19 / 7 | 98% | VTI 6%, IWV 5%, IEFA 5%, VXF 3% | Report a problem |
| 796 | Francis Financial | $803.2M | 59 | 61 | 95 / 2 / 3 | 80% | VOO 14%, FLXR 8%, BIV 8%, DFSI 6% | Report a problem |
| 797 | Compton Wealth Advisory Group, LLC | $800.3M | 52 | 59 | 78 / 6 / 16 | 79% | VEU 12%, IWY 7%, VIG 6%, IWX 5% | Report a problem |
| 798 | Laffer Tengler Investments, Inc. | $800.1M | 59 | 67 | 67 / 30 / 3 | 100% | LRCX 5%, GS 4%, AVGO 4%, GOOGL 3% | Report a problem |
| 799 | Veracity Capital LLC | $799.8M | 57 | 66 | 69 / 24 / 8 | 67% | IUSG 12%, IUSV 11%, VO 6%, DFAI 5% | Report a problem |
| 800 | Clariti Wealth Advisors | $797.6M | 48 | 50 | 90 / 3 / 7 | 53% | MFDX 35%, MFUS 24%, JPLD 13%, BIV 7% | Report a problem |