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 |
|---|---|---|---|---|---|---|---|---|
| 801 | Brady Martz Wealth Solutions, LLC | $795.3M | 48 | 56 | 77 / 4 / 19 | 100% | ITOT 11%, SCHV 6%, SCHG 4%, BSVO 3% | Report a problem |
| 802 | Mcrae Capital Management Inc. | $795M | 48 | 57 | 64 / 22 / 14 | 100% | WSM 5%, KEYS 5%, MSFT 5%, LH 5% | Report a problem |
| 803 | Hurlow Wealth Management Group, Inc. | $794.4M | 56 | 57 | 95 / 3 / 2 | 64% | VV 14%, DFUS 12%, DIMENSIONAL ETF TRUST 9%, DFIC 7% | Report a problem |
| 804 | Wealth Management Partners, LLC | $793.5M | 70 | 78 | 72 / 20 / 8 | 74% | AVNM 7%, NVDA 7%, QQQ 6%, AVMC 4% | Report a problem |
| 805 | Centric Wealth Management, LLC | $792.9M | 43 | 54 | 63 / 16 / 21 | 100% | UPS 8%, VOO 7%, SGOV 5%, VONV 4% | Report a problem |
| 806 | Marathon Capital Management | $790.1M | 50 | 56 | 82 / 7 / 11 | 76% | TROW 13%, GLW 5%, BIL 4%, GOOG 3% | Report a problem |
| 807 | Westhill Financial Advisors, Inc. | $789.4M | 54 | 58 | 87 / 2 / 11 | 86% | VOO 18%, VONG 14%, VONV 14%, VEA 13% | Report a problem |
| 808 | Hoey Investments, Inc. | $788.3M | 85 | 88 | 86 / 7 / 7 | 100% | NVDA 35%, AMZN 19%, META 8%, MSFT 5% | Report a problem |
| 809 | Bell Investment Advisors Inc | $787.6M | 44 | 48 | 68 / 31 / 1 | 100% | FNDX 10%, GBIL 9%, VMBS 7%, TDTT 7% | Report a problem |
| 810 | Centurion Wealth Management | $786.2M | 58 | 61 | 89 / 3 / 8 | 60% | GSLC 6%, IVV 4%, JEPQ 3%, AAPL 3% | Report a problem |
| 811 | Regent Peak Wealth Advisors, LLC | $785.9M | 62 | 65 | 91 / 2 / 7 | 76% | VTI 17%, AAPL 6%, IEFA 6%, DGRO 5% | Report a problem |
| 812 | Cadent Capital Advisors, LLC | $785.8M | 49 | 60 | 67 / 7 / 26 | 92% | SOXX 7%, RWL 5%, ITA 5%, VIS 4% | Report a problem |
| 813 | Insight Advisors, LLC | $785.6M | 69 | 71 | 93 / 3 / 4 | 78% | ATTR 17%, CAOS 14%, BOXX 7%, SPY 4% | Report a problem |
| 814 | Flagstar Securities, Inc. | $784.3M | 57 | 61 | 83 / 17 / 0 | 51% | IVV 7%, QQQ 5%, IJR 3%, DGRO 2% | Report a problem |
| 815 | Augustine Asset Management Inc | $783.3M | 72 | 85 | 56 / 33 / 11 | 100% | APP 27%, KGS 9%, AAPL 8%, TSM 5% | Report a problem |
| 816 | Harfst and Associates, Inc. | $783.2M | 52 | 56 | 84 / 10 / 6 | 98% | RJF 25%, IVV 11%, QQQ 6%, VIS 4% | Report a problem |
| 817 | Deltec Asset Management LLC | $782.8M | 74 | 77 | 88 / 1 / 11 | 98% | GOOGL 9%, AMZN 5%, NVDA 5%, AVGO 5% | Report a problem |
| 818 | Huntleigh Advisors, Inc. | $781.8M | 74 | 78 | 83 / 9 / 8 | 100% | NVDA 10%, AAPL 4%, AVGO 3%, AMZN 3% | Report a problem |
| 819 | Whelan Financial | $781.8M | 59 | 62 | 89 / 7 / 4 | 53% | QQQM 18%, SCHD 15%, VB 11%, VNQ 7% | Report a problem |
| 820 | West Michigan Advisors | $781.3M | 54 | 56 | 92 / 6 / 2 | 63% | GNTX 9%, DIVO 3%, AAPL 3%, NVDA 2% | Report a problem |
| 821 | Sierra Summit Advisors LLC | $780.8M | 75 | 80 | 82 / 12 / 6 | 100% | NVDA 5%, ALAB 5%, MU 4%, GOOGL 4% | Report a problem |
| 822 | Creative Capital Management Investments LLC | $780.4M | 52 | 54 | 91 / 5 / 4 | 61% | DFAX 21%, DIMENSIONAL U.S. CORE EQUITY 2 ETF 18%, DFCF 15%, AVUV 9% | Report a problem |
| 823 | Goalvest Advisory LLC | $777.6M | 61 | 66 | 81 / 18 / 1 | 86% | VOO 39%, VUG 6%, XNTK 4%, SPIB 4% | Report a problem |
| 824 | Market Street Wealth Management Advisors, LLC | $776M | 47 | 49 | 96 / 0 / 4 | 94% | DFCF 10%, DFSD 9%, DIMENSIONAL ETF TRUST 7%, SPYM 7% | Report a problem |
| 825 | Global View Capital Management LLC | $775.2M | 66 | 69 | 91 / 3 / 6 | 69% | MQQQ 30%, QLD 10%, QQQM 8%, SPYM 6% | Report a problem |
| 826 | Seabridge Investment Advisors LLC | $771.2M | 67 | 69 | 94 / 1 / 5 | 95% | TSM 4%, AAPL 4%, VMBS 3%, MU 3% | Report a problem |
| 827 | Hourglass Capital, LLC | $768.9M | 47 | 54 | 79 / 10 / 11 | 75% | GOOGL 3%, C 3%, SPY 3%, CSCO 3% | Report a problem |
| 828 | Grant Street Asset Management Inc | $768.9M | 57 | 58 | 97 / 0 / 3 | 82% | IVV 18%, WINN 15%, JCPB 14%, JSI 7% | Report a problem |
| 829 | Adk Wealth Advisory Group | $768.5M | 57 | 60 | 89 / 6 / 5 | 70% | SMH 7%, VTI 5%, IVV 5%, FTEC 4% | Report a problem |
| 830 | New England Capital Financial Advisors LLC | $768M | 53 | 55 | 92 / 4 / 4 | 59% | HFSI 23%, CGGR 17%, VCRB 12%, AVUV 7% | Report a problem |
| 831 | Benchmark Financial Wealth Advisors LLC | $766.1M | 47 | 62 | 56 / 15 / 29 | 94% | SCHF 7%, VTI 7%, SPY 7%, DBND 6% | Report a problem |
| 832 | Blue Edge Capital, LLC | $765.1M | 61 | 62 | 98 / 0 / 2 | 100% | VUG 9%, VTV 8%, IVW 5%, IEUR 4% | Report a problem |
| 833 | Sterling Financial Planning Inc | $760.8M | 50 | 52 | 94 / 0 / 6 | 51% | IJJ 6%, IJT 6%, IJK 6%, IVW 6% | Report a problem |
| 834 | Hughes Financial Services, LLC | $759.8M | 52 | 53 | 95 / 3 / 2 | 100% | SPTM 21%, JCPB 10%, JIRE 10%, JQUA 10% | Report a problem |
| 835 | Strong Tower Advisory Services | $759.2M | 64 | 65 | 97 / 1 / 2 | 76% | BINC 6%, BLV 5%, NVDA 4%, TLT 4% | Report a problem |
| 836 | Provident Wealth Management, LLC | $758.5M | 53 | 57 | 86 / 0 / 14 | 60% | TSPA 17%, COWZ 13%, SCHG 11%, DGRO 8% | Report a problem |
| 837 | Harvest Investment Services, LLC | $758.4M | 58 | 65 | 79 / 1 / 20 | 100% | LMBS 7%, VSAT 2%, GLD 2%, SLV 2% | Report a problem |
| 838 | Progressive Investment Management Corporation | $758.3M | 66 | 77 | 64 / 34 / 2 | 93% | AAPL 9%, NVDA 9%, GOOG 8%, MSFT 7% | Report a problem |
| 839 | Klaas Financial Asset Advisors, LLC. | $758.1M | 50 | 51 | 97 / 0 / 3 | 100% | SPYM 28%, DFAI 13%, MBB 9%, VGIT 7% | Report a problem |
| 840 | Blue Fin Capital, Inc. | $755.9M | 72 | 76 | 89 / 2 / 9 | 100% | NVDA 16%, AAPL 8%, GOOGL 6%, MSFT 5% | Report a problem |
| 841 | Total Clarity Wealth Management, Inc | $755.4M | 52 | 54 | 92 / 4 / 4 | 74% | SPYM 5%, JAAA 3%, SPYD 3%, RDVY 3% | Report a problem |
| 842 | Ballast, Inc. | $751.5M | 54 | 56 | 90 / 6 / 4 | 78% | VB 11%, VO 9%, SPHQ 6%, VYM 5% | Report a problem |
| 843 | Castlepoint Wealth Advisors | $751.4M | 55 | 55 | 98 / 1 / 1 | 55% | DIMENSIONAL ETF TRUST 28%, DFIC 10%, DFUS 9%, TFLO 4% | Report a problem |
| 844 | Ewa, LLC | $750.7M | 65 | 67 | 94 / 3 / 3 | 77% | IVV 15%, IVW 7%, IVE 6%, DYNF 5% | Report a problem |
| 845 | Rockline Wealth Management LLC | $749.6M | 74 | 77 | 88 / 7 / 5 | 79% | NVDA 15%, AAPL 8%, LRCX 5%, GOOG 4% | Report a problem |
| 846 | Flagship Wealth Advisors, LLC. | $748.6M | 59 | 63 | 83 / 14 / 3 | 72% | QQQ 8%, VUG 6%, VYM 5%, FDVV 4% | Report a problem |
| 847 | Sfe Investment Counsel Inc. | $748.4M | 67 | 69 | 94 / 0 / 6 | 100% | NVDA 4%, PANW 4%, AAPL 3%, MSFT 3% | Report a problem |
| 848 | Waller Financial Planning Group, Inc. | $747.8M | 55 | 55 | 98 / 0 / 2 | 66% | IVV 17%, SPYG 9%, EFV 8%, VBR 7% | Report a problem |
| 849 | Fiduciary Family Office, LLC | $747.7M | 57 | 67 | 65 / 27 / 8 | 82% | AAPL 33%, NVDA 4%, GOOGL 3%, AMZN 3% | Report a problem |
| 850 | Autumn Glory Partners, LLC | $747.6M | 43 | 54 | 55 / 33 / 12 | 86% | VOO 10%, VTI 4%, SPY 3%, DGRO 3% | Report a problem |