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 |
|---|---|---|---|---|---|---|---|---|
| 851 | Pax Financial Group | $747.1M | 60 | 60 | 100 / 0 / 0 | 90% | IVV 12%, IUSB 5%, IVW 5%, DYNF 5% | Report a problem |
| 852 | Tillman Hartley LLC | $746.3M | 46 | 47 | 95 / 3 / 2 | 63% | DIMENSIONAL ETF TRUST 16%, DFUV 9%, DFCF 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 853 | Interchange Capital Partners | $743.6M | 63 | 68 | 78 / 18 / 4 | 92% | AAPL 4%, JMST 4%, IQLT 3%, NVDA 3% | Report a problem |
| 854 | Sensible Money, LLC | $742.5M | 54 | 60 | 76 / 14 / 10 | 67% | DIMENSIONAL ETF TRUST 26%, DIMENSIONAL ETF TRUST 20%, DFEV 9%, DFEM 8% | Report a problem |
| 855 | Gradient Capital Advisors, LLC | $742.2M | 59 | 60 | 94 / 3 / 3 | 62% | IVV 9%, AAPL 5%, SPDW 4%, VCSH 3% | Report a problem |
| 856 | The Marshall Financial Group LLC | $735.6M | 55 | 58 | 88 / 6 / 6 | 100% | BILS 5%, OBND 4%, QQQ 4%, BIL 4% | Report a problem |
| 857 | Stenger Family Office, LLC | $734.9M | 64 | 65 | 97 / 1 / 2 | 88% | USFR 8%, GRNY 6%, NVDA 5%, MSFT 5% | Report a problem |
| 858 | Clarity Wealth Advisors | $732.9M | 56 | 63 | 77 / 12 / 11 | 100% | QQQ 7%, AAPL 7%, SPY 7%, VTI 7% | Report a problem |
| 859 | Walled Lake Planning & Wealth Management, LLC | $732.2M | 40 | 45 | 86 / 0 / 14 | 63% | STPZ 8%, BILZ 7%, JQUA 7%, CAPE 7% | Report a problem |
| 860 | Newman Dignan & Sheerar, Inc | $731.3M | 54 | 60 | 77 / 9 / 14 | 92% | SCHX 9%, VSLU 6%, SCHD 6%, GOOGL 3% | Report a problem |
| 861 | Schwarz Dygos Wheeler Investment Advisors LLC | $730.4M | 54 | 58 | 87 / 5 / 8 | 82% | BRK-B 11%, AAPL 7%, DGRO 5%, DFAU 5% | Report a problem |
| 862 | Tiller Private Wealth, Inc. | $730.3M | 56 | 59 | 85 / 12 / 3 | 51% | IXUS 19%, SPY 14%, XLK 10%, RSP 9% | Report a problem |
| 863 | Ipswich Investment Management Company, Inc | $730.2M | 55 | 59 | 82 / 15 / 3 | 79% | AAPL 5%, MSFT 5%, GOOGL 4%, CAT 4% | Report a problem |
| 864 | Tradewinds Capital Management, LLC | $727.3M | 43 | 47 | 87 / 1 / 12 | 89% | EWY 9%, XLE 8%, ICLN 7%, BBCA 7% | Report a problem |
| 865 | Smith & Howard Wealth Management, LLC | $726.9M | 52 | 55 | 89 / 5 / 6 | 75% | VCRB 18%, VTI 12%, IEFA 8%, VTV 7% | Report a problem |
| 866 | Colton Groome Financial Advisors, LLC | $724.9M | 52 | 58 | 79 / 6 / 15 | 72% | IVV 17%, EFA 8%, AGG 7%, EEM 5% | Report a problem |
| 867 | Meridian Investment Counsel, Inc. | $723.4M | 59 | 68 | 68 / 25 / 7 | 95% | TSM 8%, AAPL 4%, MSFT 2%, MU 2% | Report a problem |
| 868 | Minichmacgregor Wealth Management, LLC | $722.9M | 57 | 59 | 93 / 3 / 4 | 98% | GLD 5%, SOXX 4%, PYLD 4%, VWO 4% | Report a problem |
| 869 | Global Wealth Management Investment Advisory, Inc. | $722.8M | 57 | 59 | 95 / 0 / 5 | 100% | VCIT 4%, JEPI 3%, VGSH 3%, QQQ 3% | Report a problem |
| 870 | Rs Crum Inc. | $720.7M | 44 | 47 | 85 / 7 / 8 | 87% | BSV 18%, DFUS 12%, DIMENSIONAL ETF TRUST 11%, DFIC 9% | Report a problem |
| 871 | Doliver Advisors, L.p. | $718.4M | 39 | 43 | 87 / 8 / 5 | 71% | XOM 33%, IUSG 6%, HF 4%, IVV 4% | Report a problem |
| 872 | Dopkins Wealth Management, LLC | $717M | 48 | 57 | 69 / 20 / 11 | 56% | DIMENSIONAL ETF TRUST 14%, DFUV 8%, DFIV 8%, DIMENSIONAL ETF TRUST 7% | Report a problem |
| 873 | Rbf Wealth Advisors | $716.1M | 64 | 70 | 81 / 8 / 11 | 72% | NVDA 6%, AAPL 5%, AMZN 3%, MSFT 3% | Report a problem |
| 874 | Atlas Legacy Advisors LLC | $715M | 61 | 65 | 85 / 12 / 3 | 100% | IYW 9%, VOO 7%, IVV 6%, QQQM 4% | Report a problem |
| 875 | Ventura Wealth Management | $713.5M | 67 | 70 | 89 / 5 / 6 | 78% | AAPL 4%, NVDA 3%, GOOGL 3%, AMZN 3% | Report a problem |
| 876 | Excalibur Management Corp | $712.1M | 40 | 52 | 41 / 55 / 4 | 100% | CSL 9%, AAPL 6%, BRK-B 4%, JPM 4% | Report a problem |
| 877 | Precision Wealth Strategies, LLC | $711M | 53 | 60 | 76 / 15 / 9 | 61% | VOO 10%, MU 4%, MAR 4%, OZ 3% | Report a problem |
| 878 | Lifelong Wealth Advisors, Inc. | $710.4M | 59 | 59 | 100 / 0 / 0 | 60% | SPYM 20%, GSLC 18%, JBND 9%, FMDE 7% | Report a problem |
| 879 | Manske Wealth Management, LLC | $707.3M | 52 | 57 | 80 / 10 / 10 | 71% | VTI 18%, AAPL 7%, VEA 4%, GAL 3% | Report a problem |
| 880 | Northcape Wealth Management | $706.1M | 44 | 47 | 79 / 20 / 1 | 68% | GLD 7%, JAAA 5%, BINC 5%, IEFA 4% | Report a problem |
| 881 | Rempart Asset Management | $705.2M | 47 | 51 | 83 / 10 / 7 | 83% | RY 7%, BMO 6%, NVT 6%, JPM 6% | Report a problem |
| 882 | Solidarity Wealth, LLC | $704.2M | 51 | 62 | 63 / 26 / 11 | 100% | AAPL 10%, GOOGL 7%, AMZN 7%, ALSN 6% | Report a problem |
| 883 | Windsor Capital Management, LLC | $703.4M | 43 | 53 | 51 / 47 / 2 | 100% | IVV 12%, SPYV 5%, SPYM 5%, IJH 5% | Report a problem |
| 884 | Safeguard Investment Advisory Group, LLC | $702.3M | 66 | 68 | 93 / 2 / 5 | 66% | DIMENSIONAL ETF TRUST 20%, QQQ 12%, DIMENSIONAL ETF TRUST 11%, SPY 9% | Report a problem |
| 885 | Core Wealth Advisors, Inc. | $702.1M | 55 | 59 | 83 / 12 / 5 | 85% | IVV 29%, VOO 6%, CGDV 6%, SPYM 5% | Report a problem |
| 886 | Hfm Wealth Management | $699.6M | 55 | 65 | 65 / 34 / 1 | 99% | JCPB 8%, VGT 5%, AMAT 5%, JPSE 4% | Report a problem |
| 887 | The Retirement Solution LLC | $699.4M | 55 | 62 | 79 / 0 / 21 | 93% | DFSU 50%, DIMENSIONAL ETF TRUST 11%, DFUS 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 888 | Tempus Wealth Planning, LLC | $699.4M | 66 | 72 | 79 / 7 / 14 | 92% | GE 6%, GEV 5%, CGDV 2%, NVDA 2% | Report a problem |
| 889 | Hamilton Wealth, LLC | $697.8M | 66 | 68 | 93 / 3 / 4 | 84% | AAPL 7%, GOOGL 6%, SMTH 6%, NVDA 6% | Report a problem |
| 890 | Wmg Financial Advisors, LLC | $693.8M | 53 | 59 | 76 / 18 / 6 | 50% | AVUS 24%, AVUV 14%, AVDE 7%, HECA 5% | Report a problem |
| 891 | Cambridge Advisors Inc | $693.5M | 51 | 54 | 90 / 3 / 7 | 93% | VOO 18%, BND 10%, VEA 7%, IJH 4% | Report a problem |
| 892 | Skyoak Wealth | $692.7M | 54 | 57 | 87 / 8 / 5 | 100% | SPYV 5%, JPST 5%, SCHG 4%, AAPL 4% | Report a problem |
| 893 | Madrona Financial & Cpas | $691.8M | 63 | 64 | 98 / 1 / 1 | 80% | IVV 12%, QQQ 9%, DYNF 5%, QTUM 4% | Report a problem |
| 894 | Milestone Asset Management, LLC | $690.7M | 44 | 50 | 82 / 3 / 15 | 100% | BUFR 6%, SGOV 5%, FLRN 4%, AAPL 3% | Report a problem |
| 895 | West Branch Capital LLC | $690.1M | 55 | 71 | 53 / 26 / 21 | 100% | AAPL 10%, NVDA 10%, GOOGL 7%, MOG-B 6% | Report a problem |
| 896 | Family Investment Center | $689.3M | 42 | 45 | 91 / 0 / 9 | 96% | BIV 13%, PYLD 11%, SPMO 9%, RISR 8% | Report a problem |
| 897 | Anchyra Partners LLC | $689.2M | 77 | 77 | – | 60% | TROW 12%, NVDA 6%, AAPL 4%, MSFT 3% | Report a problem |
| 898 | Smart Wealth, LLC | $686.4M | 55 | 63 | 65 / 31 / 4 | 100% | BILZ 6%, NVDA 3%, IVV 2%, SPY 2% | Report a problem |
| 899 | Wealth Management Advisors, LLC | $686.1M | 43 | 46 | 88 / 4 / 8 | 90% | JPIE 9%, SYFI 8%, JMEE 6%, JEPI 5% | Report a problem |
| 900 | MA Private Wealth | $686M | 58 | 60 | 96 / 0 / 4 | 100% | VOO 13%, IVW 8%, DYNF 8%, BND 6% | Report a problem |