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 |
|---|---|---|---|---|---|---|---|---|
| 901 | Marietta Investment Partners, LLC | $683.7M | 67 | 74 | 78 / 12 / 10 | 100% | AAPL 7%, BE 5%, NVDA 5%, GOOGL 4% | Report a problem |
| 902 | High Note Wealth, LLC | $683.5M | 50 | 63 | 61 / 18 / 21 | 100% | IVV 11%, XLK 6%, SCHM 6%, ESGD 6% | Report a problem |
| 903 | Dash Investments | $681.6M | 66 | 71 | 84 / 0 / 16 | 86% | GOOG 10%, AMZN 9%, MSFT 8%, PM 8% | Report a problem |
| 904 | Arjuna Capital, LLC | $679.7M | 62 | 67 | 81 / 16 / 3 | 81% | SGOV 9%, AAPL 7%, GOOGL 7%, NVDA 7% | Report a problem |
| 905 | Century Management Financial Advisors | $679.5M | 53 | 60 | 75 / 18 / 7 | 93% | DELL 6%, PHYS 5%, INTC 4%, LUMN 4% | Report a problem |
| 906 | Hudson Value Partners, LLC | $678.3M | 64 | 66 | 91 / 4 / 5 | 64% | GOOGL 7%, BRK-B 6%, GLW 5%, AAPL 5% | Report a problem |
| 907 | Mtm Investment Management, LLC | $678.1M | 48 | 50 | 90 / 7 / 3 | 57% | AAPL 4%, TCAF 3%, LLY 3%, LOW 3% | Report a problem |
| 908 | Vsm Wealth Advisory, LLC | $677.5M | 58 | 58 | 100 / 0 / 0 | 56% | VV 15%, VCSH 6%, MGC 5%, VTI 5% | Report a problem |
| 909 | Financial Strategies Group, Inc | $677.4M | 50 | 51 | 96 / 1 / 3 | 97% | SPTM 11%, SPAB 9%, FENI 8%, FBND 5% | Report a problem |
| 910 | Rockport Wealth Advisors | $676.4M | 61 | 63 | 92 / 0 / 8 | 96% | BUXX 13%, FDL 8%, CIBR 5%, GOOGL 5% | Report a problem |
| 911 | Stordahl Capital Management, Inc. | $675.9M | 49 | 52 | 83 / 12 / 5 | 97% | VOO 18%, DIMENSIONAL ETF TRUST 11%, VOOV 10%, DFIC 10% | Report a problem |
| 912 | Waterway Wealth Management, L.l.c. | $675.8M | 57 | 59 | 94 / 3 / 3 | 77% | DLN 12%, IVV 11%, IWF 9%, PYLD 9% | Report a problem |
| 913 | Summit Wealth Partners, LLC | $675.7M | 57 | 59 | 92 / 6 / 2 | 100% | IVV 5%, IWF 4%, QUAL 4%, QQQ 4% | Report a problem |
| 914 | Allegiance Financial Group | $675M | 54 | 56 | 91 / 6 / 3 | 94% | VTI 12%, AVLV 11%, AVDV 7%, DFAU 6% | Report a problem |
| 915 | Garden State Investment Advisory Services, LLC | $673.8M | 71 | 73 | 95 / 2 / 3 | 80% | PWB 6%, NVDA 4%, TSPA 4%, HEDG 3% | Report a problem |
| 916 | Pinnacle Financial Group LLC | $672.7M | 47 | 50 | 91 / 1 / 8 | 67% | PRF 9%, DFIC 9%, DIMENSIONAL ETF TRUST 6%, DFEM 6% | Report a problem |
| 917 | Trinity Financial Advisors LLC | $670M | 55 | 59 | 82 / 16 / 2 | 71% | SPY 11%, DFIV 9%, DFAI 9%, DFUS 6% | Report a problem |
| 918 | Oakwell Private Wealth Management | $668.1M | 59 | 61 | 94 / 1 / 5 | 96% | VTI 34%, VEA 13%, DFEM 7%, IJR 6% | Report a problem |
| 919 | Prestige Wealth Management Group, LLC | $666.4M | 48 | 49 | 94 / 3 / 3 | 88% | DGRW 11%, MBB 6%, AAPL 6%, USHY 6% | Report a problem |
| 920 | Beck Bode LLC | $666.4M | 56 | 58 | 96 / 0 / 4 | 100% | NVDA 5%, CRWD 4%, CAH 4%, ESI 4% | Report a problem |
| 921 | Bcwm | $665.2M | 47 | 55 | 57 / 41 / 2 | 90% | AVDE 6%, IAU 5%, DUK 4%, HD 4% | Report a problem |
| 922 | America First Investment Advisors LLC | $665.1M | 37 | 42 | 83 / 0 / 17 | 98% | SHY 8%, GOOGL 7%, JNJ 7%, AMZN 5% | Report a problem |
| 923 | Alta Wealth Advisors LLC | $664.6M | 71 | 73 | 93 / 6 / 1 | 60% | SPYG 11%, SPYV 11%, SPMD 5%, NVDA 4% | Report a problem |
| 924 | Allen Wealth Management, LLC | $664.3M | 36 | 44 | 51 / 40 / 9 | 61% | VTV 18%, FNDX 15%, VO 9%, DFIV 9% | Report a problem |
| 925 | Focused Alpha, LLC | $663.9M | 57 | 61 | 85 / 4 / 11 | 69% | IVV 5%, VTI 5%, MSFT 3%, GOOGL 3% | Report a problem |
| 926 | Ironwood Financial, LLC | $662.5M | 55 | 57 | 93 / 6 / 1 | 100% | IVV 12%, AAPL 7%, IJH 4%, IVE 3% | Report a problem |
| 927 | Westshore Wealth | $662.4M | 61 | 65 | 84 / 13 / 3 | 58% | SPY 21%, LQD 10%, AMRX 7%, IWD 7% | Report a problem |
| 928 | Bare Wealth Advisors | $662.3M | 50 | 53 | 91 / 0 / 9 | 72% | IVV 11%, VTV 9%, AVUV 9%, IEFA 9% | Report a problem |
| 929 | The Genwealth Group, Inc. | $661.3M | 59 | 60 | 94 / 5 / 1 | 100% | SCHV 9%, VUG 8%, IEF 8%, IAU 8% | Report a problem |
| 930 | Riverwater Partners LLC | $660.9M | 43 | 45 | 92 / 6 / 2 | 55% | CLSE 5%, IVV 3%, AVSE 3%, ADEA 2% | Report a problem |
| 931 | Betterwealth LLC | $659.9M | 50 | 53 | 90 / 5 / 5 | 95% | DIMENSIONAL ETF TRUST 22%, DFAX 12%, VBIL 9%, AAPL 8% | Report a problem |
| 932 | Tradewinds, LLC | $659.4M | 56 | 62 | 79 / 15 / 6 | 85% | AAPL 5%, NVDA 5%, DFIV 3%, AMZN 3% | Report a problem |
| 933 | Aries Wealth Management, LLC | $658.6M | 52 | 58 | 79 / 14 / 7 | 98% | AAPL 5%, VUG 4%, EFA 4%, VB 4% | Report a problem |
| 934 | Purus Wealth Management, LLC | $658.1M | 74 | 79 | 83 / 3 / 14 | 67% | NVDA 15%, AVGO 5%, AAPL 4%, COST 4% | Report a problem |
| 935 | Aspen Wealth Management, LLC | $657.8M | 54 | 56 | 95 / 0 / 5 | 94% | DFUS 12%, DFIC 10%, QUAL 9%, DIMENSIONAL ETF TRUST 7% | Report a problem |
| 936 | Warren Street Wealth Advisors, LLC | $656.1M | 54 | 55 | 96 / 1 / 3 | 70% | VOO 14%, WSGE 14%, JQUA 11%, XSOE 6% | Report a problem |
| 937 | Rbo & Co, LLC | $654.8M | 39 | 40 | 96 / 1 / 3 | 100% | JNJ 9%, ABBV 7%, PM 5%, MCD 5% | Report a problem |
| 938 | Cornell Pochily Investment Advisors, Inc. | $654.4M | 60 | 63 | 88 / 4 / 8 | 65% | AAPL 8%, ITOT 6%, NVDA 5%, SPY 3% | Report a problem |
| 939 | Pw Nova Financial Services LLC | $654.3M | 66 | 66 | – | 71% | IWF 6%, QQQ 5%, IWD 4%, AAPL 3% | Report a problem |
| 940 | Bcu Wealth Advisors, LLC | $653.6M | 49 | 51 | 89 / 8 / 3 | 52% | DIMENSIONAL ETF TRUST 45%, DFIC 14%, DFSD 6%, DFEM 4% | Report a problem |
| 941 | Westover Capital Advisors, LLC | $652.9M | 66 | 69 | 89 / 9 / 2 | 100% | AAPL 6%, GOOGL 5%, NVDA 5%, AVGO 3% | Report a problem |
| 942 | Bkm Wealth Management | $651.8M | 54 | 58 | 82 / 12 / 6 | 53% | IVE 5%, AAPL 5%, VEA 5%, IVW 4% | Report a problem |
| 943 | Midwest Professional Planners, LTD. | $649.3M | 63 | 69 | 79 / 12 / 9 | 99% | SPY 11%, AMAT 3%, LRCX 3%, NVDA 3% | Report a problem |
| 944 | Monument Wealth Management | $648.4M | 62 | 65 | 90 / 4 / 6 | 85% | CAT 2%, MSFT 2%, FIX 2%, IWF 2% | Report a problem |
| 945 | Reap Financial Group, LLC | $648.2M | 52 | 55 | 92 / 0 / 8 | 98% | VTI 13%, VEA 12%, VUG 6%, VTV 5% | Report a problem |
| 946 | Powell Investment Advisors, LLC | $648M | 59 | 64 | 80 / 15 / 5 | 61% | IVW 12%, IVE 11%, IWN 8%, IWO 8% | Report a problem |
| 947 | Legacy Wealth Partners, LLC | $646M | 55 | 55 | – | 69% | IVV 14%, AGG 11%, IEFA 5%, VTV 5% | Report a problem |
| 948 | Cambridge Financial Group, LLC | $645.8M | 52 | 58 | 72 / 27 / 1 | 68% | DIMENSIONAL ETF TRUST 11%, DIMENSIONAL ETF TRUST 9%, DFIC 9%, DFEM 7% | Report a problem |
| 949 | Shankervalleau Wealth Advisors, Inc. | $645.3M | 53 | 54 | 99 / 0 / 1 | 59% | DIMENSIONAL ETF TRUST 26%, DFAX 12%, ORCL 12%, DFUV 8% | Report a problem |
| 950 | 1808 Capital Partners | $644.6M | 63 | 63 | – | 78% | AAPL 7%, FTNT 6%, BRK-B 5%, JPM 3% | Report a problem |