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 |
|---|---|---|---|---|---|---|---|---|
| 951 | Buckley Wealth | $644M | 46 | 56 | 61 / 25 / 14 | 100% | AAPL 11%, GOOGL 8%, MSFT 7%, BRK-B 6% | Report a problem |
| 952 | Chatham Wealth Management | $642.9M | 54 | 57 | 85 / 12 / 3 | 91% | VTI 5%, AAPL 5%, MGK 4%, PWR 3% | Report a problem |
| 953 | Regency Wealth Management | $642.6M | 51 | 53 | 88 / 9 / 3 | 73% | BOND 10%, AGG 7%, BSCQ 6%, IEFA 6% | Report a problem |
| 954 | Shakespeare Wealth Management, LLC | $641.9M | 54 | 57 | 91 / 2 / 7 | 65% | VOOV 20%, VOOG 18%, FBND 11%, SCZ 7% | Report a problem |
| 955 | Phoenix Wealth Advisors Inc. | $641.4M | 38 | 43 | 79 / 1 / 20 | 59% | JPST 17%, VEA 5%, JMST 5%, ISCF 4% | Report a problem |
| 956 | Riggs Asset Management Co Inc | $640M | 60 | 68 | 72 / 18 / 10 | 100% | CBU 5%, XBI 4%, GLD 4%, PAVE 3% | Report a problem |
| 957 | Highland Financial Advisors, LLC | $640M | 57 | 61 | 86 / 0 / 14 | 82% | SPYM 10%, QQQM 10%, AVUS 9%, DFAU 9% | Report a problem |
| 958 | The Watchman Group, Inc. | $639.7M | 52 | 55 | 89 / 7 / 4 | 78% | MTBA 10%, DIMENSIONAL ETF TRUST 9%, TMSL 8%, VSLU 8% | Report a problem |
| 959 | Murphy Pohlad Asset Management LLC | $639.7M | 40 | 48 | 67 / 25 / 8 | 67% | TRV 4%, INTC 3%, BRK-B 3%, AEM 3% | Report a problem |
| 960 | Sk Wealth Management, LLC | $639M | 57 | 57 | 98 / 2 / 0 | 71% | GPIX 13%, CGDV 12%, SCHG 9%, IALT 8% | Report a problem |
| 961 | Acumen Wealth Advisors, LLC | $638.5M | 62 | 69 | 75 / 20 / 5 | 99% | AGG 7%, IVV 5%, FEOE 5%, NVDA 5% | Report a problem |
| 962 | Fischer Financial Services Inc | $636.1M | 63 | 66 | 87 / 5 / 8 | 72% | AAPL 9%, VCSH 9%, FTEC 6%, IWY 6% | Report a problem |
| 963 | Clare Market Investments, LLC | $635.1M | 70 | 76 | 82 / 12 / 6 | 100% | AAPL 13%, AMZN 10%, MSFT 7%, GOOG 7% | Report a problem |
| 964 | Vision Retirement | $633.7M | 67 | 70 | 90 / 3 / 7 | 72% | QQQ 15%, AAPL 10%, AMZN 5%, DIA 4% | Report a problem |
| 965 | Kickstand Wealth Advisors | $633.5M | 56 | 58 | 93 / 1 / 6 | 93% | SPYM 10%, TSPA 7%, VOO 5%, TAGG 4% | Report a problem |
| 966 | Fortem Financial Group, LLC | $631.9M | 66 | 75 | 73 / 11 / 16 | 100% | KLAC 4%, DELL 4%, NVDA 4%, SRLN 3% | Report a problem |
| 967 | Peak Retirement Planning, Inc. | $631M | 59 | 59 | 99 / 0 / 1 | 100% | SGOV 10%, QQQ 6%, VEA 5%, VWO 3% | Report a problem |
| 968 | Davidson Capital Management, Inc | $630.3M | 48 | 57 | 64 / 27 / 9 | 100% | VCIT 17%, VCLT 9%, SPMO 6%, DGRO 4% | Report a problem |
| 969 | Rosel Wealth Management, LLC | $630.2M | 57 | 59 | 90 / 8 / 2 | 52% | VTI 19%, SCHF 7%, VOO 4%, FNDF 3% | Report a problem |
| 970 | Searle & Co. | $629.9M | 43 | 52 | 64 / 35 / 1 | 100% | AAPL 6%, CAT 5%, PANW 4%, MSFT 3% | Report a problem |
| 971 | Rialto Wealth Management | $625.9M | 53 | 55 | 89 / 9 / 2 | 91% | SPTM 8%, IEFA 5%, VOO 5%, VCSH 4% | Report a problem |
| 972 | Portfolio Design Labs, LLC | $624.9M | 67 | 68 | 99 / 0 / 1 | 99% | GLD 6%, NVDA 5%, AAPL 4%, GOOG 4% | Report a problem |
| 973 | Riverview Capital Advisers LLC | $624.1M | 58 | 67 | 72 / 3 / 25 | 78% | AMZN 7%, BRK-B 7%, AAPL 7%, MU 7% | Report a problem |
| 974 | Dhjj Financial Advisors | $623.4M | 56 | 59 | 88 / 8 / 4 | 63% | QQQ 12%, IJH 6%, SCHD 4%, SCHG 3% | Report a problem |
| 975 | Fca Corp | $623.1M | 49 | 53 | 81 / 15 / 4 | 80% | VGT 5%, VEA 4%, GSIE 3%, RSP 2% | Report a problem |
| 976 | Aviso Wealth Management | $621.3M | 66 | 70 | 85 / 4 / 11 | 56% | JNJ 13%, AAPL 7%, GOOGL 5%, NVDA 5% | Report a problem |
| 977 | Oak Family Advisors, LLC | $621M | 55 | 61 | 71 / 26 / 3 | 79% | TSM 6%, NVO 4%, GOOGL 4%, AZN 4% | Report a problem |
| 978 | Alpha Financial Advisors, LLC | $619.3M | 57 | 58 | 97 / 0 / 3 | 60% | DFAU 14%, DFIC 12%, TSPA 11%, DFCF 7% | Report a problem |
| 979 | Tactive Advisors, LLC | $619M | 67 | 70 | 90 / 10 / 0 | 73% | ADP 5%, VOO 4%, FFLC 4%, HFGM 3% | Report a problem |
| 980 | Alexander Labrunerie & Co., Inc. | $618.9M | 56 | 62 | 76 / 15 / 9 | 61% | VOO 10%, AAPL 10%, SOXX 5%, VGT 5% | Report a problem |
| 981 | Capital Planning, LLC | $617.7M | 62 | 63 | 98 / 0 / 2 | 57% | IVV 14%, SCHG 8%, MSFT 6%, DGRO 5% | Report a problem |
| 982 | Saling Wealth Advisors | $617.7M | 60 | 61 | 97 / 1 / 2 | 74% | IVV 31%, IUSG 12%, EMXC 6%, QUAL 5% | Report a problem |
| 983 | Clear Wave Wealth Management, LLC | $617M | 62 | 62 | – | 73% | IVV 13%, RSP 6%, ISTB 5%, DGRO 4% | Report a problem |
| 984 | West Wealth Group, LLC | $616.7M | 54 | 62 | 76 / 12 / 12 | 100% | SPYM 14%, IVW 11%, IVE 9%, CORO 9% | Report a problem |
| 985 | Greenbush Financial Group, LLC | $616.5M | 49 | 52 | 88 / 3 / 9 | 63% | VOO 14%, VTV 12%, BND 8%, CGGR 7% | Report a problem |
| 986 | Hilltop Wealth & Tax Solutions | $616.4M | 59 | 63 | 88 / 1 / 11 | 76% | VONE 11%, VTV 7%, QQQ 6%, IJK 5% | Report a problem |
| 987 | Grey Ledge Advisors, LLC | $616M | 52 | 57 | 85 / 3 / 12 | 95% | IVV 5%, USFR 3%, PYLD 3%, FNDA 3% | Report a problem |
| 988 | Freedom Day Solutions, LLC | $615.3M | 46 | 54 | 66 / 29 / 5 | 100% | MBOX 28%, AAPL 3%, USRT 3%, DTH 3% | Report a problem |
| 989 | Mystic Asset Management | $614.6M | 59 | 67 | 72 / 22 / 6 | 100% | AAPL 6%, MSFT 4%, NVDA 4%, AVGO 4% | Report a problem |
| 990 | Novi Wealth Partners | $612.8M | 54 | 56 | 91 / 5 / 4 | 77% | DIMENSIONAL ETF TRUST 10%, DFAU 9%, DFGX 8%, VGIT 6% | Report a problem |
| 991 | Quartz Partners Investment Management | $611.9M | 69 | 73 | 87 / 0 / 13 | 57% | SPHY 4%, IVV 3%, AVGO 3%, AAPL 3% | Report a problem |
| 992 | Highmark Wealth Management LLC | $611.7M | 56 | 60 | 85 / 8 / 7 | 57% | IVV 28%, FHLC 7%, AXGN 5%, IWM 5% | Report a problem |
| 993 | Peregrine Asset Advisers, Inc. | $611M | 54 | 60 | 80 / 11 / 9 | 94% | SGOV 6%, LGDX 4%, PWR 3%, AAPL 3% | Report a problem |
| 994 | Vista Investment Partners LLC | $610.6M | 47 | 54 | 74 / 17 / 9 | 88% | AAPL 4%, SPY 4%, XOM 3%, KLAC 3% | Report a problem |
| 995 | Hoopoe Advisors | $610M | 62 | 67 | 85 / 0 / 15 | 87% | AAPL 4%, SPUS 3%, NVDA 3%, VGT 3% | Report a problem |
| 996 | Keeler & Nadler Family Wealth | $609.9M | 59 | 62 | 92 / 0 / 8 | 63% | FNDF 9%, SCHG 8%, SPYM 7%, SCHV 7% | Report a problem |
| 997 | Cornerstone Wealth Advisors, Inc. | $608.7M | 51 | 52 | 96 / 2 / 2 | 82% | SCHR 21%, VGSH 13%, SCHG 11%, VUG 11% | Report a problem |
| 998 | Beacon Harbor Wealth Advisors | $608.3M | 48 | 53 | 78 / 11 / 11 | 100% | VXF 9%, VOO 6%, BND 6%, IEMG 5% | Report a problem |
| 999 | Inlet Private Wealth, LLC | $608.1M | 52 | 57 | 86 / 7 / 7 | 79% | AAPL 5%, MSFT 3%, CSCO 3%, BRK-B 3% | Report a problem |
| 1000 | Drexel Morgan & Co. | $607M | 42 | 42 | 100 / 0 / 0 | 100% | T 18%, UPS 14%, JNJ 8%, JPM 7% | Report a problem |