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 |
|---|---|---|---|---|---|---|---|---|
| 1051 | Fiori Financial Group | $567.4M | 71 | 76 | 80 / 16 / 4 | 77% | MU 8%, NVDA 8%, AVGO 6%, ET 5% | Report a problem |
| 1052 | Decker Wealth Management, LLC | $566.2M | 50 | 55 | 81 / 8 / 11 | 100% | VUG 6%, SDVY 6%, MLPX 6%, VYM 5% | Report a problem |
| 1053 | Alteri Wealth | $566.1M | 65 | 71 | 78 / 19 / 3 | 82% | AAPL 6%, NVDA 6%, INTC 5%, AVGO 4% | Report a problem |
| 1054 | Midwest Financial Group LLC | $566.1M | 59 | 64 | 83 / 6 / 11 | 61% | IVW 6%, AVUV 5%, QQQ 5%, AMD 4% | Report a problem |
| 1055 | Adams Wealth Advisors | $565.8M | 64 | 67 | 86 / 12 / 2 | 100% | SCHX 12%, IVV 6%, EWY 4%, GRID 3% | Report a problem |
| 1056 | Atticus Wealth Management | $565.3M | 58 | 62 | 87 / 8 / 5 | 85% | SPY 23%, IWF 6%, SFLR 6%, CSHI 5% | Report a problem |
| 1057 | Jacobsen Capital Management | $562.9M | 53 | 65 | 58 / 27 / 15 | 100% | VEA 17%, VUG 14%, VTV 12%, VBR 5% | Report a problem |
| 1058 | Beck Capital Management LLC | $562.4M | 74 | 77 | 86 / 10 / 4 | 100% | MU 6%, NVDA 6%, VRT 5%, GEV 4% | Report a problem |
| 1059 | Acorn Wealth Advisors, LLC | $561.4M | 51 | 57 | 70 / 25 / 5 | 100% | DIMENSIONAL ETF TRUST 7%, BND 5%, SCHD 3%, SCHG 3% | Report a problem |
| 1060 | Towerpoint Wealth, LLC | $561.3M | 56 | 60 | 88 / 1 / 11 | 58% | VTV 11%, VUG 11%, VEA 7%, VO 6% | Report a problem |
| 1061 | Matrix Private Capital Group | $561M | 44 | 54 | 67 / 13 / 20 | 61% | VTV 11%, VUG 9%, IEFA 8%, IJH 6% | Report a problem |
| 1062 | Headland Capital | $559.3M | 56 | 56 | – | 73% | SPY 22%, PGR 11%, SPDW 8%, GEV 7% | Report a problem |
| 1063 | Narus Financial Partners, LLC | $559M | 58 | 59 | 95 / 0 / 5 | 73% | WMT 39%, XLK 3%, GLD 3%, VEA 2% | Report a problem |
| 1064 | Capital Investment Management, Inc | $558.9M | 56 | 57 | 98 / 0 / 2 | 60% | VOO 11%, SPYM 11%, VXUS 9%, SPAB 5% | Report a problem |
| 1065 | Paulson Wealth Management Inc. | $558.9M | 54 | 57 | 92 / 3 / 5 | 92% | IWF 15%, IWD 13%, IWM 9%, EFA 8% | Report a problem |
| 1066 | Guidance Point Advisors, LLC | $558.3M | 55 | 61 | 77 / 20 / 3 | 100% | JPM 28%, IVV 13%, IVW 5%, IEFA 5% | Report a problem |
| 1067 | Hobart Wealth | $558.2M | 55 | 57 | 96 / 1 / 3 | 100% | SPY 10%, RDVY 6%, BND 4%, SPYG 3% | Report a problem |
| 1068 | Enrich Financial Partners LLC | $556.8M | 53 | 53 | 99 / 1 / 0 | 76% | DFEM 12%, DFIC 10%, DIMENSIONAL ETF TRUST 8%, DFLV 8% | Report a problem |
| 1069 | Ht Partners LLC | $556.3M | 59 | 63 | 88 / 1 / 11 | 74% | SCHB 49%, EFA 13%, VTI 6%, VEA 6% | Report a problem |
| 1070 | Consilio Wealth Advisors, LLC | $555.8M | 64 | 65 | 94 / 6 / 0 | 80% | IVV 18%, QQQM 10%, VEA 9%, AMZN 8% | Report a problem |
| 1071 | Kooman & Associates | $555.6M | 52 | 55 | 89 / 4 / 7 | 75% | DFAU 40%, DFIC 15%, DFEM 10%, AVLV 5% | Report a problem |
| 1072 | Bigelow Investment Advisors, LLC | $555.2M | 51 | 58 | 69 / 26 / 5 | 72% | IVV 7%, SPY 5%, VIG 4%, IAU 4% | Report a problem |
| 1073 | Lansing Street Advisors | $555M | 61 | 62 | 97 / 1 / 2 | 87% | VOO 16%, SPY 5%, VCRB 4%, IVW 4% | Report a problem |
| 1074 | Kercheville Advisors LLC | $554.7M | 62 | 76 | 58 / 28 / 14 | 100% | NVDA 7%, AMZN 7%, AAPL 6%, GOOG 6% | Report a problem |
| 1075 | Rfg Wealth Advisory | $553.8M | 62 | 64 | 93 / 4 / 3 | 93% | VOO 27%, QQQ 10%, PYLD 9%, SPHY 5% | Report a problem |
| 1076 | Pegasus Asset Management Inc | $553.6M | 56 | 67 | 62 / 28 / 10 | 100% | SCHB 10%, AAPL 7%, GOOG 6%, NVDA 5% | Report a problem |
| 1077 | Creekside Partners | $553.4M | 52 | 61 | 63 / 29 / 8 | 79% | SCHF 5%, SCHA 4%, AAPL 4%, VEA 4% | Report a problem |
| 1078 | Omega Financial Group, LLC | $552.4M | 57 | 57 | 97 / 1 / 2 | 61% | AGG 7%, VNQ 6%, IJR 6%, IVV 5% | Report a problem |
| 1079 | Alliance Wealth Advisors, LLC | $552M | 53 | 54 | 94 / 3 / 3 | 100% | VONG 13%, VYM 10%, IVLU 6%, SPTS 5% | Report a problem |
| 1080 | Dedora Capital, Inc. | $550.7M | 59 | 64 | 85 / 2 / 13 | 98% | VUG 7%, VYM 6%, IVV 6%, FBND 6% | Report a problem |
| 1081 | Stiles Financial Services, Inc. | $548.7M | 69 | 77 | 71 / 22 / 7 | 100% | NVDA 8%, LRCX 5%, AMD 3%, ASML 3% | Report a problem |
| 1082 | Crux Wealth Advisors | $547.7M | 65 | 68 | 90 / 3 / 7 | 59% | BKAG 5%, SPYG 5%, BKDV 4%, BKLC 4% | Report a problem |
| 1083 | Adaptive Financial Consulting, LLC | $547.1M | 51 | 54 | 92 / 0 / 8 | 57% | AGG 20%, IVV 12%, VCSH 11%, IVW 9% | Report a problem |
| 1084 | Mach-1 Financial Group, LLC | $546.3M | 51 | 53 | 91 / 3 / 6 | 52% | JCPB 11%, FTGS 7%, BIV 5%, QQQ 5% | Report a problem |
| 1085 | Penobscot Financial Advisors | $544.5M | 54 | 56 | 91 / 6 / 3 | 75% | SPYM 19%, DFGP 12%, VEA 12%, IAGG 5% | Report a problem |
| 1086 | Golden Reserve Retirement, LLC | $544.3M | 63 | 66 | 92 / 1 / 7 | 100% | VTI 24%, SCHG 23%, QQQ 13%, SCHD 12% | Report a problem |
| 1087 | Andrews, Lucia Wealth Management LLC | $543.5M | 47 | 58 | 66 / 13 / 21 | 53% | DIMENSIONAL ETF TRUST 38%, DFUV 8%, DIMENSIONAL ETF TRUST 8%, DFAX 7% | Report a problem |
| 1088 | Prosperity Planning | $543.2M | 49 | 50 | 96 / 3 / 1 | 84% | ISTB 12%, EFA 6%, VUG 6%, VTIP 4% | Report a problem |
| 1089 | Common Cents Planning | $542.4M | 43 | 49 | 77 / 6 / 17 | 52% | IVE 12%, VIG 7%, JPIE 7%, SCHD 7% | Report a problem |
| 1090 | Juno Financial Group LLC | $541.9M | 54 | 54 | – | 52% | VXUS 10%, VYM 9%, FBND 9%, VIG 9% | Report a problem |
| 1091 | Beacon Investment Advisors LLC | $541.9M | 55 | 66 | 70 / 9 / 21 | 84% | AMAT 9%, BRK-B 4%, AAPL 3%, MSFT 3% | Report a problem |
| 1092 | Tandem Financial, LLC | $541.8M | 51 | 56 | 75 / 20 / 5 | 76% | IVV 12%, BIV 8%, VEA 6%, FNDE 5% | Report a problem |
| 1093 | Shorehaven Wealth Partners, LLC | $541.5M | 48 | 61 | 58 / 39 / 3 | 100% | IVW 16%, AVLV 11%, DYNF 7%, CORO 4% | Report a problem |
| 1094 | Gettings Busch Wealth Management | $541.5M | 50 | 53 | 91 / 0 / 9 | 96% | ITOT 8%, VCRB 5%, IVV 4%, QQQ 4% | Report a problem |
| 1095 | Dividend Assets Capital, LLC | $540.8M | 47 | 51 | 85 / 5 / 10 | 100% | MSFT 5%, COST 4%, KLAC 4%, JPM 3% | Report a problem |
| 1096 | Herold Advisors, Inc. | $540.2M | 57 | 59 | 93 / 2 / 5 | 100% | AAPL 5%, NVDA 5%, MSFT 3%, LLY 3% | Report a problem |
| 1097 | Ncm Capital Management, LLC | $539.4M | 61 | 67 | 80 / 7 / 13 | 75% | NVDA 9%, TPL 4%, DIVO 4%, TCAF 3% | Report a problem |
| 1098 | Wealth Advisors of Iowa, LLC | $539.4M | 44 | 49 | 76 / 20 / 4 | 90% | JEPQ 11%, SPDW 10%, RSP 8%, SPYM 8% | Report a problem |
| 1099 | River Street Advisors, LLC | $539.2M | 52 | 60 | 70 / 19 / 11 | 90% | MFSI 7%, OSBC 5%, IJH 5%, NVDA 4% | Report a problem |
| 1100 | Morris Financial Concepts, Inc. | $538.4M | 55 | 56 | 96 / 0 / 4 | 63% | IVV 14%, SCHX 13%, IEFA 6%, IJR 6% | Report a problem |