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 |
|---|---|---|---|---|---|---|---|---|
| 1101 | Arkfeld Wealth Strategies, L.l.c. | $538M | 41 | 56 | 57 / 9 / 34 | 100% | BRK-B 14%, AMZN 11%, AAPL 6%, CASY 5% | Report a problem |
| 1102 | Weaver Capital Management, LLC | $537.8M | 65 | 68 | 91 / 6 / 3 | 93% | IEI 6%, SCHG 6%, FLXR 4%, VTV 3% | Report a problem |
| 1103 | Redmond Asset Management, LLC | $537.2M | 58 | 62 | 86 / 8 / 6 | 87% | GOOGL 4%, WSO 4%, JPM 3%, MKL 2% | Report a problem |
| 1104 | Triagen Wealth Management LLC | $535.2M | 52 | 61 | 74 / 2 / 24 | 100% | AAPL 8%, DIVI 7%, FLOT 5%, VO 4% | Report a problem |
| 1105 | National Wealth Management Group, LLC | $534.9M | 65 | 71 | 80 / 9 / 11 | 76% | SPYM 7%, IVV 3%, NVDA 3%, IDEV 3% | Report a problem |
| 1106 | Peak Financial Management Inc | $534.4M | 49 | 53 | 89 / 3 / 8 | 91% | VXUS 12%, VTI 8%, SPGM 7%, RSP 5% | Report a problem |
| 1107 | Mezzasalma Advisors | $534.4M | 72 | 78 | 81 / 10 / 9 | 100% | GOOGL 6%, TSLA 6%, AAPL 5%, NVDA 5% | Report a problem |
| 1108 | Peirce Capital Management, LLC | $534.1M | 44 | 52 | 72 / 8 / 20 | 71% | DIMENSIONAL ETF TRUST 12%, BSVO 10%, ITOT 10%, AVUV 10% | Report a problem |
| 1109 | Argonautica Private Wealth Management, Inc | $532.9M | 69 | 76 | 75 / 16 / 9 | 100% | GOOGL 5%, AAPL 5%, AMD 5%, AMAT 5% | Report a problem |
| 1110 | Eight 31 Financial, LLC | $532.4M | 34 | 42 | 59 / 27 / 14 | 54% | VOO 9%, IBTK 6%, IBTI 6%, IBTJ 6% | Report a problem |
| 1111 | Rai Wealth | $530.8M | 52 | 55 | 89 / 4 / 7 | 95% | IVV 18%, VEA 7%, BIV 7%, VTV 5% | Report a problem |
| 1112 | Pension & Wealth Management Advisors | $529.8M | 56 | 57 | 96 / 0 / 4 | 73% | SCHK 13%, FBND 7%, TOTL 7%, VTI 7% | Report a problem |
| 1113 | Gagnon Securities, LLC | $529.7M | 76 | 78 | 96 / 0 / 4 | 100% | CDNA 10%, WGS 7%, ENSG 5%, AMRC 4% | Report a problem |
| 1114 | Council Oak Wealth Advisors | $529.4M | 40 | 47 | 57 / 39 / 4 | 100% | IBHF 7%, AVUV 7%, IBDR 7%, FIX 6% | Report a problem |
| 1115 | Willow Creek Financial | $528.8M | 58 | 58 | 97 / 2 / 1 | 53% | IVV 15%, IJH 10%, VEA 10%, CMF 6% | Report a problem |
| 1116 | Measured Wealth Private Client Group, LLC | $528.3M | 60 | 60 | 98 / 0 / 2 | 80% | VYM 7%, SPYG 5%, GLD 4%, RSP 4% | Report a problem |
| 1117 | Cura Wealth Advisors, LLC | $527.7M | 40 | 47 | 78 / 3 / 19 | 57% | ABBV 31%, FSK 10%, ABT 9%, VT 3% | Report a problem |
| 1118 | Rosecap Investment Advisors, LLC | $527.5M | 51 | 52 | 93 / 5 / 2 | 100% | SPTM 14%, VTI 10%, VCIT 8%, JPST 6% | Report a problem |
| 1119 | Noble Family Wealth | $527.5M | 54 | 56 | 95 / 0 / 5 | 100% | VIG 10%, VTV 10%, VEA 10%, SCHD 9% | Report a problem |
| 1120 | Ariston Services Group, LLC | $527M | 48 | 56 | 60 / 39 / 1 | 57% | VIG 15%, TSLA 14%, VYM 14%, VWO 7% | Report a problem |
| 1121 | Aurdan Capital Management, LLC | $526.2M | 50 | 54 | 87 / 6 / 7 | 86% | VIG 13%, IUSG 12%, IVV 11%, PVAL 6% | Report a problem |
| 1122 | Gold Investment Management LTD. | $525.8M | 61 | 61 | 100 / 0 / 0 | 70% | AMAT 6%, TSM 5%, TD 4%, BNS 3% | Report a problem |
| 1123 | Kingdom Financial Group, LLC | $525M | 61 | 64 | 91 / 2 / 7 | 82% | CAPITOL SER TR 15%, IWY 14%, IWX 9%, SCNM 8% | Report a problem |
| 1124 | Essential Planning, LLC | $524.4M | 45 | 50 | 80 / 12 / 8 | 84% | DFAU 16%, BND 14%, VTI 7%, DFAI 6% | Report a problem |
| 1125 | Denver Pwm, LLC | $524.4M | 47 | 50 | 82 / 13 / 5 | 71% | SCHG 9%, SCHV 6%, SCHM 6%, IBTH 6% | Report a problem |
| 1126 | Dlk Investment Management | $524M | 51 | 54 | 77 / 21 / 2 | 58% | MSFT 7%, AAPL 6%, GOOG 5%, SPSB 4% | Report a problem |
| 1127 | Churchill Financial Advisors, LLC | $522.9M | 60 | 60 | – | 99% | WMT 22%, AAPL 5%, IVV 5%, AMAT 4% | Report a problem |
| 1128 | Evergreen Advisors, LLC | $522.8M | 51 | 53 | 93 / 0 / 7 | 96% | SCHB 39%, SCHF 15%, VCIT 11%, SCHD 11% | Report a problem |
| 1129 | Park Edge Advisors, LLC | $522.5M | 45 | 50 | 80 / 12 / 8 | 100% | LECO 36%, CDX 4%, VT 3%, STIP 3% | Report a problem |
| 1130 | Uncommon Cents Investing | $519.6M | 57 | 58 | 97 / 2 / 1 | 92% | ASA 5%, RTX 2%, WFC 2%, JPM 2% | Report a problem |
| 1131 | Independent Wealth Network, Inc. | $518.4M | 51 | 56 | 83 / 8 / 9 | 91% | CAT 7%, SPYM 4%, JPST 3%, SPYG 3% | Report a problem |
| 1132 | Prudent Investors | $515.8M | 50 | 52 | 95 / 0 / 5 | 100% | IEF 11%, EMB 10%, JCPB 10%, IAGG 9% | Report a problem |
| 1133 | The Main Street Group | $515.3M | 79 | 80 | 94 / 2 / 4 | 89% | QLD 24%, SSO 19%, PULS 9%, PAAA 7% | Report a problem |
| 1134 | Prism Advisors, Inc. | $515.1M | 47 | 52 | 81 / 11 / 7 | 98% | USEW 10%, XCEM 5%, VTV 5%, DIMENSIONAL U.S. TARGETED VALUE ETF 5% | Report a problem |
| 1135 | Haven Wealth Group | $514.8M | 66 | 71 | 84 / 5 / 11 | 100% | IVV 17%, EEM 9%, GOOGL 9%, CW 7% | Report a problem |
| 1136 | Searcy Financial Services, Inc. | $514M | 55 | 59 | 87 / 5 / 8 | 67% | VB 11%, IWL 11%, VO 11%, AVDE 10% | Report a problem |
| 1137 | Wiser Wealth Management, Inc | $513.6M | 51 | 53 | 94 / 1 / 5 | 100% | VOO 32%, JCPB 12%, VEA 9%, VGT 7% | Report a problem |
| 1138 | Elevatus Wealth Management, LLC | $513.4M | 69 | 76 | 78 / 6 / 16 | 100% | NVDA 4%, SOXL 4%, JPST 3%, EFA 3% | Report a problem |
| 1139 | Alaethes Wealth, LLC | $513.2M | 62 | 68 | 79 / 15 / 6 | 85% | VCRB 10%, AAPL 4%, NVDA 4%, VCRM 4% | Report a problem |
| 1140 | GGM Financial, LLC | $513M | 54 | 56 | 93 / 2 / 5 | 55% | JGRO 23%, PVAL 16%, GPIQ 12%, TMB 4% | Report a problem |
| 1141 | Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L | $512.5M | 57 | 63 | 78 / 14 / 8 | 50% | SPY 18%, IVV 11%, SPSM 9%, IWR 7% | Report a problem |
| 1142 | Client 1st Advisory Group | $511.5M | 54 | 59 | 81 / 14 / 5 | 90% | SPYM 14%, DIMENSIONAL ETF TRUST 14%, DFCF 4%, DFIC 4% | Report a problem |
| 1143 | Robert L. Bender, Inc. Dba Robert Bender & Associates | $510.9M | 80 | 81 | 98 / 0 / 2 | 96% | NVDA 18%, AAPL 16%, AMD 7%, AMZN 6% | Report a problem |
| 1144 | Shoker Investments | $510.8M | 52 | 56 | 78 / 21 / 1 | 100% | IJR 12%, IJH 10%, IEFA 9%, PG 4% | Report a problem |
| 1145 | Platform Wealth Advisors | $509M | 58 | 61 | 88 / 7 / 5 | 61% | DIMENSIONAL ETF TRUST 18%, AAPL 11%, AVUV 6%, GOOGL 5% | Report a problem |
| 1146 | Maltin Wealth Management, Inc. | $507.2M | 38 | 48 | 57 / 26 / 17 | 100% | PXF 5%, SDCI 4%, VSS 3%, GMOI 3% | Report a problem |
| 1147 | Pine Harbor Wealth Management LLC | $507.1M | 50 | 54 | 87 / 7 / 6 | 85% | DFUS 13%, DFIC 11%, PAAA 11%, PULS 10% | Report a problem |
| 1148 | Carl P. Sherr & Co., LLC | $505.4M | 59 | 63 | 90 / 3 / 7 | 52% | IVW 7%, IUSV 6%, AAPL 6%, IXUS 5% | Report a problem |
| 1149 | Bellars Harris Wealth Management | $505.4M | 54 | 54 | – | 97% | CAT 3%, BALT 3%, CSCO 3%, JPM 3% | Report a problem |
| 1150 | Accretive Wealth Partners, LLC | $504.5M | 53 | 54 | 94 / 2 / 4 | 87% | IWF 6%, IJH 6%, VIG 5%, AAPL 5% | Report a problem |