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 |
|---|---|---|---|---|---|---|---|---|
| 1151 | Dentist Advisors | $504M | 55 | 56 | 94 / 4 / 2 | 92% | DFAU 43%, DFAI 12%, DFAE 11%, SPTM 10% | Report a problem |
| 1152 | Weinberger Asset Management, Inc | $503.6M | 56 | 62 | 73 / 26 / 1 | 85% | VTI 12%, PM 8%, SCHG 6%, DFAU 5% | Report a problem |
| 1153 | Etesian Wealth Advisors, Inc. | $503.3M | 54 | 56 | 88 / 10 / 2 | 76% | QGRW 6%, MOAT 6%, VEA 5%, USFR 5% | Report a problem |
| 1154 | Boltwood Capital Management | $502.5M | 54 | 56 | 92 / 2 / 6 | 94% | SCHF 7%, TDTT 6%, SPDW 3%, MBB 3% | Report a problem |
| 1155 | Crown Wealth Group LLC | $502.4M | 57 | 64 | 75 / 22 / 3 | 100% | DFUS 14%, SPYM 11%, BALT 9%, DMAX 4% | Report a problem |
| 1156 | Stokes Capital Advisors, LLC | $499.4M | 43 | 46 | 86 / 12 / 2 | 100% | AVGO 4%, PYLD 4%, MSFT 4%, JPM 3% | Report a problem |
| 1157 | Xcel Wealth Management, LLC | $497.9M | 64 | 74 | 71 / 11 / 18 | 100% | AMZN 7%, RH 6%, NVDA 4%, GOOGL 4% | Report a problem |
| 1158 | The Milwealth Group, LLC | $496.9M | 51 | 52 | 98 / 0 / 2 | 96% | VV 22%, VB 11%, VEU 10%, VCIT 9% | Report a problem |
| 1159 | Sterling Wealth Management, Inc. | $494.6M | 51 | 52 | 94 / 5 / 1 | 87% | VTI 11%, DIMENSIONAL ETF TRUST 7%, DFCF 7%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1160 | True Wealth Design, LLC | $494M | 58 | 59 | 96 / 2 / 2 | 89% | DIMENSIONAL ETF TRUST 16%, BOXX 14%, DFIC 10%, DIMENSIONAL ETF TRUST 8% | Report a problem |
| 1161 | Allred Harris Wealth Management. | $493.4M | 53 | 55 | 93 / 4 / 3 | 66% | SHV 10%, VIG 5%, MSFT 5%, XLV 3% | Report a problem |
| 1162 | Uas Asset Management | $493M | 71 | 72 | 96 / 2 / 2 | 98% | BRK-B 32%, AMZN 17%, GOOGL 14%, TSM 13% | Report a problem |
| 1163 | Fusion Capital, LLC | $492.3M | 47 | 56 | 70 / 9 / 21 | 100% | FLTR 9%, LRCX 8%, AAPL 5%, VIG 5% | Report a problem |
| 1164 | Paces Ferry Wealth Advisors, LLC | $491.2M | 59 | 63 | 84 / 9 / 7 | 65% | SCHG 9%, SCHD 7%, OSEA 7%, NVDA 6% | Report a problem |
| 1165 | Maryland Capital Advisors, Inc. | $490.8M | 41 | 44 | 83 / 8 / 9 | 77% | IGSB 23%, VCSH 6%, VTI 6%, DFAU 6% | Report a problem |
| 1166 | Whitcomb & Hess, Inc. | $490.7M | 46 | 48 | 93 / 3 / 4 | 100% | SPYV 13%, VEA 12%, SPYG 9%, BOXX 7% | Report a problem |
| 1167 | The Life Wealth Group | $490.6M | 59 | 59 | – | 76% | IWY 11%, IWX 7%, CAPITOL SER TR 6%, BUFF 5% | Report a problem |
| 1168 | Cypress Financial Planning | $490.4M | 49 | 52 | 82 / 16 / 2 | 100% | IVV 10%, VCIT 10%, VGIT 10%, VCSH 9% | Report a problem |
| 1169 | Montgomery Investment Management Inc | $490M | 53 | 54 | 97 / 0 / 3 | 69% | URI 12%, VSEC 9%, DE 5%, TFC 5% | Report a problem |
| 1170 | Iron Financial LLC | $489.2M | 48 | 54 | 67 / 32 / 1 | 74% | AAPL 8%, ISTB 7%, CME 5%, VTI 5% | Report a problem |
| 1171 | Ifrah Financial Services, Inc. | $489.1M | 48 | 50 | 93 / 1 / 6 | 90% | TFLO 6%, IVW 5%, IJK 4%, SHY 4% | Report a problem |
| 1172 | Financial Avengers, Inc. | $488.4M | 74 | 75 | 96 / 0 / 4 | 51% | NVDA 13%, GOOG 11%, AMZN 10%, AAPL 10% | Report a problem |
| 1173 | Hixon Zuercher Capital Management | $487.7M | 64 | 66 | 92 / 1 / 7 | 76% | GSIE 7%, GSLC 4%, JNJ 4%, JHMM 3% | Report a problem |
| 1174 | Hrc Wealth Management, LLC | $487.4M | 62 | 65 | 92 / 2 / 6 | 54% | SCHG 31%, SCHV 19%, SCHX 15%, VOT 8% | Report a problem |
| 1175 | 44 Wealth Management LLC | $487.4M | 54 | 60 | 79 / 9 / 12 | 78% | MSFT 6%, NKE 5%, AAPL 4%, AMZN 2% | Report a problem |
| 1176 | Bell & Brown Wealth Advisors, LLC | $486.8M | 47 | 59 | 55 / 40 / 5 | 100% | AVGO 6%, GOOGL 6%, AAPL 5%, LLY 4% | Report a problem |
| 1177 | Cornerstone Wealth Planning | $485.9M | 52 | 56 | 80 / 17 / 3 | 100% | SCHX 5%, NVDA 3%, BSCS 3%, IBDT 3% | Report a problem |
| 1178 | Nwk Group | $485.3M | 52 | 78 | 29 / 66 / 5 | 100% | NVDA 8%, GOOGL 8%, LLY 6%, MRVL 5% | Report a problem |
| 1179 | Vantage Point Financial, LLC | $484.6M | 58 | 59 | 96 / 0 / 4 | 70% | DIMENSIONAL ETF TRUST 14%, DIMENSIONAL ETF TRUST 7%, DFIC 4%, SPYM 3% | Report a problem |
| 1180 | Graney& King, LLC | $484.4M | 58 | 59 | 96 / 2 / 2 | 60% | IXUS 14%, SPYG 11%, MGV 11%, GPIX 8% | Report a problem |
| 1181 | Legacy Financial Independent Advisors LLC | $484M | 41 | 45 | 75 / 21 / 4 | 59% | AMLP 6%, GSGO 5%, AAPL 3%, SPG 3% | Report a problem |
| 1182 | Morton Brown Family Wealth LLC | $483.5M | 53 | 54 | 94 / 4 / 2 | 97% | SCHB 28%, AVEM 11%, VEA 9%, AVUV 7% | Report a problem |
| 1183 | Altman Advisors | $483.4M | 68 | 74 | 77 / 21 / 2 | 75% | IEUR 7%, NVDA 5%, GOOGL 4%, AAPL 4% | Report a problem |
| 1184 | The Lewis Financial Group | $482.4M | 51 | 53 | 89 / 8 / 3 | 83% | IVV 5%, IWF 5%, IWD 4%, FBND 4% | Report a problem |
| 1185 | Amj Financial Wealth Management LLC | $481.8M | 56 | 62 | 84 / 1 / 15 | 100% | PULS 8%, STIP 8%, PWR 4%, GLW 4% | Report a problem |
| 1186 | Harbor Advisory Corporation | $480.9M | 55 | 58 | 91 / 2 / 7 | 85% | VOO 6%, IJH 5%, GOOGL 5%, VGK 4% | Report a problem |
| 1187 | Courage Miller Partners, LLC | $480.7M | 48 | 49 | 95 / 0 / 5 | 83% | SCHX 13%, SCHF 9%, ISTB 8%, IGSB 6% | Report a problem |
| 1188 | Trellis Wealth Advisors, LLC | $479.8M | 54 | 55 | 99 / 0 / 1 | 61% | DFAX 20%, DIMENSIONAL ETF TRUST 15%, VTI 11%, AVUS 9% | Report a problem |
| 1189 | Townsend Asset Management Corp. | $479.6M | 64 | 67 | 91 / 5 / 4 | 71% | QQQ 7%, DGRW 6%, AMZN 5%, JPM 4% | Report a problem |
| 1190 | Asset Advisory Group, Inc. | $479.5M | 52 | 60 | 68 / 24 / 8 | 70% | AAPL 8%, VCSH 5%, BRK-B 5%, KEY 5% | Report a problem |
| 1191 | Meredith Wealth Planning | $478.7M | 55 | 56 | 97 / 1 / 2 | 91% | AVUV 17%, AVGV 12%, DIMENSIONAL ETF TRUST 12%, AVDV 8% | Report a problem |
| 1192 | Elmwood Wealth Management | $477.9M | 52 | 56 | 85 / 12 / 3 | 98% | CALI 3%, LOUP 3%, VEA 3%, TFLO 3% | Report a problem |
| 1193 | G&S Capital LLC | $475.6M | 53 | 57 | 85 / 6 / 9 | 85% | SPY 6%, BIL 4%, VTV 4%, SPTM 4% | Report a problem |
| 1194 | Allgen Financial Advisors, Inc. | $475.2M | 51 | 52 | 98 / 0 / 2 | 98% | VTI 21%, BND 10%, VEU 9%, JMUB 7% | Report a problem |
| 1195 | Trueblood Wealth Management, LLC | $474.1M | 56 | 63 | 78 / 9 / 14 | 78% | JPM 5%, AAPL 4%, CAT 2%, MSFT 2% | Report a problem |
| 1196 | Markowski Investments | $473.9M | 58 | 60 | 88 / 7 / 5 | 100% | SPYG 8%, VGT 6%, VIG 6%, VYM 5% | Report a problem |
| 1197 | Cape Investment Advisory, Inc. | $473.7M | 60 | 62 | 95 / 0 / 5 | 83% | SCHB 12%, SCHV 6%, BINC 3%, SCHG 2% | Report a problem |
| 1198 | The Wellington Grp LLC | $473.6M | 47 | 49 | 90 / 6 / 4 | 76% | IGSB 8%, RWJ 8%, VO 6%, BKLN 5% | Report a problem |
| 1199 | Juncture Wealth Strategies, LLC | $473.6M | 50 | 59 | 68 / 17 / 15 | 100% | VV 16%, SCHB 9%, DFUV 5%, RSP 4% | Report a problem |
| 1200 | Straight Path Wealth Management | $472.5M | 59 | 60 | 97 / 0 / 3 | 93% | DIMENSIONAL ETF TRUST 20%, TSLA 12%, DFIC 9%, DFGP 7% | Report a problem |