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 |
|---|---|---|---|---|---|---|---|---|
| 1201 | Wealthedge Investment Advisors, LLC | $472.1M | 57 | 63 | 78 / 12 / 10 | 80% | SPY 7%, MSFT 5%, AAPL 4%, NVDA 4% | Report a problem |
| 1202 | The Sterling Group | $471.3M | 59 | 60 | 93 / 3 / 4 | 56% | SPYM 39%, DYNF 9%, SPHQ 7%, TBIL 6% | Report a problem |
| 1203 | Illumination Wealth Management | $471.1M | 48 | 49 | 95 / 0 / 5 | 95% | TFLO 12%, SPTM 8%, SPDW 8%, VEA 6% | Report a problem |
| 1204 | Taylor Hoffman Capital Management | $469.5M | 67 | 70 | 89 / 9 / 2 | 98% | LRCX 9%, AMAT 8%, AAPL 6%, ANET 5% | Report a problem |
| 1205 | Arcataur Capital Management LLC | $469.5M | 53 | 60 | 76 / 19 / 5 | 100% | IVV 27%, IJR 15%, IJH 9%, VEA 6% | Report a problem |
| 1206 | Lakeshore Financial Planning Inc. | $469.3M | 50 | 56 | 82 / 5 / 13 | 81% | IVV 20%, PULS 12%, DFLV 10%, VOO 8% | Report a problem |
| 1207 | Adapt Wealth Advisors, LLC | $469.2M | 62 | 64 | 92 / 5 / 3 | 71% | IVV 11%, QQQM 11%, SPMO 8%, VFLO 6% | Report a problem |
| 1208 | Brown Financial Advisory | $468.2M | 61 | 61 | 98 / 0 / 2 | 52% | SPYM 42%, VB 19%, DEXC 15%, IWB 5% | Report a problem |
| 1209 | Yukon Wealth Management, Inc. | $467.4M | 65 | 67 | 93 / 1 / 6 | 80% | IVV 10%, NVDA 9%, AAPL 8%, DVY 8% | Report a problem |
| 1210 | Z3 Capital Partners | $466.8M | 75 | 75 | – | 100% | EMO 7%, MU 4%, BAC 4%, BST 4% | Report a problem |
| 1211 | Consilium Wealth Advisory, LLC | $466M | 65 | 68 | 90 / 1 / 9 | 80% | DFAI 11%, AOR 10%, TT 7%, AAPL 6% | Report a problem |
| 1212 | First Citizens Asset Management, Inc | $465.1M | 54 | 59 | 82 / 11 / 7 | 82% | IWY 28%, IWX 19%, VCRB 12%, AGG 10% | Report a problem |
| 1213 | Plum Street Advisors, LLC | $462.8M | 47 | 50 | 92 / 1 / 7 | 74% | SCHZ 10%, SCHK 8%, VTV 6%, VB 6% | Report a problem |
| 1214 | Harmony Asset Management LLC | $462.5M | 62 | 71 | 69 / 23 / 8 | 100% | NVDA 6%, AAPL 5%, CBOE 5%, GOOGL 5% | Report a problem |
| 1215 | Tidemark, LLC | $462.5M | 47 | 50 | 89 / 6 / 5 | 100% | FBND 5%, FLXR 5%, RDVY 5%, AUSF 5% | Report a problem |
| 1216 | Envision Financial Planning, LLC | $462.5M | 48 | 49 | 95 / 0 / 5 | 70% | FBND 9%, DFAU 9%, CGCV 7%, DIMENSIONAL ETF TRUST 7% | Report a problem |
| 1217 | Charter Capital Management, Inc | $462.2M | 50 | 53 | 90 / 0 / 10 | 54% | IJH 31%, VYM 15%, PRF 14%, DFAI 7% | Report a problem |
| 1218 | Gainplan LLC | $461.6M | 48 | 58 | 68 / 10 / 22 | 81% | SPY 37%, MINT 18%, IWM 7%, SPXL 4% | Report a problem |
| 1219 | Curio Wealth, LLC | $460.7M | 49 | 51 | 93 / 3 / 4 | 75% | DFAU 18%, DFGP 16%, DFSD 15%, DFAI 6% | Report a problem |
| 1220 | Websterrogers Financial Advisors, LLC | $460.5M | 50 | 53 | 87 / 10 / 3 | 97% | VUG 9%, AVUS 8%, DIHP 5%, AVEM 5% | Report a problem |
| 1221 | Beta Wealth Group, Inc | $460.3M | 51 | 53 | 96 / 0 / 4 | 60% | QLTI 7%, PYLD 7%, SPVM 5%, AVUV 4% | Report a problem |
| 1222 | Vermillion Wealth Management Inc. | $459.9M | 43 | 48 | 77 / 13 / 10 | 100% | DFUS 13%, BND 6%, DFCF 5%, DFGX 5% | Report a problem |
| 1223 | Owen Larue Financial Group | $458.9M | 59 | 65 | 80 / 3 / 17 | 78% | SGOV 6%, QQQ 6%, AAPL 5%, COWZ 4% | Report a problem |
| 1224 | Paragon Private Wealth Management LLC | $457.9M | 62 | 72 | 65 / 21 / 14 | 100% | NVDA 5%, AAPL 5%, GOOGL 4%, MSFT 4% | Report a problem |
| 1225 | Cambridge Capital Management, LLC | $457.8M | 55 | 55 | 97 / 1 / 2 | 59% | VTV 15%, VUG 13%, IJR 10%, DFIC 8% | Report a problem |
| 1226 | Global Wealth Strategies and Associates, LLC | $457M | 56 | 61 | 86 / 0 / 14 | 100% | VOO 27%, IEFA 9%, QQQM 7%, BND 6% | Report a problem |
| 1227 | Access Investment Management, LLC | $456.4M | 56 | 61 | 80 / 19 / 1 | 100% | URI 9%, WLY 5%, C 4%, APO 4% | Report a problem |
| 1228 | Florida Financial Advisors, LLC | $456.1M | 70 | 72 | 93 / 0 / 7 | 100% | VOO 4%, GOOGL 3%, QQQ 3%, BBUS 2% | Report a problem |
| 1229 | Chaney Capital Management Inc. | $455.5M | 59 | 61 | 95 / 0 / 5 | 73% | AGG 18%, VTV 18%, VUG 16%, QQQ 10% | Report a problem |
| 1230 | Cove Private Wealth, LLC | $455.5M | 61 | 72 | 64 / 31 / 5 | 100% | AAPL 9%, NVDA 7%, UPS 6%, MSFT 5% | Report a problem |
| 1231 | Sicart Associates, LLC | $455.4M | 59 | 66 | 79 / 0 / 21 | 100% | BIL 9%, GH 9%, GLD 7%, TSLA 5% | Report a problem |
| 1232 | Ivc Wealth Advisors LLC | $455M | 54 | 58 | 89 / 2 / 9 | 63% | VUG 9%, PVAL 6%, AAPL 6%, JEPI 5% | Report a problem |
| 1233 | Selective Wealth Management, Inc. | $454.8M | 50 | 55 | 76 / 20 / 4 | 100% | SGOV 25%, VOO 20%, SPYM 6%, DFSD 3% | Report a problem |
| 1234 | Laurel Wealth Planning | $453.6M | 53 | 56 | 91 / 0 / 9 | 55% | VOO 8%, ESGU 5%, IFRA 5%, EFIV 5% | Report a problem |
| 1235 | Robinswood Financial | $453.2M | 52 | 54 | 95 / 0 / 5 | 81% | VBK 6%, VTV 6%, VBR 6%, EFG 6% | Report a problem |
| 1236 | Mcclarren Financial Advisors | $453M | 47 | 57 | 60 / 30 / 10 | 71% | VTI 11%, VB 9%, VUSB 9%, VOO 8% | Report a problem |
| 1237 | Old North State Wealth Management, LLC | $452.6M | 58 | 62 | 87 / 1 / 12 | 59% | BRK-B 6%, AAPL 4%, GLW 4%, BA 4% | Report a problem |
| 1238 | Rba Wealth Management, LLC | $452.1M | 60 | 67 | 74 / 24 / 2 | 81% | AMAT 4%, TSM 4%, AAPL 4%, AVGO 3% | Report a problem |
| 1239 | Blackhawk Capital Partners, LLC | $452M | 56 | 66 | 66 / 28 / 6 | 100% | SCHX 6%, AAPL 4%, NVDA 4%, GOOGL 4% | Report a problem |
| 1240 | Private Wealth Advisors | $451.2M | 45 | 55 | 69 / 3 / 28 | 100% | GLD 7%, XLF 5%, XLV 5%, XLY 4% | Report a problem |
| 1241 | Enzi Wealth | $450.9M | 50 | 58 | 68 / 22 / 10 | 100% | AVMV 18%, IVV 14%, AVUV 13%, QQQ 7% | Report a problem |
| 1242 | Timonier | $450.3M | 55 | 55 | 99 / 0 / 1 | 79% | DIMENSIONAL ETF TRUST 13%, DFUV 12%, DFAU 12%, DFUS 9% | Report a problem |
| 1243 | Global Trust | $450.2M | 60 | 67 | 75 / 11 / 14 | 95% | SHY 7%, IEI 5%, IEF 4%, LITE 4% | Report a problem |
| 1244 | Mitchell & Pahl Private Wealth | $449.9M | 47 | 56 | 73 / 23 / 4 | 83% | AAPL 3%, STX 3%, AVGO 2%, MSFT 2% | Report a problem |
| 1245 | Silverleafe Capital Partners, LLC | $449.2M | 56 | 65 | 69 / 17 / 14 | 100% | QQQ 11%, IVV 9%, FDX 6%, BRK-A 6% | Report a problem |
| 1246 | Westbourne Investment Advisors Inc. | $448.8M | 64 | 68 | 84 / 13 / 3 | 96% | GOOGL 7%, AAPL 7%, MSFT 5%, GS 5% | Report a problem |
| 1247 | Advocates Wealth Planning | $448.1M | 46 | 48 | 94 / 0 / 6 | 83% | Dimensional US Core 25%, DFIC 13%, DFEM 10%, Dimensional US Small Cap ETF 8% | Report a problem |
| 1248 | Armstrong Dixon | $447.5M | 55 | 56 | 93 / 5 / 2 | 57% | VOO 15%, TCAF 11%, IVV 10%, VEA 9% | Report a problem |
| 1249 | Flagship Private Wealth | $447.2M | 56 | 59 | 85 / 13 / 2 | 74% | IVV 13%, SPY 6%, IOO 5%, QQQ 4% | Report a problem |
| 1250 | Stephenson and Company, Inc. | $447M | 47 | 49 | 91 / 2 / 7 | 52% | RSP 14%, IVV 14%, VEA 14%, BRK-B 14% | Report a problem |