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 |
|---|---|---|---|---|---|---|---|---|
| 1351 | Forum Private Client Group | $403.3M | 48 | 50 | 93 / 3 / 4 | 90% | VYM 11%, JCPB 10%, DFAI 9%, IWY 8% | Report a problem |
| 1352 | Sweeney Financial Advisors | $403.2M | 59 | 62 | 85 / 13 / 2 | 57% | VOO 23%, USFR 8%, VO 7%, IVV 6% | Report a problem |
| 1353 | Tfr Capital | $403.1M | 75 | 75 | – | 88% | NVDA 6%, AAPL 5%, MSFT 4%, RWL 3% | Report a problem |
| 1354 | Borer Denton & Associates, Inc. | $403M | 46 | 49 | 87 / 8 / 5 | 87% | MSFT 8%, BRK-B 8%, COST 7%, AAPL 7% | Report a problem |
| 1355 | Lcm Capital Management Inc | $403M | 54 | 69 | 56 / 36 / 8 | 100% | MDY 14%, SPY 13%, IWM 9%, NVDA 6% | Report a problem |
| 1356 | Leeward Financial Partners, LLC | $401.5M | 67 | 68 | 98 / 2 / 0 | 97% | VUG 6%, MSFT 5%, VGT 5%, AAPL 4% | Report a problem |
| 1357 | Essential Partners LLC | $401.1M | 39 | 54 | 21 / 78 / 1 | 100% | PHYS 6%, VGSH 2%, IVV 2%, FNDF 2% | Report a problem |
| 1358 | Burns Matteson Capital Management, LLC | $400.4M | 56 | 60 | 83 / 14 / 3 | 95% | GLW 25%, SPHQ 6%, SPIB 4%, IGIB 4% | Report a problem |
| 1359 | Ticino Wealth | $400.2M | 44 | 44 | – | 79% | STNG 4%, IGSB 4%, IVV 4%, IGIB 3% | Report a problem |
| 1360 | Keyes, Stange & Wooten Wealth Management, LLC | $400.1M | 45 | 50 | 75 / 19 / 6 | 84% | DIMENSIONAL ETF TRUST 13%, DFAI 13%, BIV 12%, DFSD 10% | Report a problem |
| 1361 | Threadgill Financial, LLC | $399.4M | 39 | 59 | 50 / 0 / 50 | 100% | VT 19%, VEU 18%, SCHG 13%, V 7% | Report a problem |
| 1362 | Pioneer Wealth Management Group | $399.2M | 51 | 52 | 96 / 2 / 2 | 100% | DFAU 22%, DFAI 15%, SCHZ 13%, VCIT 8% | Report a problem |
| 1363 | Trinity Wealth Management, LLC | $399.2M | 54 | 57 | 91 / 0 / 9 | 87% | SPAB 10%, MTUM 10%, QQQ 8%, QUAL 6% | Report a problem |
| 1364 | Waterford Advisors, LLC | $399.1M | 53 | 56 | 91 / 3 / 6 | 100% | IVV 19%, VTV 10%, VUG 9%, VEA 8% | Report a problem |
| 1365 | Midwest Heritage Financial Advisors | $398.7M | 50 | 53 | 86 / 9 / 5 | 100% | DIMENSIONAL ETF TRUST 16%, CGUS 14%, CGDV 10%, CGCP 9% | Report a problem |
| 1366 | Luminvest Wealth Management LLC | $398M | 54 | 55 | 97 / 2 / 1 | 100% | VTI 25%, VXUS 20%, VEU 9%, BND 7% | Report a problem |
| 1367 | Concord Investment Counsel | $397.9M | 74 | 75 | 94 / 5 / 1 | 98% | NVDA 11%, XLI 7%, AMZN 7%, GOOGL 6% | Report a problem |
| 1368 | Raleigh Capital Management Inc. | $397.8M | 55 | 59 | 89 / 0 / 11 | 89% | SPY 5%, FISR 4%, IVV 3%, XLSR 3% | Report a problem |
| 1369 | Oars Capital | $397.7M | 58 | 60 | 90 / 8 / 2 | 100% | VTI 13%, VUSB 8%, QQQ 6%, VBIL 6% | Report a problem |
| 1370 | Financial Coach | $397.3M | 55 | 58 | 93 / 0 / 7 | 100% | MGK 11%, VXF 9%, VEU 9%, VUG 5% | Report a problem |
| 1371 | Iams Wealth Management, LLC | $397.2M | 61 | 63 | 92 / 0 / 8 | 91% | QQQ 6%, SPY 4%, FTCB 3%, BUFR 2% | Report a problem |
| 1372 | Centennial Wealth Advisory, LLC | $397.1M | 50 | 51 | 94 / 2 / 4 | 100% | BUFD 12%, FTCB 6%, BUFQ 5%, AVIG 5% | Report a problem |
| 1373 | Howard Wealth Management, LLC | $397M | 46 | 57 | 59 / 24 / 17 | 100% | VYM 7%, VUG 7%, AAPL 4%, VB 4% | Report a problem |
| 1374 | New Insight Wealth Advisors | $396.9M | 61 | 65 | 87 / 0 / 13 | 98% | IVV 12%, FBND 6%, VO 5%, VGT 4% | Report a problem |
| 1375 | Sara-Bay Financial Corp. | $396.8M | 78 | 79 | 94 / 0 / 6 | 100% | HLIO 27%, NVDA 16%, LEU 7%, CSCO 6% | Report a problem |
| 1376 | Visionary Horizons, LLC | $396.7M | 53 | 58 | 75 / 20 / 5 | 80% | SCHG 14%, SPYV 10%, FNDF 7%, AVUV 6% | Report a problem |
| 1377 | Poinciana Advisors Group, LLC | $396M | 46 | 57 | 61 / 20 / 19 | 56% | AVUS 14%, DIMENSIONAL ETF TRUST 7%, VGIT 7%, AVDV 7% | Report a problem |
| 1378 | Gunderson Capital Management | $395.8M | 73 | 79 | 79 / 8 / 13 | 100% | AMD 7%, DELL 6%, MU 6%, AMAT 5% | Report a problem |
| 1379 | Mor Wealth Management, LLC | $395.6M | 61 | 61 | – | 63% | SCHG 11%, IWF 10%, LVHI 9%, DGRW 8% | Report a problem |
| 1380 | Kiker Wealth Management, LLC | $395.1M | 29 | 42 | 52 / 7 / 41 | 100% | IWM 7%, OUNZ 6%, PDBC 6%, IGSB 5% | Report a problem |
| 1381 | Quarry Hill Advisors | $394.8M | 53 | 54 | 96 / 1 / 3 | 69% | AVUV 21%, DIMENSIONAL ETF TRUST 15%, AVDV 10%, DFIC 7% | Report a problem |
| 1382 | Generational Wealth, Inc. | $394.8M | 56 | 59 | 87 / 11 / 2 | 100% | SPYM 9%, DYNF 4%, IVW 3%, IVV 3% | Report a problem |
| 1383 | The Retirement Planning Company of New England, Inc. | $394.4M | 68 | 74 | 79 / 15 / 6 | 89% | NVDA 3%, AAPL 3%, ZVRA 3%, QQQ 3% | Report a problem |
| 1384 | Integrity Investment Advisors | $394.3M | 57 | 58 | 97 / 1 / 2 | 60% | IVV 21%, DFCF 8%, SPHQ 5%, SPMO 5% | Report a problem |
| 1385 | Mn Wealth Advisors, LLC | $394.2M | 59 | 64 | 84 / 7 / 9 | 71% | BBUS 17%, FEGE 6%, JIRE 4%, AVEM 4% | Report a problem |
| 1386 | Signet Investment Advisory Group, Inc. | $394.1M | 41 | 48 | 59 / 37 / 4 | 98% | SCHF 6%, IAU 5%, AAPL 4%, SCHP 4% | Report a problem |
| 1387 | Knuff & Company LLC | $393.9M | 65 | 66 | 96 / 1 / 3 | 100% | AAPL 12%, MSFT 6%, CAT 6%, PG 5% | Report a problem |
| 1388 | Aj Advisors | $393.9M | 60 | 60 | 97 / 2 / 1 | 84% | VOO 24%, IGRO 13%, QQQ 13%, VO 6% | Report a problem |
| 1389 | Virginia Wealth Management Group, Inc. | $393.8M | 39 | 41 | 77 / 22 / 1 | 66% | BRK-A 5%, CSCO 4%, JPM 4%, KMI 3% | Report a problem |
| 1390 | Bellevue Asset Management, LLC | $393.7M | 61 | 64 | 90 / 3 / 7 | 61% | MSFT 22%, AAPL 7%, CGGR 6%, RDVY 5% | Report a problem |
| 1391 | Core Wealth Partners LLC | $393.2M | 56 | 62 | 78 / 18 / 4 | 77% | ROK 9%, AAPL 8%, BRK-B 3%, GOOGL 3% | Report a problem |
| 1392 | Causey Wealth LLC | $393.2M | 49 | 51 | 95 / 0 / 5 | 68% | VCIT 7%, VYM 7%, JPST 7%, DFEM 5% | Report a problem |
| 1393 | Atlatl Advisers | $392.7M | 59 | 70 | 68 / 2 / 30 | 100% | QQQ 13%, SPY 11%, MUB 7%, SNDK 4% | Report a problem |
| 1394 | Darrow Wealth Management | $392.4M | 52 | 54 | 94 / 2 / 4 | 70% | QQQ 13%, BIV 7%, USMV 7%, SPGP 5% | Report a problem |
| 1395 | S&A Financial Services, Inc. | $392.3M | 51 | 55 | 83 / 9 / 8 | 50% | SHYG 7%, SPHY 7%, VGT 6%, SCHG 5% | Report a problem |
| 1396 | Wealth Quarterback LLC | $391.3M | 58 | 67 | 72 / 14 / 14 | 100% | IVV 15%, IAU 6%, SMH 6%, QQQ 5% | Report a problem |
| 1397 | Mullaney Keating & Wright Inc | $391M | 53 | 55 | 93 / 2 / 5 | 57% | AAPL 30%, IWB 10%, IWR 5%, ACWI 5% | Report a problem |
| 1398 | Equita Financial Network, Inc. | $391M | 52 | 54 | 94 / 1 / 5 | 98% | VTI 16%, VEA 10%, DIMENSIONAL ETF TRUST 5%, DFGX 5% | Report a problem |
| 1399 | 1776 Wealth LLC | $390.8M | 69 | 72 | 88 / 5 / 7 | 83% | AAPL 13%, AMZN 8%, PLTR 6%, BWIN 5% | Report a problem |
| 1400 | Harold Davidson & Associates, Inc | $390.5M | 63 | 68 | 84 / 15 / 1 | 70% | AAPL 24%, CSCO 14%, MSFT 6%, CRWD 4% | Report a problem |