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 |
|---|---|---|---|---|---|---|---|---|
| 1401 | Green Ridge Wealth Planning LLC | $389.6M | 62 | 69 | 76 / 16 / 8 | 80% | QQQ 12%, VEA 8%, SPMO 8%, XLG 6% | Report a problem |
| 1402 | Joseph P. Lucia & Associates, LLC | $388M | 56 | 65 | 65 / 30 / 5 | 100% | SMH 7%, AAPL 4%, NVDA 3%, SCHB 3% | Report a problem |
| 1403 | Resolute Wealth Strategies, LLC | $387.6M | 61 | 65 | 87 / 4 / 9 | 77% | AAPL 14%, JGRO 6%, CAT 5%, FBND 5% | Report a problem |
| 1404 | Hassell Wealth Management | $387.4M | 52 | 53 | 95 / 0 / 5 | 89% | VTI 28%, VEA 10%, DIMENSIONAL ETF TRUST 9%, BNDX 8% | Report a problem |
| 1405 | Lewis Asset Management | $387.1M | 67 | 74 | 79 / 13 / 8 | 93% | NVDA 6%, AAPL 6%, SPY 4%, AMZN 3% | Report a problem |
| 1406 | Archvest Wealth Advisors, Inc. | $387M | 51 | 55 | 83 / 10 / 7 | 54% | TDTF 23%, IVV 9%, DFAI 9%, VNQ 7% | Report a problem |
| 1407 | New Wave Wealth Advisors | $386.8M | 61 | 64 | 87 / 6 / 7 | 100% | WMT 9%, FYC 4%, JEPQ 3%, EMXC 3% | Report a problem |
| 1408 | Skyline Advisors, Inc. | $386.5M | 54 | 56 | 94 / 0 / 6 | 88% | IUSB 9%, VOO 6%, VTI 6%, SCHG 6% | Report a problem |
| 1409 | Fiscal Wisdom Wealth Management LLC | $386M | 43 | 59 | 58 / 2 / 40 | 53% | GORO 38%, SGOV 4%, SPYM 3%, SCHD 3% | Report a problem |
| 1410 | Alternative Investment Advisors, LLC | $385.9M | 61 | 64 | 90 / 6 / 4 | 74% | IVV 59%, BINC 5%, DYNF 4%, OEF 3% | Report a problem |
| 1411 | Realta Investment Advisors, Inc | $385.4M | 73 | 78 | 82 / 10 / 8 | 100% | AAPL 7%, NVDA 6%, AMZN 3%, GOOG 3% | Report a problem |
| 1412 | Ketron Financial LLC | $384M | 86 | 87 | 96 / 1 / 3 | 87% | NVDA 43%, TSM 10%, GOOGL 7%, AVGO 7% | Report a problem |
| 1413 | Longview Financial Advisors, LLC | $383.9M | 38 | 39 | 98 / 1 / 1 | 54% | DIMENSIONAL ETF TRUST 16%, JPIE 13%, VCSH 11%, VCIT 10% | Report a problem |
| 1414 | Cascades Capital Asset Management, LLC | $383.3M | 54 | 60 | 76 / 19 / 5 | 93% | VIG 12%, VOO 10%, VOOV 5%, VTV 5% | Report a problem |
| 1415 | Vista Investment Partners | $383.1M | 58 | 66 | 75 / 8 / 17 | 89% | LLY 5%, NVDA 3%, KLAC 3%, MSTR 3% | Report a problem |
| 1416 | Keating Investment Counselors Inc | $383.1M | 38 | 44 | 81 / 0 / 19 | 100% | KEAT 28%, STIP 18%, BIL 6%, B 4% | Report a problem |
| 1417 | Wwm Financial | $381.8M | 58 | 64 | 83 / 3 / 14 | 69% | MU 4%, NVDA 3%, AAPL 3%, IJR 3% | Report a problem |
| 1418 | Pecaut Wealth Management | $381.8M | 47 | 48 | 95 / 2 / 3 | 91% | BRK-B 9%, BILS 8%, VCSH 8%, EMXC 6% | Report a problem |
| 1419 | Unique Wealth Strategies | $381.5M | 62 | 64 | 89 / 10 / 1 | 81% | IVV 6%, FBND 5%, MOAT 5%, DBEF 3% | Report a problem |
| 1420 | Sculati Wealth Management, LLC | $381.5M | 54 | 59 | 78 / 16 / 6 | 100% | BRK-B 8%, IWY 6%, AAPL 6%, FDVV 4% | Report a problem |
| 1421 | Landing Point Financial Group | $381.3M | 54 | 58 | 87 / 4 / 10 | 89% | FBND 16%, IVV 14%, DYNF 6%, CORO 6% | Report a problem |
| 1422 | Goepper Burkhardt LLC | $380.3M | 52 | 58 | 79 / 9 / 12 | 100% | SCHG 14%, SCHB 10%, VIG 8%, IVV 6% | Report a problem |
| 1423 | Optima Capital LLC | $379.8M | 54 | 55 | 96 / 0 / 4 | 69% | SPDW 5%, SPYM 4%, DIMENSIONAL ETF TRUST 4%, RSP 3% | Report a problem |
| 1424 | Ironbridge Private Wealth, LLC | $379.7M | 77 | 79 | 92 / 3 / 5 | 87% | NVDA 33%, SHV 6%, JPST 6%, ADPV 6% | Report a problem |
| 1425 | Darden Wealth Group | $379.6M | 75 | 84 | 71 / 12 / 17 | 93% | NVDA 14%, MU 6%, GOOGL 5%, RKLB 5% | Report a problem |
| 1426 | Cmg Wealth Management | $379.4M | 45 | 61 | 54 / 17 / 29 | 100% | FBND 7%, BND 6%, QQQ 6%, BA 5% | Report a problem |
| 1427 | Keystone Financial Services | $379.2M | 60 | 60 | 97 / 1 / 2 | 100% | IVV 18%, IUSB 8%, IVW 7%, DYNF 7% | Report a problem |
| 1428 | All Terrain Financial Advisors | $379.2M | 62 | 62 | 99 / 0 / 1 | 100% | IWM 17%, SPY 16%, LOW 6%, EEM 5% | Report a problem |
| 1429 | Legacy Consulting Group | $378.6M | 54 | 55 | 97 / 1 / 2 | 100% | BBEU 8%, HEGD 5%, BKGI 5%, JPST 5% | Report a problem |
| 1430 | Auour Investments LLC | $378M | 49 | 51 | 93 / 2 / 5 | 99% | SPYM 20%, SPDW 11%, BIL 7%, VEA 4% | Report a problem |
| 1431 | Freedom Financial Partners LLC | $377.9M | 49 | 55 | 79 / 10 / 11 | 100% | VOO 10%, AVDE 8%, AVUS 7%, CGIE 6% | Report a problem |
| 1432 | Financial Advisory Partners, LLC | $377.8M | 51 | 52 | 95 / 4 / 1 | 100% | VCIT 15%, VUG 11%, VTV 5%, FLOT 4% | Report a problem |
| 1433 | Axis Wealth Partners, LLC | $377.4M | 54 | 57 | 89 / 1 / 10 | 62% | FBND 3%, VOO 3%, DGRW 3%, VYMI 3% | Report a problem |
| 1434 | Family Legacy, Inc. | $377.3M | 61 | 62 | 98 / 0 / 2 | 100% | AMAT 4%, CAT 4%, AAPL 3%, GEV 3% | Report a problem |
| 1435 | Intelligent Capitalworks | $376.6M | 48 | 51 | 87 / 6 / 7 | 87% | AAPL 3%, AVGO 3%, CASY 2%, NVDA 2% | Report a problem |
| 1436 | Bear Mountain Capital Inc. | $375M | 50 | 52 | 94 / 1 / 5 | 98% | VO 16%, VOO 12%, SUB 9%, VEA 9% | Report a problem |
| 1437 | St. Johns Investment Management Company, LLC | $374.8M | 55 | 64 | 62 / 36 / 2 | 100% | SCHX 11%, SCHA 6%, SCHM 6%, AAPL 6% | Report a problem |
| 1438 | Aventura Private Wealth, LLC | $374.8M | 56 | 65 | 72 / 14 / 14 | 100% | NBIS 8%, XLK 8%, JBND 7%, VCRB 6% | Report a problem |
| 1439 | Bouvel Investment Partners, LLC | $374.4M | 71 | 73 | 96 / 0 / 4 | 100% | MRVL 5%, INTC 4%, BOND 3%, CGDV 3% | Report a problem |
| 1440 | Km Capital Management, LTD. | $374.4M | 61 | 62 | 94 / 1 / 5 | 60% | DFUS 17%, LMUB 11%, ITOT 11%, DFIV 7% | Report a problem |
| 1441 | Dorval & Chorne Financial Advisors | $373.9M | 46 | 47 | 98 / 0 / 2 | 95% | SPTM 8%, LGLV 7%, ACWV 7%, VGIT 7% | Report a problem |
| 1442 | Tony Walker Financial | $373.7M | 26 | 37 | 57 / 0 / 43 | 100% | TFLO 13%, FLOT 12%, SPSB 9%, SCHB 8% | Report a problem |
| 1443 | Oak Wealth Advisors LLC | $373.7M | 56 | 57 | 97 / 0 / 3 | 58% | AVUS 14%, AVDE 13%, IVV 10%, DFAI 8% | Report a problem |
| 1444 | Torren Management, LLC | $373.5M | 51 | 55 | 84 / 12 / 4 | 63% | AVTM 34%, AVUS 13%, AVDE 11%, AVUQ 7% | Report a problem |
| 1445 | Richard W. Paul & Associates, LLC | $372.8M | 59 | 60 | 98 / 0 / 2 | 90% | IUSV 6%, IUSG 6%, TLT 4%, JPIE 4% | Report a problem |
| 1446 | Hibernia Wealth Partners, LLC | $372.5M | 43 | 44 | 91 / 4 / 4 | 54% | BIL 13%, SPY 12%, DIVO 11%, BUFR 10% | Report a problem |
| 1447 | Pinnacle Family Advisors, LLC | $371.7M | 61 | 64 | 87 / 4 / 9 | 74% | FCUS 9%, IVV 7%, SPY 7%, QQQ 5% | Report a problem |
| 1448 | Olistico Wealth, LLC | $371.5M | 62 | 67 | 82 / 14 / 4 | 77% | VUG 9%, AAPL 8%, VTI 7%, VGT 6% | Report a problem |
| 1449 | Warther Private Wealth | $371.3M | 56 | 63 | 72 / 24 / 4 | 100% | SCHW 6%, FICO 5%, MELI 5%, TSM 5% | Report a problem |
| 1450 | Orion Capital Management LLC | $370.9M | 52 | 56 | 80 / 18 / 2 | 100% | IVV 8%, JAAA 8%, SGOV 8%, AVUS 6% | Report a problem |