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 |
|---|---|---|---|---|---|---|---|---|
| 101 | Ashton Thomas Private Wealth | $6.01B | 57 | 63 | 75 / 15 / 10 | 100% | BIL 4%, AAPL 4%, XLK 3%, IVV 2% | Report a problem |
| 102 | Becker Capital Management, Inc. | $5.73B | 55 | 63 | 71 / 23 / 6 | 92% | AAPL 5%, VUG 4%, MSFT 4%, JPM 3% | Report a problem |
| 103 | Gladstone Wealth Partners | $5.68B | 58 | 64 | 80 / 11 / 9 | 70% | NVDA 3%, IVV 3%, AAPL 3%, BUFR 2% | Report a problem |
| 104 | Gladstone Wealth Partners | $5.68B | 58 | 64 | 80 / 11 / 9 | 70% | NVDA 3%, IVV 3%, AAPL 3%, BUFR 2% | Report a problem |
| 105 | Brave Warrior Advisors, LLC | $5.64B | 53 | 59 | 84 / 0 / 16 | 97% | ICLR 12%, OMF 10%, SNX 8%, ELV 8% | Report a problem |
| 106 | Balentine | $5.54B | 48 | 52 | 85 / 9 / 6 | 60% | VTV 22%, OMFL 13%, AGG 10%, IEFA 7% | Report a problem |
| 107 | 71 West Capital Partners | $5.51B | 68 | 68 | – | 53% | IWF 15%, IWD 11%, VTV 6%, XLK 6% | Report a problem |
| 108 | Larson Financial Group, LLC | $5.48B | 67 | 68 | 95 / 0 / 5 | 73% | SPYM 7%, NVDA 4%, DGRW 4%, QGRO 4% | Report a problem |
| 109 | Calamos Wealth Management LLC | $5.48B | 66 | 71 | 81 / 13 / 6 | 74% | AAPL 7%, NVDA 6%, IVV 6%, IVW 5% | Report a problem |
| 110 | Integrity Alliance, LLC | $5.41B | 51 | 58 | 79 / 5 / 16 | 74% | IVV 4%, SPYM 4%, DIMENSIONAL ETF TRUST 3%, AGG 2% | Report a problem |
| 111 | Western Wealth Management LLC | $5.36B | 65 | 69 | 88 / 7 / 5 | 65% | AAPL 3%, QQQ 3%, NVDA 3%, QQQM 3% | Report a problem |
| 112 | Venture Visionary Partners LLC | $5.24B | 63 | 70 | 75 / 13 / 12 | 91% | AAPL 3%, GOOGL 3%, QQQ 3%, MSFT 3% | Report a problem |
| 113 | Linscomb Wealth, Inc. | $5.21B | 53 | 56 | 87 / 11 / 2 | 51% | VEA 12%, IVV 9%, PRF 5%, IJH 4% | Report a problem |
| 114 | Gentrust | $5.2B | 50 | 57 | 72 / 18 / 10 | 69% | VOO 21%, BND 7%, SPY 5%, TIP 5% | Report a problem |
| 115 | Eversource Wealth Advisors, LLC | $5.1B | 62 | 65 | 88 / 5 / 7 | 66% | VUG 4%, VTV 3%, VEA 2%, PRXG 2% | Report a problem |
| 116 | Meridian Wealth Management, LLC | $4.98B | 66 | 72 | 80 / 7 / 13 | 81% | NVDA 5%, QQQ 4%, AAPL 4%, XOM 3% | Report a problem |
| 117 | Advance Capital Management Inc | $4.98B | 55 | 57 | 94 / 0 / 6 | 66% | CGDV 17%, CGBL 15%, SPYM 15%, VCRB 10% | Report a problem |
| 118 | Northcoast Asset Management LLC | $4.97B | 58 | 68 | 66 / 28 / 6 | 100% | AAPL 6%, SPY 6%, NVDA 4%, IVV 4% | Report a problem |
| 119 | Northcoast Asset Management LLC | $4.97B | 58 | 68 | 66 / 28 / 6 | 100% | AAPL 6%, SPY 6%, NVDA 4%, IVV 4% | Report a problem |
| 120 | Maseco Private Wealth | $4.96B | 51 | 53 | 93 / 3 / 4 | 77% | DFUS 17%, VGIT 11%, AVUS 9%, DFGP 6% | Report a problem |
| 121 | Destination Wealth Management | $4.95B | 53 | 54 | 96 / 0 / 4 | 90% | AAPL 6%, AGG 4%, IJR 3%, IJH 3% | Report a problem |
| 122 | Private Management Group Inc | $4.9B | 45 | 48 | 71 / 26 / 3 | 100% | BRK-B 2%, COLD 2%, SPNT 2%, STT 2% | Report a problem |
| 123 | Heritage Wealth Advisors | $4.86B | 49 | 56 | 75 / 7 / 18 | 80% | IVV 19%, SPHQ 15%, IEFA 12%, PHYS 5% | Report a problem |
| 124 | Compound Planning, Inc. | $4.85B | 64 | 70 | 80 / 10 / 10 | 99% | AAPL 4%, IVV 3%, INTF 2%, VEA 2% | Report a problem |
| 125 | Chicago Capital, LLC | $4.82B | 73 | 79 | 81 / 13 / 6 | 100% | GOOGL 5%, TSM 4%, LGND 4%, AMZN 4% | Report a problem |
| 126 | Sowell Management | $4.81B | 59 | 68 | 72 / 12 / 16 | 88% | AAPL 4%, QQQ 3%, NVDA 3%, SPY 2% | Report a problem |
| 127 | Foster Group, Inc. | $4.78B | 52 | 52 | 98 / 0 / 2 | 80% | VTI 14%, VEA 6%, BND 5%, QUAL 5% | Report a problem |
| 128 | Avidian Wealth Solutions | $4.76B | 52 | 59 | 72 / 18 / 10 | 100% | IVV 14%, IEFA 5%, IJH 3%, EMXC 3% | Report a problem |
| 129 | Diversify Advisory Services, LLC | $4.65B | 60 | 72 | 66 / 10 / 24 | 100% | NVDA 4%, SPY 4%, SPYG 3%, SPYV 3% | Report a problem |
| 130 | Cg Advisory Services | $4.64B | 53 | 55 | 94 / 1 / 5 | 63% | VV 13%, AGG 6%, IDEV 4%, SPDW 4% | Report a problem |
| 131 | Verdence Capital Advisors, LLC | $4.63B | 50 | 62 | 62 / 17 / 22 | 67% | BIL 4%, AAPL 3%, JAAA 3%, SPY 2% | Report a problem |
| 132 | Franklin Street Advisors Inc. | $4.53B | 65 | 72 | 74 / 22 / 4 | 53% | NVDA 7%, AAPL 7%, MSFT 5%, GOOG 5% | Report a problem |
| 133 | Cwa Asset Management Group | $4.51B | 56 | 64 | 69 / 24 / 7 | 100% | NVDA 6%, AAPL 5%, MSFT 2%, SHY 2% | Report a problem |
| 134 | Spire Wealth Management, LLC | $4.51B | 66 | 71 | 86 / 6 / 8 | 85% | IVV 5%, NVDA 4%, AAPL 3%, AMZN 2% | Report a problem |
| 135 | Connecticut Wealth Management, LLC | $4.48B | 59 | 62 | 93 / 0 / 7 | 65% | SPYV 11%, IEFA 10%, SPYG 10%, QUAL 8% | Report a problem |
| 136 | Beacon Trust | $4.44B | 59 | 63 | 85 / 11 / 4 | 71% | VTI 7%, IJR 6%, VEA 3%, IAU 3% | Report a problem |
| 137 | Accredited Investors Wealth Management | $4.41B | 62 | 65 | 92 / 2 / 6 | 57% | AVDV 12%, SEZL 6%, VEU 6%, SCHB 6% | Report a problem |
| 138 | Prosperity Capital Advisors | $4.39B | 54 | 61 | 70 / 25 / 5 | 66% | SPYM 12%, DIMENSIONAL ETF TRUST 6%, CORO 4%, VUG 4% | Report a problem |
| 139 | Syon Capital LLC | $4.38B | 68 | 70 | 92 / 2 / 6 | 57% | GOOGL 4%, CMF 4%, AAPL 3%, NVDA 3% | Report a problem |
| 140 | Advisory Alpha, LLC | $4.37B | 53 | 57 | 88 / 7 / 5 | 100% | SPYG 8%, SPYV 7%, SCHM 6%, XLK 6% | Report a problem |
| 141 | Trillium Asset Management | $4.31B | 69 | 72 | 87 / 10 / 3 | 87% | NVDA 7%, GOOGL 6%, AAPL 5%, MSFT 5% | Report a problem |
| 142 | Aaron Wealth Advisors | $4.29B | 65 | 70 | 84 / 9 / 7 | 55% | IEFA 8%, NVDA 7%, VONV 5%, VONG 5% | Report a problem |
| 143 | Halbert Hargrove | $4.2B | 60 | 61 | 93 / 6 / 1 | 59% | IVV 16%, NTSX 14%, LRGF 12%, WAMA 8% | Report a problem |
| 144 | Salem Investment Counselors Inc | $4.19B | 73 | 76 | 88 / 10 / 2 | 100% | LOW 8%, NVDA 7%, AAPL 7%, MU 5% | Report a problem |
| 145 | Sound Income Strategies, LLC | $4.18B | 40 | 44 | 72 / 21 / 7 | 74% | HTGC 3%, ARCC 2%, GBDC 2%, TSLX 2% | Report a problem |
| 146 | Aprio Wealth Management, LLC | $4.15B | 50 | 54 | 83 / 12 / 5 | 59% | DIMENSIONAL ETF TRUST 5%, DIHP 4%, CGBL 3%, CGGR 3% | Report a problem |
| 147 | Founders Financial Securities, LLC | $4.14B | 60 | 63 | 92 / 2 / 6 | 51% | SPYG 7%, SPYV 5%, DFAE 3%, VO 3% | Report a problem |
| 148 | Northwest Asset Management | $4.13B | 62 | 67 | 83 / 5 / 12 | 58% | MSFT 4%, AAPL 4%, NVDA 2%, QQQ 2% | Report a problem |
| 149 | Diversify Wealth Management, LLC | $4.11B | 68 | 72 | 86 / 7 / 7 | 100% | NVDA 4%, SPY 4%, SPYG 3%, SPYV 3% | Report a problem |
| 150 | Money Concepts Advisory Service | $4.07B | 56 | 59 | 89 / 3 / 8 | 60% | SVAL 6%, SPMO 5%, IEMG 4%, VOO 4% | Report a problem |