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 |
|---|---|---|---|---|---|---|---|---|
| 1551 | Investment Partners Asset Management | $333.4M | 58 | 63 | 83 / 7 / 10 | 65% | AAPL 6%, JEPI 4%, GOOGL 3%, PFFV 3% | Report a problem |
| 1552 | Curry Webb Wealth Management LLC | $332.4M | 52 | 56 | 80 / 15 / 5 | 91% | IVV 17%, VOOG 10%, OMFL 9%, VFLO 8% | Report a problem |
| 1553 | Yoder Wealth Management | $331.2M | 61 | 62 | 97 / 0 / 3 | 80% | FTEC 12%, AAPL 5%, RSPT 4%, FCOM 3% | Report a problem |
| 1554 | Copley Financial Group, Inc. | $331.2M | 50 | 50 | 99 / 0 / 1 | 50% | SECT 17%, COWZ 8%, PSFF 7%, ECOW 7% | Report a problem |
| 1555 | Uniplan Investment Counsel, Inc. | $330.5M | 61 | 62 | 97 / 0 / 3 | 100% | WELL 6%, EQIX 5%, PLD 4%, SPG 4% | Report a problem |
| 1556 | Stonebridge Financial Planning Group, LLC | $329.7M | 62 | 65 | 89 / 7 / 4 | 100% | IWY 6%, IYW 4%, SPHQ 3%, DGRO 3% | Report a problem |
| 1557 | Powers Advisory Group, LLC | $329.5M | 45 | 49 | 88 / 1 / 11 | 100% | SCHX 11%, DGRO 8%, SCHD 7%, SCHF 5% | Report a problem |
| 1558 | Gutierrez Wealth Advisory, LLC | $329.3M | 56 | 62 | 85 / 2 / 13 | 62% | VOO 11%, CGDV 9%, CGGR 9%, VEA 8% | Report a problem |
| 1559 | Benchmark Investment Advisors LLC | $329.2M | 74 | 85 | 63 / 35 / 2 | 100% | NVDA 14%, KLAC 5%, MU 5%, AVGO 4% | Report a problem |
| 1560 | Br Wealth Management | $328.8M | 52 | 58 | 79 / 7 / 14 | 73% | CGUS 10%, IVW 5%, CGMU 4%, CGXU 4% | Report a problem |
| 1561 | Omc Financial Services LTD | $328.5M | 71 | 73 | 95 / 3 / 2 | 97% | NVDA 10%, AAPL 10%, AMD 8%, V 6% | Report a problem |
| 1562 | Torrey Growth & Income Advisors, LLC | $328.4M | 75 | 75 | 98 / 1 / 1 | 92% | QCOM 27%, AMD 10%, NOW 6%, AXP 3% | Report a problem |
| 1563 | Shore Point Advisors, LLC | $327.7M | 52 | 54 | 90 / 8 / 2 | 99% | JMOM 15%, VTV 10%, AVSC 8%, DFIS 8% | Report a problem |
| 1564 | Ardent Capital Management, Inc. | $327M | 56 | 59 | 88 / 5 / 7 | 84% | BRK-B 33%, JNJ 16%, GOOG 14%, AAPL 7% | Report a problem |
| 1565 | Mpwm Advisory Solutions LLC | $326.9M | 58 | 61 | 91 / 1 / 8 | 73% | SPY 17%, SPTM 9%, QQQ 5%, SPTL 4% | Report a problem |
| 1566 | Entrewealth | $326.3M | 45 | 50 | 79 / 9 / 12 | 100% | DFAU 10%, DFAI 5%, SPYC 4%, DFNM 4% | Report a problem |
| 1567 | Hurley Capital, LLC | $326.1M | 43 | 54 | 44 / 53 / 3 | 100% | EPD 7%, VTV 7%, VOO 6%, VGIT 5% | Report a problem |
| 1568 | Centerline Wealth Advisors, LLC | $326M | 57 | 57 | 99 / 0 / 1 | 99% | DYNF 9%, FBCG 8%, JAVA 8%, EMOP 5% | Report a problem |
| 1569 | Lifeplan Group | $326M | 56 | 57 | 93 / 5 / 2 | 96% | IVV 5%, AGG 4%, VOO 4%, VUG 4% | Report a problem |
| 1570 | Catawba River Capital | $325.1M | 52 | 61 | 72 / 14 / 14 | 95% | FBND 10%, PRM 10%, QXO 9%, CDRE 8% | Report a problem |
| 1571 | Vista Investment Management, LLC | $323.9M | 55 | 56 | 96 / 3 / 1 | 100% | VGT 4%, VCSH 3%, JAAA 3%, SPIB 3% | Report a problem |
| 1572 | Johnson Wealth Management, LLC | $323.4M | 51 | 51 | 99 / 0 / 1 | 74% | DIMENSIONAL ETF TRUST 22%, DFAX 21%, DFCF 6%, DFSD 6% | Report a problem |
| 1573 | Brown Financial Advisors, LLC | $323.3M | 65 | 66 | 96 / 1 / 3 | 92% | SPYM 7%, DMBS 4%, NVDA 3%, AVDE 2% | Report a problem |
| 1574 | Next Level Wealth Planning, LLC | $322.7M | 55 | 61 | 79 / 6 / 15 | 89% | VOO 30%, DFAI 10%, VO 9%, VTI 8% | Report a problem |
| 1575 | Fortune Financial Advisors, LLC | $322.6M | 62 | 66 | 86 / 7 / 7 | 84% | GRMN 7%, USMV 5%, AMAT 3%, GOOGL 3% | Report a problem |
| 1576 | Financial Transparency | $322.3M | 53 | 62 | 67 / 21 / 12 | 54% | QQQ 26%, VOO 18%, IEFA 6%, BRF 4% | Report a problem |
| 1577 | Reik & Co., LLC | $322.1M | 54 | 55 | 98 / 1 / 1 | 100% | CHD 30%, WSM 13%, CTAS 11%, BRK-B 9% | Report a problem |
| 1578 | Nicholson Wealth Management Group | $322M | 31 | 52 | 41 / 17 / 43 | 100% | CATX 3%, VOO 3%, VTI 3%, UBSI 2% | Report a problem |
| 1579 | Hf Advisory Group, LLC | $321.5M | 54 | 56 | 91 / 6 / 3 | 100% | DGRO 3%, FALN 3%, LGLV 2%, GOOG 2% | Report a problem |
| 1580 | Strategic Financial Partners, LTD | $321.1M | 57 | 58 | 96 / 0 / 4 | 86% | SPYM 18%, SPYV 10%, VONG 6%, SPDW 5% | Report a problem |
| 1581 | Sentinel Advisory Group, LLC | $320.8M | 60 | 60 | – | 76% | IVV 20%, RDVY 9%, SCHF 8%, SPYG 8% | Report a problem |
| 1582 | 1 North Wealth Services, LLC | $320.4M | 46 | 47 | 97 / 1 / 2 | 98% | JEPI 6%, JAAA 6%, VCIT 5%, TOTL 5% | Report a problem |
| 1583 | Vista Finance, LLC | $320M | 43 | 56 | 47 / 37 / 16 | 100% | GLD 21%, MAGS 16%, IEFA 8%, EEM 8% | Report a problem |
| 1584 | Lantern Wealth Advisors, LLC | $319.9M | 56 | 62 | 77 / 15 / 8 | 89% | AAPL 5%, AVUS 5%, RSP 4%, AVUV 3% | Report a problem |
| 1585 | Theory Financial | $319.2M | 53 | 54 | 96 / 3 / 1 | 100% | SCHZ 7%, XLC 7%, SPYM 4%, MBB 3% | Report a problem |
| 1586 | Investments & Financial Planning, LLC | $318.7M | 62 | 62 | 98 / 0 / 2 | 68% | VB 22%, SPYG 21%, IJH 15%, VO 9% | Report a problem |
| 1587 | Impact Investors | $318.2M | 51 | 59 | 73 / 12 / 16 | 59% | SPTL 8%, ESGD 8%, NULG 8%, BGRN 7% | Report a problem |
| 1588 | Mendel Money Management Inc | $317.1M | 55 | 61 | 75 / 22 / 3 | 100% | PANW 4%, MSFT 4%, AMZN 3%, GOOG 3% | Report a problem |
| 1589 | Swisher Financial Concepts, Inc. | $317M | 48 | 53 | 86 / 1 / 13 | 58% | VTI 11%, VXUS 10%, CGDV 8%, ABBV 7% | Report a problem |
| 1590 | Councilor Wealth LLC | $316.9M | 57 | 59 | 92 / 7 / 1 | 85% | SCHX 6%, VO 5%, IJR 5%, SCHG 5% | Report a problem |
| 1591 | Dkm Wealth Management, Inc. | $316.8M | 54 | 60 | 84 / 2 / 14 | 57% | TBLD 14%, TCAF 10%, XSORX 9%, GRNY 9% | Report a problem |
| 1592 | The Mustico Financial Group, Inc. | $316.5M | 48 | 51 | 88 / 2 / 10 | 55% | RSP 21%, IVV 13%, FBND 9%, VO 9% | Report a problem |
| 1593 | Salvus Wealth Management, LLC | $316.5M | 59 | 67 | 75 / 12 / 14 | 75% | BRK-B 5%, GOOG 4%, ASTS 4%, SCHW 4% | Report a problem |
| 1594 | Wealthcollab | $316.2M | 53 | 56 | 86 / 6 / 8 | 100% | SSRM 12%, VTI 10%, VXUS 7%, IXUS 5% | Report a problem |
| 1595 | Tenon Financial | $316M | 56 | 59 | 86 / 14 / 0 | 100% | VOO 24%, VXF 22%, VXUS 17%, BND 13% | Report a problem |
| 1596 | Kenora Financial, LLC | $315.8M | 51 | 52 | 99 / 1 / 0 | 57% | DIMENSIONAL ETF TRUST 30%, DFIC 13%, BND 12%, DFEM 7% | Report a problem |
| 1597 | Accelerate Retirement | $315.4M | 53 | 60 | 76 / 11 / 13 | 73% | SPYM 14%, IDEV 9%, AGG 8%, IVV 5% | Report a problem |
| 1598 | Camarda Wealth Advisory Group | $315.4M | 64 | 69 | 85 / 0 / 15 | 100% | IYM 6%, IYW 5%, IYZ 4%, IYE 4% | Report a problem |
| 1599 | Aurelius Family Office, LLC | $315.3M | 52 | 52 | 100 / 0 / 0 | 81% | VOO 17%, DIMENSIONAL ETF TRUST 12%, BNDW 10%, DFCF 8% | Report a problem |
| 1600 | Twin Lakes Capital | $314.7M | 66 | 76 | 72 / 2 / 26 | 100% | STX 18%, VBIL 10%, AAPL 9%, NVDA 3% | Report a problem |