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 |
|---|---|---|---|---|---|---|---|---|
| 1701 | Gpm Growth Investors, Inc. | $281.3M | 61 | 62 | 96 / 0 / 4 | 89% | GOOGL 10%, BSCV 7%, MSFT 6%, AMZN 5% | Report a problem |
| 1702 | Riverbend Wealth Management, LLC | $281M | 65 | 65 | – | 70% | IVV 5%, DGRW 4%, AAPL 4%, QQQ 4% | Report a problem |
| 1703 | Rcs Financial Planning, LLC | $281M | 49 | 50 | 96 / 2 / 2 | 78% | DIMENSIONAL ETF TRUST 15%, DFCF 8%, FBND 8%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1704 | Worth Advisors | $280.7M | 65 | 68 | 90 / 3 / 7 | 95% | GSLC 7%, AAPL 3%, AMZN 3%, CGXU 3% | Report a problem |
| 1705 | Wilson & Boucher Capital Management, LLC | $280.4M | 53 | 59 | 74 / 22 / 4 | 82% | VTI 11%, AAPL 6%, SCHB 4%, VEU 4% | Report a problem |
| 1706 | Farrow Financial Inc | $280.1M | 49 | 54 | 81 / 12 / 7 | 83% | SUSA 8%, ITOT 7%, IVLU 6%, MOAT 5% | Report a problem |
| 1707 | Rockingstone Advisors | $280.1M | 61 | 66 | 82 / 14 / 5 | 100% | JPST 5%, TSEM 3%, XLK 3%, GOOGL 3% | Report a problem |
| 1708 | Higgins & Schmidt Wealth Strategies LLC | $279.5M | 57 | 58 | 99 / 0 / 1 | 88% | SPYG 17%, SPYV 17%, SPDW 14%, SPMD 6% | Report a problem |
| 1709 | American Financial & Tax Strategies, Inc. | $279.4M | 50 | 52 | 94 / 1 / 5 | 84% | XSOE 5%, BNDX 5%, VONG 4%, SPYV 4% | Report a problem |
| 1710 | Cottonwood Wealth Strategies, LLC | $279M | 51 | 58 | 76 / 9 / 15 | 78% | IYW 10%, SOXX 8%, CLSE 7%, MBSD 5% | Report a problem |
| 1711 | Millennial Wealth | $278.7M | 59 | 60 | 98 / 1 / 1 | 67% | VOO 16%, VEA 12%, ESGV 7%, AVUV 5% | Report a problem |
| 1712 | Vermillion & White Wealth Management Group | $278.6M | 52 | 54 | 95 / 0 / 5 | 75% | IVV 24%, GQQQ 11%, DFCF 9%, DFAI 8% | Report a problem |
| 1713 | Lexington Hill Partners, LLC | $278.4M | 54 | 54 | – | 74% | VTI 21%, VTEB 19%, BND 10%, VEA 6% | Report a problem |
| 1714 | Guardian Asset Advisors, LLC | $278.3M | 65 | 70 | 85 / 0 / 15 | 92% | AAPL 12%, SPYM 5%, NVDA 5%, QQQM 5% | Report a problem |
| 1715 | Oasis Advisors | $277.7M | 61 | 61 | – | 55% | USMC 13%, SCHG 12%, XMMO 9%, SMH 7% | Report a problem |
| 1716 | Hbe Wealth Management, LLC | $277.4M | 42 | 51 | 67 / 13 / 20 | 75% | BSVO 13%, ITOT 11%, VGIT 9%, AVDV 8% | Report a problem |
| 1717 | Kilter Group | $277.4M | 62 | 62 | 100 / 0 / 0 | 100% | IVV 14%, DYNF 9%, IVW 9%, VTV 6% | Report a problem |
| 1718 | The Retirement Guys Formula | $276.9M | 50 | 54 | 85 / 6 / 9 | 100% | JPST 6%, HEGD 3%, QQQ 3%, VO 2% | Report a problem |
| 1719 | Westbourne Investments, Inc. | $276.4M | 72 | 74 | 91 / 3 / 6 | 98% | MU 7%, NVDA 4%, GE 4%, GOOGL 4% | Report a problem |
| 1720 | Centerpoint Advisory Group, LLC | $276.3M | 60 | 64 | 86 / 9 / 5 | 66% | SPMO 8%, NVDA 5%, PYLD 4%, AAPL 4% | Report a problem |
| 1721 | Simplifi, Inc. | $276.1M | 40 | 47 | 76 / 0 / 24 | 100% | BND 20%, RSP 14%, VIG 10%, QEFA 9% | Report a problem |
| 1722 | Challenger Wealth Management | $275.5M | 44 | 61 | 36 / 59 / 5 | 100% | CGDV 17%, CGGR 15%, CGUS 8%, AAPL 4% | Report a problem |
| 1723 | Spectrum Strategic Capital Management, LLC | $275.4M | 61 | 64 | 89 / 7 / 4 | 82% | SPY 12%, ITOT 7%, QQQ 6%, SHY 5% | Report a problem |
| 1724 | 4wealth Advisors, Inc. | $275.3M | 46 | 55 | 70 / 12 / 18 | 68% | BIL 5%, MPRO 4%, JEPI 4%, NVDA 3% | Report a problem |
| 1725 | Legal Advantage Investments, Inc. | $275.3M | 74 | 77 | 90 / 2 / 8 | 100% | CBRS 24%, ASML 4%, ESLT 4%, TDG 4% | Report a problem |
| 1726 | Charter Research & Investment Group Inc | $275.1M | 45 | 55 | 66 / 25 / 9 | 91% | AAPL 11%, GOOGL 9%, JNJ 5%, RTX 4% | Report a problem |
| 1727 | Cushing Capital Partners, LLC | $274.7M | 43 | 47 | 82 / 7 / 11 | 64% | ACIO 10%, DRSK 6%, SPYM 4%, CGUS 4% | Report a problem |
| 1728 | 1492 Capital Management, LLC | $274.6M | 65 | 65 | 97 / 3 / 0 | 100% | MXL 5%, CRS 5%, ALHC 3%, AAOI 3% | Report a problem |
| 1729 | Capasso Planning Partners LLC | $274.2M | 49 | 52 | 85 / 10 / 5 | 86% | SPY 19%, SPTM 10%, BUFR 7%, VEA 7% | Report a problem |
| 1730 | Mission Hills Financial Advisory LLC | $274.1M | 49 | 52 | 92 / 1 / 7 | 90% | MINT 7%, BIZD 7%, QYLD 7%, PCN 6% | Report a problem |
| 1731 | Chronos Wealth Management, L.l.c. | $274M | 52 | 57 | 79 / 16 / 5 | 100% | LLY 11%, GOOG 8%, AAPL 7%, JPM 6% | Report a problem |
| 1732 | Private Wealth Group, LLC | $274M | 44 | 51 | 80 / 1 / 19 | 100% | SPYM 27%, SGOV 10%, SPTS 6%, SPYV 5% | Report a problem |
| 1733 | Legacy Capital | $273.4M | 54 | 64 | 60 / 35 / 5 | 100% | SPMO 12%, SCIO 5%, UDEC 5%, JAAA 5% | Report a problem |
| 1734 | South Shore Capital Advisors, LLC | $272.8M | 62 | 67 | 82 / 5 / 13 | 67% | SPY 9%, IUSG 6%, GOOGL 6%, AAPL 3% | Report a problem |
| 1735 | Nolet Wealth Management, LLC | $272.6M | 58 | 61 | 92 / 0 / 8 | 72% | IVV 27%, JMUB 10%, IDEV 5%, DHR 5% | Report a problem |
| 1736 | Mendel Capital Management, LLC | $272.3M | 60 | 60 | 99 / 1 / 0 | 82% | XLK 13%, IYW 10%, SCHD 7%, VOO 7% | Report a problem |
| 1737 | 46 Peaks Investment Advisory Group | $272.1M | 52 | 53 | 96 / 1 / 3 | 61% | JCPB 19%, NTSX 14%, DGRO 12%, FELG 10% | Report a problem |
| 1738 | Magnolia Private Wealth, LLC | $272.1M | 56 | 57 | 95 / 2 / 3 | 70% | AVUS 7%, AVDE 6%, SGOV 6%, AVEM 4% | Report a problem |
| 1739 | Parker Financial LLC | $272M | 53 | 55 | 94 / 0 / 6 | 100% | VEA 21%, DIMENSIONAL ETF TRUST 16%, VUG 12%, VTV 11% | Report a problem |
| 1740 | Ryan Investments | $272M | 58 | 60 | 91 / 4 / 5 | 89% | EFA 25%, IWF 17%, IWD 13%, QQQ 9% | Report a problem |
| 1741 | True Blue Financial, LLC | $271.5M | 53 | 53 | – | 87% | SPYG 9%, SPYV 8%, FMB 6%, SPTI 6% | Report a problem |
| 1742 | Round Hill Asset Management Inc | $271.3M | 41 | 46 | 62 / 36 / 2 | 95% | AMGN 9%, SPGI 6%, MRK 6%, DIS 5% | Report a problem |
| 1743 | Hutner Capital Management Inc. | $271.2M | 42 | 44 | 91 / 6 / 3 | 100% | BRK-A 12%, BRK-B 8%, GOOG 6%, COST 5% | Report a problem |
| 1744 | Councilmark Asset Management, LLC | $270.8M | 42 | 54 | 49 / 39 / 12 | 100% | VIG 11%, AAPL 10%, GOOGL 6%, MSFT 5% | Report a problem |
| 1745 | Financial Futures | $270.5M | 53 | 54 | 94 / 5 / 1 | 100% | VCIT 7%, PYLD 7%, VO 6%, SPHY 6% | Report a problem |
| 1746 | Evart, Young & Hobbs Investment Management | $269.9M | 45 | 50 | 83 / 0 / 17 | 57% | SGOV 15%, SCHG 9%, VTV 5%, BND 5% | Report a problem |
| 1747 | Ervin Investment Management | $269.9M | 53 | 59 | 76 / 18 / 6 | 90% | BRK-B 21%, SPTM 8%, AAPL 8%, MSFT 7% | Report a problem |
| 1748 | Client First Capital, LLC | $269.7M | 52 | 57 | 79 / 16 / 5 | 100% | QQQ 23%, IVV 14%, SHV 12%, QUAL 11% | Report a problem |
| 1749 | Mader & Shannon Wealth Management | $269.4M | 33 | 34 | 84 / 13 / 3 | 95% | SGOV 16%, IAU 12%, GLD 12%, SHY 10% | Report a problem |
| 1750 | Andrews Advisory Associates, LLC | $268.6M | 51 | 52 | 96 / 1 / 3 | 81% | VOO 13%, FBND 12%, GSST 8%, JPIE 5% | Report a problem |