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 |
|---|---|---|---|---|---|---|---|---|
| 1751 | Astra Wealth Partners | $268.4M | 57 | 60 | 82 / 18 / 0 | 82% | IVV 13%, IEFA 13%, DISV 4%, VTI 4% | Report a problem |
| 1752 | Reliant Investment Partners, LLC | $268.3M | 70 | 76 | 83 / 0 / 17 | 66% | NVDA 12%, VOO 5%, DUK 5%, TFC 5% | Report a problem |
| 1753 | Viewpoint Capital Management | $267.8M | 68 | 72 | 88 / 1 / 11 | 83% | AMZN 9%, VOO 7%, NVDA 5%, IWN 5% | Report a problem |
| 1754 | C.m.bidwell & Associates LTD | $267.1M | 52 | 55 | 88 / 8 / 4 | 100% | VOO 13%, BSV 6%, IWM 4%, VTIP 4% | Report a problem |
| 1755 | Arsenal Capital Advisors LLC | $267.1M | 75 | 75 | – | 63% | NVDA 8%, AMZN 7%, AAPL 6%, MSFT 4% | Report a problem |
| 1756 | Win Advisors, Inc | $266.8M | 70 | 70 | 98 / 0 / 2 | 100% | PWB 7%, MTUM 6%, VONG 5%, VFMO 5% | Report a problem |
| 1757 | Lionhunter Capital Management LLC | $266.8M | 59 | 59 | – | 83% | LLY 7%, AMZN 6%, AAPL 5%, BA 5% | Report a problem |
| 1758 | Bernzott Capital Advisors | $265.4M | 43 | 46 | 88 / 2 / 10 | 100% | VT 20%, VSH 4%, CVBF 4%, BND 4% | Report a problem |
| 1759 | The Dala Group, LLC | $265.2M | 57 | 62 | 85 / 5 / 10 | 54% | XMMO 16%, DBEF 13%, VIG 11%, SOXX 7% | Report a problem |
| 1760 | Gordian Advisors, LLC | $265.2M | 54 | 57 | 90 / 0 / 10 | 71% | BIV 20%, SCHX 19%, VTI 18%, VEA 11% | Report a problem |
| 1761 | Vantage Wealth Planning | $264.7M | 44 | 53 | 70 / 4 / 26 | 100% | BND 14%, SCHV 14%, SCHG 13%, VEA 13% | Report a problem |
| 1762 | Roi Financial | $264.2M | 67 | 69 | 94 / 0 / 6 | 78% | TSM 6%, GOOGL 6%, NVDA 6%, AVGO 6% | Report a problem |
| 1763 | Wallace Hart Capital Management | $264M | 67 | 70 | 90 / 10 / 0 | 67% | QQQ 35%, SPY 31%, TPL 3%, IYW 3% | Report a problem |
| 1764 | Myecfo | $263.4M | 48 | 58 | 63 / 29 / 8 | 100% | SCHB 28%, VEA 13%, SCHF 6%, CMF 5% | Report a problem |
| 1765 | Chokshi & Queen Wealth Advisors | $263.3M | 63 | 70 | 80 / 0 / 20 | 100% | IVV 25%, QQQ 22%, AAPL 13%, NVDA 5% | Report a problem |
| 1766 | Gallagher Capital Advisors, LLC | $263.1M | 69 | 69 | 100 / 0 / 0 | 66% | IVW 12%, IJH 8%, IVV 6%, AAPL 5% | Report a problem |
| 1767 | Nerdwallet Wealth Partners, LLC | $262.8M | 54 | 54 | – | 100% | IVV 33%, VEA 15%, DLN 9%, CGCB 6% | Report a problem |
| 1768 | Redwood Financial Network | $262.8M | 59 | 65 | 79 / 13 / 8 | 87% | SPTM 6%, QQQM 5%, GSY 3%, XLK 3% | Report a problem |
| 1769 | Semus Wealth Partners, LLC | $262.7M | 63 | 68 | 85 / 4 / 11 | 93% | AAPL 19%, GOOGL 4%, NVDA 4%, IVV 4% | Report a problem |
| 1770 | Horizon Financial Services, LLC | $262.4M | 49 | 53 | 84 / 10 / 6 | 100% | SPYG 8%, SPYV 8%, SPSB 8%, SCHM 6% | Report a problem |
| 1771 | Brucke Financial, Inc. | $262.4M | 63 | 65 | 92 / 5 / 3 | 93% | VEA 12%, PBFR 9%, NVDA 3%, VGIT 3% | Report a problem |
| 1772 | Bull Oak Capital, LLC | $261.6M | 53 | 54 | 99 / 0 / 1 | 100% | IVV 36%, IEFA 13%, SPMO 10%, SHV 9% | Report a problem |
| 1773 | Tandem Wealth Advisors | $261.5M | 50 | 52 | 96 / 0 / 4 | 100% | MDY 12%, EFA 10%, EEM 10%, AGG 9% | Report a problem |
| 1774 | Wellington Investment Advisors | $261.4M | 58 | 64 | 82 / 6 / 12 | 100% | PTLC 13%, NVDA 5%, PTNQ 4%, PTIN 3% | Report a problem |
| 1775 | Elco Management Company, LLC | $261.2M | 42 | 45 | 85 / 13 / 2 | 100% | WMB 6%, TRGP 5%, LNG 5%, ET 4% | Report a problem |
| 1776 | Trustwell Financial Advisors, LLC | $260.8M | 40 | 42 | 82 / 12 / 6 | 55% | FBND 12%, PHYS 8%, AVLV 8%, AVUQ 8% | Report a problem |
| 1777 | Viawealth, LLC | $260.7M | 58 | 62 | 83 / 10 / 7 | 92% | NVDA 6%, NOBL 3%, JAAA 3%, MSFT 3% | Report a problem |
| 1778 | Glr Partners | $260.7M | 61 | 61 | – | 82% | COWZ 8%, BIL 6%, QGRW 6%, VUG 6% | Report a problem |
| 1779 | Vistica Wealth Advisors, LLC | $260.1M | 46 | 52 | 77 / 8 / 15 | 58% | DIMENSIONAL ETF TRUST 20%, BSVO 15%, DFIV 6%, DFEM 6% | Report a problem |
| 1780 | Finley Financial, LLC | $259.8M | 62 | 63 | 97 / 0 / 3 | 99% | IWV 12%, IWM 11%, IXUS 9%, QQQ 7% | Report a problem |
| 1781 | Bridge Generations Wealth Management | $259.8M | 43 | 44 | 94 / 2 / 4 | 80% | DIMENSIONAL ETF TRUST 18%, DIMENSIONAL ETF TRUST 11%, SPTI 10%, MUB 8% | Report a problem |
| 1782 | Ridgeline Wealth Planning LLC | $259.6M | 58 | 59 | 97 / 1 / 2 | 63% | SPYM 27%, JPST 13%, DYNF 9%, CGDV 9% | Report a problem |
| 1783 | Braeburn Wealth Management, LLC | $259.4M | 60 | 66 | 83 / 1 / 16 | 100% | QQQ 18%, MGV 15%, IVV 10%, IAU 4% | Report a problem |
| 1784 | Elevation Wealth Management | $259.2M | 70 | 72 | 94 / 2 / 4 | 55% | BBUS 6%, NVDA 5%, AAPL 4%, GOOGL 3% | Report a problem |
| 1785 | Davis Capital Management | $259M | 45 | 55 | 50 / 47 / 3 | 100% | SCHB 15%, SCHF 6%, SCHD 5%, SCHA 4% | Report a problem |
| 1786 | Kure Advisory, LLC | $259M | 43 | 48 | 84 / 2 / 14 | 97% | DFAU 15%, DFAI 15%, BALT 12%, VGSH 8% | Report a problem |
| 1787 | Cobblestone Asset Management | $258.9M | 52 | 52 | 99 / 0 / 1 | 94% | JPST 15%, IVV 14%, JBND 5%, SPYG 5% | Report a problem |
| 1788 | Northern Lights Advisors, Inc. | $258.9M | 62 | 62 | – | 71% | VEA 15%, MSFT 6%, IEMG 5%, IWF 5% | Report a problem |
| 1789 | Triton Financial Group, Inc | $258.7M | 67 | 70 | 89 / 3 / 7 | 75% | AAPL 8%, AMAT 4%, GOOG 4%, NVDA 4% | Report a problem |
| 1790 | Steel Tower Investments | $258.7M | 59 | 69 | 70 / 17 / 13 | 93% | VEA 18%, SCHX 14%, VCRB 6%, IWB 5% | Report a problem |
| 1791 | Equity Wealth Partners, LLC | $258.6M | 57 | 60 | 91 / 4 / 5 | 100% | VO 11%, IWY 7%, VB 7%, FNDX 5% | Report a problem |
| 1792 | Aft, Forsyth and Company, Inc. | $258.6M | 80 | 81 | 95 / 3 / 2 | 85% | NVDA 25%, AAPL 5%, IGM 4%, LLY 4% | Report a problem |
| 1793 | Nabity-Jensen Investment Management, Inc. | $258.5M | 58 | 64 | 77 / 19 / 4 | 82% | VTV 15%, GSLC 10%, VUG 8%, QQQ 6% | Report a problem |
| 1794 | Bush Wealth Management | $258.4M | 60 | 61 | 96 / 0 / 4 | 74% | VTI 19%, SCHF 14%, IWY 11%, SCHM 7% | Report a problem |
| 1795 | Mcdonough Capital Management, Inc. | $258.2M | 72 | 75 | 90 / 2 / 8 | 86% | AMZN 14%, GOOG 14%, NVDA 11%, AAPL 11% | Report a problem |
| 1796 | Bruce G. Allen Investments, LLC | $258.1M | 45 | 48 | 82 / 16 / 2 | 74% | EFV 15%, VTV 11%, SCHD 8%, FNDX 7% | Report a problem |
| 1797 | Schaeffer Financial LLC | $257.7M | 51 | 53 | 96 / 0 / 4 | 52% | IGSB 27%, SCHB 20%, SPGM 15%, SCHD 12% | Report a problem |
| 1798 | Carbahal Olsen Financial Services Group LLC | $257.6M | 59 | 62 | 88 / 5 / 7 | 64% | IVV 25%, QQQ 14%, IVW 13%, IEFA 11% | Report a problem |
| 1799 | Red Spruce Capital, LLC | $256.9M | 67 | 68 | 98 / 0 / 2 | 100% | GOOGL 7%, AMAT 5%, ABBV 4%, ASML 4% | Report a problem |
| 1800 | Vienna Asset Management LLC | $256.5M | 67 | 72 | 80 / 17 / 3 | 68% | TSLA 15%, BRK-B 5%, QQQ 5%, SPY 4% | Report a problem |