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 |
|---|---|---|---|---|---|---|---|---|
| 1801 | Peakstone Financial Advisors | $255.9M | 65 | 66 | 95 / 2 / 3 | 99% | VTI 10%, SMH 9%, QQQ 7%, RDVY 7% | Report a problem |
| 1802 | Secured Retirement Advisors, LLC | $255.1M | 63 | 64 | 93 / 3 / 4 | 82% | STXF 4%, NVDA 4%, AAPL 4%, BOND 3% | Report a problem |
| 1803 | Koa Wealth Management, LLC | $254.9M | 48 | 52 | 85 / 12 / 3 | 68% | BRK-B 13%, AAPL 11%, GOOGL 8%, SGOV 7% | Report a problem |
| 1804 | Ridge Creek Global, Inc. | $254.8M | 58 | 62 | 84 / 11 / 5 | 60% | VTI 16%, VGT 7%, IAU 4%, NEM 3% | Report a problem |
| 1805 | Game Plan Financial Advisors, LLC | $254.7M | 59 | 67 | 73 / 16 / 11 | 100% | GOOG 7%, AAPL 5%, NVDA 5%, SWVXX 5% | Report a problem |
| 1806 | Cap Partners, LLC | $254.7M | 68 | 69 | 95 / 0 / 5 | 85% | QQQM 8%, SCHX 6%, TSLA 4%, NVDA 3% | Report a problem |
| 1807 | Hartmann Taylor Wealth Management, LLC | $254.6M | 54 | 58 | 88 / 1 / 11 | 67% | VTV 14%, CGGR 11%, CGDV 9%, CGBL 7% | Report a problem |
| 1808 | Glenorchy Capital Limited | $254.4M | 50 | 51 | 96 / 0 / 4 | 66% | EWZ 6%, GDX 5%, FRO 4%, ECH 4% | Report a problem |
| 1809 | Defined Wealth Management, LLC | $254M | 56 | 62 | 80 / 8 / 12 | 96% | VOO 5%, FENI 5%, VUG 4%, SPY 4% | Report a problem |
| 1810 | Addis & Hill, Incorporated | $254M | 54 | 60 | 74 / 24 / 2 | 97% | VV 36%, VPL 13%, VTI 12%, VO 6% | Report a problem |
| 1811 | Pps & V Asset Management Consultants Inc | $253.7M | 58 | 63 | 80 / 14 / 6 | 91% | IVV 27%, QQQ 20%, SCHG 11%, IJR 7% | Report a problem |
| 1812 | Washburn Capital Management Inc. | $253.6M | 61 | 70 | 70 / 28 / 2 | 100% | SPY 23%, VTI 18%, QQQ 14%, MTUM 6% | Report a problem |
| 1813 | Elevation Capital Advisory | $252.9M | 57 | 58 | 97 / 0 / 3 | 100% | IWY 6%, FDMO 5%, AOK 5%, FEX 5% | Report a problem |
| 1814 | Robbins Farley LLC | $252.9M | 62 | 67 | 85 / 4 / 11 | 100% | NVDA 4%, SCHD 4%, CAT 3%, AVGO 3% | Report a problem |
| 1815 | Corrado Advisors, LLC | $252.8M | 52 | 58 | 79 / 7 / 14 | 100% | GOOGL 3%, XLK 3%, SOXX 2%, PAPR 2% | Report a problem |
| 1816 | Aurora Investment Counsel | $252.7M | 53 | 56 | 92 / 3 / 5 | 84% | ZTO 2%, DORM 2%, TILE 2%, BKNG 2% | Report a problem |
| 1817 | Patrick M. Sweeney & Associates, Inc | $252.5M | 48 | 55 | 76 / 9 / 15 | 91% | AAPL 6%, BAC 4%, ABT 4%, ABBV 4% | Report a problem |
| 1818 | Taylor Securities Services, Inc. | $252.5M | 53 | 57 | 84 / 10 / 6 | 100% | HEGD 26%, HELO 17%, SPY 12%, AAPL 8% | Report a problem |
| 1819 | Waycross Investment Management Co | $252.4M | 46 | 49 | 86 / 12 / 2 | 60% | IBTK 8%, IBTJ 7%, GRID 6%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 1820 | Jcp Investment Management, LLC | $252.3M | 43 | 68 | 30 / 51 / 19 | 100% | SPY 21%, UNFI 12%, HHH 12%, FNF 10% | Report a problem |
| 1821 | Morgan Dempsey Capital Management LLC | $252.3M | 39 | 40 | 98 / 0 / 2 | 94% | BIL 5%, C 4%, CMI 4%, ETR 4% | Report a problem |
| 1822 | Bradley & Company Private Wealth Management, LLC | $252M | 63 | 71 | 71 / 24 / 5 | 100% | GOOG 9%, VTI 8%, AAPL 8%, AXP 6% | Report a problem |
| 1823 | Fischer Investment Strategies, LLC | $251.9M | 52 | 55 | 85 / 5 / 10 | 97% | DFUV 14%, SPMO 11%, DFIV 10%, BUFD 10% | Report a problem |
| 1824 | Talisman Wealth Advisors, LLC | $251.3M | 48 | 59 | 69 / 6 / 25 | 78% | PICK 8%, BND 7%, IWF 6%, SCHF 5% | Report a problem |
| 1825 | Peterson Wealth Management, LLC | $251.1M | 58 | 64 | 74 / 20 / 6 | 100% | QQQ 15%, SPY 14%, VCIT 9%, VIG 7% | Report a problem |
| 1826 | Team Wealth & Tax Advisors | $251.1M | 46 | 47 | 96 / 2 / 2 | 98% | DGRW 17%, EPS 15%, USFR 8%, SCHG 8% | Report a problem |
| 1827 | Windle Wealth | $251M | 51 | 52 | 95 / 0 / 5 | 100% | NVDA 7%, AAPL 5%, WELL 5%, JNJ 5% | Report a problem |
| 1828 | Blodgett Wealth Advisors, LLC | $250.9M | 64 | 74 | 64 / 27 / 9 | 93% | IWF 14%, NVDA 12%, AAPL 11%, GOOGL 8% | Report a problem |
| 1829 | Deane Retirement Strategies, Inc. | $250.7M | 29 | 30 | 92 / 0 / 8 | 100% | VTIP 11%, STIP 8%, CTA 7%, PTLC 5% | Report a problem |
| 1830 | Amara Financial, LLC | $250.5M | 59 | 60 | 96 / 3 / 1 | 69% | MGK 17%, VEA 16%, VIG 14%, MGV 8% | Report a problem |
| 1831 | Mokan Wealth Management | $250.3M | 59 | 59 | 98 / 0 / 2 | 100% | VGSH 6%, BIL 6%, BILS 6%, BRK-B 4% | Report a problem |
| 1832 | Cogent Private Wealth | $250.3M | 57 | 57 | – | 64% | AVIG 7%, AVMA 7%, DFAX 5%, AVUS 4% | Report a problem |
| 1833 | Journey Beyond Wealth | $250.3M | 61 | 63 | 93 / 2 / 5 | 55% | VOO 27%, VEU 13%, VXF 8%, VEA 7% | Report a problem |
| 1834 | Rutherford Investment Management | $250M | 78 | 79 | 97 / 0 / 3 | 100% | NVDA 8%, AMD 4%, GOOGL 4%, CRWD 4% | Report a problem |
| 1835 | Oxenfree Financial | $249.8M | 58 | 60 | 92 / 4 / 4 | 95% | STXF 21%, STXG 13%, STXT 8%, STXK 7% | Report a problem |
| 1836 | Forest Hill Capital, LLC | $248.8M | 71 | 74 | 92 / 0 / 8 | 57% | PHYS 34%, GDX 16%, NEM 14%, FNV 13% | Report a problem |
| 1837 | Evergreen Wealth Management, LLC | $248.7M | 60 | 62 | 95 / 0 / 5 | 90% | VIG 8%, VYM 5%, BLV 5%, PBI 5% | Report a problem |
| 1838 | The Clifford Group LLC | $248.3M | 64 | 67 | 92 / 3 / 5 | 63% | VOO 29%, MGK 8%, LSGR 5%, EFV 4% | Report a problem |
| 1839 | Cedar Point Capital Partners, LLC | $248.1M | 55 | 56 | 95 / 3 / 2 | 74% | FNDX 8%, MGK 8%, DFUS 7%, VO 7% | Report a problem |
| 1840 | Focus Wealth Advisors, LLC | $247.6M | 48 | 55 | 75 / 12 / 13 | 100% | FMAY 13%, BND 7%, IVV 6%, DIA 6% | Report a problem |
| 1841 | Nova Wealth Management, Inc. | $247.5M | 60 | 67 | 77 / 16 / 7 | 95% | SPMO 7%, UCON 3%, IWY 3%, XLK 2% | Report a problem |
| 1842 | Wealth Intelligence, LLC | $247.5M | 54 | 54 | – | 87% | LOW 31%, FTCB 9%, PFXF 5%, GSY 4% | Report a problem |
| 1843 | Blueline Advisors | $247.2M | 47 | 49 | 92 / 3 / 5 | 63% | VTV 15%, VUG 12%, DGS 6%, SCZ 5% | Report a problem |
| 1844 | Strive Financial Group, LLC | $246.7M | 67 | 67 | – | 93% | VOO 8%, IEFA 7%, ZECP 5%, GROZ 5% | Report a problem |
| 1845 | 17 Capital Partners, LLC | $246.4M | 71 | 74 | 87 / 8 / 5 | 100% | META 11%, GOOGL 3%, SGOV 3%, IVW 2% | Report a problem |
| 1846 | Mckinney Capital Management | $246.1M | 61 | 61 | – | 100% | BUFR 19%, QQH 8%, QUS 8%, KLAC 6% | Report a problem |
| 1847 | Asempa Wealth Advisors | $246M | 54 | 59 | 81 / 11 / 8 | 66% | IVV 7%, OEF 4%, ACWX 4%, SPYM 4% | Report a problem |
| 1848 | Insight Investment Counsel | $245.7M | 55 | 61 | 80 / 15 / 5 | 100% | MRVL 6%, AMAT 5%, GLW 5%, AAPL 4% | Report a problem |
| 1849 | Global Wealth Management, LLC | $245.7M | 45 | 46 | 79 / 19 / 2 | 100% | JMST 13%, SCHB 12%, VUSB 11%, SCHD 10% | Report a problem |
| 1850 | Rm Financial Services, LLC | $245.4M | 52 | 53 | 98 / 0 / 2 | 56% | CGDG 9%, CGCV 7%, GLDM 7%, PPA 6% | Report a problem |