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 |
|---|---|---|---|---|---|---|---|---|
| 1851 | Optimist Retirement Group, LLC | $245.3M | 49 | 49 | 98 / 0 / 2 | 100% | PCAR 17%, SPYG 6%, SLYG 6%, SLYV 6% | Report a problem |
| 1852 | W Advisors LLC | $244.9M | 57 | 58 | 96 / 2 / 2 | 94% | IVW 7%, AAPL 6%, IVV 5%, MRK 4% | Report a problem |
| 1853 | Integras Partners, LLC | $244.8M | 36 | 38 | 92 / 1 / 7 | 80% | CLOI 6%, DIMENSIONAL ETF TRUST 4%, IJR 4%, BAI 4% | Report a problem |
| 1854 | Stirlingshire Investments | $244.6M | 47 | 49 | 93 / 0 / 7 | 59% | JAAA 4%, VCSH 3%, MGV 3%, VUSB 3% | Report a problem |
| 1855 | Ares Financial Consulting LLC | $243.9M | 49 | 60 | 63 / 13 / 24 | 91% | VTI 12%, USFR 5%, DIMENSIONAL U.S. TARGETED VALUE ETF 4%, NVDA 3% | Report a problem |
| 1856 | Invera Wealth Advisors LLC | $243.8M | 63 | 68 | 83 / 12 / 5 | 92% | IGIB 4%, AAPL 4%, ARTY 3%, SUSC 3% | Report a problem |
| 1857 | Legacy Solutions, LLC | $243.8M | 56 | 58 | 92 / 6 / 2 | 55% | SPYM 17%, SPDW 8%, IUSG 7%, CGGR 7% | Report a problem |
| 1858 | Stegent Equity Advisors Inc. | $243.7M | 50 | 51 | 97 / 1 / 2 | 59% | CPAG 4%, AVDV 3%, GOAU 3%, GQQQ 3% | Report a problem |
| 1859 | Exit Wealth Advisors | $243.2M | 57 | 57 | – | 90% | USFR 9%, TSLA 5%, IAU 4%, NVDA 4% | Report a problem |
| 1860 | Capstone Wealth Management Group, Inc. | $243M | 57 | 57 | – | 68% | AAPL 6%, XLK 5%, BIL 5%, XOM 4% | Report a problem |
| 1861 | Cladis Investment Advisory LLC | $242.6M | 71 | 72 | 95 / 0 / 5 | 93% | AAPL 7%, NVDA 4%, GEV 3%, GE 3% | Report a problem |
| 1862 | Anson Analytics | $242.2M | 42 | 45 | 83 / 15 / 2 | 76% | SGOV 7%, BILS 7%, FLTR 6%, FIGB 6% | Report a problem |
| 1863 | Excelsior Investors | $242M | 53 | 54 | 91 / 8 / 1 | 94% | BRK-B 29%, VOO 13%, VT 12%, VTI 8% | Report a problem |
| 1864 | 1620 Investment Advisors, Inc. | $241.6M | 45 | 48 | 85 / 9 / 6 | 79% | SPIB 3%, FRDM 3%, QEFA 3%, IGSB 2% | Report a problem |
| 1865 | Prism Planning Partners | $241.5M | 49 | 55 | 76 / 14 / 10 | 51% | ITOT 30%, IDEV 12%, VGIT 11%, DFEM 6% | Report a problem |
| 1866 | Treasure Coast Financial Planning, Inc. | $241.5M | 42 | 45 | 83 / 11 / 6 | 100% | SPTM 18%, SPDW 14%, BILS 7%, BIL 7% | Report a problem |
| 1867 | Capstone RIA | $241.1M | 64 | 64 | – | 96% | VOO 16%, QQQ 11%, VTI 10%, CGDV 9% | Report a problem |
| 1868 | The Kieckhefer Group | $240.8M | 84 | 88 | 84 / 0 / 16 | 100% | NVDA 39%, PLTR 7%, DELL 6%, QQQ 4% | Report a problem |
| 1869 | Eads & Heald Wealth Management | $240.5M | 60 | 63 | 89 / 5 / 6 | 95% | NVDA 3%, LRCX 3%, AMD 2%, APH 2% | Report a problem |
| 1870 | Interactive Financial Advisors | $240.4M | 55 | 55 | 98 / 0 / 2 | 70% | IVV 13%, VEA 7%, AGG 6%, RAVI 6% | Report a problem |
| 1871 | Lane Brothers Investment Counsel | $240.1M | 46 | 49 | 87 / 7 / 6 | 73% | JPST 11%, FLTR 11%, AVUS 6%, AVDE 6% | Report a problem |
| 1872 | Forefront | $239.8M | 57 | 60 | 88 / 0 / 12 | 100% | SPYM 11%, AGG 9%, FNDF 3%, IVV 3% | Report a problem |
| 1873 | Marest Capital, LLC | $239.8M | 46 | 57 | 57 / 38 / 5 | 100% | SPY 62%, SGOV 12%, BINC 5%, AAPL 4% | Report a problem |
| 1874 | Brewster Financial Planning LLC | $239.7M | 53 | 54 | 98 / 0 / 2 | 78% | IWB 27%, EFA 19%, IWM 13%, BIV 12% | Report a problem |
| 1875 | Lifetime Wealth Management P.c. | $239.6M | 33 | 38 | 74 / 15 / 11 | 97% | EWZS 6%, KSPI 6%, PBR-A 6%, BIL 6% | Report a problem |
| 1876 | E6 Portfolios | $239.4M | 49 | 55 | 84 / 0 / 16 | 62% | DIMENSIONAL ETF TRUST 16%, DFAX 11%, DFGX 8%, JAAA 7% | Report a problem |
| 1877 | Investors Portfolio Services LLC | $238.8M | 54 | 57 | 92 / 4 / 4 | 60% | SPY 24%, FHDG 16%, GPIX 8%, AIRR 8% | Report a problem |
| 1878 | Total Wealth Planning and Management, Inc. | $238.8M | 50 | 61 | 60 / 28 / 12 | 96% | MU 3%, AAPL 3%, AMZN 2%, ABBV 2% | Report a problem |
| 1879 | Goalfusion Wealth Management | $238.5M | 51 | 52 | 96 / 0 / 4 | 100% | IVV 25%, AGG 22%, VT 13%, VCIT 9% | Report a problem |
| 1880 | Goldenstone Wealth Management | $238.3M | 72 | 73 | 97 / 0 / 3 | 66% | BUFR 11%, DDTN 10%, AAPL 5%, USFR 5% | Report a problem |
| 1881 | Rachor Investment Advisory Services, LLC | $238.1M | 39 | 40 | 97 / 0 / 3 | 88% | DFSD 36%, DIMENSIONAL ETF TRUST 20%, DFIC 15%, DUSB 10% | Report a problem |
| 1882 | Fortune 45, LLC. | $237.7M | 63 | 64 | 97 / 0 / 3 | 100% | VOO 38%, QQQ 30%, SPIB 7%, VCIT 7% | Report a problem |
| 1883 | Lighthouse Wealth Management, Inc. | $237.6M | 51 | 53 | 92 / 7 / 1 | 74% | QQQ 11%, HEFA 10%, SCHD 9%, SCHK 9% | Report a problem |
| 1884 | Capital Financial Group, Inc. | $237.4M | 40 | 45 | 83 / 2 / 15 | 97% | SPYM 10%, GSIE 7%, USMV 7%, SPEM 3% | Report a problem |
| 1885 | Axiom Investment Management LLC | $236.8M | 47 | 56 | 75 / 4 / 21 | 84% | UNP 7%, AAPL 6%, MU 4%, PWR 4% | Report a problem |
| 1886 | Fireside Capital Advisors | $236.6M | 42 | 43 | 88 / 9 / 3 | 76% | VCIT 13%, SPY 8%, DFCF 7%, BRK-B 7% | Report a problem |
| 1887 | Level Wealth Management LLC | $236.5M | 46 | 54 | 72 / 11 / 17 | 100% | VTI 28%, BND 17%, VEA 11%, VTEB 6% | Report a problem |
| 1888 | Ipsen Advisor Group | $236.1M | 51 | 54 | 84 / 11 / 5 | 78% | IMCG 5%, IMCV 5%, ISCG 5%, JPSE 5% | Report a problem |
| 1889 | Crown Oak Advisors | $235.6M | 51 | 53 | 93 / 0 / 7 | 98% | SCHW 20%, HEI-A 11%, V 10%, DE 8% | Report a problem |
| 1890 | Birch Capital Management, LLC | $235.5M | 52 | 54 | 91 / 7 / 2 | 96% | GWW 9%, AAPL 9%, MSFT 6%, GOOG 5% | Report a problem |
| 1891 | Crew Capital Management, LTD. | $235.4M | 55 | 66 | 63 / 20 / 17 | 100% | QQQ 12%, AAPL 5%, XLK 4%, BRK-B 4% | Report a problem |
| 1892 | Northland Capital Management | $235M | 47 | 47 | 100 / 0 / 0 | 79% | XTEN 14%, FNDX 10%, STIP 9%, AVLV 8% | Report a problem |
| 1893 | Camelotta Advisors | $234.9M | 50 | 55 | 78 / 19 / 3 | 80% | IVV 25%, IEFA 7%, QQQ 6%, PHYS 5% | Report a problem |
| 1894 | Plan to Prosper Wealth Management | $234.3M | 85 | 85 | – | 72% | NVDA 28%, QQQI 5%, AVGO 5%, AAPL 5% | Report a problem |
| 1895 | Belleair Asset Management, LLC | $234.3M | 43 | 46 | 88 / 2 / 10 | 58% | VGIT 8%, DFUV 8%, DFSD 7%, DFAX 4% | Report a problem |
| 1896 | St. Louis Financial Planners Asset Management, LLC | $234M | 56 | 56 | 100 / 0 / 0 | 80% | BSCQ 28%, BIL 9%, MU 6%, WDC 4% | Report a problem |
| 1897 | Daviman Financial, LLC | $233.9M | 52 | 59 | 78 / 9 / 13 | 99% | SPYM 14%, CORO 6%, IVW 6%, DYNF 5% | Report a problem |
| 1898 | Figure 8 Investment Strategies LLC | $233.4M | 57 | 66 | 72 / 19 / 9 | 70% | AAPL 6%, GOOGL 6%, TSM 5%, MSFT 4% | Report a problem |
| 1899 | Ironwood Wealth Management, Inc. | $233.1M | 42 | 43 | 97 / 0 / 3 | 100% | BKLN 11%, JPST 11%, PULS 9%, IUSV 9% | Report a problem |
| 1900 | Klein Pavlis & Peasley Financial, Inc. | $232.7M | 54 | 61 | 68 / 28 / 4 | 100% | AEM 5%, TER 4%, PM 4%, SGOV 4% | Report a problem |