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 |
|---|---|---|---|---|---|---|---|---|
| 151 | Moors & Cabot, Inc | $4.03B | 60 | 66 | 76 / 18 / 6 | 84% | AAPL 5%, NVDA 4%, TPL 3%, MSFT 3% | Report a problem |
| 152 | Cardinal Capital Management, Inc. | $4.02B | 48 | 50 | 91 / 7 / 2 | 100% | MFC 5%, RY 5%, BMO 4%, CM 4% | Report a problem |
| 153 | Azimuth Capital Management | $3.99B | 62 | 69 | 72 / 26 / 2 | 100% | AAPL 4%, NVDA 4%, AVGO 3%, MSFT 3% | Report a problem |
| 154 | Argent Capital Management LLC | $3.99B | 71 | 72 | 99 / 0 / 1 | 80% | GOOGL 7%, NVDA 7%, AMZN 6%, AMAT 5% | Report a problem |
| 155 | Corecap Advisors | $3.99B | 59 | 64 | 82 / 3 / 15 | 100% | VTI 5%, SPYG 5%, XLK 4%, BND 3% | Report a problem |
| 156 | Kingswood Wealth Advisors, LLC | $3.8B | 68 | 73 | 82 / 11 / 7 | 80% | AAPL 4%, SPY 3%, NVDA 3%, QQQ 2% | Report a problem |
| 157 | Fas Wealth Partners, Inc. | $3.78B | 56 | 61 | 84 / 9 / 7 | 61% | RSP 6%, JEPI 5%, ILCG 4%, AVLV 4% | Report a problem |
| 158 | Ausdal Financial Partners, Inc. | $3.73B | 54 | 59 | 83 / 3 / 14 | 82% | SHV 4%, CAT 3%, AAPL 3%, SCHG 2% | Report a problem |
| 159 | Bok Financial Private Wealth, Inc. | $3.72B | 54 | 58 | 81 / 14 / 5 | 64% | VOO 18%, VEA 10%, VUG 9%, VTV 7% | Report a problem |
| 160 | The Welch Group, LLC | $3.68B | 43 | 47 | 87 / 5 / 8 | 91% | AAPL 4%, CSCO 4%, ABBV 3%, JPM 3% | Report a problem |
| 161 | Sax Wealth Advisors, LLC | $3.6B | 47 | 58 | 66 / 11 / 23 | 100% | DFUS 12%, FBND 8%, QQQM 5%, QUAL 4% | Report a problem |
| 162 | The Burney Company | $3.59B | 68 | 69 | 94 / 2 / 4 | 100% | BRES 18%, BRNY 12%, AAPL 3%, VGIT 2% | Report a problem |
| 163 | Courier Capital, LLC | $3.59B | 52 | 59 | 75 / 18 / 7 | 74% | IVW 6%, IVV 4%, AAPL 4%, IVE 3% | Report a problem |
| 164 | Venturi Private Wealth | $3.58B | 62 | 67 | 84 / 11 / 5 | 86% | IWF 6%, IEMG 6%, SPYM 5%, IEFA 3% | Report a problem |
| 165 | Sigfig Wealth Management LLC | $3.58B | 54 | 54 | 100 / 0 / 0 | 100% | ITOT 18%, AGG 11%, GSLC 8%, IUSB 7% | Report a problem |
| 166 | Steele Capital Management, Inc. | $3.55B | 55 | 56 | 96 / 2 / 2 | 80% | IVV 10%, FNDX 7%, SCHF 7%, VEA 6% | Report a problem |
| 167 | Visionary Wealth Advisors, LLC | $3.54B | 52 | 57 | 83 / 4 / 13 | 86% | AAPL 5%, IVV 3%, PWR 3%, SCHX 2% | Report a problem |
| 168 | Bryn Mawr Trust Advisors, LLC | $3.51B | 54 | 60 | 76 / 12 / 12 | 86% | IVV 6%, AAPL 5%, BND 4%, IWY 3% | Report a problem |
| 169 | Equity Investment Corp | $3.51B | 46 | 47 | 96 / 0 / 4 | 100% | VZ 4%, GSK 3%, UPS 3%, MDT 3% | Report a problem |
| 170 | Systematic Alpha Investments, LLC | $3.49B | 63 | 65 | 95 / 0 / 5 | 100% | VOO 21%, LLY 9%, AMAT 6%, VTV 5% | Report a problem |
| 171 | Kathmere Capital Management, LLC | $3.48B | 52 | 55 | 88 / 2 / 10 | 61% | VLUE 5%, VEA 4%, MTUM 3%, VV 3% | Report a problem |
| 172 | Tandem Investment Advisors Inc | $3.45B | 46 | 51 | 78 / 11 / 11 | 55% | APH 6%, NEE 5%, ICE 4%, TRNO 4% | Report a problem |
| 173 | Flagship Harbor Advisors, LLC | $3.42B | 59 | 61 | 93 / 4 / 3 | 82% | SPYG 5%, SPYV 3%, NVDA 2%, SGOV 2% | Report a problem |
| 174 | Frank, Rimerman Advisors LLC | $3.4B | 73 | 78 | 82 / 14 / 4 | 63% | NVDA 6%, QQQ 6%, GOOGL 5%, AAPL 5% | Report a problem |
| 175 | Summitry, LLC | $3.35B | 61 | 66 | 83 / 13 / 4 | 100% | V 5%, AMZN 5%, GOOGL 4%, TSM 4% | Report a problem |
| 176 | Blbb Advisors | $3.26B | 56 | 61 | 79 / 18 / 3 | 100% | VEA 9%, IVV 8%, IJH 8%, VWO 6% | Report a problem |
| 177 | Advocacy Wealth Management, LLC | $3.24B | 51 | 60 | 72 / 5 / 23 | 100% | SPYM 18%, EMXC 5%, SPDW 4%, IVW 4% | Report a problem |
| 178 | Bogart Wealth, LLC | $3.19B | 53 | 55 | 93 / 0 / 7 | 98% | VOO 7%, ACWI 6%, XOM 6%, CGDV 4% | Report a problem |
| 179 | Lutz Financial | $3.19B | 45 | 46 | 93 / 4 / 3 | 55% | VOO 11%, SPYV 9%, IJH 8%, BND 7% | Report a problem |
| 180 | Csenge Advisory Group, LLC | $3.17B | 48 | 53 | 82 / 5 / 13 | 95% | SPY 5%, RSP 5%, FTSM 5%, QQQ 4% | Report a problem |
| 181 | Staley Capital Advisers Inc | $3.11B | 58 | 60 | 91 / 4 / 5 | 91% | GOOG 8%, IWF 8%, MSFT 6%, JPM 5% | Report a problem |
| 182 | Staley Capital Advisers Inc | $3.11B | 58 | 60 | 91 / 4 / 5 | 91% | GOOG 8%, IWF 8%, MSFT 6%, JPM 5% | Report a problem |
| 183 | Earned Wealth Advisors, LLC | $3.11B | 53 | 57 | 86 / 5 / 9 | 58% | DFUS 9%, DIMENSIONAL ETF TRUST 7%, IVV 5%, SPYM 5% | Report a problem |
| 184 | Winthrop Wealth | $3.1B | 60 | 62 | 92 / 6 / 2 | 52% | ITOT 11%, IVV 10%, ACWX 7%, IWB 7% | Report a problem |
| 185 | Eagle Global Advisors LLC | $3.1B | 49 | 50 | 97 / 1 / 2 | 100% | AAPL 10%, TRGP 5%, ET 4%, EPD 4% | Report a problem |
| 186 | Svb Wealth | $3.1B | 59 | 67 | 70 / 22 / 8 | 73% | AAPL 6%, IWY 5%, IEFA 3%, MSFT 3% | Report a problem |
| 187 | Obermeyer Wealth Partners | $3.03B | 61 | 69 | 76 / 11 / 13 | 100% | VTI 11%, GOOG 5%, TSM 5%, VOO 5% | Report a problem |
| 188 | Globalt Investments | $3.02B | 53 | 55 | 91 / 3 / 6 | 100% | IWF 15%, IWD 14%, SPTS 10%, SPTI 6% | Report a problem |
| 189 | Elm Wealth | $3.02B | 55 | 56 | 96 / 0 / 4 | 96% | VTI 16%, VBIL 10%, VWO 10%, VGK 7% | Report a problem |
| 190 | Chesley, Taft & Associates, LLC | $3.01B | 65 | 67 | 93 / 5 / 2 | 92% | GOOG 6%, NVDA 4%, AAPL 3%, AMZN 3% | Report a problem |
| 191 | Vicus Capital, Inc. | $2.99B | 57 | 59 | 93 / 3 / 4 | 56% | SPYM 13%, SPDW 10%, IVV 5%, SPMD 4% | Report a problem |
| 192 | Baltimore-Washington Financial Advisors | $2.99B | 69 | 70 | 97 / 0 / 3 | 92% | VV 5%, QQQ 5%, RSPT 4%, NVDA 4% | Report a problem |
| 193 | Cardiff Park Advisors | $2.96B | 66 | 69 | 87 / 7 / 6 | 50% | DIMENSIONAL ETF TRUST 13%, VTI 13%, META 8%, DFAX 3% | Report a problem |
| 194 | Sfmg Wealth Advisors | $2.96B | 54 | 56 | 91 / 7 / 2 | 61% | ATO 11%, PTLC 9%, SPHQ 9%, GSLC 8% | Report a problem |
| 195 | Resonant Capital Advisors, LLC | $2.96B | 47 | 52 | 80 / 9 / 11 | 89% | IVV 8%, JMST 5%, MEAR 4%, DSTL 3% | Report a problem |
| 196 | Parcion Private Wealth LLC | $2.95B | 57 | 62 | 81 / 9 / 10 | 75% | IEFA 7%, DFEM 6%, AIRR 4%, QQQ 3% | Report a problem |
| 197 | Berger Financial Group | $2.95B | 56 | 60 | 88 / 2 / 10 | 75% | SCHD 5%, SCHG 5%, VUG 5%, PJFG 4% | Report a problem |
| 198 | Cambiar Investors, LLC | $2.92B | 52 | 53 | 96 / 0 / 4 | 82% | DAL 3%, GOOGL 3%, UNP 3%, BMY 3% | Report a problem |
| 199 | Transcend Capital Advisors, LLC | $2.91B | 54 | 61 | 75 / 16 / 9 | 68% | AAPL 8%, BRK-B 3%, SPYG 3%, MSFT 2% | Report a problem |
| 200 | Smith Salley Wealth Management | $2.89B | 58 | 72 | 53 / 42 / 5 | 100% | NVDA 7%, AAPL 5%, GOOG 4%, MSFT 4% | Report a problem |