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 |
|---|---|---|---|---|---|---|---|---|
| 1951 | Strategic Financial Planning, Inc. | $220.6M | 60 | 60 | 99 / 0 / 1 | 88% | SCHB 13%, SCHA 11%, VWO 10%, SPDW 9% | Report a problem |
| 1952 | Intrinsic Value Partners, LLC | $220.6M | 65 | 68 | 90 / 1 / 9 | 74% | GOOG 11%, BRK-B 10%, TSM 7%, GOOGL 6% | Report a problem |
| 1953 | Terra Nova Asset Management LLC | $220.2M | 64 | 72 | 72 / 24 / 4 | 100% | GOOGL 6%, GEV 5%, MU 4%, MSFT 3% | Report a problem |
| 1954 | Cornerstone Financial Group | $220.2M | 67 | 68 | 96 / 4 / 0 | 100% | SPHY 18%, JEPI 15%, SCYB 8%, NVDA 5% | Report a problem |
| 1955 | Reicon Wealth Advisors, LLC | $220.1M | 48 | 55 | 68 / 22 / 10 | 100% | SPY 41%, EQWL 28%, RSP 6%, VOO 3% | Report a problem |
| 1956 | Jericho Financial | $220M | 72 | 73 | 96 / 2 / 2 | 91% | GOOGL 6%, CAT 5%, JPM 5%, AAPL 5% | Report a problem |
| 1957 | Slocum, Gordon & Co. LLP | $219.2M | 31 | 41 | 59 / 30 / 11 | 100% | MRK 8%, JNJ 7%, XOM 6%, NEE 6% | Report a problem |
| 1958 | Summit Financial Working With People You Trust | $219M | 54 | 55 | 97 / 1 / 2 | 69% | HYG 15%, LQD 15%, SCHX 10%, VTWO 6% | Report a problem |
| 1959 | Vaughan and Company Securities, Inc. | $218.9M | 58 | 60 | 94 / 3 / 3 | 100% | IWO 13%, IWF 12%, GSLC 12%, HDV 12% | Report a problem |
| 1960 | E-Wealth Partners | $218.7M | 59 | 59 | – | 63% | ITOT 25%, DGCB 7%, AAPL 7%, VBR 6% | Report a problem |
| 1961 | Rockbridge Asset Management, LLC | $218M | 48 | 51 | 91 / 0 / 9 | 77% | MKL 12%, AMZN 10%, ORLY 9%, CPRT 9% | Report a problem |
| 1962 | Allstreet Capital LLC | $218M | 46 | 54 | 59 / 37 / 4 | 100% | VEA 12%, MGV 9%, MGK 9%, BCI 4% | Report a problem |
| 1963 | Cedrus Wealth Group | $217.8M | 58 | 58 | – | 53% | PSLV 17%, FTSM 8%, KMB 7%, SPPP 6% | Report a problem |
| 1964 | Sound Financial Strategies Group, LLC | $217.7M | 48 | 51 | 90 / 3 / 7 | 80% | AGG 10%, CFIT 10%, TPIF 4%, WWJD 4% | Report a problem |
| 1965 | Affinity Wealth LLC | $217.5M | 62 | 62 | 100 / 0 / 0 | 86% | SCHG 30%, JVAL 20%, FNDF 12%, XMMO 11% | Report a problem |
| 1966 | Presidio Wealth Management | $217.5M | 63 | 63 | – | 97% | FTHI 5%, BUFR 4%, SCHV 4%, GRNJ 3% | Report a problem |
| 1967 | Wealthtrust Asset Management, LLC | $217.4M | 56 | 61 | 81 / 9 / 10 | 100% | WLTG 27%, CHRW 7%, IWB 4%, BIL 3% | Report a problem |
| 1968 | Sheridan Capital Management, LLC | $217.2M | 54 | 56 | 95 / 0 / 5 | 100% | IWF 18%, PYLD 17%, MGV 12%, AGG 11% | Report a problem |
| 1969 | Grange Capital, LLC | $217.2M | 51 | 63 | 62 / 14 / 24 | 81% | VEU 9%, VOO 8%, VGK 7%, EEM 6% | Report a problem |
| 1970 | Paladin Financial | $216.9M | 64 | 65 | 97 / 0 / 3 | 82% | SPYM 9%, DMBS 4%, AVDE 3%, NVDA 3% | Report a problem |
| 1971 | Ledgewood Wealth Advisors, LLC | $216.8M | 47 | 50 | 78 / 19 / 3 | 100% | DFAU 9%, PFS 9%, MSEX 8%, DFAI 6% | Report a problem |
| 1972 | Aegis Wealth Management, Inc. | $216.5M | 56 | 60 | 88 / 0 / 12 | 81% | QQH 13%, LGH 11%, CWB 9%, MINT 4% | Report a problem |
| 1973 | Values First Advisors, Inc. | $215.4M | 48 | 50 | 94 / 0 / 6 | 100% | VGSH 5%, SCHO 3%, ISTB 3%, IEI 3% | Report a problem |
| 1974 | SimplyRIA Advisor Network | $214.9M | 58 | 60 | 92 / 3 / 5 | 92% | BIL 7%, VTI 2%, NVDA 2%, SPYM 2% | Report a problem |
| 1975 | Powerhouse Assets LLC | $214.8M | 51 | 54 | 90 / 0 / 10 | 64% | VOO 26%, IVV 25%, ICSH 5%, VTV 4% | Report a problem |
| 1976 | Downshift Financial | $214.7M | 59 | 60 | 95 / 4 / 1 | 100% | SCHB 12%, SCHF 10%, VTI 9%, SCHR 8% | Report a problem |
| 1977 | Wealthtrak Advisors | $214.3M | 52 | 54 | 92 / 1 / 7 | 77% | SPYM 14%, GBIL 8%, SPEM 5%, HCMT 4% | Report a problem |
| 1978 | Ponta Wealth Partners, LLC | $214.3M | 75 | 75 | – | 87% | NVDA 7%, AAPL 7%, GOOG 4%, MSFT 4% | Report a problem |
| 1979 | Viable | $214.2M | 29 | 32 | 85 / 0 / 15 | 66% | SDCI 17%, XB 9%, XEMD 8%, USFR 7% | Report a problem |
| 1980 | Objective Capital Management, LLC | $214.2M | 54 | 60 | 79 / 6 / 15 | 67% | IVV 14%, QQQ 6%, VV 5%, SPY 5% | Report a problem |
| 1981 | Compass Planning Associates, Inc. | $213.9M | 39 | 42 | 76 / 16 / 8 | 100% | BSV 20%, BIV 16%, VTV 12%, SPY 11% | Report a problem |
| 1982 | Retiremitten Financial LLC | $213.8M | 51 | 54 | 88 / 1 / 11 | 100% | SPYM 20%, SPYG 15%, VYM 14%, SPAB 14% | Report a problem |
| 1983 | A4 Wealth Advisors LLC | $213.7M | 59 | 60 | 95 / 0 / 5 | 73% | VOO 13%, CORO 9%, IVW 7%, DYNF 7% | Report a problem |
| 1984 | Argyle Capital Partners, LLC | $213.6M | 62 | 64 | 92 / 6 / 2 | 81% | AAPL 6%, IWD 3%, MSFT 3%, IWF 3% | Report a problem |
| 1985 | Cedarwood Wealth | $213.4M | 67 | 67 | – | 62% | IVV 11%, QQQ 9%, AAPL 5%, GPIX 5% | Report a problem |
| 1986 | Dominguez Wealth Management Solutions, Inc. | $213.1M | 50 | 52 | 93 / 0 / 7 | 92% | VUG 16%, AAPL 12%, FIXD 8%, SGOV 8% | Report a problem |
| 1987 | Sacks & Associates, LLC | $212.8M | 56 | 56 | 97 / 3 / 0 | 72% | IVE 11%, BRK-B 6%, XLP 5%, BIL 4% | Report a problem |
| 1988 | Bck Partners, Inc. | $212.7M | 50 | 51 | 96 / 2 / 2 | 100% | VOO 25%, VCSH 23%, VO 15%, VB 12% | Report a problem |
| 1989 | Patrick Mauro Investment Advisor, Inc. | $212.1M | 40 | 42 | 79 / 17 / 4 | 100% | IXUS 11%, WSO 7%, CME 6%, MSFT 6% | Report a problem |
| 1990 | Madrid Wealth Management | $212.1M | 55 | 55 | – | 72% | AVUS 11%, EVTR 9%, VCRB 8%, VEA 6% | Report a problem |
| 1991 | Bravias Financial | $212M | 47 | 53 | 81 / 5 / 14 | 98% | BOXX 16%, BBUS 9%, VGT 7%, GMOM 6% | Report a problem |
| 1992 | Orca Investment Management, LLC | $211.7M | 55 | 59 | 81 / 13 / 6 | 80% | GOOG 8%, AAPL 8%, MSFT 7%, AVGO 6% | Report a problem |
| 1993 | Virtue Asset Management LLC | $211.4M | 55 | 64 | 69 / 26 / 5 | 98% | AAPL 5%, GOOG 4%, DFUS 4%, NVDA 4% | Report a problem |
| 1994 | Thompson Davis Asset Management | $211.3M | 67 | 70 | 93 / 3 / 4 | 85% | SMID 32%, CSL 6%, DOV 3%, JPST 2% | Report a problem |
| 1995 | Traub Capital Management | $210.8M | 56 | 58 | 95 / 0 / 5 | 56% | AAPL 6%, VCSH 5%, JAAA 5%, GOOGL 4% | Report a problem |
| 1996 | Sky-Mountain Capital Management | $210.6M | 34 | 39 | 70 / 10 / 20 | 95% | USFR 39%, GLD 16%, GRID 5%, VYM 4% | Report a problem |
| 1997 | Baring Financial LLC | $210.3M | 56 | 60 | 85 / 5 / 10 | 100% | IVV 10%, QQQM 8%, MGK 5%, SCHV 5% | Report a problem |
| 1998 | Independence Wealth Advisors, LLC | $210.3M | 47 | 49 | 92 / 0 / 8 | 100% | XLK 13%, CTA 13%, SPTS 6%, XLF 5% | Report a problem |
| 1999 | Alcosta Capital Management, Inc. | $210.2M | 74 | 79 | 80 / 16 / 4 | 88% | NVDA 15%, AVGO 8%, GOOG 8%, AMZN 7% | Report a problem |
| 2000 | Atlantic Family Wealth, LLC | $210.1M | 44 | 50 | 69 / 23 / 8 | 100% | IVV 25%, CDL 19%, CDC 18%, IVW 6% | Report a problem |