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 |
|---|---|---|---|---|---|---|---|---|
| 2001 | Daniel Investment Group Inc. | $210.1M | 57 | 57 | – | 80% | BRK-B 56%, VEU 6%, BN 6%, JPM 4% | Report a problem |
| 2002 | Gouws Capital LLC | $209.9M | 60 | 63 | 91 / 3 / 6 | 100% | QQQ 11%, LLY 10%, GOOG 9%, CAT 8% | Report a problem |
| 2003 | Cultivating Wealth | $209.8M | 61 | 65 | 89 / 1 / 10 | 85% | ESGV 46%, ESGD 15%, ESGE 5%, ESML 5% | Report a problem |
| 2004 | Img Wealth Management, Inc. | $209.7M | 45 | 51 | 74 / 15 / 11 | 100% | BUFR 10%, CGDV 8%, BUFQ 7%, BUFD 5% | Report a problem |
| 2005 | Madson Wealth Advisors Inc. | $208.7M | 53 | 53 | – | 70% | VIG 6%, SGOV 6%, VIGI 6%, DGRO 6% | Report a problem |
| 2006 | Golden Bell Financial Planning, LLC | $208.6M | 44 | 45 | 96 / 1 / 3 | 68% | BND 19%, BNDX 9%, SCHP 8%, DFLV 8% | Report a problem |
| 2007 | Financial Life Planners | $208.4M | 64 | 75 | 68 / 12 / 20 | 100% | QQQ 25%, IVV 21%, NVDA 10%, AAPL 5% | Report a problem |
| 2008 | Longview Financial Advisors, Inc. | $208.2M | 40 | 43 | 72 / 23 / 5 | 100% | IQLT 10%, FYLD 9%, COWZ 9%, SPGP 8% | Report a problem |
| 2009 | Fulcrum Wealth Advisors, LLC | $208M | 64 | 69 | 79 / 21 / 0 | 80% | SGOL 8%, MSFT 6%, PHYS 6%, NVDA 6% | Report a problem |
| 2010 | Fairscale Capital, LLC | $207.8M | 68 | 72 | 86 / 8 / 6 | 94% | VOO 18%, IGM 8%, NVDA 7%, AAPL 4% | Report a problem |
| 2011 | Prairieview Wealth & Tax Advisors | $207.5M | 50 | 52 | 94 / 0 / 6 | 69% | IVV 22%, AGG 12%, HTRB 10%, IWR 9% | Report a problem |
| 2012 | White Knight Strategic Wealth Advisors, LLC | $207.4M | 69 | 70 | 95 / 3 / 2 | 72% | BRK-B 16%, NVDA 6%, TSLA 5%, JNJ 5% | Report a problem |
| 2013 | Counterweight Private Wealth | $207.2M | 59 | 61 | 92 / 6 / 2 | 100% | IWF 5%, IJR 5%, NVDA 4%, AAPL 4% | Report a problem |
| 2014 | Zermatt Wealth Advisors | $206.9M | 53 | 57 | 90 / 3 / 7 | 66% | AAPL 13%, VTI 9%, BND 4%, VONG 4% | Report a problem |
| 2015 | Bauman Wealth Advisors | $206.4M | 54 | 59 | 84 / 2 / 14 | 100% | SPYM 19%, QQQM 10%, AVLV 6%, GARP 6% | Report a problem |
| 2016 | Cooksen Wealth, LLC | $206.2M | 54 | 59 | 84 / 1 / 15 | 92% | IWF 16%, XLK 14%, VTV 10%, XLF 4% | Report a problem |
| 2017 | Hardworking Capital Advisors, LLC | $206M | 45 | 46 | 94 / 3 / 3 | 63% | SPY 12%, JPST 7%, MINT 5%, AAPL 4% | Report a problem |
| 2018 | Western Pacific Wealth Management, LP | $205.5M | 68 | 70 | 92 / 7 / 1 | 58% | VIG 12%, VYM 11%, AAPL 8%, GOOGL 7% | Report a problem |
| 2019 | Mittelman Wealth Management | $204.6M | 47 | 50 | 78 / 22 / 0 | 95% | VIG 13%, VYM 10%, VOO 8%, VEA 8% | Report a problem |
| 2020 | Donalies Financial Planning, LLC | $204.5M | 60 | 60 | 98 / 0 / 2 | 68% | DIMENSIONAL ETF TRUST 11%, VOO 11%, DFSU 5%, VEA 4% | Report a problem |
| 2021 | Momentum Wealth Planning | $204.5M | 61 | 66 | 81 / 13 / 6 | 81% | SPY 28%, QQQ 18%, SGOV 7%, DRAM 6% | Report a problem |
| 2022 | The William Allan Corporation | $204.4M | 66 | 68 | 93 / 3 / 4 | 100% | AMAT 14%, GOOGL 6%, DELL 6%, AAPL 5% | Report a problem |
| 2023 | Prospect Financial Group LLC | $204.4M | 58 | 58 | 98 / 0 / 2 | 62% | DFEM 10%, DIMENSIONAL ETF TRUST 8%, BND 7%, DFIC 6% | Report a problem |
| 2024 | Royal Capital Wealth Management LLC | $204.2M | 61 | 63 | 95 / 0 / 5 | 92% | SPY 14%, NVDA 6%, MA 6%, BRK-B 5% | Report a problem |
| 2025 | Rochester Wealth Strategies, LLC | $203.6M | 54 | 55 | 99 / 0 / 1 | 90% | VTV 14%, VUG 14%, VEA 10%, VWO 9% | Report a problem |
| 2026 | Wj Financial Advisors, LLC | $203.4M | 51 | 59 | 69 / 18 / 13 | 97% | AAPL 5%, GLD 5%, BRK-B 4%, AMZN 4% | Report a problem |
| 2027 | Syntax Research, Inc. | $202.9M | 50 | 53 | 87 / 1 / 12 | 78% | IVV 10%, IEF 10%, SHY 9%, USMV 8% | Report a problem |
| 2028 | Wernau Asset Management | $202.6M | 49 | 61 | 60 / 25 / 15 | 87% | AAPL 25%, SPY 12%, GOOG 8%, BRK-B 7% | Report a problem |
| 2029 | Keenan Financial | $202.5M | 61 | 62 | 97 / 0 / 3 | 72% | FBCG 17%, IVV 14%, IUSV 10%, CGDV 10% | Report a problem |
| 2030 | Hansen & Associates Financial Group Inc. | $202.4M | 28 | 30 | 90 / 0 / 10 | 96% | SHV 27%, FTSM 22%, VIXM 7%, XLK 3% | Report a problem |
| 2031 | Mcguire Capital Advisors, Inc. | $202.4M | 81 | 81 | – | 91% | NVDA 20%, AAPL 4%, SMH 3%, SPY 3% | Report a problem |
| 2032 | Robinson Value Management, LTD. | $202.3M | 41 | 47 | 76 / 10 / 14 | 100% | SPDN 10%, VCSH 5%, AMD 4%, MTB 3% | Report a problem |
| 2033 | J M Brown Financial Partners | $202.1M | 63 | 64 | 98 / 0 / 2 | 88% | SSO 4%, CWB 4%, RPG 3%, AAPL 3% | Report a problem |
| 2034 | Upper Left Wealth Management, LLC | $201.1M | 47 | 47 | 99 / 0 / 1 | 91% | IAU 7%, SPYM 6%, BCI 4%, BNDX 4% | Report a problem |
| 2035 | Harvest Investment Advisors, LLC | $200.3M | 57 | 60 | 89 / 8 / 3 | 100% | QQQ 21%, EFA 7%, IWM 7%, ONEQ 5% | Report a problem |
| 2036 | Mh & Associates Securities Management Corporation | $200.2M | 39 | 47 | 71 / 16 / 13 | 78% | OUNZ 5%, RIO 4%, PSX 4%, BIIB 3% | Report a problem |
| 2037 | Wh Cornerstone Investments Inc. | $200M | 54 | 56 | 93 / 0 / 7 | 95% | VTI 15%, VEA 6%, AAPL 4%, GOOGL 4% | Report a problem |
| 2038 | Kg Capital Management, LLC | $199.5M | 47 | 56 | 74 / 3 / 23 | 100% | SPY 8%, JPM 6%, BIL 4%, GBIL 3% | Report a problem |
| 2039 | Advisor.investments | $199.4M | 42 | 48 | 76 / 13 / 11 | 100% | XOM 18%, JOE 11%, DKS 6%, FAST 5% | Report a problem |
| 2040 | Pingora Partners LLC | $199.4M | 65 | 70 | 84 / 6 / 10 | 100% | FTAI 30%, CRGY 7%, FIP 6%, DVN 3% | Report a problem |
| 2041 | Miller Global Investments, L.l.c. | $199.4M | 44 | 54 | 52 / 34 / 14 | 100% | JA 4%, JPIE 4%, JSI 4%, MHY 3% | Report a problem |
| 2042 | Rik Saylor Financial, Inc. | $199.2M | 48 | 57 | 74 / 0 / 26 | 100% | QQQ 6%, BIL 6%, IVW 5%, MTUM 4% | Report a problem |
| 2043 | The Bedminster Group | $199M | 53 | 58 | 82 / 5 / 13 | 72% | IVV 29%, SPY 9%, DYNF 7%, BINC 5% | Report a problem |
| 2044 | Capital Squared Financial LLC | $198.7M | 60 | 63 | 87 / 13 / 0 | 88% | SCHV 8%, SCHX 7%, SCHG 7%, QQQ 6% | Report a problem |
| 2045 | Paladin Partners | $198.5M | 64 | 64 | – | 76% | IWB 14%, SPY 11%, NVDA 10%, IWD 8% | Report a problem |
| 2046 | Constant Guidance Financial, LLC | $198M | 53 | 56 | 85 / 15 / 0 | 95% | SPY 18%, BRK-B 17%, EFA 8%, IWM 4% | Report a problem |
| 2047 | Davis Wealth Advisors | $197.1M | 53 | 56 | 89 / 3 / 8 | 74% | IVV 12%, IUSB 7%, FBND 5%, IEMG 5% | Report a problem |
| 2048 | Schwallier Wealth Management | $197M | 58 | 59 | 96 / 1 / 3 | 84% | VTV 10%, SPHQ 10%, SCHG 8%, SPYM 7% | Report a problem |
| 2049 | Grand Central Investment Group, LLC | $196.2M | 46 | 57 | 68 / 11 / 21 | 90% | SILJ 9%, VPG 7%, GDX 7%, PSLV 7% | Report a problem |
| 2050 | Smith Partners Wealth Management, LLC | $196.1M | 53 | 56 | 89 / 3 / 8 | 72% | VUG 11%, VOO 10%, IEFA 9%, MUNI 7% | Report a problem |