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 |
|---|---|---|---|---|---|---|---|---|
| 2101 | Elevate Capital Advisors | $183.3M | 40 | 44 | 59 / 36 / 5 | 100% | IGSB 11%, SHY 11%, PNC 8%, SGOV 5% | Report a problem |
| 2102 | Williamson Legacy Group, LLC | $183.1M | 79 | 80 | 96 / 2 / 2 | 100% | SNDK 6%, WDC 5%, STX 5%, MU 4% | Report a problem |
| 2103 | Ofc Wealth Management | $182.8M | 54 | 55 | 96 / 3 / 1 | 64% | AAPL 21%, VOO 15%, IVV 6%, SPY 4% | Report a problem |
| 2104 | Marathon Strategic Advisors, LLC | $182.7M | 62 | 62 | – | 97% | INTC 18%, SPMD 13%, SPYM 8%, SPEM 7% | Report a problem |
| 2105 | Kuhn & Company Investment Counsel, LLC | $182.7M | 57 | 61 | 84 / 13 / 3 | 100% | VTV 4%, FNDF 4%, VUG 4%, LRCX 4% | Report a problem |
| 2106 | Godfrey Financial Associates, Inc. | $182.5M | 55 | 59 | 85 / 5 / 10 | 84% | IVV 11%, IVW 9%, IJH 7%, HDV 6% | Report a problem |
| 2107 | Four Tree Island Advisory LLC | $182.2M | 75 | 75 | 98 / 0 / 2 | 100% | LRCX 33%, AMAT 13%, MLI 10%, WLFC 8% | Report a problem |
| 2108 | Martin Capital Advisors, LLP | $181.9M | 73 | 74 | 97 / 0 / 3 | 100% | AAPL 21%, NVDA 7%, LRCX 6%, QQQ 5% | Report a problem |
| 2109 | Cannon Advisors | $181.6M | 59 | 62 | 91 / 3 / 6 | 99% | QQQ 7%, SPY 5%, FLRN 4%, IWM 4% | Report a problem |
| 2110 | New Dimensions Wealth Management, L.l.c. | $181.5M | 51 | 51 | 98 / 0 / 2 | 74% | DIMENSIONAL ETF TRUST 25%, DFIC 18%, DFUV 12%, DFEM 11% | Report a problem |
| 2111 | Lakeshore Capital Group, Inc. | $181.5M | 64 | 65 | 98 / 0 / 2 | 76% | IVV 12%, QQQ 10%, GARP 7%, TSM 4% | Report a problem |
| 2112 | Spahn Wealth & Retirement LLC | $181.4M | 62 | 64 | 95 / 0 / 5 | 90% | LQD 13%, BOXX 11%, GRNY 8%, QQQ 7% | Report a problem |
| 2113 | Ellis Financial Planning | $180.7M | 45 | 45 | – | 92% | VTI 9%, PULS 9%, SEPI 7%, VOO 7% | Report a problem |
| 2114 | Cyr Financial Inc. | $180.5M | 47 | 51 | 87 / 3 / 10 | 100% | COWZ 9%, XLG 9%, BND 7%, SPAB 7% | Report a problem |
| 2115 | Roxbury Financial | $180.5M | 57 | 60 | 88 / 6 / 6 | 80% | GOOGL 5%, MSFT 4%, FBCG 4%, ONEQ 3% | Report a problem |
| 2116 | Lewis Capital Management | $180.2M | 47 | 63 | 47 / 32 / 21 | 100% | SCHB 10%, VOO 8%, BINC 7%, QQQM 7% | Report a problem |
| 2117 | Winter & Associates, Inc. | $179.7M | 53 | 55 | 90 / 6 / 4 | 82% | USTB 14%, COWZ 6%, DFIV 6%, SPHB 6% | Report a problem |
| 2118 | River City Wealth Management | $179.6M | 59 | 62 | 89 / 9 / 2 | 70% | SCHG 8%, VGT 8%, SCHB 7%, XLK 6% | Report a problem |
| 2119 | Rare Wolf Capital LLC | $179.6M | 71 | 71 | – | 87% | GOOG 12%, USFR 7%, MSFT 6%, NVDA 4% | Report a problem |
| 2120 | Palm Wealth Partners | $179.3M | 48 | 56 | 73 / 14 / 13 | 100% | IVV 20%, FBND 17%, JPST 8%, CGDV 6% | Report a problem |
| 2121 | Timmons Wealth Management | $179.2M | 48 | 54 | 84 / 0 / 16 | 91% | SPY 24%, NEAR 10%, FNDX 9%, VEA 9% | Report a problem |
| 2122 | Aspetuck Financial Management LLC | $178.3M | 69 | 71 | 96 / 3 / 1 | 99% | NVDA 13%, LRCX 6%, FLRN 6%, FTEC 5% | Report a problem |
| 2123 | Hedges Asset Management LLC | $178M | 49 | 54 | 78 / 11 / 11 | 100% | GBCI 10%, GE 5%, BA 4%, INTC 3% | Report a problem |
| 2124 | M Wealth Management, LLC | $177.6M | 45 | 45 | 98 / 0 / 2 | 73% | DFAU 24%, PULS 11%, TOTL 9%, VXUS 8% | Report a problem |
| 2125 | Newcorp Wealth Management | $177.1M | 55 | 55 | – | 74% | VOO 16%, BND 10%, IEFA 9%, VO 7% | Report a problem |
| 2126 | Marathon Mission, Inc. | $177.1M | 60 | 62 | 92 / 6 / 2 | 100% | SPYV 15%, SPYG 14%, XSOE 13%, VEA 11% | Report a problem |
| 2127 | Nerad + Deppe Wealth Management | $176.3M | 48 | 50 | 86 / 12 / 2 | 100% | IVV 29%, RSP 10%, AGG 7%, BILS 6% | Report a problem |
| 2128 | Collar Capital Management, LLC | $176.3M | 68 | 72 | 89 / 6 / 5 | 100% | MU 7%, INTC 5%, TSLA 4%, WDC 4% | Report a problem |
| 2129 | Kelsey Financial, LLC | $176.2M | 54 | 60 | 75 / 21 / 4 | 100% | QQQ 21%, IWD 9%, LQD 8%, IGSB 7% | Report a problem |
| 2130 | Sfi Advisors, LLC | $176M | 62 | 63 | 97 / 3 / 0 | 68% | VPX 8%, AAPL 7%, AIS 6%, CIBR 4% | Report a problem |
| 2131 | Philadelphia Investment Partners, LLC | $176M | 60 | 66 | 81 / 4 / 15 | 100% | ANGL 8%, MOAT 6%, SPYG 6%, FRDM 5% | Report a problem |
| 2132 | Planvest Financial, Inc. | $175.9M | 54 | 56 | 95 / 1 / 4 | 90% | SCHD 6%, IVV 5%, QQQM 4%, GRNY 4% | Report a problem |
| 2133 | Tlw Wealth Management, LLC | $175.5M | 62 | 63 | 97 / 0 / 3 | 100% | GOOG 16%, BRK-B 11%, DE 10%, WMT 9% | Report a problem |
| 2134 | Penbrook Management LLC | $175.4M | 59 | 62 | 93 / 1 / 6 | 96% | NVO 10%, AMZN 8%, GOOGL 5%, MSFT 5% | Report a problem |
| 2135 | Alan B. Lancz & Associates, Inc. | $175.4M | 52 | 65 | 65 / 1 / 34 | 100% | AAPL 9%, GOOGL 7%, GOOG 5%, COST 4% | Report a problem |
| 2136 | Appalachian Capital Management | $175.3M | 55 | 56 | 97 / 0 / 3 | 81% | SCHB 33%, SCHD 7%, SPTI 7%, SPTL 7% | Report a problem |
| 2137 | Gould Capital, LLC | $175.2M | 47 | 50 | 86 / 6 / 8 | 100% | VEA 10%, BND 9%, IEI 8%, BNDX 5% | Report a problem |
| 2138 | Sippican Capital Advisors | $175M | 66 | 68 | 92 / 5 / 3 | 100% | TBBK 6%, GE 3%, TFIN 3%, GOOG 2% | Report a problem |
| 2139 | Stewardship Concepts Financial Services LLC | $174.6M | 55 | 55 | – | 85% | CGDV 7%, RDVY 7%, SCHD 7%, SCHG 7% | Report a problem |
| 2140 | Family Legacy Financial Solutions, LLC | $174.5M | 70 | 70 | – | 94% | AMD 19%, SCHX 14%, SCHM 8%, STIP 7% | Report a problem |
| 2141 | Atx Financial Planning, LLC | $174.3M | 47 | 54 | 77 / 3 / 20 | 100% | BALT 8%, QFLR 7%, QQQM 6%, SPYM 6% | Report a problem |
| 2142 | Murphy & Mullick Capital Management Corp | $174.1M | 73 | 74 | 95 / 1 / 4 | 97% | NVDA 4%, SCHG 3%, TSLA 3%, AVGO 3% | Report a problem |
| 2143 | Athena Wealth Management, LLC | $174M | 43 | 46 | 79 / 19 / 2 | 98% | FLDR 30%, AAPL 4%, PVAL 3%, IVV 3% | Report a problem |
| 2144 | Leibman Financial Servces, Inc. | $173.1M | 51 | 52 | 98 / 0 / 2 | 89% | USFR 13%, EPI 4%, AVDV 4%, DGS 4% | Report a problem |
| 2145 | Shuttleworth & Company | $173M | 53 | 62 | 63 / 31 / 6 | 100% | AMAT 6%, QQQM 5%, SCHF 5%, SPYM 4% | Report a problem |
| 2146 | Zynergy Retirement Planning | $173M | 50 | 52 | 92 / 6 / 2 | 100% | IVV 24%, SCHZ 18%, SCHF 14%, SCHA 11% | Report a problem |
| 2147 | Stronghold Wealth Management L.l.c. | $172.9M | 55 | 60 | 79 / 16 / 5 | 55% | SPY 12%, AGG 5%, IWO 3%, PFF 3% | Report a problem |
| 2148 | Midwestern Financial Group | $172.8M | 53 | 53 | – | 83% | SPY 11%, AGG 7%, FLV 7%, ACWX 7% | Report a problem |
| 2149 | Ridgeline Private Wealth | $172.8M | 54 | 56 | 91 / 7 / 2 | 100% | AVLC 24%, DFIC 8%, SPYM 8%, AVLV 6% | Report a problem |
| 2150 | Steinberg Asset Management, LLC | $172.2M | 45 | 52 | 81 / 0 / 19 | 100% | GLNG 44%, GOOG 7%, ACGL 5%, MSGK 4% | Report a problem |