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 |
|---|---|---|---|---|---|---|---|---|
| 2151 | Mcintyre, Freedman & Flynn Investment Advisers, Inc. | $172M | 55 | 58 | 92 / 0 / 8 | 100% | AMAT 11%, MSFT 5%, MPC 5%, GLW 4% | Report a problem |
| 2152 | Evolution Wealth Management Inc. | $171.7M | 56 | 59 | 88 / 4 / 8 | 100% | SPYM 7%, SFLR 5%, PSFF 5%, SPD 3% | Report a problem |
| 2153 | Kennon-Green & Co. | $171.4M | 50 | 52 | 90 / 6 / 4 | 83% | GOOGL 9%, BTI 7%, PM 7%, MO 7% | Report a problem |
| 2154 | Entruity Wealth, LLC | $171.3M | 43 | 45 | 90 / 2 / 8 | 100% | CGDV 14%, CGMS 11%, CGUS 6%, CGDG 5% | Report a problem |
| 2155 | Hegarty Advisors, LLC | $171.1M | 48 | 53 | 68 / 29 / 3 | 100% | VEU 12%, VOO 11%, VBR 8%, STXF 5% | Report a problem |
| 2156 | Rmr Capital Management LLC | $170.8M | 49 | 53 | 78 / 17 / 5 | 100% | BRK-B 17%, SGOV 8%, GOOGL 4%, RSP 4% | Report a problem |
| 2157 | Redwood Park Advisors | $170.3M | 44 | 45 | 92 / 5 / 3 | 88% | GBIL 35%, META 7%, GLD 7%, SPY 7% | Report a problem |
| 2158 | Zeit Capital Advisors | $170.1M | 54 | 56 | 94 / 0 / 6 | 100% | MGV 19%, MGK 15%, VGK 10%, BND 7% | Report a problem |
| 2159 | Trumix Advisors | $169.9M | 49 | 50 | 98 / 1 / 1 | 82% | SPYM 18%, SCHX 11%, JULW 10%, FTRB 9% | Report a problem |
| 2160 | Avise Financial | $169.4M | 57 | 57 | – | 83% | IVV 6%, LCTU 6%, VTV 5%, EAGG 5% | Report a problem |
| 2161 | Private Harbour Investment Management & Counsel LLC. | $169.2M | 48 | 57 | 60 / 31 / 9 | 83% | IAU 16%, NVDA 8%, SLV 6%, GOOGL 6% | Report a problem |
| 2162 | Planwiser Financial | $169.1M | 54 | 54 | 100 / 0 / 0 | 85% | AVUS 11%, IVV 10%, VMBS 5%, VUG 5% | Report a problem |
| 2163 | Gladwyn Financial Advisors, Inc. | $169M | 52 | 52 | 100 / 0 / 0 | 95% | VBK 8%, VBR 8%, VOT 8%, VOE 8% | Report a problem |
| 2164 | Zinnia Wealth Advisory, LLC | $168.8M | 61 | 61 | – | 58% | BIL 16%, NVDA 6%, QQQ 5%, SPMD 4% | Report a problem |
| 2165 | Town Capital | $168.8M | 57 | 57 | – | 93% | IVV 19%, CORO 9%, SPYG 7%, DYNF 7% | Report a problem |
| 2166 | Dipaolo Financial Group, Inc. | $168M | 54 | 54 | – | 91% | VUG 16%, VEA 15%, VTV 13%, BNDX 9% | Report a problem |
| 2167 | Randall & Associates Wealth Management | $167.2M | 55 | 56 | 96 / 1 / 3 | 100% | MGK 12%, IEFA 11%, FTCS 11%, EMXC 10% | Report a problem |
| 2168 | Cornerstone Financial Management LLC | $167M | 51 | 53 | 93 / 1 / 6 | 80% | MGV 5%, MGK 5%, VGSH 4%, VGIT 4% | Report a problem |
| 2169 | Captar Private Wealth | $165.5M | 86 | 86 | 100 / 0 / 0 | 100% | QLD 20%, MU 8%, SSO 6%, QQQ 6% | Report a problem |
| 2170 | Kagan Cocozza Asset Management | $165.4M | 52 | 53 | 96 / 2 / 2 | 100% | SPYM 16%, SPAB 11%, SPDW 9%, SPIB 6% | Report a problem |
| 2171 | Sage Investment Counsel | $164.6M | 49 | 54 | 79 / 12 / 10 | 77% | PNFP 8%, AAPL 6%, BRK-A 3%, V 3% | Report a problem |
| 2172 | Eagle Wealth Advisors | $164.1M | 67 | 77 | 72 / 3 / 25 | 100% | NVDA 9%, AAPL 8%, MSFT 5%, AMZN 4% | Report a problem |
| 2173 | Sagace Wealth Management | $162.7M | 52 | 54 | 95 / 1 / 4 | 100% | VCIT 6%, VO 6%, RSP 5%, BIV 4% | Report a problem |
| 2174 | F.i.g. Financial Advisory Services, Inc. | $162.4M | 44 | 45 | 98 / 0 / 2 | 100% | EHLS 34%, BILZ 3%, CLOX 3%, LMBS 3% | Report a problem |
| 2175 | Pincus Capital Management, LP | $161.5M | 64 | 64 | – | 100% | PG 21%, AAPL 12%, LRCX 11%, QQQ 7% | Report a problem |
| 2176 | Blom & Howell Financial Planning, Inc. | $161.5M | 54 | 55 | 96 / 0 / 4 | 77% | SCHG 10%, JPST 8%, VUSB 8%, CGDV 7% | Report a problem |
| 2177 | Broadwater Capital Management LLC | $161M | 48 | 53 | 84 / 1 / 15 | 100% | AAPL 10%, MSFT 8%, GOOGL 7%, GOOG 5% | Report a problem |
| 2178 | Zendamentals | $160.7M | 78 | 78 | – | 100% | QQQ 5%, MU 5%, QQQM 4%, GLD 3% | Report a problem |
| 2179 | M3 Wealth Management | $160.2M | 53 | 53 | – | 96% | SPTM 9%, RSP 8%, VIG 8%, GEV 5% | Report a problem |
| 2180 | Fairway Financial, LLC | $159.6M | 53 | 54 | 96 / 0 / 4 | 95% | VTI 14%, DGRO 8%, SCHF 8%, SCHD 8% | Report a problem |
| 2181 | Plus Group Wealth Advisors, LLC | $158.9M | 60 | 60 | – | 67% | QQQ 11%, SCHV 9%, VB 9%, SCHF 8% | Report a problem |
| 2182 | Advisory Advocates LLC | $158.6M | 63 | 63 | – | 74% | VOO 4%, SDVD 3%, STK 3%, RDVI 2% | Report a problem |
| 2183 | Graetz Wealth | $158.2M | 55 | 55 | 99 / 0 / 1 | 80% | VOO 9%, QQQ 7%, VCIT 6%, BND 5% | Report a problem |
| 2184 | Outfitter Financial | $157.7M | 57 | 62 | 83 / 8 / 9 | 100% | AMAT 7%, EPD 5%, NVT 4%, AAPL 4% | Report a problem |
| 2185 | Copia Wealth Management | $157.5M | 48 | 54 | 76 / 16 / 8 | 100% | BUXX 6%, CLOX 5%, VTWO 4%, SPYM 3% | Report a problem |
| 2186 | Applied Capital | $157.4M | 55 | 55 | 100 / 0 / 0 | 95% | GOOG 6%, MSFT 3%, TRV 3%, PAG 3% | Report a problem |
| 2187 | Peck Wealth Management, LLC | $157.4M | 55 | 60 | 77 / 22 / 1 | 98% | VTI 9%, AAPL 7%, USFR 4%, JQUA 3% | Report a problem |
| 2188 | Vested Financial Planning, LLC | $157.2M | 51 | 52 | 97 / 0 / 3 | 98% | DIMENSIONAL ETF TRUST 29%, DFAX 13%, VOO 13%, DFNM 8% | Report a problem |
| 2189 | River's Edge | $157.1M | 54 | 57 | 86 / 11 / 3 | 84% | SCHM 12%, VOO 12%, QUAL 10%, VIG 10% | Report a problem |
| 2190 | Legacy Advisory Services, LLC | $156.9M | 46 | 47 | 96 / 0 / 4 | 94% | SHV 16%, SPYM 15%, SGOV 11%, USMV 8% | Report a problem |
| 2191 | Sima Wealth Partners, LLC | $156.7M | 42 | 53 | 68 / 2 / 30 | 100% | IVV 14%, DFAI 8%, SPYG 8%, JIRE 8% | Report a problem |
| 2192 | Englebert Financial Advisers, LLC | $156.6M | 49 | 52 | 90 / 5 / 5 | 72% | VBIL 11%, JMBS 10%, JSI 9%, MGMT 9% | Report a problem |
| 2193 | Ethos Capital Management, Inc. | $155.4M | 60 | 60 | – | 90% | VTIP 26%, MU 5%, AVGO 5%, NVDA 4% | Report a problem |
| 2194 | Bannerstone Capital | $155.3M | 77 | 77 | – | 77% | NVDA 5%, AAPL 5%, LRCX 4%, BRK-B 4% | Report a problem |
| 2195 | Rhl Group, LLC | $155.1M | 37 | 57 | 48 / 2 / 50 | 100% | CLIP 32%, TUSI 11%, DFCF 6%, VCLT 6% | Report a problem |
| 2196 | Richwood Investment Advisors, LLC | $155.1M | 53 | 54 | 97 / 1 / 2 | 95% | IVV 21%, IJR 8%, IJH 7%, LLY 5% | Report a problem |
| 2197 | Decision Investments, Inc. | $154.9M | 81 | 81 | – | 71% | NVDA 19%, LRCX 10%, SNDK 4%, IXN 4% | Report a problem |
| 2198 | Uptown Capital Advisors | $153.8M | 55 | 55 | – | 89% | VUG 12%, IJR 9%, VO 8%, SPYV 7% | Report a problem |
| 2199 | Alessandra Capital Management, LLC | $153.5M | 63 | 63 | – | 92% | LLY 11%, NVDA 5%, INTC 4%, AMZN 4% | Report a problem |
| 2200 | Wise Wealth Partners, LLC | $153.5M | 34 | 43 | 57 / 17 / 26 | 68% | SPYM 23%, AGG 7%, VGSH 6%, VTV 5% | Report a problem |