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 |
|---|---|---|---|---|---|---|---|---|
| 2201 | Paragon Wealth Management | $153.4M | 50 | 52 | 93 / 2 / 5 | 94% | IEF 10%, SHV 7%, BIL 6%, INTC 5% | Report a problem |
| 2202 | Clear Retirement Advice LLC | $153.4M | 50 | 50 | – | 95% | SCHO 11%, SPDW 11%, ITOT 10%, TBLL 9% | Report a problem |
| 2203 | Stewardship Wealth Management Solutions | $153.1M | 50 | 52 | 92 / 5 / 3 | 100% | ICVT 13%, SPYV 9%, QUAL 8%, TIP 6% | Report a problem |
| 2204 | Sierra Legacy Group | $152.7M | 42 | 46 | 80 / 18 / 2 | 100% | SHV 14%, BRK-B 5%, MSFT 5%, ROST 4% | Report a problem |
| 2205 | Troutman Wealth | $152.5M | 47 | 49 | 94 / 1 / 5 | 91% | CGCP 14%, BND 9%, VYMI 9%, CGXU 8% | Report a problem |
| 2206 | Roan Capital Partners | $152M | 47 | 47 | – | 79% | SPYM 5%, DON 5%, SMLV 5%, SPSM 4% | Report a problem |
| 2207 | Hershey Financial Advisers, LLC | $151.7M | 62 | 62 | 100 / 0 / 0 | 92% | DELL 5%, CWB 4%, MINT 4%, AMAT 4% | Report a problem |
| 2208 | Fpfoco | $151.7M | 71 | 71 | 97 / 2 / 1 | 86% | SPTM 22%, NVDA 18%, SPAB 10%, SPDW 9% | Report a problem |
| 2209 | Twin City Private Wealth, LLC | $151.3M | 57 | 58 | 96 / 0 / 4 | 98% | AMAT 4%, JPM 3%, PM 3%, AMZN 3% | Report a problem |
| 2210 | Sunrise Financial Services LLC | $151.2M | 61 | 61 | – | 100% | CGDV 14%, QQQM 9%, IWY 6%, HGER 6% | Report a problem |
| 2211 | St. Nicholas Private Asset Management, Inc. | $151M | 54 | 61 | 75 / 21 / 4 | 100% | AAPL 13%, ABBV 8%, MA 7%, NVDA 6% | Report a problem |
| 2212 | Zenith Wealth Partners | $151M | 61 | 62 | 99 / 0 / 1 | 74% | IVV 11%, NACP 6%, USXF 5%, DYNF 4% | Report a problem |
| 2213 | Rexford Capital | $150.9M | 65 | 65 | – | 100% | KLAC 5%, CAT 4%, VOO 3%, NVDA 3% | Report a problem |
| 2214 | Axos Invest, Inc | $150.8M | 56 | 57 | 98 / 0 / 2 | 92% | VOO 30%, VEA 24%, VTI 16%, GENT 5% | Report a problem |
| 2215 | Aureum Wealth Management, LLC | $150.6M | 46 | 51 | 73 / 20 / 7 | 100% | SPYG 9%, SPYV 8%, IEFA 8%, MBB 6% | Report a problem |
| 2216 | 1015 Capital Partners, LLC | $150.4M | 61 | 65 | 89 / 10 / 1 | 89% | IVV 9%, IJH 7%, VTI 5%, NVDA 5% | Report a problem |
| 2217 | Oakmont Advisory Group, LLC | $149.5M | 50 | 53 | 92 / 0 / 8 | 87% | VOO 13%, DFUS 5%, VEA 4%, QQQ 4% | Report a problem |
| 2218 | Purewater Capital, LLC | $149.5M | 50 | 50 | – | 93% | LQDA 22%, ACIO 14%, DRSK 9%, AIRR 8% | Report a problem |
| 2219 | Fund Advisors of America Inc | $149.4M | 71 | 74 | 90 / 2 / 8 | 82% | NVDA 7%, AAPL 6%, MRVL 5%, BRK-B 3% | Report a problem |
| 2220 | Sidoxia Capital Management, LLC | $149M | 64 | 64 | – | 92% | STRL 7%, FLRT 5%, GOOGL 4%, FIX 4% | Report a problem |
| 2221 | Quantum Financial Partners LLC | $148.6M | 60 | 60 | – | 100% | CGGR 6%, CGBL 5%, AVLV 5%, IGBH 4% | Report a problem |
| 2222 | Beacon Hill Wealth Management LTD | $148.6M | 47 | 47 | – | 97% | DIMENSIONAL ETF TRUST 22%, DIMENSIONAL ETF TRUST 20%, DFIC 11%, DFSD 9% | Report a problem |
| 2223 | Curtis Wealth Management LLC | $148.5M | 56 | 58 | 93 / 2 / 5 | 85% | IVV 9%, IVW 8%, DYNF 7%, SPYM 7% | Report a problem |
| 2224 | Townsend Financial Planning | $148.3M | 47 | 51 | 86 / 0 / 14 | 90% | IVV 26%, IJH 12%, AGG 12%, IJR 7% | Report a problem |
| 2225 | Paller Financial Services, Inc. | $147.9M | 61 | 64 | 89 / 0 / 11 | 100% | PTF 7%, QTUM 7%, MOAT 5%, HDV 5% | Report a problem |
| 2226 | Stembrook Asset Management, LLC | $147.5M | 57 | 58 | 99 / 0 / 1 | 79% | AAPL 35%, SPY 17%, VEA 9%, BND 7% | Report a problem |
| 2227 | Outlook Capital Management, LLC | $147.4M | 86 | 86 | – | 100% | MU 63%, CAT 8%, FCX 6%, CMI 5% | Report a problem |
| 2228 | Elite Life Management LLC | $147M | 56 | 70 | 57 / 30 / 13 | 100% | SCHX 17%, VCRM 17%, VEA 14%, DFVX 9% | Report a problem |
| 2229 | The Prosperity People | $147M | 47 | 49 | 95 / 0 / 5 | 88% | ACIO 16%, DFUS 10%, DRSK 10%, DBEF 10% | Report a problem |
| 2230 | Hobbs Wealth Management | $146.7M | 63 | 63 | – | 81% | SPYM 26%, DYNF 11%, IVW 10%, IVE 10% | Report a problem |
| 2231 | J. Mark Nickell & Co. | $146.4M | 53 | 55 | 94 / 1 / 5 | 91% | QUAL 14%, BTOT 12%, VOO 11%, QLTY 10% | Report a problem |
| 2232 | Ankerstar Wealth, LLC | $146.1M | 50 | 52 | 87 / 12 / 1 | 94% | USFR 14%, BALT 8%, GOOG 6%, AMZN 5% | Report a problem |
| 2233 | Stapp Wealth Management, PLLC | $145.1M | 45 | 45 | 100 / 0 / 0 | 53% | ORR 12%, WCPB 11%, GDE 10%, TFPN 10% | Report a problem |
| 2234 | Bfi Wealth Solutions, LLC | $145M | 38 | 41 | 65 / 33 / 2 | 100% | USFR 10%, FNDX 5%, PJAN 5%, KJAN 4% | Report a problem |
| 2235 | Wulff, Hansen & Co. | $144.8M | 57 | 64 | 81 / 0 / 19 | 100% | VGT 6%, GOOGL 6%, BX 5%, AMZN 4% | Report a problem |
| 2236 | Van Diest Capital | $144.1M | 73 | 73 | – | 77% | NVDA 4%, IUSG 4%, AMAT 3%, VCIT 3% | Report a problem |
| 2237 | Core Wealth Advisors | $143.8M | 55 | 55 | – | 94% | IVV 17%, JCPB 15%, DYNF 7%, IVW 6% | Report a problem |
| 2238 | Private Client Group Asset Management | $143.1M | 50 | 59 | 65 / 30 / 5 | 100% | SPY 17%, BSV 5%, BIV 4%, VGT 4% | Report a problem |
| 2239 | S. R. Schill & Associates, Inc. | $143.1M | 51 | 52 | 96 / 0 / 4 | 100% | IEFA 16%, SPYM 14%, SPTI 14%, USRT 13% | Report a problem |
| 2240 | Verus Wealth Management | $143.1M | 51 | 51 | – | 85% | VOO 13%, MUB 11%, VCIT 7%, BND 6% | Report a problem |
| 2241 | Kopion Asset Management, LLC | $142.6M | 72 | 73 | 97 / 0 / 3 | 100% | VRNS 10%, NICE 8%, TRUP 8%, MGNI 8% | Report a problem |
| 2242 | Ltg Capital LLC | $142.2M | 54 | 56 | 95 / 0 / 5 | 100% | IJR 22%, RSP 22%, IJH 18%, SCZ 6% | Report a problem |
| 2243 | Josh Arnold Investment Consultant, LLC | $142.1M | 70 | 73 | 90 / 0 / 10 | 100% | AAPL 56%, AMZN 14%, STLN 8%, AGL 5% | Report a problem |
| 2244 | Midwest Financial Network, LLC | $141.9M | 52 | 54 | 93 / 0 / 7 | 100% | SPY 9%, VOO 5%, XLSR 3%, QUS 3% | Report a problem |
| 2245 | Dougherty Investment Advisors | $141.1M | 74 | 74 | – | 89% | NVDA 11%, RCL 9%, VGT 8%, PFXF 7% | Report a problem |
| 2246 | Fortune Financial Group, Inc. | $141M | 50 | 50 | – | 91% | VFLEX 7%, SPLV 7%, QQQ 6%, USFR 6% | Report a problem |
| 2247 | Sherman Asset Management, Inc. | $140.8M | 55 | 63 | 70 / 25 / 5 | 100% | IVV 19%, VTI 14%, XLK 8%, IJR 8% | Report a problem |
| 2248 | Clarity Retirement & Wealth, LLC | $139.5M | 62 | 62 | – | 100% | FBCG 20%, CGDV 15%, FENI 11%, SPYM 9% | Report a problem |
| 2249 | Lane Generational LLC | $139.3M | 66 | 73 | 82 / 0 / 18 | 100% | SPIR 10%, CLPT 7%, AEM 6%, DLO 5% | Report a problem |
| 2250 | Brooktree Capital Management Inc. | $138.9M | 68 | 69 | 98 / 1 / 1 | 100% | IBKR 15%, RMNI 11%, PAR 10%, PPLI 10% | Report a problem |