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 |
|---|---|---|---|---|---|---|---|---|
| 2251 | Broussard Financial Group, LLC | $138.8M | 35 | 37 | 89 / 3 / 8 | 100% | USFR 14%, UAUG 14%, IOCT 11%, IAU 9% | Report a problem |
| 2252 | Burr Financial Services, LLC | $138.1M | 88 | 89 | 98 / 0 / 2 | 100% | NVDA 29%, AMAT 16%, TSM 11%, AVGO 10% | Report a problem |
| 2253 | Vericrest Private Wealth, LLC | $137.8M | 53 | 57 | 88 / 1 / 11 | 93% | IVV 22%, AGG 8%, QGRW 8%, IEFA 7% | Report a problem |
| 2254 | Ruggiero Investments | $137.6M | 68 | 72 | 88 / 5 / 7 | 97% | NVDA 10%, SPY 9%, QQQ 8%, AAPL 7% | Report a problem |
| 2255 | Box Hill Private Wealth | $137.5M | 69 | 69 | – | 91% | VV 16%, IVV 14%, QQQ 7%, VB 5% | Report a problem |
| 2256 | 21 West Wealth Management LLC | $137.1M | 53 | 53 | – | 85% | VOO 7%, JMUB 7%, MUB 5%, JEPQ 5% | Report a problem |
| 2257 | Cooke Wealth Management, LLC | $136.9M | 54 | 54 | – | 89% | VTI 26%, SCHF 7%, SPSB 6%, EFA 6% | Report a problem |
| 2258 | Brooker Wealth Management | $136.4M | 51 | 55 | 84 / 5 / 11 | 72% | VOO 11%, VUG 7%, PYLD 5%, SCHD 4% | Report a problem |
| 2259 | Capitol Family Office, Inc. | $136.1M | 41 | 62 | 50 / 0 / 50 | 100% | VTI 51%, XLK 7%, IWM 7%, IJR 6% | Report a problem |
| 2260 | Kassira Wealth Management, LLC | $135.9M | 61 | 61 | – | 92% | SGOV 10%, GOOGL 9%, VUG 7%, NVDA 6% | Report a problem |
| 2261 | Red Reef Advisors LLC | $135M | 72 | 72 | – | 80% | NVDA 5%, LLY 3%, TSLA 3%, GOOGL 2% | Report a problem |
| 2262 | Summitpoint Capital Management | $132.5M | 53 | 53 | – | 70% | SCHG 17%, IEI 9%, ACWX 7%, JAVA 6% | Report a problem |
| 2263 | Tripletail Wealth Management | $132.1M | 66 | 70 | 85 / 10 / 5 | 77% | JBTM 19%, NVDA 5%, RSP 4%, AAPL 3% | Report a problem |
| 2264 | Blue Line Capital | $131.9M | 75 | 75 | – | 88% | MU 7%, NVDA 5%, AAPL 5%, AMZN 5% | Report a problem |
| 2265 | Nest Egg | $131.7M | 40 | 41 | 96 / 0 / 4 | 100% | GBIL 18%, VT 12%, BOND 12%, SGOV 10% | Report a problem |
| 2266 | Layline Advisors | $131.3M | 50 | 55 | 84 / 5 / 11 | 100% | IVV 22%, SHY 6%, VEA 6%, DIMENSIONAL ETF TRUST 6% | Report a problem |
| 2267 | Frisco Financial Planning | $131.1M | 50 | 51 | 99 / 0 / 1 | 100% | VB 12%, VTEB 12%, VEA 11%, SCHX 10% | Report a problem |
| 2268 | Kerr Wealth Management | $131M | 78 | 78 | – | 68% | QQQ 6%, TSLA 5%, NVDA 5%, AAPL 5% | Report a problem |
| 2269 | First Growth Capital LLC | $130.6M | 74 | 77 | 89 / 10 / 1 | 100% | VRT 18%, IVV 8%, SCHA 2%, SCHX 2% | Report a problem |
| 2270 | Wheels Up Wealth, Inc. | $130M | 50 | 51 | 98 / 0 / 2 | 93% | DIMENSIONAL ETF TRUST 29%, DFCF 14%, AVUS 11%, DFGP 11% | Report a problem |
| 2271 | Safe Harbor Fiduciary, LLC | $129.9M | 55 | 62 | 77 / 13 / 10 | 100% | SPY 12%, QQQ 8%, AAPL 5%, STX 5% | Report a problem |
| 2272 | Burnham & Company LLC | $129.5M | 52 | 59 | 77 / 8 / 15 | 100% | LLY 8%, LEU 6%, ICLR 6%, NVDA 5% | Report a problem |
| 2273 | Saber Capital Management LLC | $129.3M | 60 | 61 | 98 / 0 / 2 | 100% | NRP 15%, PBI 12%, FCNCA 10%, FND 8% | Report a problem |
| 2274 | Pacifica Partners Capital Management Inc. | $128.2M | 53 | 62 | 68 / 21 / 11 | 100% | GOOG 6%, AMAT 5%, AAPL 5%, LRCX 5% | Report a problem |
| 2275 | Guardian Capital, LLC | $128.1M | 64 | 65 | 97 / 0 / 3 | 98% | QQQ 11%, SMH 7%, MTUM 7%, CWB 5% | Report a problem |
| 2276 | Wiser Advisor Group | $127.8M | 55 | 62 | 79 / 8 / 13 | 90% | AAPL 6%, VOO 6%, LLY 6%, GOOGL 5% | Report a problem |
| 2277 | Premier Private Wealth Management, LLC | $126.3M | 53 | 55 | 91 / 4 / 5 | 99% | SCHD 9%, QQQM 8%, SDY 7%, RDVY 7% | Report a problem |
| 2278 | Significant Wealth Partners LLC | $126.1M | 43 | 46 | 89 / 1 / 10 | 82% | GPIQ 9%, BRK-B 4%, JEPQ 3%, VOOG 3% | Report a problem |
| 2279 | Wms Group LLC | $125.3M | 61 | 61 | – | 62% | SCHD 9%, JPST 7%, MTUM 6%, FTSL 6% | Report a problem |
| 2280 | Seedsafe Financial LLC | $125.2M | 51 | 51 | – | 100% | SPYM 11%, DFIV 9%, DIMENSIONAL ETF TRUST 8%, DFCF 8% | Report a problem |
| 2281 | Capital Advisor Network | $124.5M | 50 | 55 | 84 / 0 / 16 | 76% | IVV 11%, QQQ 10%, VUG 10%, VTV 9% | Report a problem |
| 2282 | Royal Palms Capital, LLC | $124.2M | 52 | 52 | – | 92% | GLW 7%, VTRS 6%, KMI 4%, GSL 4% | Report a problem |
| 2283 | Surience Private Wealth LLC | $124M | 52 | 55 | 89 / 3 / 8 | 100% | IWM 10%, QQQ 8%, SPY 8%, XLV 5% | Report a problem |
| 2284 | Titan Investment Management LLC | $123.9M | 75 | 75 | – | 100% | NVDA 13%, DELL 10%, TSM 7%, BIL 6% | Report a problem |
| 2285 | Schuylkill Financial, LLC | $123.6M | 55 | 55 | – | 88% | IVV 10%, FBND 9%, BND 9%, VEA 6% | Report a problem |
| 2286 | Contango Wealth Management LLC | $122.8M | 63 | 63 | – | 70% | IVV 14%, JCPB 12%, DYNF 9%, TWLO 6% | Report a problem |
| 2287 | Portfolio Resources Advisor Group, Inc. | $121.9M | 60 | 61 | 97 / 1 / 2 | 100% | IVV 14%, IVW 8%, IUSB 7%, IVE 6% | Report a problem |
| 2288 | Western Reserve Capital Management, LLC | $120.2M | 50 | 50 | – | 100% | VOO 18%, VEA 14%, AVLC 9%, SCHO 7% | Report a problem |
| 2289 | Triad Investment Management, LLC | $119.5M | 57 | 58 | 94 / 2 / 4 | 81% | NVR 7%, GOOG 6%, V 6%, WTM 6% | Report a problem |
| 2290 | Ak Global Asset Management, LLC | $117.8M | 81 | 81 | – | 100% | NVDA 32%, AAPL 18%, ABBV 8%, AMZN 5% | Report a problem |
| 2291 | Curat Global LLC | $117.5M | 55 | 62 | 78 / 12 / 10 | 100% | AMAT 10%, XLK 6%, IJH 6%, IVV 5% | Report a problem |
| 2292 | Sulzberger Capital Advisors, Inc. | $117.1M | 59 | 59 | – | 88% | SHV 19%, JEPI 8%, NVDA 6%, VOO 6% | Report a problem |
| 2293 | Greenline Wealth Management | $117M | 75 | 75 | – | 100% | CGDV 6%, SPMO 5%, NVDA 5%, AAPL 4% | Report a problem |
| 2294 | Pathway Wealth Management, LLC | $116M | 85 | 85 | – | 100% | NVDA 28%, AMD 15%, AVGO 12%, LLY 6% | Report a problem |
| 2295 | Professional Financial Management, Inc. | $115.5M | 52 | 52 | – | 85% | VGLT 16%, GDXJ 9%, TAIL 8%, EDV 8% | Report a problem |
| 2296 | Inkwell Capital | $112.2M | 43 | 45 | 89 / 6 / 5 | 96% | BRK-B 7%, MKL 5%, RSP 5%, GOOGL 5% | Report a problem |
| 2297 | Kroeger Financial Partners | $111.1M | 46 | 46 | – | 93% | VEA 12%, IGSB 10%, SPYM 8%, BIV 8% | Report a problem |
| 2298 | Pacific Excel Wealth Advisors, Inc. | $110.8M | 64 | 64 | – | 100% | VEA 5%, AVDE 5%, AVEM 4%, SMMD 3% | Report a problem |
| 2299 | Ascent Advisors | $110.8M | 55 | 55 | – | 78% | STXF 10%, IEF 10%, QQQM 8%, MIG 5% | Report a problem |
| 2300 | Top Private Wealth | $106.5M | 55 | 55 | – | 98% | SPYM 18%, SPY 11%, SPYV 8%, XLI 8% | Report a problem |