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 |
|---|---|---|---|---|---|---|---|---|
| 2301 | Account Management, LLC | $106.2M | 56 | 60 | 86 / 5 / 9 | 100% | BRK-B 22%, ASML 16%, EPD 10%, NEE 9% | Report a problem |
| 2302 | Markiz Wealth Management | $105.8M | 38 | 42 | 86 / 2 / 12 | 60% | VO 5%, USFR 5%, STIP 4%, OHI 4% | Report a problem |
| 2303 | Rasp Wealth Solutions, LLC | $105.8M | 62 | 64 | 95 / 0 / 5 | 100% | LLY 68%, QQQ 3%, VOO 1%, SPMO 1% | Report a problem |
| 2304 | Vcm Wealth | $104.8M | 56 | 56 | – | 100% | SPY 30%, VEA 15%, BOND 11%, IWM 10% | Report a problem |
| 2305 | Luminist Capital, LLC | $104.6M | 44 | 45 | 99 / 1 / 0 | 86% | TFLO 20%, VOO 8%, UTWO 6%, SGOL 6% | Report a problem |
| 2306 | Point Nemo Capital, LLC | $103.8M | 57 | 57 | – | 100% | ICVT 4%, EWY 3%, REMX 3%, VTSAX 3% | Report a problem |
| 2307 | Navigation Wealth Management | $103.2M | 56 | 56 | 98 / 1 / 1 | 72% | SPY 53%, ZECP 9%, JNK 8%, QUIZ 4% | Report a problem |
| 2308 | Timbuktu Capital Management, LLC | $98.6M | 55 | 61 | 78 / 12 / 10 | 86% | QQQ 14%, VTI 12%, SPY 11%, DIA 7% | Report a problem |
| 2309 | The Mcbride Group | $76.3M | 66 | 66 | – | 100% | GOOG 5%, V 4%, HEI-A 3%, AMZN 3% | Report a problem |
| 2310 | Cypress Capital Group | $63.2M | 56 | 60 | 87 / 3 / 10 | 100% | AAPL 5%, LLY 5%, MSFT 3%, NVDA 3% | Report a problem |
| 2311 | Axim Planning & Wealth | $39.3M | 80 | 81 | 96 / 0 / 4 | 100% | EH 37%, HPF 6%, BIL 3%, XLK 2% | Report a problem |
| 2312 | Strategic Advocates, LLC | $33.7M | 62 | 67 | 82 / 10 / 8 | 93% | QQQ 7%, KOMP 7%, RPV 6%, BIV 4% | Report a problem |
| 2313 | S.g. Long & Company | $33.1M | 58 | 58 | – | 100% | MSFT 4%, AAPL 4%, IVW 4%, SCHF 4% | Report a problem |
| 2314 | Durant Financial Planning LLC | $22.2M | 58 | 58 | – | 100% | SWP 13%, XOM 4%, AAPL 4%, MSFT 4% | Report a problem |