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 |
|---|---|---|---|---|---|---|---|---|
| 251 | Guyasuta Investment Advisors, Incorporated | $2.44B | 55 | 63 | 72 / 19 / 9 | 100% | GOOG 7%, MSFT 5%, BRK-B 5%, AMAT 4% | Report a problem |
| 252 | Howe and Rusling, Inc. | $2.44B | 52 | 61 | 59 / 35 / 6 | 100% | VTI 5%, IVV 4%, IUSG 4%, JPM 4% | Report a problem |
| 253 | Traynor Capital Management | $2.42B | 77 | 82 | 81 / 7 / 12 | 100% | NVDA 13%, AAPL 8%, GOOGL 8%, AMZN 7% | Report a problem |
| 254 | Wealth Architects, LLC | $2.42B | 58 | 59 | 96 / 1 / 3 | 55% | IVV 7%, LRCX 6%, TDTF 6%, IJR 6% | Report a problem |
| 255 | Wealth Architects, LLC | $2.42B | 58 | 59 | 96 / 1 / 3 | 55% | IVV 7%, LRCX 6%, TDTF 6%, IJR 6% | Report a problem |
| 256 | Sandhill Investment Management | $2.4B | 54 | 62 | 68 / 27 / 5 | 75% | BIL 8%, APH 5%, GE 4%, TXN 4% | Report a problem |
| 257 | Fbb Capital Partners | $2.39B | 57 | 67 | 67 / 29 / 4 | 100% | IVV 10%, VEA 6%, AAPL 5%, GOOGL 5% | Report a problem |
| 258 | Capital Investment Advisory Services, LLC | $2.39B | 57 | 62 | 82 / 7 / 11 | 83% | NVDA 3%, BIL 3%, AAPL 2%, AMZN 2% | Report a problem |
| 259 | Tschetter Group | $2.39B | 59 | 61 | 89 / 10 / 1 | 75% | MSFT 27%, BRK-B 4%, AAPL 3%, AMZN 3% | Report a problem |
| 260 | Parsons Capital Management Inc | $2.38B | 52 | 58 | 80 / 14 / 6 | 100% | AAPL 9%, MMM 4%, BRK-B 3%, GOOGL 3% | Report a problem |
| 261 | Smith Moore & Co. | $2.37B | 59 | 62 | 88 / 5 / 7 | 74% | IVV 6%, VTI 5%, IVE 3%, XONE 3% | Report a problem |
| 262 | Gemmer Asset Management LLC | $2.36B | 64 | 65 | 97 / 1 / 2 | 65% | SCHF 12%, SCHV 8%, SCHG 7%, MU 7% | Report a problem |
| 263 | Withum Wealth Management | $2.34B | 57 | 64 | 71 / 26 / 3 | 100% | VTI 4%, AAPL 4%, QUAL 4%, VB 3% | Report a problem |
| 264 | Keystone Financial Group, LLC | $2.34B | 72 | 74 | 93 / 2 / 5 | 78% | AAPL 6%, SPY 5%, SPYM 4%, STX 4% | Report a problem |
| 265 | Baldwin Wealth Partners, LLC | $2.33B | 63 | 67 | 86 / 6 / 8 | 76% | GOOGL 7%, AAPL 7%, NVDA 7%, JBND 5% | Report a problem |
| 266 | Summit Financial Strategies Inc | $2.31B | 53 | 54 | 94 / 2 / 4 | 66% | DFIC 10%, IVV 10%, JCPB 9%, FBND 8% | Report a problem |
| 267 | Mckinley Carter Wealth Services, Inc. | $2.31B | 54 | 59 | 79 / 17 / 4 | 100% | DFAI 8%, IVV 7%, FBND 6%, IWB 5% | Report a problem |
| 268 | Summit Wealth Group | $2.31B | 66 | 66 | – | 52% | SEIM 12%, SEIV 12%, SEIE 8%, SEIQ 5% | Report a problem |
| 269 | Verus Capital Partners, LLC | $2.29B | 72 | 76 | 87 / 7 / 6 | 93% | AAPL 9%, AMD 9%, NVDA 6%, MU 6% | Report a problem |
| 270 | Moneco Advisors | $2.28B | 55 | 60 | 81 / 12 / 7 | 89% | SGOV 4%, SPYM 4%, SPYV 3%, AAPL 3% | Report a problem |
| 271 | Sound View Wealth Advisors Group, LLC | $2.28B | 52 | 60 | 74 / 13 / 13 | 95% | AAPL 5%, IBDS 3%, NVDA 3%, IBDU 3% | Report a problem |
| 272 | Traphagen Financial Group | $2.28B | 55 | 57 | 93 / 3 / 4 | 66% | IVV 26%, AVUS 9%, VFLO 7%, GFLW 6% | Report a problem |
| 273 | Yhb Investment Advisors Inc | $2.28B | 58 | 68 | 68 / 28 / 4 | 100% | AAPL 6%, GOOGL 3%, MSFT 3%, IJH 3% | Report a problem |
| 274 | Yhb Investment Advisors Inc | $2.28B | 58 | 68 | 68 / 28 / 4 | 100% | AAPL 6%, GOOGL 3%, MSFT 3%, IJH 3% | Report a problem |
| 275 | Beaird Harris | $2.27B | 47 | 48 | 97 / 0 / 3 | 72% | DFSD 10%, DFCF 9%, AVLV 8%, VOO 7% | Report a problem |
| 276 | Focused Wealth Management, Inc. | $2.27B | 60 | 64 | 82 / 16 / 2 | 61% | SPYG 16%, VTV 14%, QQQ 12%, VCIT 5% | Report a problem |
| 277 | Sather Financial Group, Inc. | $2.27B | 60 | 63 | 91 / 3 / 6 | 84% | BRK-B 11%, GOOG 10%, ANET 7%, MSFT 5% | Report a problem |
| 278 | Waterloo Capital | $2.26B | 56 | 64 | 70 / 20 / 10 | 100% | SPYM 4%, WMT 3%, SPYG 3%, AVLV 3% | Report a problem |
| 279 | United Asset Strategies Inc. | $2.26B | 60 | 70 | 68 / 24 / 8 | 92% | NVDA 6%, AAPL 6%, GOOGL 5%, AMZN 4% | Report a problem |
| 280 | Cornerstone Advisory | $2.25B | 56 | 58 | 91 / 4 / 5 | 59% | JEPI 10%, GPIX 8%, VYM 5%, IVV 5% | Report a problem |
| 281 | Koss-Olinger Consulting, LLC. | $2.23B | 54 | 56 | 93 / 4 / 3 | 63% | SCHX 29%, ACWX 13%, BOND 10%, SPMD 8% | Report a problem |
| 282 | Lbmc Investment Advisors, LLC | $2.23B | 47 | 55 | 64 / 28 / 8 | 100% | IVV 17%, RSP 15%, IWM 11%, HDV 3% | Report a problem |
| 283 | Foster Dykema Cabot & Partners, LLC | $2.22B | 49 | 53 | 79 / 18 / 3 | 98% | SPY 18%, JPST 14%, ICSH 12%, APH 5% | Report a problem |
| 284 | E. S. Barr & Company | $2.22B | 59 | 62 | 87 / 10 / 3 | 92% | BRK-B 14%, GOOG 9%, MKL 8%, GS 7% | Report a problem |
| 285 | Grandfield & Dodd, LLC | $2.21B | 55 | 61 | 81 / 10 / 9 | 100% | AMAT 9%, ADI 5%, GE 5%, MSFT 4% | Report a problem |
| 286 | Wealthplan Investment Management LLC | $2.19B | 60 | 63 | 90 / 3 / 7 | 100% | IVV 6%, AAPL 5%, VTI 3%, NVDA 3% | Report a problem |
| 287 | Joel R. Mogy Investment Counsel Inc. | $2.18B | 72 | 77 | 83 / 4 / 13 | 96% | NVDA 15%, AAPL 10%, GOOG 7%, GOOGL 6% | Report a problem |
| 288 | Condor Capital Wealth Management | $2.18B | 59 | 62 | 91 / 5 / 4 | 67% | VOO 12%, VTV 6%, VUG 5%, IEFA 5% | Report a problem |
| 289 | Sigma Investment Counselors | $2.17B | 48 | 58 | 60 / 33 / 7 | 100% | IVV 19%, VEA 8%, IJH 7%, IJR 4% | Report a problem |
| 290 | Pds Planning Inc | $2.17B | 54 | 56 | 89 / 4 / 7 | 90% | VEA 7%, IVV 7%, AGG 5%, VO 5% | Report a problem |
| 291 | Root Financial Partners | $2.15B | 57 | 58 | 96 / 0 / 4 | 100% | DFUS 17%, DIMENSIONAL U.S. SMALL CAP ETF 8%, DFAI 7%, DFLV 7% | Report a problem |
| 292 | Private Advisory | $2.14B | 73 | 77 | 83 / 15 / 2 | 100% | NVDA 5%, AAPL 5%, GOOG 4%, QQQ 3% | Report a problem |
| 293 | Van Hulzen Financial Advisors | $2.14B | 53 | 58 | 84 / 12 / 4 | 78% | AAPL 7%, GOOGL 4%, AVGO 3%, MSFT 3% | Report a problem |
| 294 | Pinnacle Advisors | $2.14B | 56 | 58 | 90 / 8 / 2 | 55% | SPSM 11%, FLTR 8%, ET 4%, SPYV 4% | Report a problem |
| 295 | First Heartland Consultants, Inc. | $2.09B | 55 | 60 | 84 / 4 / 12 | 88% | SPYM 4%, ACIO 4%, QQQ 3%, RDVY 3% | Report a problem |
| 296 | Indivisible Partners | $2.08B | 61 | 61 | – | 85% | TXN 22%, AVUS 3%, STX 2%, AGG 2% | Report a problem |
| 297 | Avestar Capital, LLC | $2.07B | 63 | 76 | 65 / 1 / 34 | 100% | GOOG 11%, NVDA 10%, AAPL 6%, SPY 3% | Report a problem |
| 298 | Cahaba Wealth Management, Inc. | $2.06B | 49 | 53 | 86 / 8 / 6 | 94% | IVV 30%, UBND 11%, IXUS 10%, IJH 10% | Report a problem |
| 299 | Clear Harbor Asset Management, LLC | $2.05B | 61 | 66 | 82 / 8 / 10 | 95% | FLEX 8%, AAPL 6%, ROP 4%, SPY 3% | Report a problem |
| 300 | Sofi Wealth LLC | $2.05B | 61 | 61 | 100 / 0 / 0 | 100% | IVW 13%, SFY 11%, DYNF 10%, IVV 10% | Report a problem |