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 |
|---|---|---|---|---|---|---|---|---|
| 401 | Sherman Portfolios | $1.56B | 39 | 51 | 65 / 0 / 35 | 100% | IJS 18%, IWM 18%, IJK 18%, GLD 7% | Report a problem |
| 402 | Royal Fund Management, LLC | $1.56B | 66 | 68 | 95 / 0 / 5 | 81% | QQQ 4%, VOO 3%, XBI 2%, SPY 2% | Report a problem |
| 403 | Burton Enright Welch | $1.55B | 50 | 51 | 96 / 1 / 3 | 57% | DIMENSIONAL ETF TRUST 21%, AVUV 7%, AVDV 7%, BNDX 7% | Report a problem |
| 404 | Ccm Investment Advisers, LLC | $1.55B | 65 | 72 | 75 / 22 / 3 | 100% | STX 5%, AMAT 4%, CAT 4%, GOOGL 3% | Report a problem |
| 405 | Cutler Investment Group | $1.54B | 50 | 51 | 94 / 1 / 5 | 73% | VO 5%, IEFA 5%, IGSB 4%, SPEM 4% | Report a problem |
| 406 | Ycg, LLC | $1.54B | 58 | 58 | 97 / 2 / 1 | 76% | MA 7%, MCO 7%, FICO 7%, CPRT 6% | Report a problem |
| 407 | Ycg, LLC | $1.54B | 58 | 58 | 97 / 2 / 1 | 76% | MA 7%, MCO 7%, FICO 7%, CPRT 6% | Report a problem |
| 408 | Planning Alternatives LTD | $1.54B | 55 | 61 | 80 / 10 / 10 | 76% | IVV 33%, SPMO 13%, IJH 11%, VEA 10% | Report a problem |
| 409 | Roseman Wagner Wealth Management | $1.54B | 46 | 48 | 90 / 7 / 3 | 98% | DJCO 16%, BABA 16%, WFC 10%, BRK-B 10% | Report a problem |
| 410 | Independent Solutions Wealth Management, LLC | $1.54B | 60 | 63 | 90 / 1 / 9 | 55% | LEXI 18%, AAPL 3%, NVDA 3%, IVW 3% | Report a problem |
| 411 | Benefit Financial Services Group | $1.54B | 57 | 63 | 80 / 13 / 7 | 92% | VTI 4%, NVDA 3%, IAU 3%, IVV 2% | Report a problem |
| 412 | Triad Wealth Partners, LLC | $1.53B | 56 | 59 | 88 / 6 / 6 | 100% | VOO 8%, ISTB 7%, IVW 6%, IVE 4% | Report a problem |
| 413 | Tamar Securities, LLC | $1.52B | 57 | 68 | 63 / 34 / 3 | 100% | GOOG 6%, IBOC 5%, AMZN 5%, AAPL 5% | Report a problem |
| 414 | Townsend | $1.52B | 39 | 41 | 94 / 0 / 6 | 82% | SHV 6%, ISTB 5%, BHP 4%, JIII 4% | Report a problem |
| 415 | Robinhood Asset Management | $1.52B | 59 | 59 | – | 100% | IVV 24%, SGOV 16%, SUB 5%, DXJ 3% | Report a problem |
| 416 | Legacy Financial Advisors, Inc. | $1.52B | 61 | 65 | 85 / 8 / 7 | 64% | DGRW 9%, DIVI 5%, FRDM 4%, ITOT 3% | Report a problem |
| 417 | Edgemoor Investment Advisors, Inc. | $1.52B | 66 | 69 | 89 / 6 / 5 | 100% | AMAT 7%, AAPL 7%, URI 5%, MSFT 5% | Report a problem |
| 418 | Allen Capital Group, LLC | $1.5B | 54 | 58 | 86 / 6 / 8 | 94% | SPYM 7%, JCPB 6%, UITB 5%, IQLT 4% | Report a problem |
| 419 | Kintra Wealth, LLC | $1.5B | 58 | 62 | 88 / 5 / 7 | 100% | TRIO 6%, IUSG 4%, IUSV 4%, JCPB 3% | Report a problem |
| 420 | Kintra Wealth, LLC | $1.5B | 58 | 62 | 88 / 5 / 7 | 100% | TRIO 6%, IUSG 4%, IUSV 4%, JCPB 3% | Report a problem |
| 421 | Mill Capital Management, LLC | $1.49B | 61 | 62 | 95 / 4 / 1 | 100% | AAPL 10%, MU 8%, GOOG 8%, MSFT 5% | Report a problem |
| 422 | Retirement Investment Advisors Inc | $1.49B | 56 | 56 | 99 / 0 / 1 | 95% | VTV 22%, VUG 20%, IEFA 15%, BIV 10% | Report a problem |
| 423 | Archford Capital Strategies, LLC | $1.49B | 64 | 68 | 89 / 5 / 6 | 75% | IEMG 5%, IEFA 5%, SPYM 3%, NVDA 3% | Report a problem |
| 424 | Awm Capital, LLC | $1.49B | 46 | 49 | 87 / 9 / 4 | 97% | DIMENSIONAL ETF TRUST 18%, DFSU 13%, DFIC 11%, DFEM 6% | Report a problem |
| 425 | Spartan Wealth Management | $1.48B | 73 | 73 | – | 82% | GOOGL 6%, AAPL 5%, NVDA 4%, AMZN 4% | Report a problem |
| 426 | Apriem Advisors | $1.48B | 56 | 59 | 88 / 4 / 8 | 89% | SCHX 14%, BND 6%, AAPL 6%, MGV 5% | Report a problem |
| 427 | Compass Financial Group, Inc | $1.48B | 60 | 60 | 98 / 0 / 2 | 60% | VGT 19%, VOO 15%, SCHB 13%, VDC 11% | Report a problem |
| 428 | Sargent Investment Group | $1.48B | 65 | 68 | 90 / 6 / 4 | 63% | BILS 8%, AAPL 6%, PLTR 5%, SPYG 4% | Report a problem |
| 429 | Eclectic Associates, Inc. | $1.47B | 50 | 53 | 91 / 1 / 8 | 66% | CGXU 7%, VIG 6%, BNDX 6%, DFIV 5% | Report a problem |
| 430 | Forge Financial | $1.46B | 56 | 57 | 93 / 6 / 1 | 86% | CGDV 24%, CGGR 22%, CGGO 21%, CGBL 13% | Report a problem |
| 431 | Keating Financial Advisory Services | $1.45B | 65 | 65 | 100 / 0 / 0 | 52% | AAPL 18%, DFAU 7%, NVDA 4%, VOO 4% | Report a problem |
| 432 | D'orazio Wealth Advisors | $1.44B | 56 | 60 | 86 / 9 / 5 | 70% | VTI 18%, JPIE 5%, IQLT 5%, QQQM 5% | Report a problem |
| 433 | Pinkerton Wealth Partners | $1.44B | 46 | 51 | 86 / 0 / 14 | 94% | IJS 16%, IWM 16%, IJK 16%, GLD 7% | Report a problem |
| 434 | Portside Wealth Group, LLC | $1.43B | 63 | 67 | 85 / 10 / 5 | 70% | BIL 5%, SPYG 3%, NVDA 3%, SPDW 3% | Report a problem |
| 435 | Anderson Hoagland & Co | $1.43B | 59 | 65 | 80 / 17 / 3 | 100% | EMXC 5%, IAU 5%, IWM 5%, VFMF 4% | Report a problem |
| 436 | True Private Wealth Advisors, LLC | $1.43B | 54 | 59 | 82 / 6 / 12 | 99% | IXUS 7%, EMXC 4%, SOXX 4%, IEUR 4% | Report a problem |
| 437 | United Advisor Group | $1.43B | 70 | 70 | 99 / 1 / 0 | 67% | NVDA 3%, AAPL 3%, STXF 2%, ACIO 2% | Report a problem |
| 438 | Revolve Wealth Partners, LLC | $1.42B | 56 | 61 | 83 / 14 / 3 | 81% | VTI 14%, IEFA 5%, IVAL 5%, QMOM 3% | Report a problem |
| 439 | Antolino Wealth Advisors | $1.42B | 53 | 57 | 85 / 4 / 11 | 69% | VB 6%, CGDV 6%, CGGR 5%, DIMENSIONAL ETF TRUST 4% | Report a problem |
| 440 | V-Square Quantitative Management | $1.42B | 64 | 72 | 72 / 27 / 1 | 100% | AGG 12%, NVDA 9%, MSFT 5%, GOOGL 4% | Report a problem |
| 441 | Smith Group Asset Management, LLC | $1.41B | 69 | 70 | 98 / 0 / 2 | 100% | KLAC 6%, FIX 4%, GOOGL 4%, AVGO 4% | Report a problem |
| 442 | Ellsworth Advisors, LLC | $1.41B | 43 | 56 | 56 / 33 / 11 | 77% | HGER 3%, GLD 3%, NVDA 3%, AAPL 3% | Report a problem |
| 443 | Howard Financial Services, LTD. | $1.4B | 46 | 55 | 73 / 4 / 23 | 98% | QUAL 11%, SCHD 6%, VIG 5%, AAPL 4% | Report a problem |
| 444 | Verity Investment Partners | $1.4B | 50 | 53 | 92 / 3 / 5 | 100% | DELL 6%, AVGO 5%, STT 3%, ABBV 3% | Report a problem |
| 445 | Asset Advisors | $1.4B | 50 | 57 | 75 / 13 / 12 | 100% | SCHB 7%, SCHD 7%, XLK 6%, MSFT 6% | Report a problem |
| 446 | Acorn Financial Advisory Services, Inc. | $1.4B | 49 | 51 | 91 / 5 / 4 | 59% | AGG 8%, VEA 7%, PYLD 6%, SPTS 6% | Report a problem |
| 447 | St. Denis J. Villere & Co., LLC | $1.4B | 45 | 51 | 77 / 13 / 10 | 78% | LGND 6%, JPM 5%, V 4%, AMZN 4% | Report a problem |
| 448 | Matrix Asset Advisors Inc | $1.4B | 58 | 61 | 85 / 12 / 3 | 100% | MSFT 5%, MAVF 4%, GOOG 4%, PNC 4% | Report a problem |
| 449 | Matrix Asset Advisors Inc | $1.4B | 58 | 61 | 85 / 12 / 3 | 100% | MSFT 5%, MAVF 4%, GOOG 4%, PNC 4% | Report a problem |
| 450 | Marietta Wealth Management, LLC | $1.39B | 65 | 68 | 89 / 5 / 6 | 78% | GOOGL 6%, NVDA 4%, AAPL 4%, VO 3% | Report a problem |