Dual Registered · Boutique
Weekly Firm Rating standings for firms in this league.
Standings for the week of 2026-10-19
Based on advisors' public records as of Oct 19, 2026, weighted 70% advisor quality, 30% activity on AdvisorCheck. It is not a recommendation, not investment advice, and not a statement about competence, character, or the quality of any advice. It may not be used for employment, credit, insurance, or housing decisions.
How this is calculatedHow this ranking works.Firm Rating blends two things: how the firm's current advisors score on CrossCheck once firm history is set aside (Advisor Quality), and how actively the firm's advisors participate on AdvisorCheck (Engagement) — weighted 70% / 30%. A firm needs at least 3 scored advisors to appear on its league board, or at least 10 scored advisors to appear on the Overall board (the Overall list compares firms of very different sizes, so it uses a stronger statistical adjustment for small samples). This is not a recommendation and not investment advice.
| Rank | Firm | League · Size | Firm Rating | Advisor score | Trust | Engagement | Trend | Claim rate |
|---|---|---|---|---|---|---|---|---|
#1 of 175 | BRANDON INVESTMENTS, INC. | Dual Registered · Boutique | 57.5 | 77.0 (3 advisors) | 84 | 12 | — | 0% |
#2 of 175 | PERRYMAN SECURITIES, INC. | Dual Registered · Boutique | 57.3 | 76.7 (8 advisors) | 87 | 12 | — | 0% |
#3 of 175 | J K R & COMPANY, INC. | Dual Registered · Boutique | 56.6 | 75.7 (8 advisors) | 74 | 12 | — | 0% |
#3 of 175 | GRB FINANCIAL LLC | Dual Registered · Boutique | 56.6 | 75.8 (4 advisors) | 85 | 12 | — | 0% |
#3 of 175 | GALT FINANCIAL GROUP, INC. | Dual Registered · Boutique | 56.6 | 75.7 (3 advisors) | 86 | 12 | — | 0% |
#6 of 175 | H. C. DENISON CO. | Dual Registered · Boutique | 56.5 | 75.5 (4 advisors) | 76 | 12 | — | 0% |
#7 of 175 | LIBERTY CAPITAL INVESTMENT CORPORATION | Dual Registered · Boutique | 56.1 | 75.0 (7 advisors) | 86 | 12 | — | 0% |
#7 of 175 | WEALTH MANAGEMENT RESOURCES, INC. | Dual Registered · Boutique | 56.1 | 75.0 (4 advisors) | 76 | 12 | — | 0% |
#7 of 175 | MILESTONE INVESTMENTS, INC. | Dual Registered · Boutique | 56.1 | 75.0 (3 advisors) | 84 | 12 | — | 0% |
#10 of 175 | PAINTER, SMITH AND AMBERG INC. | Dual Registered · Boutique | 55.9 | 74.7 (3 advisors) | 79 | 12 | — | 0% |
#10 of 175 | MERCADIEN SECURITIES | Dual Registered · Boutique | 55.9 | 74.7 (3 advisors) | 86 | 12 | — | 0% |
#12 of 175 | D. B. MCKENNA & CO., INC. | Dual Registered · Boutique | 55.7 | 74.4 (4 advisors) | 80 | 12 | — | 0% |
#12 of 175 | SECURITIES EQUITY GROUP | Dual Registered · Boutique | 55.7 | 74.4 (7 advisors) | 83 | 12 | — | 0% |
#14 of 175 | GOOGINS ADVISORS, INC | Dual Registered · Boutique | 55.6 | 74.2 (3 advisors) | 79 | 12 | — | 0% |
#14 of 175 | THE STRATEGIC ALLIANCE CORPORATION | Dual Registered · Boutique | 55.6 | 74.3 (5 advisors) | 86 | 12 | — | 0% |
#14 of 175 | SECURE PLANNING, LLC | Dual Registered · Boutique | 55.6 | 74.3 (6 advisors) | 84 | 12 | — | 0% |
#14 of 175 | JOSEPH GRACE | Dual Registered · Boutique | 55.6 | 74.2 (4 advisors) | 77 | 12 | — | 0% |
#18 of 175 | DIVERSIFIED RESOURCES, LLC | Dual Registered · Boutique | 55.5 | 74.1 (3 advisors) | 84 | 12 | — | 0% |
#18 of 175 | AVISEN SECURITIES, INC. | Dual Registered · Boutique | 55.5 | 74.1 (9 advisors) | 83 | 12 | — | 0% |
#18 of 175 | ANOVEST FINANCIAL SERVICES, INC. | Dual Registered · Boutique | 55.5 | 74.2 (3 advisors) | 86 | 12 | — | 0% |
#21 of 175 | BALLEW INVESTMENTS, INC. | Dual Registered · Boutique | 55.4 | 74.1 (6 advisors) | 86 | 12 | — | 0% |
#21 of 175 | LORIA FINANCIAL GROUP, LLC | Dual Registered · Boutique | 55.4 | 74.0 (3 advisors) | 84 | 12 | — | 0% |
#21 of 175 | CAROLINAS INVESTMENT CONSULTING LLC | Dual Registered · Boutique | 55.4 | 73.9 (8 advisors) | 87 | 12 | — | 0% |
#24 of 175 | BAKER & CO., INCORPORATED | Dual Registered · Boutique | 55.3 | 73.8 (6 advisors) | 75 | 12 | — | 0% |
#24 of 175 | COOPER MALONE MCCLAIN, INC. | Dual Registered · Boutique | 55.3 | 73.8 (8 advisors) | 75 | 12 | — | 0% |
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