Dual Registered · Small
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 |
|---|---|---|---|---|---|---|---|---|
#23 of 173 | PHILLIPS & COMPANY | Dual Registered · Small | 55.4 | 73.9 (10 advisors) | 70 | 12 | — | 0% |
#27 of 173 | ALEXANDER INVESTMENT SERVICES CO. | Dual Registered · Small | 55.3 | 73.9 (13 advisors) | 76 | 12 | — | 0% |
#27 of 173 | VALLEY NATIONAL INVESTMENTS, INC. | Dual Registered · Small | 55.3 | 73.9 (19 advisors) | 80 | 12 | — | 0% |
#27 of 173 | D.M. KELLY & COMPANY | Dual Registered · Small | 55.3 | 73.8 (11 advisors) | 74 | 12 | — | 0% |
#27 of 173 | S.G. LONG & COMPANY | Dual Registered · Small | 55.3 | 73.9 (14 advisors) | 72 | 12 | — | 0% |
#31 of 173 | ROMANO BROTHERS AND COMPANY | Dual Registered · Small | 55.2 | 73.7 (13 advisors) | 72 | 12 | — | 0% |
#32 of 173 | SMITH, MOORE & CO. | Dual Registered · Small | 55.1 | 73.5 (49 advisors) | 65 | 12 | — | 0% |
#32 of 173 | BANKOH INVESTMENT SERVICES, INC. | Dual Registered · Small | 55.1 | 73.6 (15 advisors) | 79 | 12 | — | 0% |
#34 of 173 | CUTTER & COMPANY, INC. | Dual Registered · Small | 55.0 | 73.4 (41 advisors) | 72 | 12 | — | 0% |
#34 of 173 | CHAPIN, DAVIS | Dual Registered · Small | 55.0 | 73.4 (30 advisors) | 64 | 12 | — | 0% |
#34 of 173 | HALLIDAY FINANCIAL, LLC | Dual Registered · Small | 55.0 | 73.4 (34 advisors) | 73 | 12 | — | 0% |
#37 of 173 | M. E. ALLISON & CO., INC. | Dual Registered · Small | 54.9 | 73.2 (19 advisors) | 73 | 12 | — | 0% |
#37 of 173 | CBIZ FINANCIAL SOLUTIONS, INC. | Dual Registered · Small | 54.9 | 73.3 (24 advisors) | 65 | 12 | — | 0% |
#37 of 173 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. | Dual Registered · Small | 54.9 | 73.2 (46 advisors) | 65 | 12 | — | 0% |
#37 of 173 | COPPER FINANCIAL | Dual Registered · Small | 54.9 | 73.2 (45 advisors) | 75 | 12 | — | 0% |
#41 of 173 | CAPITAL MANAGEMENT SECURITIES, INC. | Dual Registered · Small | 54.8 | 73.2 (19 advisors) | 70 | 12 | — | 0% |
#41 of 173 | INTERCAROLINA FINANCIAL SERVICES, INC. | Dual Registered · Small | 54.8 | 73.1 (44 advisors) | 71 | 12 | — | 0% |
#41 of 173 | ANDREW GARRETT INC. | Dual Registered · Small | 54.8 | 73.1 (35 advisors) | 62 | 12 | — | 0% |
#41 of 173 | CAPITAL SYNERGY PARTNERS | Dual Registered · Small | 54.8 | 73.1 (44 advisors) | 81 | 12 | — | 0% |
#45 of 173 | BROWN, LISLE/CUMMINGS, INC. | Dual Registered · Small | 54.7 | 73.0 (12 advisors) | 70 | 12 | — | 0% |
#45 of 173 | SIGNAL SECURITIES, INC. | Dual Registered · Small | 54.7 | 73.0 (41 advisors) | 69 | 12 | — | 0% |
#45 of 173 | FMN CAPITAL CORPORATION | Dual Registered · Small | 54.7 | 73.1 (21 advisors) | 66 | 12 | — | 0% |
#45 of 173 | COLDSTREAM SECURITIES, INC. | Dual Registered · Small | 54.7 | 73.0 (24 advisors) | 78 | 12 | — | 0% |
#45 of 173 | TITLEIST ASSET MANAGEMENT, LTD. | Dual Registered · Small | 54.7 | 73.1 (28 advisors) | 71 | 12 | — | 0% |
#45 of 173 | FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC | Dual Registered · Small | 54.7 | 73.0 (34 advisors) | 74 | 12 | — | 0% |
