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RIA · Mid-Size

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 calculated

How 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.

Firm Rating standings for this league, in ranked order.
RankFirmLeague · SizeFirm RatingAdvisor scoreTrustEngagementTrendClaim rate
#25

of 121

RFG ADVISORY, LLCRIA · Mid-Size58.878.8 (55 advisors)7912—0%
#25

of 121

FARTHER FINANCE ADVISORS, LLCRIA · Mid-Size58.878.8 (99 advisors)8112—0%
#25

of 121

SAVVY ADVISORS, INC.RIA · Mid-Size58.878.8 (54 advisors)8112—0%
#29

of 121

FIDUCIENT ADVISORS LLCRIA · Mid-Size58.778.7 (51 advisors)8112—0%
#29

of 121

PRIVATE ADVISOR GROUP, LLCRIA · Mid-Size58.778.8 (73 advisors)7812—0%
#29

of 121

CWM, LLCRIA · Mid-Size58.778.8 (253 advisors)7412—0%
#29

of 121

MUTUAL ADVISORS, LLCRIA · Mid-Size58.778.6 (55 advisors)7612—0%
#33

of 121

MONETA GROUP INVESTMENT ADVISORS, LLCRIA · Mid-Size58.678.6 (177 advisors)8212—0%
#33

of 121

PERIGON WEALTH MANAGEMENT, LLCRIA · Mid-Size58.678.5 (51 advisors)8112—0%
#33

of 121

BUCKINGHAM STRATEGIC WEALTH, LLCRIA · Mid-Size58.678.6 (154 advisors)8112—0%
#33

of 121

APOLLON WEALTH MANAGEMENT, LLCRIA · Mid-Size58.678.6 (50 advisors)8012—0%
#37

of 121

WA ASSET MANAGEMENT, LLCRIA · Mid-Size58.578.5 (60 advisors)8012—0%
#37

of 121

STRATOS WEALTH ADVISORS LLCRIA · Mid-Size58.578.5 (57 advisors)8112—0%
#39

of 121

JOHNSON WEALTH INC.RIA · Mid-Size58.478.2 (56 advisors)8112—0%
#39

of 121

THE MATHER GROUP, LLCRIA · Mid-Size58.478.3 (86 advisors)8212—0%
#39

of 121

HOMRICH BERGRIA · Mid-Size58.478.3 (68 advisors)8012—0%
#42

of 121

MAI CAPITAL MANAGEMENT, LLCRIA · Mid-Size58.278.1 (154 advisors)8012—0%
#42

of 121

INTEGRATED WEALTH CONCEPTS LLCRIA · Mid-Size58.277.9 (81 advisors)7612—0%
#44

of 121

SEQUOIA FINANCIAL GROUP, L.L.C.RIA · Mid-Size58.177.8 (108 advisors)7912—0%
#44

of 121

NFP RETIREMENT INC.RIA · Mid-Size58.177.9 (96 advisors)7812—0%
#44

of 121

BELPOINTE ASSET MANAGEMENT LLCRIA · Mid-Size58.177.8 (131 advisors)8012—0%
#47

of 121

JOHNSON INVESTMENT COUNSEL, INC.RIA · Mid-Size58.077.7 (56 advisors)8012—0%
#47

of 121

THE COLONY GROUP, LLCRIA · Mid-Size58.077.7 (360 advisors)8012—0%
#47

of 121

CRD 319448RIA · Mid-Size58.077.6 (160 advisors)7612—0%
#50

of 121

ONEDIGITAL INVESTMENT ADVISORSRIA · Mid-Size57.977.6 (173 advisors)8112—0%

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