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 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 |
|---|---|---|---|---|---|---|---|---|
#50 of 121 | ARCHER INVESTMENT CORPORATION | RIA · Mid-Size | 57.9 | 77.5 (77 advisors) | 77 | 12 | — | 0% |
#50 of 121 | GLOBAL RETIREMENT PARTNERS LLC | RIA · Mid-Size | 57.9 | 77.6 (125 advisors) | 78 | 12 | — | 0% |
#50 of 121 | MARINER PLATFORM SOLUTIONS | RIA · Mid-Size | 57.9 | 77.6 (71 advisors) | 79 | 12 | — | 0% |
#54 of 121 | TREK FINANCIAL | RIA · Mid-Size | 57.8 | 77.4 (60 advisors) | 77 | 12 | — | 0% |
#54 of 121 | SAGEVIEW ADVISORY GROUP, LLC | RIA · Mid-Size | 57.8 | 77.4 (65 advisors) | 81 | 12 | — | 0% |
#54 of 121 | CRESSET ASSET MANAGEMENT, LLC | RIA · Mid-Size | 57.8 | 77.5 (121 advisors) | 82 | 12 | — | 0% |
#57 of 121 | VALEO FINANCIAL ADVISORS, LLC | RIA · Mid-Size | 57.7 | 77.3 (71 advisors) | 78 | 12 | — | 0% |
#57 of 121 | ROYAL FUND MANAGEMENT, LLC | RIA · Mid-Size | 57.7 | 77.2 (82 advisors) | 81 | 12 | — | 0% |
#57 of 121 | PATHSTONE | RIA · Mid-Size | 57.7 | 77.2 (86 advisors) | 81 | 12 | — | 0% |
#57 of 121 | THRIVENT ADVISOR NETWORK, LLC | RIA · Mid-Size | 57.7 | 77.3 (54 advisors) | 80 | 12 | — | 0% |
#61 of 121 | COLDSTREAM WEALTH MANAGEMENT | RIA · Mid-Size | 57.6 | 77.1 (62 advisors) | 80 | 12 | — | 0% |
#61 of 121 | PROSPERITY CAPITAL ADVISORS | RIA · Mid-Size | 57.6 | 77.1 (59 advisors) | 80 | 12 | — | 0% |
#61 of 121 | CAPTRUST | RIA · Mid-Size | 57.6 | 77.2 (339 advisors) | 80 | 12 | — | 0% |
#61 of 121 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | RIA · Mid-Size | 57.6 | 77.1 (115 advisors) | 78 | 12 | — | 0% |
#61 of 121 | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | RIA · Mid-Size | 57.6 | 77.1 (54 advisors) | 81 | 12 | — | 0% |
#61 of 121 | CONGRESS WEALTH MANAGEMENT LLC | RIA · Mid-Size | 57.6 | 77.2 (50 advisors) | 79 | 12 | — | 0% |
#61 of 121 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | RIA · Mid-Size | 57.6 | 77.2 (73 advisors) | 81 | 12 | — | 0% |
#68 of 121 | PLANTE MORAN FINANCIAL ADVISORS | RIA · Mid-Size | 57.5 | 77.1 (105 advisors) | 81 | 12 | — | 0% |
#68 of 121 | RMB CAPITAL MANAGEMENT | RIA · Mid-Size | 57.5 | 77.0 (69 advisors) | 80 | 12 | — | 0% |
#70 of 121 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | RIA · Mid-Size | 57.4 | 76.9 (123 advisors) | 78 | 12 | — | 0% |
#70 of 121 | CERITY PARTNERS LLC | RIA · Mid-Size | 57.4 | 76.8 (236 advisors) | 81 | 12 | — | 0% |
#70 of 121 | VIRTUE CAPITAL MANAGEMENT, LLC | RIA · Mid-Size | 57.4 | 76.9 (96 advisors) | 79 | 12 | — | 0% |
#70 of 121 | INTEGRATED ADVISORS NETWORK LLC | RIA · Mid-Size | 57.4 | 76.8 (61 advisors) | 75 | 12 | — | 0% |
#74 of 121 | BALLENTINE PARTNERS | RIA · Mid-Size | 57.3 | 76.8 (65 advisors) | 82 | 12 | — | 0% |
#74 of 121 | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | RIA · Mid-Size | 57.3 | 76.8 (83 advisors) | 81 | 12 | — | 0% |
