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 |
|---|---|---|---|---|---|---|---|---|
#74 of 121 | FIRST ADVISORS NATIONAL, LLC | RIA · Mid-Size | 57.3 | 76.8 (60 advisors) | 75 | 12 | — | 0% |
#77 of 121 | ONE CAPITAL MANAGEMENT, LLC | RIA · Mid-Size | 57.2 | 76.6 (51 advisors) | 80 | 12 | — | 0% |
#77 of 121 | PORTFOLIO MEDICS, LLC | RIA · Mid-Size | 57.2 | 76.6 (65 advisors) | 79 | 12 | — | 0% |
#79 of 121 | BROOKSTONE WEALTH ADVISORS, LLC | RIA · Mid-Size | 57.1 | 76.4 (148 advisors) | 75 | 12 | — | 0% |
#79 of 121 | BROOKSTONE CAPITAL MANAGEMENT LLC | RIA · Mid-Size | 57.1 | 76.4 (312 advisors) | 75 | 12 | — | 0% |
#81 of 121 | WIPFLI FINANCIAL ADVISORS, LLC | RIA · Mid-Size | 57.0 | 76.3 (58 advisors) | 81 | 12 | — | 0% |
#81 of 121 | ERNST & YOUNG INVESTMENT ADVISERS LLP | RIA · Mid-Size | 57.0 | 76.2 (137 advisors) | 84 | 12 | — | 0% |
#81 of 121 | PENSIONMARK FINANCIAL GROUP, LLC | RIA · Mid-Size | 57.0 | 76.2 (51 advisors) | 80 | 12 | — | 0% |
#81 of 121 | CREATIVEONE WEALTH, LLC | RIA · Mid-Size | 57.0 | 76.3 (128 advisors) | 75 | 12 | — | 0% |
#85 of 121 | ALPHASTAR CAPITAL MANAGEMENT, LLC | RIA · Mid-Size | 56.9 | 76.1 (110 advisors) | 77 | 12 | — | 0% |
#85 of 121 | SEQUENT PLANNING, LLC | RIA · Mid-Size | 56.9 | 76.2 (71 advisors) | 79 | 12 | — | 0% |
#85 of 121 | LIDO ADVISORS | RIA · Mid-Size | 56.9 | 76.1 (127 advisors) | 81 | 12 | — | 0% |
#88 of 121 | ALLWORTH FINANCIAL, L.P. | RIA · Mid-Size | 56.7 | 75.9 (144 advisors) | 81 | 12 | — | 0% |
#88 of 121 | WEALTH WATCH ADVISORS, LLC | RIA · Mid-Size | 56.7 | 75.9 (51 advisors) | 77 | 12 | — | 0% |
#88 of 121 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | RIA · Mid-Size | 56.7 | 75.8 (67 advisors) | 77 | 12 | — | 0% |
#88 of 121 | SIMPLICITY WEALTH | RIA · Mid-Size | 56.7 | 75.8 (60 advisors) | 80 | 12 | — | 0% |
#92 of 121 | J. W. COLE ADVISORS, INC. | RIA · Mid-Size | 56.6 | 75.8 (59 advisors) | 75 | 12 | — | 0% |
#92 of 121 | SOUND INCOME STRATEGIES, LLC | RIA · Mid-Size | 56.6 | 75.8 (79 advisors) | 79 | 12 | — | 0% |
#94 of 121 | NISA INVESTMENT ADVISORS, LLC | RIA · Mid-Size | 56.5 | 75.5 (65 advisors) | 81 | 12 | — | 0% |
#94 of 121 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RIA · Mid-Size | 56.5 | 75.5 (55 advisors) | 76 | 12 | — | 0% |
#94 of 121 | ARGI INVESTMENT SERVICES, LLC | RIA · Mid-Size | 56.5 | 75.5 (74 advisors) | 81 | 12 | — | 0% |
#94 of 121 | SVB WEALTH | RIA · Mid-Size | 56.5 | 75.6 (69 advisors) | 80 | 12 | — | 0% |
#94 of 121 | CX INSTITUTIONAL, LLC | RIA · Mid-Size | 56.5 | 75.5 (59 advisors) | 81 | 12 | — | 0% |
#99 of 121 | GRADIENT ADVISORS, LLC | RIA · Mid-Size | 56.4 | 75.4 (138 advisors) | 80 | 12 | — | 0% |
#100 of 121 | CIBC PRIVATE WEALTH ADVISORS, INC. | RIA · Mid-Size | 56.2 | 75.2 (87 advisors) | 79 | 12 | — | 0% |
