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 |
|---|---|---|---|---|---|---|---|---|
#101 of 121 | CAIN, WATTERS & ASSOCIATES, LLC | RIA · Mid-Size | 56.1 | 75.1 (55 advisors) | 80 | 12 | — | 0% |
#101 of 121 | TUCKER ASSET MANAGEMENT LLC | RIA · Mid-Size | 56.1 | 75.1 (63 advisors) | 77 | 12 | — | 0% |
#103 of 121 | AVANTAX PLANNING PARTNERS, INC. | RIA · Mid-Size | 56.0 | 74.9 (101 advisors) | 80 | 12 | — | 0% |
#103 of 121 | PERSONAL CAPITAL ADVISORS CORPORATION | RIA · Mid-Size | 56.0 | 74.9 (148 advisors) | 82 | 12 | — | 0% |
#103 of 121 | TRUIST ADVISORY SERVICES, INC. | RIA · Mid-Size | 56.0 | 74.9 (127 advisors) | 75 | 12 | — | 0% |
#103 of 121 | IAMS WEALTH MANAGEMENT, LLC | RIA · Mid-Size | 56.0 | 74.8 (52 advisors) | 76 | 12 | — | 0% |
#107 of 121 | COPPELL ADVISORY SOLUTIONS LLC | RIA · Mid-Size | 55.9 | 74.7 (69 advisors) | 78 | 12 | — | 0% |
#107 of 121 | FOUNDATIONS INVESTMENT ADVISORS LLC | RIA · Mid-Size | 55.9 | 74.8 (186 advisors) | 80 | 12 | — | 0% |
#107 of 121 | AE WEALTH MANAGEMENT, LLC | RIA · Mid-Size | 55.9 | 74.7 (347 advisors) | 77 | 12 | — | 0% |
#110 of 121 | BRIGHTON JONES LLC | RIA · Mid-Size | 55.8 | 74.6 (112 advisors) | 81 | 12 | — | 0% |
#111 of 121 | IEQ CAPITAL, LLC | RIA · Mid-Size | 55.7 | 74.4 (72 advisors) | 80 | 12 | — | 0% |
#112 of 121 | ORION PORTFOLIO SOLUTIONS, LLC | RIA · Mid-Size | 55.5 | 74.2 (53 advisors) | 80 | 12 | — | 0% |
#113 of 121 | ICONIQ CAPITAL, LLC | RIA · Mid-Size | 55.1 | 73.5 (63 advisors) | 81 | 12 | — | 0% |
#114 of 121 | WELLS FARGO INVESTMENT INSTITUTE, INC. | RIA · Mid-Size | 54.8 | 73.2 (54 advisors) | 80 | 12 | — | 0% |
#115 of 121 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | RIA · Mid-Size | 54.2 | 72.3 (55 advisors) | 78 | 12 | — | 0% |
#115 of 121 | BBR PARTNERS, LLC | RIA · Mid-Size | 54.2 | 72.3 (58 advisors) | 81 | 12 | — | 0% |
#117 of 121 | AVANTAX ADVISORY SERVICES | RIA · Mid-Size | 54.0 | 72.0 (58 advisors) | 76 | 12 | — | 0% |
#118 of 121 | MCADAM LLC | RIA · Mid-Size | 53.7 | 71.6 (159 advisors) | 82 | 12 | — | 0% |
#119 of 121 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | RIA · Mid-Size | 53.6 | 71.4 (154 advisors) | 80 | 12 | — | 0% |
#120 of 121 | FLORIDA FINANCIAL ADVISORS, INC. | RIA · Mid-Size | 52.8 | 70.3 (65 advisors) | 81 | 12 | — | 0% |
#121 of 121 | RBC PRIVATE COUNSEL (USA) INC. | RIA · Mid-Size | 52.7 | 70.1 (238 advisors) | 74 | 12 | — | 0% |
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