RIA · 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 |
|---|---|---|---|---|---|---|---|---|
#238 of 918 | PAUL WINKLER, INC. | RIA · Small | 58.7 | 78.7 (14 advisors) | 84 | 12 | — | 0% |
#238 of 918 | ALBOURNE AMERICA LLC | RIA · Small | 58.7 | 78.7 (23 advisors) | 84 | 12 | — | 0% |
#238 of 918 | AVIDIAN WEALTH SOLUTIONS, LLC | RIA · Small | 58.7 | 78.7 (33 advisors) | 81 | 12 | — | 0% |
#238 of 918 | SIMON QUICK ADVISORS, LLC | RIA · Small | 58.7 | 78.8 (26 advisors) | 83 | 12 | — | 0% |
#238 of 918 | MARYLAND CAPITAL MANAGEMENT, LLC | RIA · Small | 58.7 | 78.7 (12 advisors) | 83 | 12 | — | 0% |
#238 of 918 | WEALTH ARCHITECTS, LLC | RIA · Small | 58.7 | 78.8 (12 advisors) | 83 | 12 | — | 0% |
#238 of 918 | RIA ADVISORY GROUP, LLC | RIA · Small | 58.7 | 78.7 (23 advisors) | 85 | 12 | — | 0% |
#238 of 918 | DESTINY WEALTH PARTNERS, LLC | RIA · Small | 58.7 | 78.8 (11 advisors) | 83 | 12 | — | 0% |
#238 of 918 | HOWARD BAILEY SECURITIES, LLC | RIA · Small | 58.7 | 78.8 (10 advisors) | 83 | 12 | — | 0% |
#238 of 918 | BOGART WEALTH, LLC | RIA · Small | 58.7 | 78.7 (14 advisors) | 82 | 12 | — | 0% |
#238 of 918 | PAX FINANCIAL GROUP | RIA · Small | 58.7 | 78.8 (15 advisors) | 82 | 12 | — | 0% |
#238 of 918 | ROUND ROCK ADVISORS LLC | RIA · Small | 58.7 | 78.7 (11 advisors) | 84 | 12 | — | 0% |
#238 of 918 | PINE GROVE FINANCIAL GROUP | RIA · Small | 58.7 | 78.7 (10 advisors) | 83 | 12 | — | 0% |
#238 of 918 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | RIA · Small | 58.7 | 78.7 (17 advisors) | 82 | 12 | — | 0% |
#265 of 918 | LOWE, BROCKENBROUGH & COMPANY, INC. | RIA · Small | 58.6 | 78.6 (17 advisors) | 81 | 12 | — | 0% |
#265 of 918 | JOHN G. ULLMAN & ASSOCIATES, INC | RIA · Small | 58.6 | 78.6 (14 advisors) | 81 | 12 | — | 0% |
#265 of 918 | R M DAVIS INC | RIA · Small | 58.6 | 78.6 (19 advisors) | 83 | 12 | — | 0% |
#265 of 918 | FINANCIAL SYNERGIES | RIA · Small | 58.6 | 78.6 (14 advisors) | 83 | 12 | — | 0% |
#265 of 918 | SEGALL BRYANT & HAMILL | RIA · Small | 58.6 | 78.6 (11 advisors) | 81 | 12 | — | 0% |
#265 of 918 | PEAK ASSET MANAGEMENT, LLC | RIA · Small | 58.6 | 78.6 (13 advisors) | 83 | 12 | — | 0% |
#265 of 918 | APRIEM ADVISORS | RIA · Small | 58.6 | 78.6 (10 advisors) | 83 | 12 | — | 0% |
#265 of 918 | BMO FAMILY OFFICE, LLC | RIA · Small | 58.6 | 78.6 (13 advisors) | 81 | 12 | — | 0% |
#265 of 918 | COOKSON PEIRCE WEALTH MANAGEMENT | RIA · Small | 58.6 | 78.5 (19 advisors) | 82 | 12 | — | 0% |
#265 of 918 | DIXON, HUBARD, FEINOUR & BROWN, INC. | RIA · Small | 58.6 | 78.6 (13 advisors) | 82 | 12 | — | 0% |
#265 of 918 | WILLIS JOHNSON & ASSOCIATES, INC. | RIA · Small | 58.6 | 78.5 (11 advisors) | 83 | 12 | — | 0% |
