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 |
|---|---|---|---|---|---|---|---|---|
#265 of 918 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | RIA · Small | 58.6 | 78.6 (12 advisors) | 79 | 12 | — | 0% |
#265 of 918 | MULTNOMAH GROUP, INC. | RIA · Small | 58.6 | 78.5 (14 advisors) | 83 | 12 | — | 0% |
#265 of 918 | WATERLOO CAPITAL | RIA · Small | 58.6 | 78.5 (18 advisors) | 83 | 12 | — | 0% |
#265 of 918 | GENERATIONAL WEALTH ADVISORS | RIA · Small | 58.6 | 78.5 (10 advisors) | 82 | 12 | — | 0% |
#265 of 918 | ROCKWOOD WEALTH MANAGEMENT, LLC | RIA · Small | 58.6 | 78.6 (30 advisors) | 83 | 12 | — | 0% |
#265 of 918 | BIP WEALTH, LLC | RIA · Small | 58.6 | 78.5 (27 advisors) | 79 | 12 | — | 0% |
#265 of 918 | REGATTA CAPITAL GROUP, LLC | RIA · Small | 58.6 | 78.5 (13 advisors) | 83 | 12 | — | 0% |
#265 of 918 | CARNEGIE INVESTMENT COUNSEL | RIA · Small | 58.6 | 78.5 (38 advisors) | 84 | 12 | — | 0% |
#265 of 918 | HARVEST INVESTMENT SERVICES, LLC | RIA · Small | 58.6 | 78.5 (20 advisors) | 75 | 12 | — | 0% |
#265 of 918 | AXXCESS WEALTH MANAGEMENT, LLC | RIA · Small | 58.6 | 78.6 (32 advisors) | 79 | 12 | — | 0% |
#265 of 918 | MERRIMAN | RIA · Small | 58.6 | 78.6 (18 advisors) | 84 | 12 | — | 0% |
#265 of 918 | D.B. ROOT & COMPANY, LLC | RIA · Small | 58.6 | 78.5 (13 advisors) | 84 | 12 | — | 0% |
#265 of 918 | THE FIDUCIARY GROUP | RIA · Small | 58.6 | 78.6 (10 advisors) | 82 | 12 | — | 0% |
#265 of 918 | BLACKRIDGE ASSET MANAGEMENT, LLC | RIA · Small | 58.6 | 78.6 (10 advisors) | 80 | 12 | — | 0% |
#265 of 918 | WOODSTOCK WEALTH MANAGEMENT, INC. | RIA · Small | 58.6 | 78.5 (18 advisors) | 83 | 12 | — | 0% |
#265 of 918 | AUSTIN PRIVATE WEALTH, LLC | RIA · Small | 58.6 | 78.6 (10 advisors) | 84 | 12 | — | 0% |
#265 of 918 | CRD 336837 | RIA · Small | 58.6 | 78.6 (42 advisors) | 81 | 12 | — | 0% |
#293 of 918 | CHRISTOPHER WEIL & COMPANY, INC. | RIA · Small | 58.5 | 78.4 (14 advisors) | 80 | 12 | — | 0% |
#293 of 918 | PALISADE CAPITAL MANAGEMENT LLC | RIA · Small | 58.5 | 78.5 (15 advisors) | 80 | 12 | — | 0% |
#293 of 918 | NPF INVESTMENT ADVISORS | RIA · Small | 58.5 | 78.4 (10 advisors) | 82 | 12 | — | 0% |
#293 of 918 | DANA INVESTMENT ADVISORS INC | RIA · Small | 58.5 | 78.5 (22 advisors) | 82 | 12 | — | 0% |
#293 of 918 | NAVELLIER & ASSOCIATES INC | RIA · Small | 58.5 | 78.4 (16 advisors) | 81 | 12 | — | 0% |
#293 of 918 | HOWARD FINANCIAL SERVICES, LTD. | RIA · Small | 58.5 | 78.4 (12 advisors) | 81 | 12 | — | 0% |
#293 of 918 | CLIFFORD SWAN INVESTMENT COUNSELORS | RIA · Small | 58.5 | 78.4 (12 advisors) | 82 | 12 | — | 0% |
#293 of 918 | BELL INVESTMENT ADVISORS INC | RIA · Small | 58.5 | 78.4 (10 advisors) | 80 | 12 | — | 0% |
