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 |
|---|---|---|---|---|---|---|---|---|
#293 of 918 | MANAGED ASSET PORTFOLIOS, LLC | RIA · Small | 58.5 | 78.4 (12 advisors) | 83 | 12 | — | 0% |
#293 of 918 | SPIRE WEALTH MANAGEMENT, LLC | RIA · Small | 58.5 | 78.4 (14 advisors) | 80 | 12 | — | 0% |
#293 of 918 | INDEPENDENT FINANCIAL PARTNERS | RIA · Small | 58.5 | 78.5 (46 advisors) | 75 | 12 | — | 0% |
#293 of 918 | KRILOGY | RIA · Small | 58.5 | 78.5 (41 advisors) | 83 | 12 | — | 0% |
#293 of 918 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | RIA · Small | 58.5 | 78.5 (11 advisors) | 80 | 12 | — | 0% |
#293 of 918 | CANTOR FITZGERALD INVESTMENT ADVISORS | RIA · Small | 58.5 | 78.5 (10 advisors) | 82 | 12 | — | 0% |
#293 of 918 | VIVALDI CAPITAL MANAGEMENT LP | RIA · Small | 58.5 | 78.4 (26 advisors) | 85 | 12 | — | 0% |
#293 of 918 | CRESCENT GROVE ADVISORS | RIA · Small | 58.5 | 78.5 (18 advisors) | 83 | 12 | — | 0% |
#293 of 918 | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC | RIA · Small | 58.5 | 78.4 (11 advisors) | 83 | 12 | — | 0% |
#293 of 918 | CARLSON CAPITAL MANAGEMENT, LLC | RIA · Small | 58.5 | 78.4 (18 advisors) | 83 | 12 | — | 0% |
#293 of 918 | ALMANACK INVESTMENT PARTNERS | RIA · Small | 58.5 | 78.4 (15 advisors) | 83 | 12 | — | 0% |
#293 of 918 | CENTRIC ADVISORS, LLC | RIA · Small | 58.5 | 78.4 (10 advisors) | 80 | 12 | — | 0% |
#293 of 918 | GILBERT & COOK, INC. | RIA · Small | 58.5 | 78.5 (15 advisors) | 84 | 12 | — | 0% |
#293 of 918 | HIGHLINE WEALTH PARTNERS | RIA · Small | 58.5 | 78.4 (15 advisors) | 81 | 12 | — | 0% |
#293 of 918 | JUNCTURE WEALTH STRATEGIES, LLC | RIA · Small | 58.5 | 78.4 (10 advisors) | 80 | 12 | — | 0% |
#293 of 918 | THE KELLY GROUP | RIA · Small | 58.5 | 78.5 (10 advisors) | 83 | 12 | — | 0% |
#293 of 918 | FIFTH THIRD WEALTH ADVISORS LLC | RIA · Small | 58.5 | 78.4 (15 advisors) | 84 | 12 | — | 0% |
#318 of 918 | MONTAG | RIA · Small | 58.4 | 78.3 (10 advisors) | 83 | 12 | — | 0% |
#318 of 918 | REGENTATLANTIC | RIA · Small | 58.4 | 78.3 (28 advisors) | 83 | 12 | — | 0% |
#318 of 918 | FCI ADVISORS | RIA · Small | 58.4 | 78.3 (34 advisors) | 83 | 12 | — | 0% |
#318 of 918 | FINANCIAL CONSULATE | RIA · Small | 58.4 | 78.3 (10 advisors) | 83 | 12 | — | 0% |
#318 of 918 | THOMAS DOLL | RIA · Small | 58.4 | 78.3 (17 advisors) | 83 | 12 | — | 0% |
#318 of 918 | EMBREE FINANCIAL GROUP | RIA · Small | 58.4 | 78.3 (10 advisors) | 83 | 12 | — | 0% |
#318 of 918 | GRIES FINANCIAL LLC | RIA · Small | 58.4 | 78.2 (11 advisors) | 82 | 12 | — | 0% |
#318 of 918 | ENVESTNET PMC | RIA · Small | 58.4 | 78.3 (45 advisors) | 83 | 12 | — | 0% |
