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 |
|---|---|---|---|---|---|---|---|---|
#344 of 918 | VISTA CAPITAL PARTNERS, INC. | RIA · Small | 58.3 | 78.1 (19 advisors) | 83 | 12 | — | 0% |
#344 of 918 | SAX WEALTH ADVISORS, LLC | RIA · Small | 58.3 | 78.1 (16 advisors) | 82 | 12 | — | 0% |
#344 of 918 | BERKSHIRE MONEY MANAGEMENT, INC. | RIA · Small | 58.3 | 78.2 (10 advisors) | 82 | 12 | — | 0% |
#344 of 918 | CARRET ASSET MANAGEMENT, LLC | RIA · Small | 58.3 | 78.1 (11 advisors) | 82 | 12 | — | 0% |
#344 of 918 | BERGANKDV WEALTH MANAGEMENT, LLC | RIA · Small | 58.3 | 78.1 (15 advisors) | 83 | 12 | — | 0% |
#344 of 918 | NICHOLAS HOFFMAN & COMPANY, LLC | RIA · Small | 58.3 | 78.2 (11 advisors) | 83 | 12 | — | 0% |
#344 of 918 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | RIA · Small | 58.3 | 78.1 (14 advisors) | 84 | 12 | — | 0% |
#344 of 918 | NUVEEN ASSET MANAGEMENT, LLC | RIA · Small | 58.3 | 78.2 (17 advisors) | 81 | 12 | — | 0% |
#344 of 918 | CAPITAL INVESTMENT ADVISORS, LLC | RIA · Small | 58.3 | 78.1 (37 advisors) | 83 | 12 | — | 0% |
#344 of 918 | ALPHA CUBED INVESTMENTS, LLC | RIA · Small | 58.3 | 78.1 (12 advisors) | 80 | 12 | — | 0% |
#344 of 918 | TFO PHOENIX, INC. | RIA · Small | 58.3 | 78.2 (25 advisors) | 83 | 12 | — | 0% |
#344 of 918 | SELECTIVE WEALTH MANAGEMENT, INC. | RIA · Small | 58.3 | 78.2 (14 advisors) | 83 | 12 | — | 0% |
#344 of 918 | TELEMUS CAPITAL, LLC | RIA · Small | 58.3 | 78.2 (13 advisors) | 79 | 12 | — | 0% |
#344 of 918 | KSB FINANCIAL SERVICES, LLC | RIA · Small | 58.3 | 78.1 (10 advisors) | 84 | 12 | — | 0% |
#344 of 918 | RIVER WEALTH ADVISORS LLC | RIA · Small | 58.3 | 78.1 (15 advisors) | 82 | 12 | — | 0% |
#344 of 918 | STRATEGIC WEALTH ADVISORS GROUP | RIA · Small | 58.3 | 78.2 (14 advisors) | 81 | 12 | — | 0% |
#344 of 918 | SARGENT INVESTMENT GROUP | RIA · Small | 58.3 | 78.1 (13 advisors) | 83 | 12 | — | 0% |
#344 of 918 | DAKOTA WEALTH, LLC | RIA · Small | 58.3 | 78.1 (39 advisors) | 83 | 12 | — | 0% |
#344 of 918 | CONFLUENCE FINANCIAL PARTNERS | RIA · Small | 58.3 | 78.1 (29 advisors) | 84 | 12 | — | 0% |
#344 of 918 | HIGHPOINT PLANNING PARTNERS | RIA · Small | 58.3 | 78.2 (16 advisors) | 82 | 12 | — | 0% |
#371 of 918 | THE BURNEY COMPANY | RIA · Small | 58.2 | 78.1 (27 advisors) | 74 | 12 | — | 0% |
#371 of 918 | LEAVELL INVESTMENT MANAGEMENT, INC. | RIA · Small | 58.2 | 78.1 (19 advisors) | 82 | 12 | — | 0% |
#371 of 918 | GLENMEDE INVESTMENT MANAGEMENT, LP | RIA · Small | 58.2 | 78.0 (11 advisors) | 82 | 12 | — | 0% |
#371 of 918 | APPLETON PARTNERS, INC. | RIA · Small | 58.2 | 78.0 (18 advisors) | 83 | 12 | — | 0% |
#371 of 918 | BECKER CAPITAL MANAGEMENT, INC. | RIA · Small | 58.2 | 77.9 (17 advisors) | 82 | 12 | — | 0% |
