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 |
|---|---|---|---|---|---|---|---|---|
#463 of 918 | THE RETIREMENT PLANNING GROUP, INC. | RIA · Small | 57.9 | 77.6 (31 advisors) | 83 | 12 | — | 0% |
#463 of 918 | BIONDO INVESTMENT ADVISORS LLC | RIA · Small | 57.9 | 77.5 (11 advisors) | 83 | 12 | — | 0% |
#463 of 918 | WALDRON PRIVATE WEALTH | RIA · Small | 57.9 | 77.5 (37 advisors) | 83 | 12 | — | 0% |
#463 of 918 | LEVEL FOUR ADVISORY SERVICES | RIA · Small | 57.9 | 77.6 (17 advisors) | 77 | 12 | — | 0% |
#463 of 918 | GRAYPOINT LLC | RIA · Small | 57.9 | 77.6 (14 advisors) | 84 | 12 | — | 0% |
#463 of 918 | STRATEGIC WEALTH PARTNERS, LTD. | RIA · Small | 57.9 | 77.6 (11 advisors) | 82 | 12 | — | 0% |
#463 of 918 | ST. GERMAIN INVESTMENT MANAGEMENT | RIA · Small | 57.9 | 77.6 (10 advisors) | 82 | 12 | — | 0% |
#463 of 918 | PRIVATE CAPITAL MANAGEMENT, LLC | RIA · Small | 57.9 | 77.6 (14 advisors) | 82 | 12 | — | 0% |
#463 of 918 | INSIGHT ADVISORS, LLC | RIA · Small | 57.9 | 77.6 (12 advisors) | 78 | 12 | — | 0% |
#463 of 918 | SCHECHTER INVESTMENT ADVISORS, LLC | RIA · Small | 57.9 | 77.6 (12 advisors) | 80 | 12 | — | 0% |
#463 of 918 | CREWE ADVISORS | RIA · Small | 57.9 | 77.6 (13 advisors) | 82 | 12 | — | 0% |
#463 of 918 | ELLSWORTH ADVISORS, LLC | RIA · Small | 57.9 | 77.6 (13 advisors) | 83 | 12 | — | 0% |
#463 of 918 | RIVERSEDGE ADVISORS | RIA · Small | 57.9 | 77.5 (10 advisors) | 83 | 12 | — | 0% |
#463 of 918 | AMERICANA PARTNERS, LLC | RIA · Small | 57.9 | 77.6 (13 advisors) | 83 | 12 | — | 0% |
#463 of 918 | OPTIVISE ADVISORY SERVICES LLC | RIA · Small | 57.9 | 77.6 (20 advisors) | 83 | 12 | — | 0% |
#463 of 918 | CYNDEO WEALTH PARTNERS | RIA · Small | 57.9 | 77.5 (16 advisors) | 82 | 12 | — | 0% |
#463 of 918 | DOYENNE WEALTH ADVISORS | RIA · Small | 57.9 | 77.6 (11 advisors) | 84 | 12 | — | 0% |
#463 of 918 | QUANTUM FINANCIAL ADVISORS, LLC | RIA · Small | 57.9 | 77.6 (12 advisors) | 83 | 12 | — | 0% |
#463 of 918 | CRD 323135 | RIA · Small | 57.9 | 77.6 (25 advisors) | 81 | 12 | — | 0% |
#463 of 918 | CRD 330537 | RIA · Small | 57.9 | 77.5 (10 advisors) | 82 | 12 | — | 0% |
#496 of 918 | SMITH SHELLNUT WILSON | RIA · Small | 57.8 | 77.4 (11 advisors) | 84 | 12 | — | 0% |
#496 of 918 | CHANDLER ASSET MANAGEMENT INC | RIA · Small | 57.8 | 77.4 (15 advisors) | 83 | 12 | — | 0% |
#496 of 918 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | RIA · Small | 57.8 | 77.5 (19 advisors) | 83 | 12 | — | 0% |
#496 of 918 | TRILLIUM ASSET MANAGEMENT | RIA · Small | 57.8 | 77.4 (10 advisors) | 82 | 12 | — | 0% |
#496 of 918 | CG ADVISORY SERVICES | RIA · Small | 57.8 | 77.4 (44 advisors) | 76 | 12 | — | 0% |
