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 |
|---|---|---|---|---|---|---|---|---|
#50 of 918 | TELOS CAPITAL MANAGEMENT, INC. | RIA · Small | 60.0 | 80.6 (13 advisors) | 83 | 12 | — | 0% |
#50 of 918 | BAY COLONY ADVISORS | RIA · Small | 60.0 | 80.5 (26 advisors) | 80 | 12 | — | 0% |
#50 of 918 | TWO WEST CAPITAL ADVISORS LLC | RIA · Small | 60.0 | 80.5 (12 advisors) | 83 | 12 | — | 0% |
#50 of 918 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | RIA · Small | 60.0 | 80.5 (12 advisors) | 84 | 12 | — | 0% |
#55 of 918 | ALLIANCE ADVISORY & SECURITIES, INC. | RIA · Small | 59.9 | 80.4 (15 advisors) | 78 | 12 | — | 0% |
#55 of 918 | FINANCIAL INSIGHTS INC | RIA · Small | 59.9 | 80.4 (11 advisors) | 83 | 12 | — | 0% |
#55 of 918 | FINANCIAL SYMMETRY INC. | RIA · Small | 59.9 | 80.4 (12 advisors) | 83 | 12 | — | 0% |
#55 of 918 | INSIGHT WEALTH PARTNERS | RIA · Small | 59.9 | 80.4 (12 advisors) | 83 | 12 | — | 0% |
#55 of 918 | ELLIS INVESTMENT PARTNERS, LLC | RIA · Small | 59.9 | 80.4 (16 advisors) | 83 | 12 | — | 0% |
#55 of 918 | WEALTHSTAR ADVISORS, LLC | RIA · Small | 59.9 | 80.4 (12 advisors) | 83 | 12 | — | 0% |
#55 of 918 | ARS WEALTH ADVISORS | RIA · Small | 59.9 | 80.4 (13 advisors) | 84 | 12 | — | 0% |
#62 of 918 | SUMMIT FINANCIAL STRATEGIES INC | RIA · Small | 59.8 | 80.2 (14 advisors) | 83 | 12 | — | 0% |
#62 of 918 | ANDERSEN | RIA · Small | 59.8 | 80.3 (11 advisors) | 83 | 12 | — | 0% |
#62 of 918 | WEST FINANCIAL SERVICES, INC. | RIA · Small | 59.8 | 80.3 (23 advisors) | 84 | 12 | — | 0% |
#62 of 918 | FRONTIER WEALTH MANAGEMENT, LLC | RIA · Small | 59.8 | 80.3 (18 advisors) | 83 | 12 | — | 0% |
#62 of 918 | VISIONARY WEALTH ADVISORS, LLC | RIA · Small | 59.8 | 80.2 (40 advisors) | 83 | 12 | — | 0% |
#62 of 918 | FALCON WEALTH PLANNING, INC. | RIA · Small | 59.8 | 80.3 (13 advisors) | 84 | 12 | — | 0% |
#62 of 918 | WESTERN WEALTH MANAGEMENT LLC | RIA · Small | 59.8 | 80.2 (15 advisors) | 79 | 12 | — | 0% |
#62 of 918 | SUMMIT WEALTH PARTNERS, LLC | RIA · Small | 59.8 | 80.3 (11 advisors) | 82 | 12 | — | 0% |
#62 of 918 | CAPITAL SQUARE, LLC | RIA · Small | 59.8 | 80.3 (10 advisors) | 83 | 12 | — | 0% |
#62 of 918 | TSG ADVICE PARTNERS, LLC | RIA · Small | 59.8 | 80.2 (10 advisors) | 83 | 12 | — | 0% |
#72 of 918 | ALBION FINANCIAL GROUP | RIA · Small | 59.7 | 80.1 (13 advisors) | 82 | 12 | — | 0% |
#72 of 918 | GRIMES & COMPANY, INC. | RIA · Small | 59.7 | 80.1 (21 advisors) | 82 | 12 | — | 0% |
#72 of 918 | CENTURY MANAGEMENT FINANCIAL ADVISORS | RIA · Small | 59.7 | 80.1 (10 advisors) | 81 | 12 | — | 0% |
#72 of 918 | HERITAGE INVESTMENT GROUP, INC. | RIA · Small | 59.7 | 80.1 (15 advisors) | 83 | 12 | — | 0% |
