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 |
|---|---|---|---|---|---|---|---|---|
#496 of 918 | BOSTON FINANCIAL MANAGEMENT LLC | RIA · Small | 57.8 | 77.4 (13 advisors) | 83 | 12 | — | 0% |
#496 of 918 | STADION MONEY MANAGEMENT, LLC | RIA · Small | 57.8 | 77.4 (12 advisors) | 83 | 12 | — | 0% |
#496 of 918 | ACORN FINANCIAL ADVISORY SERVICES, INC. | RIA · Small | 57.8 | 77.4 (13 advisors) | 82 | 12 | — | 0% |
#496 of 918 | VIGILANT CAPITAL MANAGEMENT, LLC | RIA · Small | 57.8 | 77.4 (13 advisors) | 83 | 12 | — | 0% |
#496 of 918 | ASCENSUS INVESTMENT ADVISORS, LLC | RIA · Small | 57.8 | 77.4 (11 advisors) | 83 | 12 | — | 0% |
#496 of 918 | CARY STREET PARTNERS | RIA · Small | 57.8 | 77.4 (15 advisors) | 81 | 12 | — | 0% |
#496 of 918 | VERITABLE LP | RIA · Small | 57.8 | 77.4 (17 advisors) | 81 | 12 | — | 0% |
#496 of 918 | BLUE CHIP PARTNERS, INC. | RIA · Small | 57.8 | 77.4 (13 advisors) | 83 | 12 | — | 0% |
#496 of 918 | TRPC ADVISORY SERVICES | RIA · Small | 57.8 | 77.5 (13 advisors) | 84 | 12 | — | 0% |
#496 of 918 | CALAMOS WEALTH MANAGEMENT LLC | RIA · Small | 57.8 | 77.4 (13 advisors) | 81 | 12 | — | 0% |
#496 of 918 | HBW ADVISORY SERVICES LLC | RIA · Small | 57.8 | 77.4 (40 advisors) | 76 | 12 | — | 0% |
#496 of 918 | DEMARCHE | RIA · Small | 57.8 | 77.4 (11 advisors) | 83 | 12 | — | 0% |
#496 of 918 | CS PLANNING CORP | RIA · Small | 57.8 | 77.5 (27 advisors) | 75 | 12 | — | 0% |
#496 of 918 | VERUS CAPITAL PARTNERS, LLC | RIA · Small | 57.8 | 77.4 (12 advisors) | 80 | 12 | — | 0% |
#496 of 918 | NORTHWEST WEALTH MANAGEMENT, LLC | RIA · Small | 57.8 | 77.4 (20 advisors) | 82 | 12 | — | 0% |
#496 of 918 | SOLTIS INVESTMENT ADVISORS, LLC | RIA · Small | 57.8 | 77.5 (41 advisors) | 81 | 12 | — | 0% |
#496 of 918 | STEEL PEAK WEALTH MANAGEMENT, LLC | RIA · Small | 57.8 | 77.5 (24 advisors) | 80 | 12 | — | 0% |
#496 of 918 | WT WEALTH MANAGEMENT, LLC | RIA · Small | 57.8 | 77.4 (13 advisors) | 84 | 12 | — | 0% |
#496 of 918 | JOHNSON BRUNETTI | RIA · Small | 57.8 | 77.5 (15 advisors) | 80 | 12 | — | 0% |
#496 of 918 | COSTON, MCISAAC & SHEA FINANCIAL ADVISORS | RIA · Small | 57.8 | 77.4 (10 advisors) | 82 | 12 | — | 0% |
#496 of 918 | BENTLEY WEALTH ADVISORS, LLC | RIA · Small | 57.8 | 77.5 (15 advisors) | 84 | 12 | — | 0% |
#522 of 918 | MEANS WEALTH MANAGEMENT | RIA · Small | 57.7 | 77.2 (11 advisors) | 77 | 12 | — | 0% |
#522 of 918 | GIRARD PARTNERS LTD. | RIA · Small | 57.7 | 77.3 (24 advisors) | 78 | 12 | — | 0% |
#522 of 918 | CONDOR CAPITAL WEALTH MANAGEMENT | RIA · Small | 57.7 | 77.2 (14 advisors) | 83 | 12 | — | 0% |
#522 of 918 | SAGE ADVISORY SERVICES LTD CO | RIA · Small | 57.7 | 77.3 (39 advisors) | 83 | 12 | — | 0% |
