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 |
|---|---|---|---|---|---|---|---|---|
#522 of 918 | CLARFELD | RIA · Small | 57.7 | 77.2 (32 advisors) | 83 | 12 | — | 0% |
#522 of 918 | SAWGRASS ASSET MANAGEMENT LLC | RIA · Small | 57.7 | 77.3 (12 advisors) | 82 | 12 | — | 0% |
#522 of 918 | WOODMONT INVESTMENT COUNSEL, LLC | RIA · Small | 57.7 | 77.3 (11 advisors) | 83 | 12 | — | 0% |
#522 of 918 | PINNACLE ASSOCIATES, LTD. | RIA · Small | 57.7 | 77.3 (17 advisors) | 82 | 12 | — | 0% |
#522 of 918 | CHEVY CHASE TRUST COMPANY | RIA · Small | 57.7 | 77.3 (27 advisors) | 82 | 12 | — | 0% |
#522 of 918 | MORLING FINANCIAL ADVISORS, LLC | RIA · Small | 57.7 | 77.3 (12 advisors) | 83 | 12 | — | 0% |
#522 of 918 | BALASA DINVERNO FOLTZ LLC | RIA · Small | 57.7 | 77.2 (25 advisors) | 83 | 12 | — | 0% |
#522 of 918 | WEALTH ADVISORS OF IOWA, LLC | RIA · Small | 57.7 | 77.3 (10 advisors) | 83 | 12 | — | 0% |
#522 of 918 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | RIA · Small | 57.7 | 77.3 (10 advisors) | 83 | 12 | — | 0% |
#522 of 918 | THE INSTITUTE | RIA · Small | 57.7 | 77.4 (13 advisors) | 83 | 12 | — | 0% |
#522 of 918 | SUMMITRY, LLC | RIA · Small | 57.7 | 77.3 (19 advisors) | 83 | 12 | — | 0% |
#522 of 918 | SMITH, SALLEY & ASSOCIATES, LLC | RIA · Small | 57.7 | 77.3 (14 advisors) | 82 | 12 | — | 0% |
#522 of 918 | CSENGE ADVISORY GROUP, LLC | RIA · Small | 57.7 | 77.3 (11 advisors) | 77 | 12 | — | 0% |
#522 of 918 | NESTEGGS, INC. | RIA · Small | 57.7 | 77.2 (10 advisors) | 83 | 12 | — | 0% |
#522 of 918 | SECURE ASSET MANAGEMENT, L.L.C. | RIA · Small | 57.7 | 77.3 (14 advisors) | 79 | 12 | — | 0% |
#522 of 918 | MARSHFIELD ASSOCIATES | RIA · Small | 57.7 | 77.3 (10 advisors) | 82 | 12 | — | 0% |
#522 of 918 | BEACON TRUST | RIA · Small | 57.7 | 77.3 (29 advisors) | 83 | 12 | — | 0% |
#522 of 918 | ONEASCENT FINANCIAL SERVICES LLC | RIA · Small | 57.7 | 77.3 (22 advisors) | 82 | 12 | — | 0% |
#522 of 918 | CORNERSTONE WEALTH | RIA · Small | 57.7 | 77.3 (13 advisors) | 82 | 12 | — | 0% |
#522 of 918 | SUMMIT FINANCIAL, LLC | RIA · Small | 57.7 | 77.2 (46 advisors) | 80 | 12 | — | 0% |
#522 of 918 | TURNING POINT FINANCIAL | RIA · Small | 57.7 | 77.2 (10 advisors) | 82 | 12 | — | 0% |
#522 of 918 | F/M INVESTMENTS LLC | RIA · Small | 57.7 | 77.2 (10 advisors) | 82 | 12 | — | 0% |
#522 of 918 | SONOMA WEALTH ADVISORS, LLC | RIA · Small | 57.7 | 77.3 (10 advisors) | 78 | 12 | — | 0% |
#522 of 918 | FORTIS CAPITAL ADVISORS, LLC | RIA · Small | 57.7 | 77.3 (20 advisors) | 81 | 12 | — | 0% |
#522 of 918 | MOSAIC FAMILY WEALTH | RIA · Small | 57.7 | 77.2 (12 advisors) | 81 | 12 | — | 0% |
