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 | CRD 322879 | RIA · Small | 57.7 | 77.3 (13 advisors) | 75 | 12 | — | 0% |
#522 of 918 | CRD 325175 | RIA · Small | 57.7 | 77.2 (15 advisors) | 81 | 12 | — | 0% |
#522 of 918 | CRD 325859 | RIA · Small | 57.7 | 77.3 (11 advisors) | 82 | 12 | — | 0% |
#554 of 918 | HOLLENCREST CAPITAL MANAGEMENT, LLC | RIA · Small | 57.6 | 77.1 (13 advisors) | 74 | 12 | — | 0% |
#554 of 918 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | RIA · Small | 57.6 | 77.2 (13 advisors) | 82 | 12 | — | 0% |
#554 of 918 | GOFEN AND GLOSSBERG, L.L.C. | RIA · Small | 57.6 | 77.2 (11 advisors) | 81 | 12 | — | 0% |
#554 of 918 | ASB CAPITAL MANAGEMENT LLC | RIA · Small | 57.6 | 77.1 (11 advisors) | 83 | 12 | — | 0% |
#554 of 918 | PUBLIC RESOURCES ADVISORY GROUP | RIA · Small | 57.6 | 77.2 (10 advisors) | 84 | 12 | — | 0% |
#554 of 918 | LAIRD NORTON WEALTH MANAGEMENT | RIA · Small | 57.6 | 77.1 (26 advisors) | 84 | 12 | — | 0% |
#554 of 918 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | RIA · Small | 57.6 | 77.2 (12 advisors) | 84 | 12 | — | 0% |
#554 of 918 | ABACUS WEALTH PARTNERS | RIA · Small | 57.6 | 77.2 (44 advisors) | 82 | 12 | — | 0% |
#554 of 918 | TPG FINANCIAL ADVISORS, LLC | RIA · Small | 57.6 | 77.2 (15 advisors) | 84 | 12 | — | 0% |
#554 of 918 | FREESTONE CAPITAL MANAGEMENT, LLC | RIA · Small | 57.6 | 77.1 (45 advisors) | 82 | 12 | — | 0% |
#554 of 918 | COLUMBIA PACIFIC WEALTH MANAGEMENT | RIA · Small | 57.6 | 77.2 (20 advisors) | 83 | 12 | — | 0% |
#554 of 918 | COLUMBIA ADVISORY PARTNERS, LLC | RIA · Small | 57.6 | 77.1 (13 advisors) | 83 | 12 | — | 0% |
#554 of 918 | JOURNEY ADVISORY GROUP, LLC | RIA · Small | 57.6 | 77.2 (16 advisors) | 83 | 12 | — | 0% |
#554 of 918 | PROSPERITY WEALTH MANAGEMENT, INC. | RIA · Small | 57.6 | 77.2 (10 advisors) | 82 | 12 | — | 0% |
#554 of 918 | INSIGHT FOLIOS | RIA · Small | 57.6 | 77.1 (15 advisors) | 80 | 12 | — | 0% |
#554 of 918 | GOLDEN STATE EQUITY PARTNERS, LLC | RIA · Small | 57.6 | 77.2 (11 advisors) | 84 | 12 | — | 0% |
#554 of 918 | CAPITA FINANCIAL NETWORK, LLC | RIA · Small | 57.6 | 77.2 (19 advisors) | 84 | 12 | — | 0% |
#554 of 918 | OPES WEALTH MANAGEMENT, LLC | RIA · Small | 57.6 | 77.2 (11 advisors) | 83 | 12 | — | 0% |
#554 of 918 | STATHEROS FINANCIAL SOLUTIONS, INC. | RIA · Small | 57.6 | 77.2 (10 advisors) | 83 | 12 | — | 0% |
#554 of 918 | BADGLEY PHELPS WEALTH MANAGERS | RIA · Small | 57.6 | 77.1 (22 advisors) | 81 | 12 | — | 0% |
#574 of 918 | L. ROY PAPP & ASSOCIATES, LLP | RIA · Small | 57.5 | 77.0 (10 advisors) | 82 | 12 | — | 0% |
#574 of 918 | BALDWIN BROTHERS LLC | RIA · Small | 57.5 | 77.0 (12 advisors) | 83 | 12 | — | 0% |
