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 |
|---|---|---|---|---|---|---|---|---|
#574 of 918 | LOOMIS, SAYLES & COMPANY, L.P. | RIA · Small | 57.5 | 77.0 (12 advisors) | 81 | 12 | — | 0% |
#574 of 918 | INGHAM RETIREMENT GROUP | RIA · Small | 57.5 | 76.9 (13 advisors) | 83 | 12 | — | 0% |
#574 of 918 | DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | RIA · Small | 57.5 | 77.0 (11 advisors) | 81 | 12 | — | 0% |
#574 of 918 | ZWJ INVESTMENT COUNSEL INC | RIA · Small | 57.5 | 77.0 (11 advisors) | 83 | 12 | — | 0% |
#574 of 918 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | RIA · Small | 57.5 | 77.1 (14 advisors) | 83 | 12 | — | 0% |
#574 of 918 | TOLLESON PRIVATE WEALTH MANAGEMENT | RIA · Small | 57.5 | 77.0 (29 advisors) | 81 | 12 | — | 0% |
#574 of 918 | GOULD ASSET MANAGEMENT LLC | RIA · Small | 57.5 | 77.0 (10 advisors) | 83 | 12 | — | 0% |
#574 of 918 | NATIONAL ASSET MANAGEMENT, INC. | RIA · Small | 57.5 | 76.9 (20 advisors) | 73 | 12 | — | 0% |
#574 of 918 | BUCKINGHAM CAPITAL MANAGEMENT, INC. | RIA · Small | 57.5 | 77.0 (10 advisors) | 83 | 12 | — | 0% |
#574 of 918 | REGAL INVESTMENT ADVISORS LLC | RIA · Small | 57.5 | 77.0 (32 advisors) | 76 | 12 | — | 0% |
#574 of 918 | IRA GROUP, INC. | RIA · Small | 57.5 | 77.0 (12 advisors) | 83 | 12 | — | 0% |
#574 of 918 | AVION WEALTH | RIA · Small | 57.5 | 77.0 (10 advisors) | 82 | 12 | — | 0% |
#574 of 918 | SECURE INVESTMENT MANAGEMENT, LLC | RIA · Small | 57.5 | 77.0 (13 advisors) | 75 | 12 | — | 0% |
#574 of 918 | CONNECTICUT WEALTH MANAGEMENT, LLC | RIA · Small | 57.5 | 76.9 (27 advisors) | 85 | 12 | — | 0% |
#574 of 918 | BEACON CAPITAL MANAGEMENT, LLC | RIA · Small | 57.5 | 77.0 (15 advisors) | 80 | 12 | — | 0% |
#574 of 918 | NAPLES GLOBAL ADVISORS | RIA · Small | 57.5 | 77.0 (12 advisors) | 83 | 12 | — | 0% |
#574 of 918 | DRIVE WEALTH ADVISERS | RIA · Small | 57.5 | 77.1 (11 advisors) | 78 | 12 | — | 0% |
#574 of 918 | ADAMS WEALTH ADVISORS | RIA · Small | 57.5 | 77.0 (14 advisors) | 82 | 12 | — | 0% |
#574 of 918 | ROOT FINANCIAL PARTNERS | RIA · Small | 57.5 | 77.0 (12 advisors) | 84 | 12 | — | 0% |
#574 of 918 | VESTIA PERSONAL WEALTH ADVISORS | RIA · Small | 57.5 | 76.9 (10 advisors) | 82 | 12 | — | 0% |
#574 of 918 | ONEASCENT WEALTH MANAGEMENT | RIA · Small | 57.5 | 77.0 (11 advisors) | 80 | 12 | — | 0% |
#574 of 918 | STRATEGY MARKETPLACE LLC | RIA · Small | 57.5 | 76.9 (11 advisors) | 82 | 12 | — | 0% |
#574 of 918 | MELIUS RESEARCH | RIA · Small | 57.5 | 77.0 (12 advisors) | 84 | 12 | — | 0% |
#574 of 918 | CEDRUS LLC | RIA · Small | 57.5 | 76.9 (14 advisors) | 83 | 12 | — | 0% |
#574 of 918 | THEPARTNERS WEALTH MANAGEMENT | RIA · Small | 57.5 | 77.0 (11 advisors) | 79 | 12 | — | 0% |
