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 |
|---|---|---|---|---|---|---|---|---|
#601 of 918 | CANTERBURY CONSULTING INCORPORATED | RIA · Small | 57.4 | 76.8 (20 advisors) | 72 | 12 | — | 0% |
#601 of 918 | SAROFIM INTERNATIONAL MANAGEMENT CO | RIA · Small | 57.4 | 76.9 (14 advisors) | 81 | 12 | — | 0% |
#601 of 918 | BRIDGES INVESTMENT MANAGEMENT INC | RIA · Small | 57.4 | 76.8 (22 advisors) | 83 | 12 | — | 0% |
#601 of 918 | HIGHLAND PRIVATE WEALTH MANAGEMENT | RIA · Small | 57.4 | 76.9 (10 advisors) | 82 | 12 | — | 0% |
#601 of 918 | TLG ADVISORS, INC. | RIA · Small | 57.4 | 76.8 (17 advisors) | 82 | 12 | — | 0% |
#601 of 918 | NED DAVIS RESEARCH, INC. | RIA · Small | 57.4 | 76.9 (16 advisors) | 84 | 12 | — | 0% |
#601 of 918 | BERNTSON PORTER WEALTH MANAGEMENT, LLC | RIA · Small | 57.4 | 76.8 (20 advisors) | 85 | 12 | — | 0% |
#601 of 918 | IHS HEROLD INC. | RIA · Small | 57.4 | 76.9 (13 advisors) | 83 | 12 | — | 0% |
#601 of 918 | MAPLE CAPITAL MANAGEMENT, INC. | RIA · Small | 57.4 | 76.8 (10 advisors) | 82 | 12 | — | 0% |
#601 of 918 | PUBLIC SAFETY FINANCIAL/GALLOWAY | RIA · Small | 57.4 | 76.9 (11 advisors) | 83 | 12 | — | 0% |
#601 of 918 | HYAS GROUP | RIA · Small | 57.4 | 76.8 (14 advisors) | 84 | 12 | — | 0% |
#601 of 918 | CABANA ASSET MANAGEMENT | RIA · Small | 57.4 | 76.9 (13 advisors) | 79 | 12 | — | 0% |
#601 of 918 | MOSS, LUSE & WOMBLE, LLC | RIA · Small | 57.4 | 76.9 (13 advisors) | 83 | 12 | — | 0% |
#601 of 918 | THREE BELL CAPITAL LLC | RIA · Small | 57.4 | 76.8 (12 advisors) | 83 | 12 | — | 0% |
#601 of 918 | CLARAPHI ADVISORY NETWORK, LLC | RIA · Small | 57.4 | 76.9 (20 advisors) | 74 | 12 | — | 0% |
#601 of 918 | BAKER TILLY WEALTH MANAGEMENT, LLC | RIA · Small | 57.4 | 76.9 (22 advisors) | 84 | 12 | — | 0% |
#601 of 918 | WEALTH TEAMS ALLIANCE | RIA · Small | 57.4 | 76.8 (12 advisors) | 82 | 12 | — | 0% |
#601 of 918 | OAK HARVEST INVESTMENT SERVICES | RIA · Small | 57.4 | 76.9 (13 advisors) | 82 | 12 | — | 0% |
#601 of 918 | PINE VALLEY INVESTMENTS | RIA · Small | 57.4 | 76.9 (22 advisors) | 84 | 12 | — | 0% |
#601 of 918 | BORDEAUX WEALTH ADVISORS | RIA · Small | 57.4 | 76.8 (15 advisors) | 79 | 12 | — | 0% |
#601 of 918 | BROOKWOOD INVESTMENT GROUP | RIA · Small | 57.4 | 76.9 (17 advisors) | 82 | 12 | — | 0% |
#622 of 918 | FRANKLIN STREET ADVISORS INC. | RIA · Small | 57.3 | 76.7 (15 advisors) | 81 | 12 | — | 0% |
#622 of 918 | NORTH STAR ASSET MANAGEMENT INC | RIA · Small | 57.3 | 76.7 (13 advisors) | 81 | 12 | — | 0% |
#622 of 918 | BOK FINANCIAL PRIVATE WEALTH, INC. | RIA · Small | 57.3 | 76.7 (10 advisors) | 83 | 12 | — | 0% |
#622 of 918 | EVERHART ADVISORS | RIA · Small | 57.3 | 76.7 (20 advisors) | 77 | 12 | — | 0% |
