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 |
|---|---|---|---|---|---|---|---|---|
#647 of 918 | VAN HULZEN ASSET MANAGEMENT | RIA · Small | 57.2 | 76.6 (13 advisors) | 81 | 12 | — | 0% |
#647 of 918 | SRS CAPITAL ADVISORS, INC. | RIA · Small | 57.2 | 76.6 (30 advisors) | 74 | 12 | — | 0% |
#647 of 918 | SOUTHERN WEALTH MANAGEMENT LLP | RIA · Small | 57.2 | 76.6 (10 advisors) | 83 | 12 | — | 0% |
#647 of 918 | CAPITAL MARKETS IQ, LLC | RIA · Small | 57.2 | 76.5 (20 advisors) | 72 | 12 | — | 0% |
#647 of 918 | STERLING CAPITAL MANAGEMENT LLC | RIA · Small | 57.2 | 76.6 (14 advisors) | 82 | 12 | — | 0% |
#647 of 918 | CPR INVESTMENTS INC | RIA · Small | 57.2 | 76.5 (26 advisors) | 83 | 12 | — | 0% |
#647 of 918 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | RIA · Small | 57.2 | 76.6 (10 advisors) | 82 | 12 | — | 0% |
#647 of 918 | HECK CAPITAL ADVISORS, LLC | RIA · Small | 57.2 | 76.5 (19 advisors) | 83 | 12 | — | 0% |
#647 of 918 | FROST INVESTMENT ADVISORS, LLC | RIA · Small | 57.2 | 76.6 (25 advisors) | 83 | 12 | — | 0% |
#647 of 918 | DELTA INVESTMENT MANAGEMENT, LLC | RIA · Small | 57.2 | 76.5 (21 advisors) | 79 | 12 | — | 0% |
#647 of 918 | BANKPLUS WEALTH ADVISORS | RIA · Small | 57.2 | 76.6 (11 advisors) | 83 | 12 | — | 0% |
#647 of 918 | CORE PLANNING | RIA · Small | 57.2 | 76.6 (22 advisors) | 83 | 12 | — | 0% |
#647 of 918 | SUMMIT GLOBAL INVESTMENTS, LLC | RIA · Small | 57.2 | 76.6 (26 advisors) | 80 | 12 | — | 0% |
#647 of 918 | THE INVESTMENT HOUSE LLC | RIA · Small | 57.2 | 76.6 (10 advisors) | 82 | 12 | — | 0% |
#647 of 918 | MOSAIC ADVISORS | RIA · Small | 57.2 | 76.6 (14 advisors) | 83 | 12 | — | 0% |
#647 of 918 | ABD RETIREMENT SERVICES, INC. | RIA · Small | 57.2 | 76.5 (20 advisors) | 80 | 12 | — | 0% |
#647 of 918 | FOURSTAR WEALTH ADVISORS, LLC | RIA · Small | 57.2 | 76.5 (27 advisors) | 76 | 12 | — | 0% |
#647 of 918 | BDO WEALTH ADVISORS, LLC | RIA · Small | 57.2 | 76.6 (17 advisors) | 82 | 12 | — | 0% |
#647 of 918 | SEPIO CAPITAL, LP | RIA · Small | 57.2 | 76.5 (17 advisors) | 82 | 12 | — | 0% |
#647 of 918 | ARKOS GLOBAL ADVISORS, LLC | RIA · Small | 57.2 | 76.5 (12 advisors) | 83 | 12 | — | 0% |
#647 of 918 | U.S. CAPITAL WEALTH ADVISORS, LLC | RIA · Small | 57.2 | 76.5 (15 advisors) | 77 | 12 | — | 0% |
#647 of 918 | MAIA WEALTH | RIA · Small | 57.2 | 76.5 (23 advisors) | 83 | 12 | — | 0% |
#647 of 918 | VISTA WEALTH MANAGEMENT GROUP, LLC | RIA · Small | 57.2 | 76.6 (11 advisors) | 82 | 12 | — | 0% |
#647 of 918 | SHAREBUILDER 401K | RIA · Small | 57.2 | 76.6 (13 advisors) | 85 | 12 | — | 0% |
#647 of 918 | BERGER FINANCIAL GROUP | RIA · Small | 57.2 | 76.6 (23 advisors) | 83 | 12 | — | 0% |
