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 |
|---|---|---|---|---|---|---|---|---|
#676 of 918 | YHB INVESTMENT ADVISORS INC | RIA · Small | 57.1 | 76.5 (14 advisors) | 79 | 12 | — | 0% |
#676 of 918 | MANCHESTER FINANCIAL INC | RIA · Small | 57.1 | 76.4 (13 advisors) | 82 | 12 | — | 0% |
#676 of 918 | WASATCH ADVISORS INC | RIA · Small | 57.1 | 76.5 (19 advisors) | 82 | 12 | — | 0% |
#676 of 918 | BRECKINRIDGE CAPITAL ADVISORS INC | RIA · Small | 57.1 | 76.4 (25 advisors) | 84 | 12 | — | 0% |
#676 of 918 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | RIA · Small | 57.1 | 76.4 (32 advisors) | 82 | 12 | — | 0% |
#676 of 918 | ADVISED ASSETS GROUP, LLC | RIA · Small | 57.1 | 76.5 (39 advisors) | 81 | 12 | — | 0% |
#676 of 918 | HUMAN INVESTING | RIA · Small | 57.1 | 76.4 (11 advisors) | 83 | 12 | — | 0% |
#676 of 918 | IWP WEALTH MANAGEMENT LLC | RIA · Small | 57.1 | 76.4 (10 advisors) | 83 | 12 | — | 0% |
#676 of 918 | RVW WEALTH LLC | RIA · Small | 57.1 | 76.5 (10 advisors) | 81 | 12 | — | 0% |
#676 of 918 | COMPASS FINANCIAL MANAGEMENT LLC | RIA · Small | 57.1 | 76.4 (17 advisors) | 81 | 12 | — | 0% |
#676 of 918 | SGL FINANCIAL, LLC | RIA · Small | 57.1 | 76.5 (11 advisors) | 80 | 12 | — | 0% |
#676 of 918 | PEGASUS PARTNERS | RIA · Small | 57.1 | 76.4 (10 advisors) | 83 | 12 | — | 0% |
#676 of 918 | ELLEVEST | RIA · Small | 57.1 | 76.4 (16 advisors) | 83 | 12 | — | 0% |
#676 of 918 | S.E.E.D. PLANNING GROUP, LLC | RIA · Small | 57.1 | 76.4 (12 advisors) | 84 | 12 | — | 0% |
#676 of 918 | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | RIA · Small | 57.1 | 76.4 (17 advisors) | 83 | 12 | — | 0% |
#676 of 918 | CRD 324205 | RIA · Small | 57.1 | 76.4 (11 advisors) | 77 | 12 | — | 0% |
#692 of 918 | FIDUCIARY COUNSELLING INC | RIA · Small | 57.0 | 76.3 (16 advisors) | 83 | 12 | — | 0% |
#692 of 918 | FEDERATED INVESTMENT COUNSELING | RIA · Small | 57.0 | 76.3 (26 advisors) | 83 | 12 | — | 0% |
#692 of 918 | INNOVEST PORTFOLIO SOLUTIONS LLC | RIA · Small | 57.0 | 76.3 (24 advisors) | 83 | 12 | — | 0% |
#692 of 918 | BOYD WATTERSON ASSET MANAGEMENT, LLC | RIA · Small | 57.0 | 76.2 (20 advisors) | 81 | 12 | — | 0% |
#692 of 918 | USI ADVISORS | RIA · Small | 57.0 | 76.3 (27 advisors) | 83 | 12 | — | 0% |
#692 of 918 | FRONTIER ASSET MANAGEMENT, LLC | RIA · Small | 57.0 | 76.2 (10 advisors) | 82 | 12 | — | 0% |
#692 of 918 | FORTE CAPITAL LLC | RIA · Small | 57.0 | 76.3 (11 advisors) | 82 | 12 | — | 0% |
#692 of 918 | BROWN ADVISORY | RIA · Small | 57.0 | 76.3 (39 advisors) | 79 | 12 | — | 0% |
#692 of 918 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | RIA · Small | 57.0 | 76.3 (10 advisors) | 79 | 12 | — | 0% |
