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 |
|---|---|---|---|---|---|---|---|---|
#692 of 918 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | RIA · Small | 57.0 | 76.2 (11 advisors) | 83 | 12 | — | 0% |
#692 of 918 | FORTITUDE ADVISORY GROUP L.L.C. | RIA · Small | 57.0 | 76.3 (11 advisors) | 80 | 12 | — | 0% |
#692 of 918 | THE CAPROCK GROUP, LLC | RIA · Small | 57.0 | 76.2 (30 advisors) | 83 | 12 | — | 0% |
#692 of 918 | TFO-TDC, LLC | RIA · Small | 57.0 | 76.3 (28 advisors) | 83 | 12 | — | 0% |
#692 of 918 | BTC CAPITAL MANAGEMENT | RIA · Small | 57.0 | 76.3 (12 advisors) | 81 | 12 | — | 0% |
#692 of 918 | MCMILL CPA AND ADVISORS | RIA · Small | 57.0 | 76.3 (14 advisors) | 83 | 12 | — | 0% |
#692 of 918 | MORTON WEALTH | RIA · Small | 57.0 | 76.2 (33 advisors) | 83 | 12 | — | 0% |
#692 of 918 | ALDRICH WEALTH LP | RIA · Small | 57.0 | 76.3 (23 advisors) | 83 | 12 | — | 0% |
#692 of 918 | KELLOGG ASSET MANAGEMENT, LLC | RIA · Small | 57.0 | 76.3 (10 advisors) | 82 | 12 | — | 0% |
#692 of 918 | GENTRUST | RIA · Small | 57.0 | 76.3 (17 advisors) | 83 | 12 | — | 0% |
#692 of 918 | HOBART WEALTH | RIA · Small | 57.0 | 76.3 (12 advisors) | 78 | 12 | — | 0% |
#692 of 918 | FIDUCIARY FINANCIAL ADVISORS | RIA · Small | 57.0 | 76.3 (25 advisors) | 82 | 12 | — | 0% |
#692 of 918 | KINETIC FINANCIAL | RIA · Small | 57.0 | 76.3 (12 advisors) | 79 | 12 | — | 0% |
#692 of 918 | ALERA INVESTMENT ADVISORS, LLC | RIA · Small | 57.0 | 76.2 (16 advisors) | 84 | 12 | — | 0% |
#692 of 918 | INVICTA FINANCIAL GROUP | RIA · Small | 57.0 | 76.3 (10 advisors) | 82 | 12 | — | 0% |
#692 of 918 | ARKADIOS WEALTH ADVISORS | RIA · Small | 57.0 | 76.3 (13 advisors) | 77 | 12 | — | 0% |
#692 of 918 | REDWOOD PRIVATE WEALTH | RIA · Small | 57.0 | 76.3 (25 advisors) | 82 | 12 | — | 0% |
#692 of 918 | CRD 331205 | RIA · Small | 57.0 | 76.3 (20 advisors) | 83 | 12 | — | 0% |
#719 of 918 | DORSEY, WRIGHT & ASSOCIATES, LLC | RIA · Small | 56.9 | 76.2 (10 advisors) | 82 | 12 | — | 0% |
#719 of 918 | BROWN ADVISORY | RIA · Small | 56.9 | 76.2 (20 advisors) | 79 | 12 | — | 0% |
#719 of 918 | BRADLEY FOSTER & SARGENT INC | RIA · Small | 56.9 | 76.1 (18 advisors) | 82 | 12 | — | 0% |
#719 of 918 | BRINKER CAPITAL INVESTMENTS, LLC. | RIA · Small | 56.9 | 76.2 (25 advisors) | 82 | 12 | — | 0% |
#719 of 918 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | RIA · Small | 56.9 | 76.1 (13 advisors) | 83 | 12 | — | 0% |
#719 of 918 | SQUIRE WEALTH ADVISORS | RIA · Small | 56.9 | 76.1 (11 advisors) | 83 | 12 | — | 0% |
#719 of 918 | FINANCIAL & TAX ARCHITECTS, INC. | RIA · Small | 56.9 | 76.1 (22 advisors) | 78 | 12 | — | 0% |
