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 |
|---|---|---|---|---|---|---|---|---|
#719 of 918 | GIBRALTAR CAPITAL MANAGEMENT, INC. | RIA · Small | 56.9 | 76.1 (11 advisors) | 82 | 12 | — | 0% |
#719 of 918 | MYCIO WEALTH PARTNERS, LLC | RIA · Small | 56.9 | 76.2 (31 advisors) | 83 | 12 | — | 0% |
#719 of 918 | NEWPORT GROUP CONSULTING, LLC | RIA · Small | 56.9 | 76.2 (10 advisors) | 83 | 12 | — | 0% |
#719 of 918 | ALVARIUM INVESTMENT ADVISORS (US), INC. | RIA · Small | 56.9 | 76.1 (10 advisors) | 81 | 12 | — | 0% |
#719 of 918 | CYNOSURE MANAGEMENT, LLC | RIA · Small | 56.9 | 76.1 (10 advisors) | 82 | 12 | — | 0% |
#731 of 918 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | RIA · Small | 56.8 | 76.1 (14 advisors) | 81 | 12 | — | 0% |
#731 of 918 | RGT WEALTH ADVISORS | RIA · Small | 56.8 | 76.0 (24 advisors) | 71 | 12 | — | 0% |
#731 of 918 | ASSET CONSULTING GROUP, LLC | RIA · Small | 56.8 | 76.0 (21 advisors) | 85 | 12 | — | 0% |
#731 of 918 | FNB WEALTH MANAGEMENT | RIA · Small | 56.8 | 76.0 (11 advisors) | 82 | 12 | — | 0% |
#731 of 918 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | RIA · Small | 56.8 | 76.0 (20 advisors) | 81 | 12 | — | 0% |
#731 of 918 | SWAN GLOBAL INVESTMENTS, LLC | RIA · Small | 56.8 | 76.0 (16 advisors) | 81 | 12 | — | 0% |
#731 of 918 | ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED | RIA · Small | 56.8 | 76.0 (34 advisors) | 84 | 12 | — | 0% |
#731 of 918 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | RIA · Small | 56.8 | 76.1 (32 advisors) | 83 | 12 | — | 0% |
#731 of 918 | SOUTHSTATE ADVISORY, INC. | RIA · Small | 56.8 | 75.9 (11 advisors) | 83 | 12 | — | 0% |
#731 of 918 | ISRAEL INVESTMENT ADVISORS, LLC | RIA · Small | 56.8 | 76.0 (11 advisors) | 82 | 12 | — | 0% |
#731 of 918 | ALIGHT FINANCIAL ADVISORS, LLC | RIA · Small | 56.8 | 76.0 (10 advisors) | 82 | 12 | — | 0% |
#731 of 918 | TRAJAN WEALTH, L.L.C. | RIA · Small | 56.8 | 76.0 (34 advisors) | 77 | 12 | — | 0% |
#731 of 918 | AJ WEALTH | RIA · Small | 56.8 | 75.9 (10 advisors) | 83 | 12 | — | 0% |
#731 of 918 | BILTMORE FAMILY OFFICE, LLC | RIA · Small | 56.8 | 76.0 (15 advisors) | 83 | 12 | — | 0% |
#731 of 918 | THE CLARIUS GROUP, LLC | RIA · Small | 56.8 | 76.0 (10 advisors) | 83 | 12 | — | 0% |
#731 of 918 | BROADWAY WEALTH SOLUTIONS | RIA · Small | 56.8 | 76.0 (10 advisors) | 83 | 12 | — | 0% |
#731 of 918 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | RIA · Small | 56.8 | 75.9 (11 advisors) | 82 | 12 | — | 0% |
#748 of 918 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | RIA · Small | 56.7 | 75.9 (15 advisors) | 82 | 12 | — | 0% |
#748 of 918 | THOMPSON SIEGEL & WALMSLEY LLC | RIA · Small | 56.7 | 75.8 (12 advisors) | 81 | 12 | — | 0% |
#748 of 918 | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | RIA · Small | 56.7 | 75.9 (24 advisors) | 82 | 12 | — | 0% |
