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 |
|---|---|---|---|---|---|---|---|---|
#748 of 918 | MERISTEM FAMILY WEALTH | RIA · Small | 56.7 | 75.9 (11 advisors) | 83 | 12 | — | 0% |
#748 of 918 | CRAWFORD INVESTMENT COUNSEL INC | RIA · Small | 56.7 | 75.9 (21 advisors) | 81 | 12 | — | 0% |
#748 of 918 | IMA WEALTH | RIA · Small | 56.7 | 75.9 (26 advisors) | 83 | 12 | — | 0% |
#748 of 918 | CAZ INVESTMENTS L.P. | RIA · Small | 56.7 | 75.9 (24 advisors) | 80 | 12 | — | 0% |
#748 of 918 | VICUS CAPITAL, INC. | RIA · Small | 56.7 | 75.8 (18 advisors) | 81 | 12 | — | 0% |
#748 of 918 | JACKSON THORNTON ASSET MANAGEMENT, LLC | RIA · Small | 56.7 | 75.8 (10 advisors) | 83 | 12 | — | 0% |
#748 of 918 | WEALTH MANAGEMENT | RIA · Small | 56.7 | 75.8 (42 advisors) | 84 | 12 | — | 0% |
#748 of 918 | INTEGRITY FINANCIAL CORPORATION | RIA · Small | 56.7 | 75.9 (15 advisors) | 82 | 12 | — | 0% |
#748 of 918 | GRADIENT INVESTMENTS, LLC | RIA · Small | 56.7 | 75.9 (22 advisors) | 80 | 12 | — | 0% |
#748 of 918 | CAITLIN JOHN, LLC | RIA · Small | 56.7 | 75.9 (13 advisors) | 77 | 12 | — | 0% |
#748 of 918 | KAWA CAPITAL MANAGEMENT, INC. | RIA · Small | 56.7 | 75.8 (10 advisors) | 82 | 12 | — | 0% |
#748 of 918 | KG&L CAPITAL MANAGEMENT, LLC | RIA · Small | 56.7 | 75.9 (12 advisors) | 82 | 12 | — | 0% |
#748 of 918 | APTUS CAPITAL ADVISORS, LLC | RIA · Small | 56.7 | 75.9 (14 advisors) | 82 | 12 | — | 0% |
#748 of 918 | TRIAD HYBRID SOLUTIONS, LLC | RIA · Small | 56.7 | 75.8 (16 advisors) | 79 | 12 | — | 0% |
#748 of 918 | APTUS FINANCIAL, LLC | RIA · Small | 56.7 | 75.8 (10 advisors) | 84 | 12 | — | 0% |
#748 of 918 | THRIVE CAPITAL MANAGEMENT, LLC | RIA · Small | 56.7 | 75.9 (16 advisors) | 82 | 12 | — | 0% |
#748 of 918 | INDEPENDENT WEALTH NETWORK, INC. | RIA · Small | 56.7 | 75.8 (14 advisors) | 82 | 12 | — | 0% |
#748 of 918 | MARINER WEALTH ADVISORS | RIA · Small | 56.7 | 75.8 (37 advisors) | 80 | 12 | — | 0% |
#748 of 918 | STRATEGIES WEALTH ADVISORS, LLC | RIA · Small | 56.7 | 75.9 (11 advisors) | 82 | 12 | — | 0% |
#748 of 918 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | RIA · Small | 56.7 | 75.9 (16 advisors) | 82 | 12 | — | 0% |
#748 of 918 | CARDINAL POINT WEALTH MANAGEMENT | RIA · Small | 56.7 | 75.9 (14 advisors) | 83 | 12 | — | 0% |
#772 of 918 | SEI INVESTMENTS MANAGEMENT CORP | RIA · Small | 56.6 | 75.7 (49 advisors) | 81 | 12 | — | 0% |
#772 of 918 | HIRTLE, CALLAGHAN & CO., LLC | RIA · Small | 56.6 | 75.7 (46 advisors) | 83 | 12 | — | 0% |
#772 of 918 | BARROW HANLEY GLOBAL INVESTORS | RIA · Small | 56.6 | 75.7 (28 advisors) | 82 | 12 | — | 0% |
#772 of 918 | TRUEPOINT, INC. | RIA · Small | 56.6 | 75.7 (34 advisors) | 84 | 12 | — | 0% |
