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 |
|---|---|---|---|---|---|---|---|---|
#793 of 918 | SHADE TREE ADVISORS LLC | RIA · Small | 56.5 | 75.5 (16 advisors) | 83 | 12 | — | 0% |
#793 of 918 | CRD 325950 | RIA · Small | 56.5 | 75.6 (12 advisors) | 81 | 12 | — | 0% |
#803 of 918 | WE FAMILY OFFICES | RIA · Small | 56.4 | 75.4 (29 advisors) | 85 | 12 | — | 0% |
#803 of 918 | MAIN STREET RESEARCH LLC | RIA · Small | 56.4 | 75.4 (12 advisors) | 82 | 12 | — | 0% |
#803 of 918 | BETTERMENT | RIA · Small | 56.4 | 75.5 (14 advisors) | 82 | 12 | — | 0% |
#803 of 918 | ASCENT WEALTH PARTNERS, LLC | RIA · Small | 56.4 | 75.4 (10 advisors) | 82 | 12 | — | 0% |
#803 of 918 | ATOMI FINANCIAL ADVISORS | RIA · Small | 56.4 | 75.5 (26 advisors) | 73 | 12 | — | 0% |
#803 of 918 | KESTRA ADVISORY SERVICES, LLC | RIA · Small | 56.4 | 75.5 (43 advisors) | 73 | 12 | — | 0% |
#803 of 918 | BISON ADVISORS | RIA · Small | 56.4 | 75.4 (16 advisors) | 83 | 12 | — | 0% |
#803 of 918 | IMPACT PARTNERSHIP WEALTH, LLC | RIA · Small | 56.4 | 75.4 (30 advisors) | 81 | 12 | — | 0% |
#803 of 918 | DOMAIN MONEY ADVISORS, LLC | RIA · Small | 56.4 | 75.4 (10 advisors) | 83 | 12 | — | 0% |
#812 of 918 | POTOMAC FUND MANAGEMENT | RIA · Small | 56.3 | 75.3 (10 advisors) | 82 | 12 | — | 0% |
#812 of 918 | KENNEDY CAPITAL MANAGEMENT | RIA · Small | 56.3 | 75.3 (14 advisors) | 81 | 12 | — | 0% |
#812 of 918 | WMS PARTNERS, LLC | RIA · Small | 56.3 | 75.2 (26 advisors) | 85 | 12 | — | 0% |
#812 of 918 | ZACKS INVESTMENT MANAGEMENT, INC. | RIA · Small | 56.3 | 75.3 (30 advisors) | 79 | 12 | — | 0% |
#812 of 918 | STRATEGIC WEALTH INVESTMENT GROUP, LLC | RIA · Small | 56.3 | 75.3 (20 advisors) | 79 | 12 | — | 0% |
#812 of 918 | ACRYLIC FINANCIAL, INC. | RIA · Small | 56.3 | 75.2 (10 advisors) | 80 | 12 | — | 0% |
#812 of 918 | AMERITAS ADVISORY SERVICES, LLC | RIA · Small | 56.3 | 75.4 (15 advisors) | 77 | 12 | — | 0% |
#819 of 918 | ARLINGTON PARTNERS LLC | RIA · Small | 56.2 | 75.2 (13 advisors) | 82 | 12 | — | 0% |
#819 of 918 | HOWARD CAPITAL MANAGEMENT, INC. | RIA · Small | 56.2 | 75.1 (17 advisors) | 82 | 12 | — | 0% |
#819 of 918 | SANDERSON WEALTH MANAGEMENT, LLC | RIA · Small | 56.2 | 75.1 (10 advisors) | 83 | 12 | — | 0% |
#819 of 918 | SHEPHERD KAPLAN LLC | RIA · Small | 56.2 | 75.1 (13 advisors) | 81 | 12 | — | 0% |
#819 of 918 | CAMDEN CAPITAL, LLC | RIA · Small | 56.2 | 75.1 (21 advisors) | 83 | 12 | — | 0% |
#819 of 918 | CANNON FINANCIAL STRATEGISTS, INC. | RIA · Small | 56.2 | 75.1 (11 advisors) | 83 | 12 | — | 0% |
#819 of 918 | FORUSALL | RIA · Small | 56.2 | 75.1 (12 advisors) | 83 | 12 | — | 0% |
