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 |
|---|---|---|---|---|---|---|---|---|
#819 of 918 | FSA ADVISORS, INC. | RIA · Small | 56.2 | 75.2 (12 advisors) | 81 | 12 | — | 0% |
#819 of 918 | LAKE STREET ADVISORS | RIA · Small | 56.2 | 75.1 (15 advisors) | 83 | 12 | — | 0% |
#819 of 918 | HENRY + HORNE WEALTH MANAGEMENT | RIA · Small | 56.2 | 75.2 (14 advisors) | 82 | 12 | — | 0% |
#819 of 918 | PROTECTION POINT ADVISORS | RIA · Small | 56.2 | 75.2 (16 advisors) | 81 | 12 | — | 0% |
#819 of 918 | CSP FINANCIAL GROUP LLC | RIA · Small | 56.2 | 75.1 (12 advisors) | 83 | 12 | — | 0% |
#819 of 918 | CONNECTUS WEALTH | RIA · Small | 56.2 | 75.1 (20 advisors) | 82 | 12 | — | 0% |
#832 of 918 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | RIA · Small | 56.1 | 74.9 (44 advisors) | 80 | 12 | — | 0% |
#832 of 918 | QUANTUM FINANCIAL ADVISORS INC | RIA · Small | 56.1 | 75.0 (10 advisors) | 83 | 12 | — | 0% |
#832 of 918 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | RIA · Small | 56.1 | 75.0 (15 advisors) | 82 | 12 | — | 0% |
#832 of 918 | GEOWEALTH MANAGEMENT LLC | RIA · Small | 56.1 | 75.0 (13 advisors) | 82 | 12 | — | 0% |
#832 of 918 | ELEMENT POINTE ADVISORS | RIA · Small | 56.1 | 75.0 (10 advisors) | 79 | 12 | — | 0% |
#832 of 918 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | RIA · Small | 56.1 | 75.0 (20 advisors) | 79 | 12 | — | 0% |
#832 of 918 | PEOPLE'S UNITED ADVISORS, INC. | RIA · Small | 56.1 | 75.0 (30 advisors) | 77 | 12 | — | 0% |
#832 of 918 | AEGIS WEALTH MANAGEMENT, INC. | RIA · Small | 56.1 | 75.0 (26 advisors) | 82 | 12 | — | 0% |
#832 of 918 | LIBERTY ONE INVESTMENT MANAGEMENT | RIA · Small | 56.1 | 75.1 (10 advisors) | 80 | 12 | — | 0% |
#832 of 918 | CRD 322382 | RIA · Small | 56.1 | 75.0 (12 advisors) | 78 | 12 | — | 0% |
#842 of 918 | ALTA CAPITAL MANAGEMENT LLC | RIA · Small | 56.0 | 74.8 (10 advisors) | 82 | 12 | — | 0% |
#842 of 918 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | RIA · Small | 56.0 | 74.9 (13 advisors) | 83 | 12 | — | 0% |
#842 of 918 | IPI WEALTH MANAGEMENT, INC. | RIA · Small | 56.0 | 74.8 (11 advisors) | 81 | 12 | — | 0% |
#842 of 918 | FIDUCIARY TRUST INTERNATIONAL, LLC | RIA · Small | 56.0 | 74.8 (11 advisors) | 81 | 12 | — | 0% |
#842 of 918 | EURO PACIFIC ASSET MANAGEMENT, LLC | RIA · Small | 56.0 | 74.9 (16 advisors) | 81 | 12 | — | 0% |
#842 of 918 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | RIA · Small | 56.0 | 74.9 (12 advisors) | 83 | 12 | — | 0% |
#842 of 918 | B.O.S.S. RETIREMENT ADVISORS, LLC | RIA · Small | 56.0 | 74.9 (30 advisors) | 84 | 12 | — | 0% |
#842 of 918 | DOMANI WEALTH, LLC | RIA · Small | 56.0 | 74.9 (14 advisors) | 83 | 12 | — | 0% |
#842 of 918 | LEGACY WEALTH MANAGEMENT, LLC | RIA · Small | 56.0 | 74.9 (22 advisors) | 80 | 12 | — | 0% |
