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 |
|---|---|---|---|---|---|---|---|---|
#876 of 918 | STRATEGIC FINANCIAL SERVICES | RIA · Small | 55.5 | 74.2 (16 advisors) | 80 | 12 | — | 0% |
#876 of 918 | GELLER ADVISORS LLC | RIA · Small | 55.5 | 74.1 (10 advisors) | 83 | 12 | — | 0% |
#876 of 918 | SYNTRINSIC INVESTMENT COUNSEL, LLC. | RIA · Small | 55.5 | 74.2 (10 advisors) | 82 | 12 | — | 0% |
#876 of 918 | JOEL ISAACSON & CO., LLC | RIA · Small | 55.5 | 74.2 (15 advisors) | 83 | 12 | — | 0% |
#876 of 918 | TRILOGY CAPITAL, INC. | RIA · Small | 55.5 | 74.1 (27 advisors) | 77 | 12 | — | 0% |
#876 of 918 | TRADEWAY | RIA · Small | 55.5 | 74.1 (11 advisors) | 82 | 12 | — | 0% |
#876 of 918 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | RIA · Small | 55.5 | 74.1 (12 advisors) | 83 | 12 | — | 0% |
#883 of 918 | CRESTONE ASSET MANAGEMENT LLC | RIA · Small | 55.4 | 74.0 (18 advisors) | 83 | 12 | — | 0% |
#883 of 918 | FIDUCIARY MANAGEMENT, INC. | RIA · Small | 55.4 | 74.0 (10 advisors) | 82 | 12 | — | 0% |
#883 of 918 | GM ADVISORY GROUP, INC. | RIA · Small | 55.4 | 73.9 (10 advisors) | 83 | 12 | — | 0% |
#883 of 918 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | RIA · Small | 55.4 | 74.0 (20 advisors) | 82 | 12 | — | 0% |
#887 of 918 | SPEARS ABACUS ADVISORS LLC | RIA · Small | 55.3 | 73.8 (18 advisors) | 83 | 12 | — | 0% |
#887 of 918 | PEAK AMERICAN INVESTMENT ADVISORS, INC. | RIA · Small | 55.3 | 73.8 (14 advisors) | 82 | 12 | — | 0% |
#887 of 918 | VERITY ASSET MANAGEMENT | RIA · Small | 55.3 | 73.8 (39 advisors) | 82 | 12 | — | 0% |
#887 of 918 | LIFEPRO ASSET MANAGEMENT | RIA · Small | 55.3 | 73.9 (46 advisors) | 78 | 12 | — | 0% |
#887 of 918 | PORTOLA PARTNERS | RIA · Small | 55.3 | 73.9 (15 advisors) | 83 | 12 | — | 0% |
#892 of 918 | STRATEGIC ADVISERS LLC | RIA · Small | 55.2 | 73.7 (33 advisors) | 76 | 12 | — | 0% |
#892 of 918 | GRANDEUR PEAK GLOBAL ADVISORS | RIA · Small | 55.2 | 73.7 (16 advisors) | 83 | 12 | — | 0% |
#894 of 918 | MBG RETIREMENT | RIA · Small | 55.1 | 73.6 (12 advisors) | 84 | 12 | — | 0% |
#894 of 918 | WAVE FINANCIAL LLC | RIA · Small | 55.1 | 73.6 (14 advisors) | 83 | 12 | — | 0% |
#894 of 918 | GREAT WATERS FINANCIAL | RIA · Small | 55.1 | 73.6 (24 advisors) | 83 | 12 | — | 0% |
#897 of 918 | ALIGN IMPACT, LLC | RIA · Small | 55.0 | 73.4 (12 advisors) | 82 | 12 | — | 0% |
#897 of 918 | TRUADVICE LLC | RIA · Small | 55.0 | 73.5 (15 advisors) | 80 | 12 | — | 0% |
#897 of 918 | TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | RIA · Small | 55.0 | 73.4 (21 advisors) | 81 | 12 | — | 0% |
#897 of 918 | SKYBOUND WEALTH MANAGEMENT USA, LLC | RIA · Small | 55.0 | 73.4 (11 advisors) | 83 | 12 | — | 0% |
