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 |
|---|---|---|---|---|---|---|---|---|
#91 of 918 | VESTOR CAPITAL, LLC | RIA · Small | 59.5 | 79.8 (20 advisors) | 84 | 12 | — | 0% |
#91 of 918 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | RIA · Small | 59.5 | 79.9 (35 advisors) | 82 | 12 | — | 0% |
#91 of 918 | APELLA CAPITAL | RIA · Small | 59.5 | 79.8 (49 advisors) | 85 | 12 | — | 0% |
#91 of 918 | BECK BODE LLC | RIA · Small | 59.5 | 79.9 (15 advisors) | 82 | 12 | — | 0% |
#105 of 918 | COZAD ASSET MANAGEMENT INC | RIA · Small | 59.4 | 79.7 (20 advisors) | 83 | 12 | — | 0% |
#105 of 918 | AUSTIN ASSET | RIA · Small | 59.4 | 79.6 (12 advisors) | 83 | 12 | — | 0% |
#105 of 918 | LEE FINANCIAL COMPANY, LLC | RIA · Small | 59.4 | 79.8 (22 advisors) | 83 | 12 | — | 0% |
#105 of 918 | WESCOTT FINANCIAL ADVISORY GROUP LLC | RIA · Small | 59.4 | 79.7 (24 advisors) | 83 | 12 | — | 0% |
#105 of 918 | ROFFMAN MILLER ASSOCIATES INC | RIA · Small | 59.4 | 79.8 (16 advisors) | 84 | 12 | — | 0% |
#105 of 918 | JMG FINANCIAL GROUP LTD | RIA · Small | 59.4 | 79.7 (36 advisors) | 84 | 12 | — | 0% |
#105 of 918 | LAUTERBACH FINANCIAL ADVISORS, LLC | RIA · Small | 59.4 | 79.6 (12 advisors) | 82 | 12 | — | 0% |
#105 of 918 | 1919 INVESTMENT COUNSEL, LLC | RIA · Small | 59.4 | 79.7 (30 advisors) | 84 | 12 | — | 0% |
#105 of 918 | WEALTHQUEST CORPORATION | RIA · Small | 59.4 | 79.7 (13 advisors) | 83 | 12 | — | 0% |
#105 of 918 | SMITH ANGLIN FINANCIAL, LLC | RIA · Small | 59.4 | 79.7 (12 advisors) | 82 | 12 | — | 0% |
#105 of 918 | AVIOR WEALTH MANAGEMENT, LLC | RIA · Small | 59.4 | 79.7 (45 advisors) | 81 | 12 | — | 0% |
#105 of 918 | FORMIDABLE ASSET MANAGEMENT, LLC | RIA · Small | 59.4 | 79.7 (11 advisors) | 80 | 12 | — | 0% |
#105 of 918 | OCCIDENTAL ASSET MANAGEMENT, LLC | RIA · Small | 59.4 | 79.7 (10 advisors) | 83 | 12 | — | 0% |
#105 of 918 | WEALTHCARE ADVISORY PARTNERS LLC | RIA · Small | 59.4 | 79.7 (42 advisors) | 80 | 12 | — | 0% |
#105 of 918 | SEASONS OF ADVICE WEALTH MANAGEMENT | RIA · Small | 59.4 | 79.7 (11 advisors) | 82 | 12 | — | 0% |
#105 of 918 | BLEAKLEY FINANCIAL GROUP, LLC | RIA · Small | 59.4 | 79.7 (24 advisors) | 83 | 12 | — | 0% |
#121 of 918 | PLANCORP, LLC | RIA · Small | 59.3 | 79.6 (32 advisors) | 83 | 12 | — | 0% |
#121 of 918 | BEAUMONT FINANCIAL PARTNERS LLC | RIA · Small | 59.3 | 79.5 (12 advisors) | 78 | 12 | — | 0% |
#121 of 918 | DESTINATION WEALTH MANAGEMENT | RIA · Small | 59.3 | 79.5 (32 advisors) | 84 | 12 | — | 0% |
#121 of 918 | PETERSEN HASTINGS INVESTMENT MANAGEMENT INC | RIA · Small | 59.3 | 79.5 (15 advisors) | 83 | 12 | — | 0% |
#121 of 918 | SAND HILL GLOBAL ADVISORS, LLC | RIA · Small | 59.3 | 79.6 (16 advisors) | 83 | 12 | — | 0% |
