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 |
|---|---|---|---|---|---|---|---|---|
#121 of 918 | KEB WEALTH ADVISORS | RIA · Small | 59.3 | 79.6 (10 advisors) | 83 | 12 | — | 0% |
#121 of 918 | GREAT VALLEY ADVISOR GROUP, INC. | RIA · Small | 59.3 | 79.5 (19 advisors) | 76 | 12 | — | 0% |
#121 of 918 | ALLGEN FINANCIAL ADVISORS, INC. | RIA · Small | 59.3 | 79.6 (11 advisors) | 82 | 12 | — | 0% |
#121 of 918 | EVERSOURCE WEALTH ADVISORS, LLC | RIA · Small | 59.3 | 79.5 (26 advisors) | 80 | 12 | — | 0% |
#121 of 918 | WEALTH ADVISORY SOLUTIONS, LLC | RIA · Small | 59.3 | 79.6 (12 advisors) | 83 | 12 | — | 0% |
#121 of 918 | ZIEGLER CAPITAL MANAGEMENT, LLC | RIA · Small | 59.3 | 79.6 (18 advisors) | 82 | 12 | — | 0% |
#132 of 918 | WINGATE WEALTH ADVISORS, INC. | RIA · Small | 59.2 | 79.4 (15 advisors) | 85 | 12 | — | 0% |
#132 of 918 | BRANDES INVESTMENT PARTNERS, LP | RIA · Small | 59.2 | 79.4 (13 advisors) | 77 | 12 | — | 0% |
#132 of 918 | BEDEL FINANCIAL CONSULTING INC | RIA · Small | 59.2 | 79.5 (15 advisors) | 82 | 12 | — | 0% |
#132 of 918 | PINNACLE WEALTH PLANNING SERVICES, INC. | RIA · Small | 59.2 | 79.4 (13 advisors) | 84 | 12 | — | 0% |
#132 of 918 | SYM FINANCIAL ADVISORS | RIA · Small | 59.2 | 79.5 (26 advisors) | 80 | 12 | — | 0% |
#132 of 918 | PBMARES WEALTH MANAGEMENT LLC | RIA · Small | 59.2 | 79.4 (10 advisors) | 83 | 12 | — | 0% |
#132 of 918 | OAKWELL PRIVATE WEALTH MANAGEMENT | RIA · Small | 59.2 | 79.4 (11 advisors) | 79 | 12 | — | 0% |
#132 of 918 | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | RIA · Small | 59.2 | 79.5 (28 advisors) | 84 | 12 | — | 0% |
#132 of 918 | WADDELL & ASSOCIATES, LLC | RIA · Small | 59.2 | 79.4 (10 advisors) | 83 | 12 | — | 0% |
#132 of 918 | VERDENCE CAPITAL ADVISORS, LLC | RIA · Small | 59.2 | 79.4 (24 advisors) | 82 | 12 | — | 0% |
#142 of 918 | PARSEC FINANCIAL | RIA · Small | 59.1 | 79.3 (21 advisors) | 83 | 12 | — | 0% |
#142 of 918 | ABACUS PLANNING GROUP, INC. | RIA · Small | 59.1 | 79.3 (14 advisors) | 83 | 12 | — | 0% |
#142 of 918 | OLD PORT ADVISORS, INC | RIA · Small | 59.1 | 79.3 (11 advisors) | 83 | 12 | — | 0% |
#142 of 918 | HAMILTON CAPITAL | RIA · Small | 59.1 | 79.3 (44 advisors) | 83 | 12 | — | 0% |
#142 of 918 | CHURCHILL MANAGEMENT GROUP | RIA · Small | 59.1 | 79.3 (26 advisors) | 82 | 12 | — | 0% |
#142 of 918 | BAILARD, INC. | RIA · Small | 59.1 | 79.2 (39 advisors) | 80 | 12 | — | 0% |
#142 of 918 | WEALTHCARE CAPITAL MANAGEMENT LLC | RIA · Small | 59.1 | 79.3 (29 advisors) | 82 | 12 | — | 0% |
#142 of 918 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | RIA · Small | 59.1 | 79.3 (16 advisors) | 83 | 12 | — | 0% |
#142 of 918 | NOVARE CAPITAL MANAGEMENT | RIA · Small | 59.1 | 79.2 (12 advisors) | 83 | 12 | — | 0% |
