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 |
|---|---|---|---|---|---|---|---|---|
#142 of 918 | VERITY INVESTMENT PARTNERS | RIA · Small | 59.1 | 79.3 (12 advisors) | 83 | 12 | — | 0% |
#142 of 918 | HOYLECOHEN, LLC | RIA · Small | 59.1 | 79.4 (17 advisors) | 78 | 12 | — | 0% |
#142 of 918 | MILL CREEK CAPITAL ADVISORS, LLC | RIA · Small | 59.1 | 79.2 (24 advisors) | 83 | 12 | — | 0% |
#142 of 918 | SACHETTA, LLC | RIA · Small | 59.1 | 79.3 (10 advisors) | 84 | 12 | — | 0% |
#142 of 918 | CONFLUENCE INVESTMENT MANAGEMENT LLC | RIA · Small | 59.1 | 79.3 (14 advisors) | 82 | 12 | — | 0% |
#142 of 918 | CAHABA WEALTH MANAGEMENT, INC. | RIA · Small | 59.1 | 79.2 (10 advisors) | 84 | 12 | — | 0% |
#142 of 918 | LAUREL WEALTH ADVISORS, INC. | RIA · Small | 59.1 | 79.2 (30 advisors) | 81 | 12 | — | 0% |
#142 of 918 | WALKNER CONDON FINANCIAL ADVISORS LLC | RIA · Small | 59.1 | 79.3 (10 advisors) | 83 | 12 | — | 0% |
#142 of 918 | INVST, LLC | RIA · Small | 59.1 | 79.2 (24 advisors) | 83 | 12 | — | 0% |
#142 of 918 | GYL FINANCIAL SYNERGIES, LLC | RIA · Small | 59.1 | 79.3 (23 advisors) | 83 | 12 | — | 0% |
#142 of 918 | STRATEGIC BLUEPRINT, LLC | RIA · Small | 59.1 | 79.3 (13 advisors) | 84 | 12 | — | 0% |
#142 of 918 | FAIRWAY WEALTH MANAGEMENT LLC | RIA · Small | 59.1 | 79.2 (10 advisors) | 82 | 12 | — | 0% |
#142 of 918 | SAXON FINANCIAL GROUP | RIA · Small | 59.1 | 79.2 (13 advisors) | 84 | 12 | — | 0% |
#142 of 918 | CRD 324624 | RIA · Small | 59.1 | 79.4 (32 advisors) | 81 | 12 | — | 0% |
#165 of 918 | F L PUTNAM INVESTMENT MANAGEMENT CO. | RIA · Small | 59.0 | 79.1 (42 advisors) | 82 | 12 | — | 0% |
#165 of 918 | TRUSTCORE FINANCIAL SERVICES, LLC | RIA · Small | 59.0 | 79.2 (23 advisors) | 85 | 12 | — | 0% |
#165 of 918 | FOSTER GROUP, INC. | RIA · Small | 59.0 | 79.2 (42 advisors) | 84 | 12 | — | 0% |
#165 of 918 | DOWLING & YAHNKE, LLC | RIA · Small | 59.0 | 79.1 (12 advisors) | 81 | 12 | — | 0% |
#165 of 918 | CORDA INVESTMENT MANAGEMENT, LLC | RIA · Small | 59.0 | 79.1 (21 advisors) | 86 | 12 | — | 0% |
#165 of 918 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | RIA · Small | 59.0 | 79.1 (11 advisors) | 83 | 12 | — | 0% |
#165 of 918 | MAINSTAY CAPITAL MANAGEMENT, LLC | RIA · Small | 59.0 | 79.1 (19 advisors) | 81 | 12 | — | 0% |
#165 of 918 | BROWNSON, REHMUS & FOXWORTH, INC. | RIA · Small | 59.0 | 79.1 (13 advisors) | 83 | 12 | — | 0% |
#165 of 918 | PSI CAPITAL MANAGEMENT | RIA · Small | 59.0 | 79.1 (10 advisors) | 80 | 12 | — | 0% |
#165 of 918 | ALLEN CAPITAL GROUP, LLC | RIA · Small | 59.0 | 79.1 (16 advisors) | 83 | 12 | — | 0% |
#165 of 918 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | RIA · Small | 59.0 | 77.0 (31 advisors) | 84 | 17 | — | 3% |
