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 |
|---|---|---|---|---|---|---|---|---|
#165 of 918 | JT STRATFORD, LLC | RIA · Small | 59.0 | 79.1 (12 advisors) | 79 | 12 | — | 0% |
#165 of 918 | JAG CAPITAL MANAGEMENT LLC | RIA · Small | 59.0 | 79.1 (12 advisors) | 84 | 12 | — | 0% |
#165 of 918 | INDEPENDENT ADVISOR ALLIANCE, LLC | RIA · Small | 59.0 | 79.2 (18 advisors) | 80 | 12 | — | 0% |
#165 of 918 | VENTURI PRIVATE WEALTH | RIA · Small | 59.0 | 79.2 (18 advisors) | 84 | 12 | — | 0% |
#165 of 918 | IHT WEALTH MANAGEMENT LLC | RIA · Small | 59.0 | 79.2 (23 advisors) | 78 | 12 | — | 0% |
#165 of 918 | FORT PITT CAPITAL GROUP, LLC | RIA · Small | 59.0 | 79.1 (16 advisors) | 83 | 12 | — | 0% |
#165 of 918 | WEALTHSOURCE® | RIA · Small | 59.0 | 79.1 (26 advisors) | 79 | 12 | — | 0% |
#165 of 918 | SLATESTONE WEALTH LLC | RIA · Small | 59.0 | 79.1 (14 advisors) | 81 | 12 | — | 0% |
#165 of 918 | PROCYON ADVISORS, LLC | RIA · Small | 59.0 | 79.1 (31 advisors) | 81 | 12 | — | 0% |
#165 of 918 | INTELLIGENCE DRIVEN ADVISERS, LLC | RIA · Small | 59.0 | 79.2 (13 advisors) | 83 | 12 | — | 0% |
#165 of 918 | GREENUP STREET WEALTH MANAGEMENT LLC | RIA · Small | 59.0 | 79.2 (14 advisors) | 84 | 12 | — | 0% |
#187 of 918 | MPM WEALTH ADVISORS | RIA · Small | 58.9 | 79.0 (17 advisors) | 79 | 12 | — | 0% |
#187 of 918 | DAVID VAUGHAN INVESTMENTS, LLC | RIA · Small | 58.9 | 78.9 (18 advisors) | 83 | 12 | — | 0% |
#187 of 918 | CALIFORNIA FINANCIAL ADVISORS | RIA · Small | 58.9 | 79.0 (11 advisors) | 83 | 12 | — | 0% |
#187 of 918 | PLANNING ALTERNATIVES LTD | RIA · Small | 58.9 | 79.0 (11 advisors) | 83 | 12 | — | 0% |
#187 of 918 | BOULAY FINANCIAL ADVISORS, LLC | RIA · Small | 58.9 | 79.0 (17 advisors) | 82 | 12 | — | 0% |
#187 of 918 | SAGE FINANCIAL GROUP INC. | RIA · Small | 58.9 | 79.0 (19 advisors) | 82 | 12 | — | 0% |
#187 of 918 | RUBINBROWN ADVISORS LLC | RIA · Small | 58.9 | 79.1 (23 advisors) | 85 | 12 | — | 0% |
#187 of 918 | CONCORD WEALTH PARTNERS | RIA · Small | 58.9 | 79.0 (11 advisors) | 79 | 12 | — | 0% |
#187 of 918 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | RIA · Small | 58.9 | 78.9 (17 advisors) | 84 | 12 | — | 0% |
#187 of 918 | MCF ADVISORS, LLC | RIA · Small | 58.9 | 79.0 (22 advisors) | 82 | 12 | — | 0% |
#187 of 918 | PHILLIPS FINANCIAL | RIA · Small | 58.9 | 79.0 (13 advisors) | 84 | 12 | — | 0% |
#187 of 918 | EATON VANCE WATEROAK ADVISORS | RIA · Small | 58.9 | 79.0 (10 advisors) | 81 | 12 | — | 0% |
#187 of 918 | MARCUM WEALTH, LLC | RIA · Small | 58.9 | 79.0 (25 advisors) | 83 | 12 | — | 0% |
#187 of 918 | HARDY REED, LLC | RIA · Small | 58.9 | 79.0 (10 advisors) | 84 | 12 | — | 0% |
