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 |
|---|---|---|---|---|---|---|---|---|
#187 of 918 | KISTLER-TIFFANY ADVISORS | RIA · Small | 58.9 | 79.1 (10 advisors) | 80 | 12 | — | 0% |
#187 of 918 | CLEAR HARBOR ASSET MANAGEMENT, LLC | RIA · Small | 58.9 | 79.0 (11 advisors) | 83 | 12 | — | 0% |
#187 of 918 | RETIREMENT PLANNERS OF AMERICA | RIA · Small | 58.9 | 79.0 (36 advisors) | 84 | 12 | — | 0% |
#187 of 918 | WITHUM WEALTH MANAGEMENT | RIA · Small | 58.9 | 79.0 (10 advisors) | 83 | 12 | — | 0% |
#187 of 918 | MIDWEST FINANCIAL GROUP LLC | RIA · Small | 58.9 | 79.0 (11 advisors) | 83 | 12 | — | 0% |
#187 of 918 | GLADSTONE WEALTH PARTNERS | RIA · Small | 58.9 | 79.0 (15 advisors) | 81 | 12 | — | 0% |
#187 of 918 | RELATIVE VALUE PARTNERS, LLC | RIA · Small | 58.9 | 79.1 (13 advisors) | 84 | 12 | — | 0% |
#187 of 918 | LEXAURUM ADVISORS | RIA · Small | 58.9 | 79.0 (24 advisors) | 78 | 12 | — | 0% |
#187 of 918 | FIRST PACIFIC FINANCIAL, INC. | RIA · Small | 58.9 | 79.0 (17 advisors) | 76 | 12 | — | 0% |
#187 of 918 | HERITAGE WEALTH MANAGEMENT, LLC | RIA · Small | 58.9 | 79.0 (11 advisors) | 82 | 12 | — | 0% |
#187 of 918 | BARTLETT & CO. WEALTH MANAGEMENT LLC | RIA · Small | 58.9 | 79.0 (29 advisors) | 84 | 12 | — | 0% |
#187 of 918 | KMG FIDUCIARY PARTNERS, LLC | RIA · Small | 58.9 | 79.0 (12 advisors) | 84 | 12 | — | 0% |
#213 of 918 | GEORGE MCKELVEY CO., INC. | RIA · Small | 58.8 | 78.8 (10 advisors) | 75 | 12 | — | 0% |
#213 of 918 | CAPITAL ADVISORS, INC. | RIA · Small | 58.8 | 78.8 (28 advisors) | 84 | 12 | — | 0% |
#213 of 918 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | RIA · Small | 58.8 | 78.8 (23 advisors) | 82 | 12 | — | 0% |
#213 of 918 | BLOOM ADVISORS | RIA · Small | 58.8 | 78.8 (10 advisors) | 83 | 12 | — | 0% |
#213 of 918 | BSW WEALTH PARTNERS | RIA · Small | 58.8 | 78.8 (16 advisors) | 83 | 12 | — | 0% |
#213 of 918 | SFMG WEALTH ADVISORS | RIA · Small | 58.8 | 78.9 (18 advisors) | 76 | 12 | — | 0% |
#213 of 918 | OSBORNE PARTNERS | RIA · Small | 58.8 | 78.9 (10 advisors) | 81 | 12 | — | 0% |
#213 of 918 | INVESTMENT MANAGEMENT GROUP | RIA · Small | 58.8 | 78.8 (19 advisors) | 84 | 12 | — | 0% |
#213 of 918 | CONRAD SIEGEL INVESTMENT ADVISORS | RIA · Small | 58.8 | 78.8 (23 advisors) | 84 | 12 | — | 0% |
#213 of 918 | BAKERAVENUE | RIA · Small | 58.8 | 78.8 (25 advisors) | 77 | 12 | — | 0% |
#213 of 918 | CLEARWATER CAPITAL PARTNERS | RIA · Small | 58.8 | 78.9 (10 advisors) | 84 | 12 | — | 0% |
#213 of 918 | STRATEGIC FINANCIAL CONCEPTS, LLC | RIA · Small | 58.8 | 78.9 (20 advisors) | 78 | 12 | — | 0% |
#213 of 918 | JFS WEALTH ADVISORS, LLC | RIA · Small | 58.8 | 78.8 (26 advisors) | 82 | 12 | — | 0% |
