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 |
|---|---|---|---|---|---|---|---|---|
#213 of 918 | COASTAL BRIDGE ADVISORS | RIA · Small | 58.8 | 78.8 (15 advisors) | 79 | 12 | — | 0% |
#213 of 918 | STRATOS WEALTH PARTNERS, LTD | RIA · Small | 58.8 | 78.8 (35 advisors) | 76 | 12 | — | 0% |
#213 of 918 | ELWOOD & GOETZ | RIA · Small | 58.8 | 78.8 (13 advisors) | 83 | 12 | — | 0% |
#213 of 918 | BEACON WEALTH CONSULTANTS, INC. | RIA · Small | 58.8 | 78.9 (11 advisors) | 83 | 12 | — | 0% |
#213 of 918 | GRATUS CAPITAL, LLC | RIA · Small | 58.8 | 78.8 (15 advisors) | 83 | 12 | — | 0% |
#213 of 918 | ALPHACORE CAPITAL LLC | RIA · Small | 58.8 | 78.9 (21 advisors) | 83 | 12 | — | 0% |
#213 of 918 | IRONWOOD WEALTH MANAGEMENT, LLC | RIA · Small | 58.8 | 78.9 (10 advisors) | 83 | 12 | — | 0% |
#213 of 918 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | RIA · Small | 58.8 | 78.9 (39 advisors) | 84 | 12 | — | 0% |
#213 of 918 | FOSTER VICTOR WEALTH ADVISORS | RIA · Small | 58.8 | 78.9 (16 advisors) | 83 | 12 | — | 0% |
#213 of 918 | INSPIRE ADVISORS, LLC | RIA · Small | 58.8 | 78.8 (34 advisors) | 76 | 12 | — | 0% |
#213 of 918 | VENTURE VISIONARY PARTNERS LLC | RIA · Small | 58.8 | 78.8 (19 advisors) | 84 | 12 | — | 0% |
#213 of 918 | CRD 331709 | RIA · Small | 58.8 | 78.9 (10 advisors) | 81 | 12 | — | 0% |
#238 of 918 | GOELZER INVESTMENT MANAGEMENT | RIA · Small | 58.7 | 78.7 (20 advisors) | 75 | 12 | — | 0% |
#238 of 918 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | RIA · Small | 58.7 | 78.7 (15 advisors) | 84 | 12 | — | 0% |
#238 of 918 | DONALDSON CAPITAL MANAGEMENT LLC | RIA · Small | 58.7 | 78.7 (26 advisors) | 80 | 12 | — | 0% |
#238 of 918 | BUDROS, RUHLIN & ROE | RIA · Small | 58.7 | 78.7 (20 advisors) | 83 | 12 | — | 0% |
#238 of 918 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | RIA · Small | 58.7 | 78.7 (18 advisors) | 82 | 12 | — | 0% |
#238 of 918 | CADINHA & CO LLC | RIA · Small | 58.7 | 78.7 (10 advisors) | 83 | 12 | — | 0% |
#238 of 918 | ROUND TABLE WEALTH MANAGEMENT | RIA · Small | 58.7 | 78.7 (12 advisors) | 84 | 12 | — | 0% |
#238 of 918 | HBKS WEALTH ADVISORS | RIA · Small | 58.7 | 78.7 (38 advisors) | 82 | 12 | — | 0% |
#238 of 918 | INTREPID FINANCIAL PLANNING GROUP, LLC | RIA · Small | 58.7 | 78.7 (12 advisors) | 82 | 12 | — | 0% |
#238 of 918 | AMERICAN MONEY MANAGEMENT, LLC | RIA · Small | 58.7 | 78.8 (12 advisors) | 81 | 12 | — | 0% |
#238 of 918 | TRUE NORTH ADVISORS, LLC | RIA · Small | 58.7 | 78.7 (20 advisors) | 83 | 12 | — | 0% |
#238 of 918 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | RIA · Small | 58.7 | 78.8 (10 advisors) | 83 | 12 | — | 0% |
#238 of 918 | DETALUS ADVISORS, LLC | RIA · Small | 58.7 | 78.7 (10 advisors) | 82 | 12 | — | 0% |
