Overall · All Firms
Weekly Firm Rating standings across all firms.
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 |
|---|---|---|---|---|---|---|---|---|
#26 | MONETA GROUP INVESTMENT ADVISORS, LLC | RIA · Mid-Size | 58.3 | 78.1 (177 advisors) | 82 | 12 | — | 0% |
#26 | TCI WEALTH ADVISORS, INC. | RIA · Small | 58.3 | 78.1 (27 advisors) | 83 | 12 | — | 0% |
#26 | BRAGG FINANCIAL ADVISORS INC | RIA · Small | 58.3 | 78.2 (14 advisors) | 84 | 12 | — | 0% |
#26 | SOWELL MANAGEMENT | RIA · Mid-Size | 58.3 | 78.1 (74 advisors) | 76 | 12 | — | 0% |
#26 | FORUM FINANCIAL MANAGEMENT, LP | RIA · Mid-Size | 58.3 | 78.1 (82 advisors) | 79 | 12 | — | 0% |
#26 | CERITY PARTNERS RETIREMENT PLAN ADVISORS | RIA · Small | 58.3 | 78.1 (44 advisors) | 83 | 12 | — | 0% |
#26 | VISIONARY WEALTH ADVISORS, LLC | RIA · Small | 58.3 | 78.2 (40 advisors) | 83 | 12 | — | 0% |
#26 | APELLA CAPITAL | RIA · Small | 58.3 | 78.1 (49 advisors) | 85 | 12 | — | 0% |
#26 | FACET WEALTH, INC | RIA · Mid-Size | 58.3 | 78.2 (83 advisors) | 82 | 12 | — | 0% |
#35 | MOSS ADAMS WEALTH ADVISORS LLC | RIA · Small | 58.2 | 77.9 (22 advisors) | 83 | 12 | — | 0% |
#35 | HERITAGE FINANCIAL SERVICES, LLC | RIA · Small | 58.2 | 77.9 (21 advisors) | 83 | 12 | — | 0% |
#35 | BUCKINGHAM STRATEGIC WEALTH, LLC | RIA · Mid-Size | 58.2 | 78.0 (154 advisors) | 81 | 12 | — | 0% |
#35 | NORTHWEST ASSET MANAGEMENT | RIA · Mid-Size | 58.2 | 78.0 (51 advisors) | 77 | 12 | — | 0% |
#35 | FARTHER FINANCE ADVISORS, LLC | RIA · Mid-Size | 58.2 | 78.0 (99 advisors) | 81 | 12 | — | 0% |
#40 | WELLS FARGO CLEARING SERVICES, LLC | Wirehouse · Large | 58.1 | 71.4 (19521 advisors) | 69 | 27 | — | 0% |
#40 | CREATIVE PLANNING | RIA · Large | 58.1 | 77.9 (753 advisors) | 82 | 12 | — | 0% |
#40 | ADVISORNET WEALTH MANAGEMENT | RIA · Small | 58.1 | 77.8 (20 advisors) | 84 | 12 | — | 0% |
#40 | MERCER GLOBAL ADVISORS INC. | RIA · Large | 58.1 | 77.8 (401 advisors) | 75 | 12 | — | 0% |
#40 | AVIOR WEALTH MANAGEMENT, LLC | RIA · Small | 58.1 | 77.9 (45 advisors) | 81 | 12 | — | 0% |
#40 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | RIA · Small | 58.1 | 75.7 (31 advisors) | 84 | 17 | — | 3% |
#40 | ADVISER INVESTMENTS | RIA · Mid-Size | 58.1 | 77.8 (64 advisors) | 81 | 12 | — | 0% |
#40 | NORTHROCK PARTNERS, LLC | RIA · Mid-Size | 58.1 | 77.8 (50 advisors) | 80 | 12 | — | 0% |
#40 | WEALTHCARE ADVISORY PARTNERS LLC | RIA · Small | 58.1 | 77.8 (42 advisors) | 80 | 12 | — | 0% |
#49 | CAMBRIDGE INVESTMENT RESEARCH, INC. | Dual Registered · Large | 58.0 | 73.4 (4550 advisors) | 80 | 22 | — | 0% |
#49 | WETHERBY ASSET MANAGEMENT | RIA · Small | 58.0 | 77.8 (37 advisors) | 84 | 12 | — | 0% |
