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 |
|---|---|---|---|---|---|---|---|---|
#239 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | RIA · Small | 57.1 | 76.5 (16 advisors) | 83 | 12 | — | 0% |
#239 | TRUE NORTH ADVISORS, LLC | RIA · Small | 57.1 | 76.4 (20 advisors) | 83 | 12 | — | 0% |
#239 | INVESTMENT MANAGEMENT GROUP | RIA · Small | 57.1 | 76.4 (19 advisors) | 84 | 12 | — | 0% |
#239 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | RIA · Mid-Size | 57.1 | 76.5 (123 advisors) | 78 | 12 | — | 0% |
#239 | ALLEN CAPITAL GROUP, LLC | RIA · Small | 57.1 | 76.4 (16 advisors) | 83 | 12 | — | 0% |
#239 | MARINER WEALTH ADVISORS | RIA · Large | 57.1 | 76.4 (491 advisors) | 74 | 12 | — | 0% |
#239 | WEALTHQUEST CORPORATION | RIA · Small | 57.1 | 76.4 (13 advisors) | 83 | 12 | — | 0% |
#239 | STRATEGIC FINANCIAL CONCEPTS, LLC | RIA · Small | 57.1 | 76.5 (20 advisors) | 78 | 12 | — | 0% |
#239 | SEACREST WEALTH MANAGEMENT, LLC | RIA · Small | 57.1 | 76.4 (25 advisors) | 71 | 12 | — | 0% |
#239 | EVERMAY WEALTH MANAGEMENT, LLC | RIA · Small | 57.1 | 76.4 (10 advisors) | 83 | 12 | — | 0% |
#239 | MERIDIAN WEALTH MANAGEMENT, LLC | RIA · Small | 57.1 | 76.4 (33 advisors) | 73 | 12 | — | 0% |
#239 | TRIUNE FINANCIAL PARTNERS, LLC | RIA · Small | 57.1 | 76.5 (11 advisors) | 83 | 12 | — | 0% |
#239 | EMPIRICAL WEALTH MANAGEMENT | RIA · Small | 57.1 | 76.4 (34 advisors) | 83 | 12 | — | 0% |
#239 | VIVALDI CAPITAL MANAGEMENT LP | RIA · Small | 57.1 | 76.5 (26 advisors) | 85 | 12 | — | 0% |
#239 | AVIER WEALTH ADVISORS | RIA · Small | 57.1 | 76.4 (12 advisors) | 84 | 12 | — | 0% |
#239 | VIRTUE CAPITAL MANAGEMENT, LLC | RIA · Mid-Size | 57.1 | 76.4 (96 advisors) | 79 | 12 | — | 0% |
#239 | THE WEALTH CONSULTING GROUP | RIA · Small | 57.1 | 76.4 (34 advisors) | 81 | 12 | — | 0% |
#239 | FORT PITT CAPITAL GROUP, LLC | RIA · Small | 57.1 | 76.4 (16 advisors) | 83 | 12 | — | 0% |
#239 | FIRST PACIFIC FINANCIAL, INC. | RIA · Small | 57.1 | 76.4 (17 advisors) | 76 | 12 | — | 0% |
#239 | CAPITAL SQUARE, LLC | RIA · Small | 57.1 | 76.4 (10 advisors) | 83 | 12 | — | 0% |
#239 | VENTURE VISIONARY PARTNERS LLC | RIA · Small | 57.1 | 76.4 (19 advisors) | 84 | 12 | — | 0% |
#239 | THRIVENT ADVISOR NETWORK, LLC | RIA · Mid-Size | 57.1 | 76.4 (54 advisors) | 80 | 12 | — | 0% |
#239 | TSG ADVICE PARTNERS, LLC | RIA · Small | 57.1 | 76.4 (10 advisors) | 83 | 12 | — | 0% |
#239 | CONFLUENCE FINANCIAL PARTNERS | RIA · Small | 57.1 | 76.4 (29 advisors) | 84 | 12 | — | 0% |
#239 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | RIA · Mid-Size | 57.1 | 76.4 (73 advisors) | 81 | 12 | — | 0% |
