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Overall · All Firms

Weekly Firm Rating standings across all firms.

Standings for the week of 2026-10-26

Based on advisors' public records as of Oct 26, 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 calculated

How 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.

Firm Rating standings across all firms, in ranked order.
RankFirmLeague · SizeFirm RatingAdvisor scoreTrustEngagementTrendClaim rate
#2537
J.V.B. FINANCIAL GROUP, LLCBrokerage · Mid-Size50.967.6 (75 advisors)7612—0%
#2537
HOLD BROTHERS CAPITAL LLCBrokerage · Mid-Size50.967.6 (55 advisors)7712—0%
#2537
WEALTHFORGE SECURITIES, LLCBrokerage · Small50.967.5 (49 advisors)7012—0%
#2537
SAYBRUS EQUITY SERVICES, LLCBrokerage · Mid-Size50.967.6 (139 advisors)7912—0%
#2537
CAIS CAPITAL LLCBrokerage · Mid-Size50.967.6 (66 advisors)8212—0%
#2537
LOCUST WALK SECURITIES, LLCBrokerage · Small50.967.5 (22 advisors)8412—0%
#2537
BAILLIE GIFFORD FUNDS SERVICES LLCBrokerage · Small50.967.6 (34 advisors)8712—0%
#2537
STATE STREET GLOBAL MARKETS, LLCBrokerage · Mid-Size50.967.6 (94 advisors)8012—0%
#2537
AQR INVESTMENTS, LLCBrokerage · Mid-Size50.967.5 (59 advisors)8212—0%
#2537
TCBI SECURITIESBrokerage · Mid-Size50.967.6 (78 advisors)8312—0%
#2561
NETWORK 1 FINANCIAL SECURITIES INC.Brokerage · Mid-Size50.867.4 (102 advisors)5712—0%
#2561
LUMENT SECURITIESBrokerage · Mid-Size50.867.5 (61 advisors)7812—0%
#2561
TRANSAMERICA FINANCIAL ADVISORS, INCBrokerage · Large50.867.4 (2883 advisors)7312—0%
#2561
MFS FUND DISTRIBUTORS, INC.Brokerage · Mid-Size50.867.4 (361 advisors)8312—0%
#2561
CCO CAPITAL, LLCBrokerage · Mid-Size50.867.4 (66 advisors)8212—0%
#2561
NYLIFE DISTRIBUTORS LLCBrokerage · Large50.867.4 (657 advisors)8012—0%
#2561
VELOCITY CLEARING, LLCBrokerage · Mid-Size50.867.4 (63 advisors)7812—0%
#2561
CCS TRANSACTIONS, LLCBrokerage · Small50.867.4 (30 advisors)8512—0%
#2561
ASSETMARK BROKERAGE, LLCBrokerage · Mid-Size50.867.4 (341 advisors)7612—0%
#2561
BAIN CAPITAL DISTRIBUTORS, LLCBrokerage · Small50.867.5 (39 advisors)8612—0%
#2561
CRD 312622Brokerage · Small50.867.4 (22 advisors)8312—0%
#2572
DAVID LERNER ASSOCIATES, INC.Brokerage · Mid-Size50.767.3 (125 advisors)6412—0%
#2572
CLARENDON INSURANCE AGENCY, INC.Brokerage · Mid-Size50.767.2 (97 advisors)8212—0%
#2572
AEGIS CAPITAL CORP.Brokerage · Mid-Size50.767.3 (254 advisors)5512—0%
#2572
TULLETT PREBON FINANCIAL SERVICES LLCBrokerage · Mid-Size50.767.3 (196 advisors)7012—0%

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