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 |
|---|---|---|---|---|---|---|---|---|
#276 | EVERGREEN CAPITAL MANAGEMENT LLC | RIA · Small | 57.0 | 76.2 (23 advisors) | 82 | 12 | — | 0% |
#276 | BRANDES INVESTMENT PARTNERS, LP | RIA · Small | 57.0 | 76.3 (13 advisors) | 77 | 12 | — | 0% |
#276 | AUSTIN ASSET | RIA · Small | 57.0 | 76.3 (12 advisors) | 83 | 12 | — | 0% |
#276 | R M DAVIS INC | RIA · Small | 57.0 | 76.3 (19 advisors) | 83 | 12 | — | 0% |
#276 | DANA INVESTMENT ADVISORS INC | RIA · Small | 57.0 | 76.3 (22 advisors) | 82 | 12 | — | 0% |
#276 | PINNACLE WEALTH PLANNING SERVICES, INC. | RIA · Small | 57.0 | 76.3 (13 advisors) | 84 | 12 | — | 0% |
#276 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | RIA · Small | 57.0 | 76.3 (18 advisors) | 82 | 12 | — | 0% |
#276 | THE BURNEY COMPANY | RIA · Small | 57.0 | 76.3 (27 advisors) | 74 | 12 | — | 0% |
#276 | BSW WEALTH PARTNERS | RIA · Small | 57.0 | 76.2 (16 advisors) | 83 | 12 | — | 0% |
#276 | TRAPHAGEN FINANCIAL GROUP | RIA · Small | 57.0 | 76.3 (10 advisors) | 77 | 12 | — | 0% |
#276 | ABACUS PLANNING GROUP, INC. | RIA · Small | 57.0 | 76.3 (14 advisors) | 83 | 12 | — | 0% |
#276 | BEAUMONT FINANCIAL PARTNERS LLC | RIA · Small | 57.0 | 76.3 (12 advisors) | 78 | 12 | — | 0% |
#276 | COLDSTREAM WEALTH MANAGEMENT | RIA · Mid-Size | 57.0 | 76.3 (62 advisors) | 80 | 12 | — | 0% |
#276 | COOKSON PEIRCE WEALTH MANAGEMENT | RIA · Small | 57.0 | 76.2 (19 advisors) | 82 | 12 | — | 0% |
#276 | CG ADVISORY SERVICES | RIA · Small | 57.0 | 76.3 (44 advisors) | 76 | 12 | — | 0% |
#276 | CENTURY MANAGEMENT FINANCIAL ADVISORS | RIA · Small | 57.0 | 76.3 (10 advisors) | 81 | 12 | — | 0% |
#276 | LAUTERBACH FINANCIAL ADVISORS, LLC | RIA · Small | 57.0 | 76.3 (12 advisors) | 82 | 12 | — | 0% |
#276 | LUTZ FINANCIAL | RIA · Small | 57.0 | 76.3 (10 advisors) | 83 | 12 | — | 0% |
#276 | HORTER INVESTMENT MANAGEMENT, LLC | RIA · Small | 57.0 | 76.3 (41 advisors) | 71 | 12 | — | 0% |
#276 | ALLGEN FINANCIAL ADVISORS, INC. | RIA · Small | 57.0 | 76.2 (11 advisors) | 82 | 12 | — | 0% |
#276 | NET WORTH ADVISORY GROUP, LLC | RIA · Small | 57.0 | 76.2 (10 advisors) | 83 | 12 | — | 0% |
#276 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | RIA · Small | 57.0 | 76.3 (17 advisors) | 84 | 12 | — | 0% |
#276 | WALDRON PRIVATE WEALTH | RIA · Small | 57.0 | 76.2 (37 advisors) | 83 | 12 | — | 0% |
#276 | RMB CAPITAL MANAGEMENT | RIA · Mid-Size | 57.0 | 76.3 (69 advisors) | 80 | 12 | — | 0% |
#276 | BROOKSTONE CAPITAL MANAGEMENT LLC | RIA · Mid-Size | 57.0 | 76.3 (312 advisors) | 75 | 12 | — | 0% |
