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 | SEASONS OF ADVICE WEALTH MANAGEMENT | RIA · Small | 57.0 | 76.2 (11 advisors) | 82 | 12 | — | 0% |
#276 | CONGRESS WEALTH MANAGEMENT LLC | RIA · Mid-Size | 57.0 | 76.2 (50 advisors) | 79 | 12 | — | 0% |
#276 | GREENUP STREET WEALTH MANAGEMENT LLC | RIA · Small | 57.0 | 76.3 (14 advisors) | 84 | 12 | — | 0% |
#276 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | RIA · Small | 57.0 | 76.2 (17 advisors) | 82 | 12 | — | 0% |
#330 | LOWE, BROCKENBROUGH & COMPANY, INC. | RIA · Small | 56.9 | 76.2 (17 advisors) | 81 | 12 | — | 0% |
#330 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | RIA · Small | 56.9 | 76.1 (15 advisors) | 84 | 12 | — | 0% |
#330 | WEDGE CAPITAL MANAGEMENT LLP | RIA · Small | 56.9 | 76.1 (25 advisors) | 84 | 12 | — | 0% |
#330 | SAGE ADVISORY SERVICES LTD CO | RIA · Small | 56.9 | 76.1 (39 advisors) | 83 | 12 | — | 0% |
#330 | DOWLING & YAHNKE, LLC | RIA · Small | 56.9 | 76.1 (12 advisors) | 81 | 12 | — | 0% |
#330 | OLD PORT ADVISORS, INC | RIA · Small | 56.9 | 76.1 (11 advisors) | 83 | 12 | — | 0% |
#330 | BROWNSON, REHMUS & FOXWORTH, INC. | RIA · Small | 56.9 | 76.2 (13 advisors) | 83 | 12 | — | 0% |
#330 | NATURAL INVESTMENTS | RIA · Small | 56.9 | 76.2 (21 advisors) | 84 | 12 | — | 0% |
#330 | KEB WEALTH ADVISORS | RIA · Small | 56.9 | 76.1 (10 advisors) | 83 | 12 | — | 0% |
#330 | NOVARE CAPITAL MANAGEMENT | RIA · Small | 56.9 | 76.1 (12 advisors) | 83 | 12 | — | 0% |
#330 | SILVERCREST ASSET MANAGEMENT GROUP LLC | RIA · Small | 56.9 | 76.1 (29 advisors) | 83 | 12 | — | 0% |
#330 | VERITY INVESTMENT PARTNERS | RIA · Small | 56.9 | 76.1 (12 advisors) | 83 | 12 | — | 0% |
#330 | RKL WEALTH MANAGEMENT LLC | RIA · Small | 56.9 | 76.2 (21 advisors) | 84 | 12 | — | 0% |
#330 | ABACUS WEALTH PARTNERS | RIA · Small | 56.9 | 76.1 (44 advisors) | 82 | 12 | — | 0% |
#330 | THE RETIREMENT PLANNING GROUP, INC. | RIA · Small | 56.9 | 76.1 (31 advisors) | 83 | 12 | — | 0% |
#330 | PHILLIPS FINANCIAL | RIA · Small | 56.9 | 76.1 (13 advisors) | 84 | 12 | — | 0% |
#330 | WATERLOO CAPITAL | RIA · Small | 56.9 | 76.2 (18 advisors) | 83 | 12 | — | 0% |
#330 | MERIT FINANCIAL ADVISORS | RIA · Small | 56.9 | 76.1 (27 advisors) | 82 | 12 | — | 0% |
#330 | HBW ADVISORY SERVICES LLC | RIA · Small | 56.9 | 76.2 (40 advisors) | 76 | 12 | — | 0% |
#330 | CHICAGO PARTNERS INVESTMENT GROUP LLC | RIA · Small | 56.9 | 76.2 (31 advisors) | 83 | 12 | — | 0% |
#330 | COASTAL BRIDGE ADVISORS | RIA · Small | 56.9 | 76.2 (15 advisors) | 79 | 12 | — | 0% |
