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 |
|---|---|---|---|---|---|---|---|---|
#420 | CUMBERLAND ADVISORS | RIA · Small | 56.7 | 75.9 (18 advisors) | 81 | 12 | — | 0% |
#420 | OSBORNE PARTNERS | RIA · Small | 56.7 | 75.8 (10 advisors) | 81 | 12 | — | 0% |
#420 | APPLETON PARTNERS, INC. | RIA · Small | 56.7 | 75.9 (18 advisors) | 83 | 12 | — | 0% |
#420 | BMO FAMILY OFFICE, LLC | RIA · Small | 56.7 | 75.9 (13 advisors) | 81 | 12 | — | 0% |
#420 | BECKER CAPITAL MANAGEMENT, INC. | RIA · Small | 56.7 | 75.8 (17 advisors) | 82 | 12 | — | 0% |
#420 | CHEVY CHASE TRUST COMPANY | RIA · Small | 56.7 | 75.8 (27 advisors) | 82 | 12 | — | 0% |
#420 | DIXON, HUBARD, FEINOUR & BROWN, INC. | RIA · Small | 56.7 | 75.9 (13 advisors) | 82 | 12 | — | 0% |
#420 | ERNST & YOUNG INVESTMENT ADVISERS LLP | RIA · Mid-Size | 56.7 | 75.9 (137 advisors) | 84 | 12 | — | 0% |
#420 | ROUND TABLE WEALTH MANAGEMENT | RIA · Small | 56.7 | 75.9 (12 advisors) | 84 | 12 | — | 0% |
#420 | INTREPID FINANCIAL PLANNING GROUP, LLC | RIA · Small | 56.7 | 75.9 (12 advisors) | 82 | 12 | — | 0% |
#420 | SPIRE WEALTH MANAGEMENT, LLC | RIA · Small | 56.7 | 75.9 (14 advisors) | 80 | 12 | — | 0% |
#420 | ONE CAPITAL MANAGEMENT, LLC | RIA · Mid-Size | 56.7 | 75.8 (51 advisors) | 80 | 12 | — | 0% |
#420 | AMERICAN MONEY MANAGEMENT, LLC | RIA · Small | 56.7 | 75.9 (12 advisors) | 81 | 12 | — | 0% |
#420 | MILLENNIUM ADVISORY SERVICES, INC. | RIA · Small | 56.7 | 75.8 (16 advisors) | 80 | 12 | — | 0% |
#420 | PSI CAPITAL MANAGEMENT | RIA · Small | 56.7 | 75.9 (10 advisors) | 80 | 12 | — | 0% |
#420 | SAX WEALTH ADVISORS, LLC | RIA · Small | 56.7 | 75.9 (16 advisors) | 82 | 12 | — | 0% |
#420 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | RIA · Small | 56.7 | 75.9 (12 advisors) | 79 | 12 | — | 0% |
#420 | APRIO WEALTH MANAGEMENT, LLC | RIA · Small | 56.7 | 75.8 (17 advisors) | 80 | 12 | — | 0% |
#420 | AMICUS FINANCIAL ADVISORS, LLC | RIA · Small | 56.7 | 75.8 (14 advisors) | 76 | 12 | — | 0% |
#420 | EATON VANCE WATEROAK ADVISORS | RIA · Small | 56.7 | 75.8 (10 advisors) | 81 | 12 | — | 0% |
#420 | MARYLAND CAPITAL MANAGEMENT, LLC | RIA · Small | 56.7 | 75.9 (12 advisors) | 83 | 12 | — | 0% |
#420 | NAMCOA | RIA · Small | 56.7 | 75.8 (14 advisors) | 80 | 12 | — | 0% |
#420 | WEALTH ARCHITECTS, LLC | RIA · Small | 56.7 | 75.9 (12 advisors) | 83 | 12 | — | 0% |
#420 | CLEARWATER CAPITAL PARTNERS | RIA · Small | 56.7 | 75.8 (10 advisors) | 84 | 12 | — | 0% |
#420 | HARDY REED, LLC | RIA · Small | 56.7 | 75.9 (10 advisors) | 84 | 12 | — | 0% |
