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 | BERGANKDV WEALTH MANAGEMENT, LLC | RIA · Small | 56.7 | 75.8 (15 advisors) | 83 | 12 | — | 0% |
#420 | KISTLER-TIFFANY ADVISORS | RIA · Small | 56.7 | 75.9 (10 advisors) | 80 | 12 | — | 0% |
#420 | REGATTA CAPITAL GROUP, LLC | RIA · Small | 56.7 | 75.9 (13 advisors) | 83 | 12 | — | 0% |
#420 | BEACON WEALTH CONSULTANTS, INC. | RIA · Small | 56.7 | 75.9 (11 advisors) | 83 | 12 | — | 0% |
#420 | WITHUM WEALTH MANAGEMENT | RIA · Small | 56.7 | 75.9 (10 advisors) | 83 | 12 | — | 0% |
#420 | POLARIS WEALTH ADVISORY GROUP | RIA · Small | 56.7 | 75.8 (14 advisors) | 80 | 12 | — | 0% |
#420 | STEEL PEAK WEALTH MANAGEMENT, LLC | RIA · Small | 56.7 | 75.8 (24 advisors) | 80 | 12 | — | 0% |
#420 | DESTINY WEALTH PARTNERS, LLC | RIA · Small | 56.7 | 75.8 (11 advisors) | 83 | 12 | — | 0% |
#420 | D.B. ROOT & COMPANY, LLC | RIA · Small | 56.7 | 75.9 (13 advisors) | 84 | 12 | — | 0% |
#420 | IRONWOOD WEALTH MANAGEMENT, LLC | RIA · Small | 56.7 | 75.8 (10 advisors) | 83 | 12 | — | 0% |
#420 | BEACON TRUST | RIA · Small | 56.7 | 75.9 (29 advisors) | 83 | 12 | — | 0% |
#420 | BALBOA WEALTH PARTNERS, INC. | RIA · Small | 56.7 | 75.8 (18 advisors) | 75 | 12 | — | 0% |
#420 | WEST CAPITAL MANAGEMENT | RIA · Small | 56.7 | 75.9 (21 advisors) | 84 | 12 | — | 0% |
#420 | ROUND ROCK ADVISORS LLC | RIA · Small | 56.7 | 75.8 (11 advisors) | 84 | 12 | — | 0% |
#420 | HERITAGE WEALTH MANAGEMENT, LLC | RIA · Small | 56.7 | 75.9 (11 advisors) | 82 | 12 | — | 0% |
#420 | OPTIVISE ADVISORY SERVICES LLC | RIA · Small | 56.7 | 75.8 (20 advisors) | 83 | 12 | — | 0% |
#420 | GUARDIAN WEALTH ADVISORS, LLC | RIA · Small | 56.7 | 75.8 (19 advisors) | 82 | 12 | — | 0% |
#420 | HIGHPOINT PLANNING PARTNERS | RIA · Small | 56.7 | 75.9 (16 advisors) | 82 | 12 | — | 0% |
#420 | CRD 331709 | RIA · Small | 56.7 | 75.8 (10 advisors) | 81 | 12 | — | 0% |
#470 | GEORGE MCKELVEY CO., INC. | RIA · Small | 56.6 | 75.8 (10 advisors) | 75 | 12 | — | 0% |
#470 | AMERICAN WEALTH MANAGEMENT, INC. | Dual Registered · Small | 56.6 | 75.7 (14 advisors) | 63 | 12 | — | 0% |
#470 | GIRARD PARTNERS LTD. | RIA · Small | 56.6 | 75.8 (24 advisors) | 78 | 12 | — | 0% |
#470 | ANCHOR CAPITAL ADVISORS LLC | RIA · Small | 56.6 | 75.7 (16 advisors) | 83 | 12 | — | 0% |
#470 | BLOOM ADVISORS | RIA · Small | 56.6 | 75.8 (10 advisors) | 83 | 12 | — | 0% |
#470 | PARSONS CAPITAL MANAGEMENT INC | RIA · Small | 56.6 | 75.7 (13 advisors) | 84 | 12 | — | 0% |
