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 |
|---|---|---|---|---|---|---|---|---|
#470 | SEGALL BRYANT & HAMILL | RIA · Small | 56.6 | 75.8 (11 advisors) | 81 | 12 | — | 0% |
#470 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | RIA · Small | 56.6 | 75.7 (19 advisors) | 83 | 12 | — | 0% |
#470 | HOWARD FINANCIAL SERVICES, LTD. | RIA · Small | 56.6 | 75.7 (12 advisors) | 81 | 12 | — | 0% |
#470 | CLIFFORD SWAN INVESTMENT COUNSELORS | RIA · Small | 56.6 | 75.7 (12 advisors) | 82 | 12 | — | 0% |
#470 | CADINHA & CO LLC | RIA · Small | 56.6 | 75.7 (10 advisors) | 83 | 12 | — | 0% |
#470 | APRIEM ADVISORS | RIA · Small | 56.6 | 75.7 (10 advisors) | 83 | 12 | — | 0% |
#470 | HALLMARK CAPITAL MANAGEMENT INC | RIA · Small | 56.6 | 75.8 (14 advisors) | 82 | 12 | — | 0% |
#470 | MANAGED ASSET PORTFOLIOS, LLC | RIA · Small | 56.6 | 75.8 (12 advisors) | 83 | 12 | — | 0% |
#470 | WIPFLI FINANCIAL ADVISORS, LLC | RIA · Mid-Size | 56.6 | 75.6 (58 advisors) | 81 | 12 | — | 0% |
#470 | ALTFEST PERSONAL WEALTH MANAGEMENT | RIA · Small | 56.6 | 75.7 (19 advisors) | 80 | 12 | — | 0% |
#470 | ADVICEONE ADVISORY SERVICES, LLC | RIA · Small | 56.6 | 75.7 (13 advisors) | 80 | 12 | — | 0% |
#470 | TOLLESON PRIVATE WEALTH MANAGEMENT | RIA · Small | 56.6 | 75.7 (29 advisors) | 81 | 12 | — | 0% |
#470 | AGINCOURT CAPITAL MANAGEMENT, LLC | RIA · Small | 56.6 | 75.8 (13 advisors) | 82 | 12 | — | 0% |
#470 | LAIRD NORTON WEALTH MANAGEMENT | RIA · Small | 56.6 | 75.7 (26 advisors) | 84 | 12 | — | 0% |
#470 | BALASA DINVERNO FOLTZ LLC | RIA · Small | 56.6 | 75.7 (25 advisors) | 83 | 12 | — | 0% |
#470 | GREENWOOD CAPITAL ASSOCIATES, LLC | RIA · Small | 56.6 | 75.8 (16 advisors) | 83 | 12 | — | 0% |
#470 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | RIA · Small | 56.6 | 75.8 (10 advisors) | 83 | 12 | — | 0% |
#470 | DETALUS ADVISORS, LLC | RIA · Small | 56.6 | 75.7 (10 advisors) | 82 | 12 | — | 0% |
#470 | WILLIS JOHNSON & ASSOCIATES, INC. | RIA · Small | 56.6 | 75.7 (11 advisors) | 83 | 12 | — | 0% |
#470 | REGAL INVESTMENT ADVISORS LLC | RIA · Small | 56.6 | 75.8 (32 advisors) | 76 | 12 | — | 0% |
#470 | CUTLER INVESTMENT COUNSEL, LLC | RIA · Small | 56.6 | 75.8 (16 advisors) | 79 | 12 | — | 0% |
#470 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | RIA · Small | 56.6 | 75.7 (14 advisors) | 83 | 12 | — | 0% |
#470 | LEVEL FOUR ADVISORY SERVICES | RIA · Small | 56.6 | 75.6 (17 advisors) | 77 | 12 | — | 0% |
#470 | GENERATIONAL WEALTH ADVISORS | RIA · Small | 56.6 | 75.7 (10 advisors) | 82 | 12 | — | 0% |
#470 | XML SECURITIES | Dual Registered · Small | 56.6 | 75.6 (24 advisors) | 71 | 12 | — | 0% |
