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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 calculated

How 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.

Firm Rating standings across all firms, in ranked order.
RankFirmLeague · SizeFirm RatingAdvisor scoreTrustEngagementTrendClaim rate
#49
MCLEAN ASSET MANAGEMENT CORP.RIA · Small58.077.8 (17 advisors)8312—0%
#49
CAHILL FINANCIAL ADVISORS, INC.RIA · Small58.077.7 (14 advisors)8312—0%
#49
JMG FINANCIAL GROUP LTDRIA · Small58.077.7 (36 advisors)8412—0%
#49
WEALTHSPIRE ADVISORSRIA · Small58.077.7 (15 advisors)8512—0%
#49
FORVIS MAZARS WEALTH ADVISORS, LLCRIA · Mid-Size58.077.7 (57 advisors)8112—0%
#49
THE PLANNING CENTER, INC.RIA · Small58.077.8 (10 advisors)8312—0%
#49
ESSEX FINANCIAL SERVICES, INC.RIA · Small58.077.7 (18 advisors)7212—0%
#49
PARALLEL ADVISORS, LLCRIA · Mid-Size58.077.7 (53 advisors)8112—0%
#49
ASPIRIANT, LLCRIA · Mid-Size58.077.7 (67 advisors)8112—0%
#49
BAY COLONY ADVISORSRIA · Small58.077.8 (26 advisors)8012—0%
#49
PRIVATE ADVISOR GROUP, LLCRIA · Mid-Size58.077.7 (73 advisors)7812—0%
#49
CLEAR CREEK FINANCIAL MANAGEMENT, LLCRIA · Small58.077.7 (35 advisors)8212—0%
#63
HAMILTON CAPITALRIA · Small57.977.6 (44 advisors)8312—0%
#63
EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENTRIA · Small57.977.5 (21 advisors)8312—0%
#63
MAI CAPITAL MANAGEMENT, LLCRIA · Mid-Size57.977.6 (154 advisors)8012—0%
#63
RTD FINANCIAL ADVISORS INCRIA · Small57.977.6 (16 advisors)8212—0%
#63
THE WELCH GROUP, LLCRIA · Small57.977.5 (16 advisors)8312—0%
#63
RFG ADVISORY, LLCRIA · Mid-Size57.977.5 (55 advisors)7912—0%
#63
REMBERT PENDLETON JACKSONRIA · Small57.977.5 (13 advisors)8212—0%
#63
SAVVY ADVISORS, INC.RIA · Mid-Size57.977.5 (54 advisors)8112—0%
#71
LPL FINANCIAL LLCDual Registered · Large57.873.1 (26138 advisors)7222—0%
#71
RAYMOND JAMES FINANCIAL SERVICES, INC.Dual Registered · Large57.874.4 (6865 advisors)7519—0%
#71
F L PUTNAM INVESTMENT MANAGEMENT CO.RIA · Small57.877.4 (42 advisors)8212—0%
#71
PLANCORP, LLCRIA · Small57.877.5 (32 advisors)8312—0%
#71
FOSTER GROUP, INC.RIA · Small57.877.5 (42 advisors)8412—0%

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