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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
#470
PRINCETON GLOBAL ASSET MANAGEMENT LLCRIA · Small56.675.8 (14 advisors)8412—0%
#470
HARBOR INVESTMENT ADVISORY, LLCDual Registered · Small56.675.7 (31 advisors)8012—0%
#470
FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRIA · Small56.675.7 (11 advisors)8012—0%
#470
NORTHWEST WEALTH MANAGEMENT, LLCRIA · Small56.675.7 (20 advisors)8212—0%
#470
ALPHASTAR CAPITAL MANAGEMENT, LLCRIA · Mid-Size56.675.7 (110 advisors)7712—0%
#470
SEQUENT PLANNING, LLCRIA · Mid-Size56.675.7 (71 advisors)7912—0%
#470
SELECTIVE WEALTH MANAGEMENT, INC.RIA · Small56.675.8 (14 advisors)8312—0%
#470
TELEMUS CAPITAL, LLCRIA · Small56.675.7 (13 advisors)7912—0%
#470
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLCRIA · Small56.675.7 (11 advisors)8312—0%
#470
RIVER WEALTH ADVISORS LLCRIA · Small56.675.8 (15 advisors)8212—0%
#470
THE FIDUCIARY GROUPRIA · Small56.675.7 (10 advisors)8212—0%
#470
LIDO ADVISORSRIA · Mid-Size56.675.8 (127 advisors)8112—0%
#470
BLACKRIDGE ASSET MANAGEMENT, LLCRIA · Small56.675.7 (10 advisors)8012—0%
#470
HOWARD BAILEY SECURITIES, LLCRIA · Small56.675.7 (10 advisors)8312—0%
#470
TRIUMPH CAPITAL MANAGEMENTRIA · Small56.675.7 (15 advisors)7912—0%
#470
STRATEGIC WEALTH ADVISORS GROUPRIA · Small56.675.8 (14 advisors)8112—0%
#470
ONEASCENT FINANCIAL SERVICES LLCRIA · Small56.675.7 (22 advisors)8212—0%
#470
AWM CAPITAL, LLCRIA · Small56.675.7 (14 advisors)8312—0%
#470
SARGENT INVESTMENT GROUPRIA · Small56.675.7 (13 advisors)8312—0%
#470
AUSTIN PRIVATE WEALTH, LLCRIA · Small56.675.7 (10 advisors)8412—0%
#470
PINE GROVE FINANCIAL GROUPRIA · Small56.675.7 (10 advisors)8312—0%
#470
PRIVATE WEALTH ASSET MANAGEMENTRIA · Small56.675.6 (16 advisors)8112—0%
#523
MID-ATLANTIC SECURITIES, INC.Dual Registered · Small56.575.6 (22 advisors)6912—0%
#523
NPF INVESTMENT ADVISORSRIA · Small56.575.6 (10 advisors)8212—0%
#523
MONTAGRIA · Small56.575.5 (10 advisors)8312—0%

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