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 |
|---|---|---|---|---|---|---|---|---|
#523 | MATTER FAMILY OFFICE | RIA · Small | 56.5 | 75.5 (14 advisors) | 82 | 12 | — | 0% |
#523 | FINANCIAL CONSULATE | RIA · Small | 56.5 | 75.5 (10 advisors) | 83 | 12 | — | 0% |
#523 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | RIA · Small | 56.5 | 75.5 (13 advisors) | 82 | 12 | — | 0% |
#523 | EMBREE FINANCIAL GROUP | RIA · Small | 56.5 | 75.5 (10 advisors) | 83 | 12 | — | 0% |
#523 | BELL INVESTMENT ADVISORS INC | RIA · Small | 56.5 | 75.6 (10 advisors) | 80 | 12 | — | 0% |
#523 | GRIES FINANCIAL LLC | RIA · Small | 56.5 | 75.6 (11 advisors) | 82 | 12 | — | 0% |
#523 | MADISON INVESTMENT ADVISORS, LLC | RIA · Small | 56.5 | 75.6 (14 advisors) | 83 | 12 | — | 0% |
#523 | ALLWORTH FINANCIAL, L.P. | RIA · Mid-Size | 56.5 | 75.6 (144 advisors) | 81 | 12 | — | 0% |
#523 | MADISON WEALTH MANAGEMENT | RIA · Small | 56.5 | 75.5 (10 advisors) | 83 | 12 | — | 0% |
#523 | ADVISED ASSETS GROUP, LLC | RIA · Small | 56.5 | 75.5 (39 advisors) | 81 | 12 | — | 0% |
#523 | SC&H FINANCIAL ADVISORS, INC. | RIA · Small | 56.5 | 75.6 (15 advisors) | 83 | 12 | — | 0% |
#523 | THE FAIRMAN GROUP, LLC | RIA · Small | 56.5 | 75.6 (14 advisors) | 84 | 12 | — | 0% |
#523 | SUMMITRY, LLC | RIA · Small | 56.5 | 75.6 (19 advisors) | 83 | 12 | — | 0% |
#523 | SANDHILL INVESTMENT MANAGEMENT | RIA · Small | 56.5 | 75.6 (14 advisors) | 83 | 12 | — | 0% |
#523 | VERITABLE LP | RIA · Small | 56.5 | 75.5 (17 advisors) | 81 | 12 | — | 0% |
#523 | CARRET ASSET MANAGEMENT, LLC | RIA · Small | 56.5 | 75.6 (11 advisors) | 82 | 12 | — | 0% |
#523 | GRAYPOINT LLC | RIA · Small | 56.5 | 75.5 (14 advisors) | 84 | 12 | — | 0% |
#523 | NICHOLAS HOFFMAN & COMPANY, LLC | RIA · Small | 56.5 | 75.6 (11 advisors) | 83 | 12 | — | 0% |
#523 | ANDINA FAMILY OFFICES | RIA · Small | 56.5 | 75.6 (12 advisors) | 81 | 12 | — | 0% |
#523 | FINANCIAL ADVISORS NETWORK, INC. | RIA · Small | 56.5 | 75.6 (10 advisors) | 84 | 12 | — | 0% |
#523 | CONNECTICUT WEALTH MANAGEMENT, LLC | RIA · Small | 56.5 | 75.6 (27 advisors) | 85 | 12 | — | 0% |
#523 | COLUMBIA PACIFIC WEALTH MANAGEMENT | RIA · Small | 56.5 | 75.5 (20 advisors) | 83 | 12 | — | 0% |
#523 | SEVEN POST INVESTMENT OFFICE LP | RIA · Small | 56.5 | 75.6 (14 advisors) | 83 | 12 | — | 0% |
#523 | CWA ASSET MANAGEMENT GROUP | RIA · Small | 56.5 | 75.6 (33 advisors) | 83 | 12 | — | 0% |
#523 | CANTOR FITZGERALD INVESTMENT ADVISORS | RIA · Small | 56.5 | 75.6 (10 advisors) | 82 | 12 | — | 0% |
