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 |
|---|---|---|---|---|---|---|---|---|
#635 | CRD 322879 | RIA · Small | 56.3 | 75.3 (13 advisors) | 75 | 12 | — | 0% |
#635 | CRD 325175 | RIA · Small | 56.3 | 75.4 (15 advisors) | 81 | 12 | — | 0% |
#635 | CRD 330537 | RIA · Small | 56.3 | 75.2 (10 advisors) | 82 | 12 | — | 0% |
#704 | MEANS WEALTH MANAGEMENT | RIA · Small | 56.2 | 75.2 (11 advisors) | 77 | 12 | — | 0% |
#704 | HOLLENCREST CAPITAL MANAGEMENT, LLC | RIA · Small | 56.2 | 75.2 (13 advisors) | 74 | 12 | — | 0% |
#704 | SEI INVESTMENTS MANAGEMENT CORP | RIA · Small | 56.2 | 75.1 (49 advisors) | 81 | 12 | — | 0% |
#704 | FEDERATED INVESTMENT COUNSELING | RIA · Small | 56.2 | 75.2 (26 advisors) | 83 | 12 | — | 0% |
#704 | BALDWIN BROTHERS LLC | RIA · Small | 56.2 | 75.1 (12 advisors) | 83 | 12 | — | 0% |
#704 | LOOMIS, SAYLES & COMPANY, L.P. | RIA · Small | 56.2 | 75.1 (12 advisors) | 81 | 12 | — | 0% |
#704 | WASATCH ADVISORS INC | RIA · Small | 56.2 | 75.1 (19 advisors) | 82 | 12 | — | 0% |
#704 | INNOVEST PORTFOLIO SOLUTIONS LLC | RIA · Small | 56.2 | 75.2 (24 advisors) | 83 | 12 | — | 0% |
#704 | FRANKLIN STREET ADVISORS INC. | RIA · Small | 56.2 | 75.1 (15 advisors) | 81 | 12 | — | 0% |
#704 | INGHAM RETIREMENT GROUP | RIA · Small | 56.2 | 75.1 (13 advisors) | 83 | 12 | — | 0% |
#704 | SAROFIM INTERNATIONAL MANAGEMENT CO | RIA · Small | 56.2 | 75.2 (14 advisors) | 81 | 12 | — | 0% |
#704 | NISA INVESTMENT ADVISORS, LLC | RIA · Mid-Size | 56.2 | 75.1 (65 advisors) | 81 | 12 | — | 0% |
#704 | GOFEN AND GLOSSBERG, L.L.C. | RIA · Small | 56.2 | 75.1 (11 advisors) | 81 | 12 | — | 0% |
#704 | BRINKER CAPITAL INVESTMENTS, LLC. | RIA · Small | 56.2 | 75.1 (25 advisors) | 82 | 12 | — | 0% |
#704 | WOODMONT INVESTMENT COUNSEL, LLC | RIA · Small | 56.2 | 75.2 (11 advisors) | 83 | 12 | — | 0% |
#704 | TRILLIUM ASSET MANAGEMENT | RIA · Small | 56.2 | 75.2 (10 advisors) | 82 | 12 | — | 0% |
#704 | ASB CAPITAL MANAGEMENT LLC | RIA · Small | 56.2 | 75.1 (11 advisors) | 83 | 12 | — | 0% |
#704 | PUBLIC RESOURCES ADVISORY GROUP | RIA · Small | 56.2 | 75.1 (10 advisors) | 84 | 12 | — | 0% |
#704 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | RIA · Small | 56.2 | 75.2 (12 advisors) | 84 | 12 | — | 0% |
#704 | WEALTH ADVISORS OF IOWA, LLC | RIA · Small | 56.2 | 75.1 (10 advisors) | 83 | 12 | — | 0% |
#704 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | RIA · Small | 56.2 | 75.1 (10 advisors) | 83 | 12 | — | 0% |
#704 | IRA GROUP, INC. | RIA · Small | 56.2 | 75.1 (12 advisors) | 83 | 12 | — | 0% |
