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 |
|---|---|---|---|---|---|---|---|---|
#704 | IHS HEROLD INC. | RIA · Small | 56.2 | 75.1 (13 advisors) | 83 | 12 | — | 0% |
#704 | CSENGE ADVISORY GROUP, LLC | RIA · Small | 56.2 | 75.2 (11 advisors) | 77 | 12 | — | 0% |
#704 | ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED | RIA · Small | 56.2 | 75.1 (34 advisors) | 84 | 12 | — | 0% |
#704 | NESTEGGS, INC. | RIA · Small | 56.2 | 75.1 (10 advisors) | 83 | 12 | — | 0% |
#704 | CAPITAL MARKETS IQ, LLC | RIA · Small | 56.2 | 75.2 (20 advisors) | 72 | 12 | — | 0% |
#704 | WEALTH MANAGEMENT | RIA · Small | 56.2 | 75.1 (42 advisors) | 84 | 12 | — | 0% |
#704 | SECURE INVESTMENT MANAGEMENT, LLC | RIA · Small | 56.2 | 75.2 (13 advisors) | 75 | 12 | — | 0% |
#704 | HECK CAPITAL ADVISORS, LLC | RIA · Small | 56.2 | 75.1 (19 advisors) | 83 | 12 | — | 0% |
#704 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | RIA · Small | 56.2 | 75.2 (32 advisors) | 83 | 12 | — | 0% |
#704 | ALDRICH WEALTH LP | RIA · Small | 56.2 | 75.1 (23 advisors) | 83 | 12 | — | 0% |
#704 | HYAS GROUP | RIA · Small | 56.2 | 75.1 (14 advisors) | 84 | 12 | — | 0% |
#704 | DELTA INVESTMENT MANAGEMENT, LLC | RIA · Small | 56.2 | 75.2 (21 advisors) | 79 | 12 | — | 0% |
#704 | HUB INTERNATIONAL INVESTMENT SERVICES INC. | Dual Registered · Mid-Size | 56.2 | 75.2 (82 advisors) | 80 | 12 | — | 0% |
#704 | MARSHFIELD ASSOCIATES | RIA · Small | 56.2 | 75.1 (10 advisors) | 82 | 12 | — | 0% |
#704 | CABANA ASSET MANAGEMENT | RIA · Small | 56.2 | 75.1 (13 advisors) | 79 | 12 | — | 0% |
#704 | ARGI INVESTMENT SERVICES, LLC | RIA · Mid-Size | 56.2 | 75.2 (74 advisors) | 81 | 12 | — | 0% |
#704 | GRADIENT ADVISORS, LLC | RIA · Mid-Size | 56.2 | 75.2 (138 advisors) | 80 | 12 | — | 0% |
#704 | MOSS, LUSE & WOMBLE, LLC | RIA · Small | 56.2 | 75.1 (13 advisors) | 83 | 12 | — | 0% |
#704 | NAPLES GLOBAL ADVISORS | RIA · Small | 56.2 | 75.1 (12 advisors) | 83 | 12 | — | 0% |
#704 | TRAJAN WEALTH, L.L.C. | RIA · Small | 56.2 | 75.1 (34 advisors) | 77 | 12 | — | 0% |
#704 | ABD RETIREMENT SERVICES, INC. | RIA · Small | 56.2 | 75.2 (20 advisors) | 80 | 12 | — | 0% |
#704 | FIDUCIARY FINANCIAL ADVISORS | RIA · Small | 56.2 | 75.2 (25 advisors) | 82 | 12 | — | 0% |
#704 | SVB WEALTH | RIA · Mid-Size | 56.2 | 75.1 (69 advisors) | 80 | 12 | — | 0% |
#704 | OAK HARVEST INVESTMENT SERVICES | RIA · Small | 56.2 | 75.1 (13 advisors) | 82 | 12 | — | 0% |
#704 | PROSPERITY WEALTH MANAGEMENT, INC. | RIA · Small | 56.2 | 75.1 (10 advisors) | 82 | 12 | — | 0% |
