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 |
|---|---|---|---|---|---|---|---|---|
#71 | BRIGHTWORTH, LLC | RIA · Small | 57.8 | 77.4 (17 advisors) | 83 | 12 | — | 0% |
#71 | DESTINATION WEALTH MANAGEMENT | RIA · Small | 57.8 | 77.4 (32 advisors) | 84 | 12 | — | 0% |
#71 | BAILARD, INC. | RIA · Small | 57.8 | 77.4 (39 advisors) | 80 | 12 | — | 0% |
#71 | ADVANCE CAPITAL MANAGEMENT INC | RIA · Small | 57.8 | 77.4 (27 advisors) | 83 | 12 | — | 0% |
#71 | 1919 INVESTMENT COUNSEL, LLC | RIA · Small | 57.8 | 77.4 (30 advisors) | 84 | 12 | — | 0% |
#71 | WEST FINANCIAL SERVICES, INC. | RIA · Small | 57.8 | 77.5 (23 advisors) | 84 | 12 | — | 0% |
#71 | THE MATHER GROUP, LLC | RIA · Mid-Size | 57.8 | 77.5 (86 advisors) | 82 | 12 | — | 0% |
#71 | THE COLONY GROUP, LLC | RIA · Mid-Size | 57.8 | 77.5 (360 advisors) | 80 | 12 | — | 0% |
#71 | MUTUAL ADVISORS, LLC | RIA · Mid-Size | 57.8 | 77.4 (55 advisors) | 76 | 12 | — | 0% |
#71 | TEAM HEWINS, LLC | RIA · Small | 57.8 | 77.4 (18 advisors) | 83 | 12 | — | 0% |
#86 | WBH ADVISORY, INC. | RIA · Small | 57.7 | 77.3 (10 advisors) | 82 | 12 | — | 0% |
#86 | FIDUCIENT ADVISORS LLC | RIA · Mid-Size | 57.7 | 77.4 (51 advisors) | 81 | 12 | — | 0% |
#86 | LEGACY WEALTH MANAGEMENT INC | RIA · Small | 57.7 | 77.2 (16 advisors) | 83 | 12 | — | 0% |
#86 | GRIMES & COMPANY, INC. | RIA · Small | 57.7 | 77.2 (21 advisors) | 82 | 12 | — | 0% |
#86 | FMP WEALTH ADVISERS | RIA · Small | 57.7 | 77.2 (10 advisors) | 82 | 12 | — | 0% |
#86 | WA ASSET MANAGEMENT, LLC | RIA · Mid-Size | 57.7 | 77.3 (60 advisors) | 80 | 12 | — | 0% |
#86 | PERIGON WEALTH MANAGEMENT, LLC | RIA · Mid-Size | 57.7 | 77.2 (51 advisors) | 81 | 12 | — | 0% |
#86 | BELPOINTE ASSET MANAGEMENT LLC | RIA · Mid-Size | 57.7 | 77.3 (131 advisors) | 80 | 12 | — | 0% |
#86 | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | RIA · Small | 57.7 | 77.2 (28 advisors) | 84 | 12 | — | 0% |
#86 | STRATOS WEALTH ADVISORS LLC | RIA · Mid-Size | 57.7 | 77.3 (57 advisors) | 81 | 12 | — | 0% |
#86 | APEIRON | RIA · Small | 57.7 | 77.3 (11 advisors) | 82 | 12 | — | 0% |
#86 | APOLLON WEALTH MANAGEMENT, LLC | RIA · Mid-Size | 57.7 | 77.3 (50 advisors) | 80 | 12 | — | 0% |
#86 | HOMRICH BERG | RIA · Mid-Size | 57.7 | 77.3 (68 advisors) | 80 | 12 | — | 0% |
#86 | CRD 324624 | RIA · Small | 57.7 | 77.3 (32 advisors) | 81 | 12 | — | 0% |
#100 | ALLEGHENY FINANCIAL GROUP LTD | RIA · Small | 57.6 | 77.1 (10 advisors) | 83 | 12 | — | 0% |
