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 |
|---|---|---|---|---|---|---|---|---|
#773 | L. ROY PAPP & ASSOCIATES, LLP | RIA · Small | 56.1 | 75.0 (10 advisors) | 82 | 12 | — | 0% |
#773 | HIRTLE, CALLAGHAN & CO., LLC | RIA · Small | 56.1 | 75.1 (46 advisors) | 83 | 12 | — | 0% |
#773 | YHB INVESTMENT ADVISORS INC | RIA · Small | 56.1 | 75.0 (14 advisors) | 79 | 12 | — | 0% |
#773 | TRUEPOINT, INC. | RIA · Small | 56.1 | 75.0 (34 advisors) | 84 | 12 | — | 0% |
#773 | BROWN ADVISORY | RIA · Small | 56.1 | 75.0 (20 advisors) | 79 | 12 | — | 0% |
#773 | NORTH STAR ASSET MANAGEMENT INC | RIA · Small | 56.1 | 75.0 (13 advisors) | 81 | 12 | — | 0% |
#773 | BOYD WATTERSON ASSET MANAGEMENT, LLC | RIA · Small | 56.1 | 75.0 (20 advisors) | 81 | 12 | — | 0% |
#773 | DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | RIA · Small | 56.1 | 75.0 (11 advisors) | 81 | 12 | — | 0% |
#773 | HIGHLAND PRIVATE WEALTH MANAGEMENT | RIA · Small | 56.1 | 74.9 (10 advisors) | 82 | 12 | — | 0% |
#773 | ZWJ INVESTMENT COUNSEL INC | RIA · Small | 56.1 | 75.0 (11 advisors) | 83 | 12 | — | 0% |
#773 | IMA WEALTH | RIA · Small | 56.1 | 74.9 (26 advisors) | 83 | 12 | — | 0% |
#773 | GOULD ASSET MANAGEMENT LLC | RIA · Small | 56.1 | 75.0 (10 advisors) | 83 | 12 | — | 0% |
#773 | GOODMAN FINANCIAL CORPORATION | RIA · Small | 56.1 | 75.1 (14 advisors) | 82 | 12 | — | 0% |
#773 | VAN HULZEN ASSET MANAGEMENT | RIA · Small | 56.1 | 75.0 (13 advisors) | 81 | 12 | — | 0% |
#773 | BUCKINGHAM CAPITAL MANAGEMENT, INC. | RIA · Small | 56.1 | 75.0 (10 advisors) | 83 | 12 | — | 0% |
#773 | FINANCIAL & TAX ARCHITECTS, INC. | RIA · Small | 56.1 | 75.0 (22 advisors) | 78 | 12 | — | 0% |
#773 | SCS CAPITAL MANAGEMENT LLC | RIA · Small | 56.1 | 75.0 (36 advisors) | 81 | 12 | — | 0% |
#773 | TIMOTHY FINANCIAL COUNSEL, INC. | RIA · Small | 56.1 | 75.0 (14 advisors) | 84 | 12 | — | 0% |
#773 | AVION WEALTH | RIA · Small | 56.1 | 75.0 (10 advisors) | 82 | 12 | — | 0% |
#773 | STERLING CAPITAL MANAGEMENT LLC | RIA · Small | 56.1 | 75.0 (14 advisors) | 82 | 12 | — | 0% |
#773 | PUBLIC SAFETY FINANCIAL/GALLOWAY | RIA · Small | 56.1 | 75.0 (11 advisors) | 83 | 12 | — | 0% |
#773 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RIA · Mid-Size | 56.1 | 75.1 (55 advisors) | 76 | 12 | — | 0% |
#773 | COMPASS FINANCIAL MANAGEMENT LLC | RIA · Small | 56.1 | 75.0 (17 advisors) | 81 | 12 | — | 0% |
#773 | GENTRUST | RIA · Small | 56.1 | 75.0 (17 advisors) | 83 | 12 | — | 0% |
#773 | THREE BELL CAPITAL LLC | RIA · Small | 56.1 | 75.0 (12 advisors) | 83 | 12 | — | 0% |
