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 |
|---|---|---|---|---|---|---|---|---|
#818 | BRADLEY FOSTER & SARGENT INC | RIA · Small | 56.0 | 74.9 (18 advisors) | 82 | 12 | — | 0% |
#818 | ASSET CONSULTING GROUP, LLC | RIA · Small | 56.0 | 74.9 (21 advisors) | 85 | 12 | — | 0% |
#818 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | RIA · Small | 56.0 | 74.8 (11 advisors) | 82 | 12 | — | 0% |
#818 | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | RIA · Small | 56.0 | 74.9 (24 advisors) | 82 | 12 | — | 0% |
#818 | CIBC PRIVATE WEALTH ADVISORS, INC. | RIA · Mid-Size | 56.0 | 74.9 (87 advisors) | 79 | 12 | — | 0% |
#818 | CRAWFORD INVESTMENT COUNSEL INC | RIA · Small | 56.0 | 74.9 (21 advisors) | 81 | 12 | — | 0% |
#818 | MAIRS & POWER | RIA · Small | 56.0 | 74.9 (10 advisors) | 82 | 12 | — | 0% |
#818 | QUANTITATIVE ADVANTAGE, LLC | RIA · Small | 56.0 | 74.9 (10 advisors) | 82 | 12 | — | 0% |
#818 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | RIA · Small | 56.0 | 74.9 (20 advisors) | 81 | 12 | — | 0% |
#818 | SENTINEL SECURITIES, INC. | Dual Registered · Small | 56.0 | 74.9 (25 advisors) | 76 | 12 | — | 0% |
#818 | CAZ INVESTMENTS L.P. | RIA · Small | 56.0 | 74.9 (24 advisors) | 80 | 12 | — | 0% |
#818 | SWAN GLOBAL INVESTMENTS, LLC | RIA · Small | 56.0 | 74.8 (16 advisors) | 81 | 12 | — | 0% |
#818 | GENEOS WEALTH MANAGEMENT, INC. | Dual Registered · Mid-Size | 56.0 | 74.8 (303 advisors) | 74 | 12 | — | 0% |
#818 | COMPAK SECURITIES, INC. | Dual Registered · Small | 56.0 | 74.8 (13 advisors) | 78 | 12 | — | 0% |
#818 | BTC CAPITAL MANAGEMENT | RIA · Small | 56.0 | 74.8 (12 advisors) | 81 | 12 | — | 0% |
#818 | MCMILL CPA AND ADVISORS | RIA · Small | 56.0 | 74.9 (14 advisors) | 83 | 12 | — | 0% |
#818 | MAPLE CAPITAL MANAGEMENT, INC. | RIA · Small | 56.0 | 74.9 (10 advisors) | 82 | 12 | — | 0% |
#818 | HUMAN INVESTING | RIA · Small | 56.0 | 74.8 (11 advisors) | 83 | 12 | — | 0% |
#818 | SOUTHERN WEALTH MANAGEMENT LLP | RIA · Small | 56.0 | 74.8 (10 advisors) | 83 | 12 | — | 0% |
#818 | FOUNDERS FINANCIAL SECURITIES LLC | Dual Registered · Mid-Size | 56.0 | 74.9 (113 advisors) | 73 | 12 | — | 0% |
#818 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | RIA · Small | 56.0 | 74.8 (10 advisors) | 82 | 12 | — | 0% |
#818 | SYMPHONIC SECURITIES LLC | Dual Registered · Small | 56.0 | 74.8 (22 advisors) | 82 | 12 | — | 0% |
#818 | GRADIENT INVESTMENTS, LLC | RIA · Small | 56.0 | 74.9 (22 advisors) | 80 | 12 | — | 0% |
#818 | MANAGED ACCOUNT ADVISORS LLC | RIA · Small | 56.0 | 74.9 (26 advisors) | 81 | 12 | — | 0% |
#818 | DENTIST ADVISORS | RIA · Small | 56.0 | 74.9 (10 advisors) | 82 | 12 | — | 0% |
