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 | BANKPLUS WEALTH ADVISORS | RIA · Small | 56.0 | 74.9 (11 advisors) | 83 | 12 | — | 0% |
#818 | SGL FINANCIAL, LLC | RIA · Small | 56.0 | 74.8 (11 advisors) | 80 | 12 | — | 0% |
#818 | THE INVESTMENT HOUSE LLC | RIA · Small | 56.0 | 74.8 (10 advisors) | 82 | 12 | — | 0% |
#818 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | RIA · Small | 56.0 | 74.9 (10 advisors) | 83 | 12 | — | 0% |
#818 | HOBART WEALTH | RIA · Small | 56.0 | 74.8 (12 advisors) | 78 | 12 | — | 0% |
#818 | S.E.E.D. PLANNING GROUP, LLC | RIA · Small | 56.0 | 74.8 (12 advisors) | 84 | 12 | — | 0% |
#818 | KESTRA ADVISORY SERVICES, LLC | RIA · Small | 56.0 | 74.9 (43 advisors) | 73 | 12 | — | 0% |
#818 | ARKOS GLOBAL ADVISORS, LLC | RIA · Small | 56.0 | 74.9 (12 advisors) | 83 | 12 | — | 0% |
#818 | ALERA INVESTMENT ADVISORS, LLC | RIA · Small | 56.0 | 74.9 (16 advisors) | 84 | 12 | — | 0% |
#818 | ARKADIOS WEALTH ADVISORS | RIA · Small | 56.0 | 74.8 (13 advisors) | 77 | 12 | — | 0% |
#818 | VISTA WEALTH MANAGEMENT GROUP, LLC | RIA · Small | 56.0 | 74.9 (11 advisors) | 82 | 12 | — | 0% |
#818 | ENVOY ADVISORY INC. | RIA · Small | 56.0 | 74.9 (10 advisors) | 82 | 12 | — | 0% |
#818 | CRD 324205 | RIA · Small | 56.0 | 74.8 (11 advisors) | 77 | 12 | — | 0% |
#864 | BCG SECURITIES, INC. | Dual Registered · Small | 55.9 | 74.7 (44 advisors) | 69 | 12 | — | 0% |
#864 | TRUBEE, COLLINS & CO., INC. | Dual Registered · Small | 55.9 | 74.7 (16 advisors) | 70 | 12 | — | 0% |
#864 | UBS FINANCIAL SERVICES INC. | Wirehouse · Large | 55.9 | 71.7 (10833 advisors) | 62 | 19 | — | 0% |
#864 | MML INVESTORS SERVICES, LLC | Dual Registered · Large | 55.9 | 71.3 (6945 advisors) | 74 | 20 | — | 0% |
#864 | NELSON SECURITIES,INC. | Dual Registered · Small | 55.9 | 74.7 (12 advisors) | 74 | 12 | — | 0% |
#864 | NBC SECURITIES, INC. | Dual Registered · Mid-Size | 55.9 | 74.7 (95 advisors) | 76 | 12 | — | 0% |
#864 | APW CAPITAL, INC. | Dual Registered · Mid-Size | 55.9 | 74.7 (158 advisors) | 76 | 12 | — | 0% |
#864 | NATIONS FINANCIAL GROUP, INC. | Dual Registered · Mid-Size | 55.9 | 74.7 (94 advisors) | 76 | 12 | — | 0% |
#864 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | RIA · Small | 55.9 | 74.7 (14 advisors) | 81 | 12 | — | 0% |
#864 | PRIVATE MANAGEMENT GROUP INC | RIA · Small | 55.9 | 74.7 (24 advisors) | 82 | 12 | — | 0% |
#864 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | RIA · Small | 55.9 | 74.7 (15 advisors) | 82 | 12 | — | 0% |
#864 | AVANTAX PLANNING PARTNERS, INC. | RIA · Mid-Size | 55.9 | 74.7 (101 advisors) | 80 | 12 | — | 0% |
