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 |
|---|---|---|---|---|---|---|---|---|
#864 | TUCKER ASSET MANAGEMENT LLC | RIA · Mid-Size | 55.9 | 74.7 (63 advisors) | 77 | 12 | — | 0% |
#864 | FOUNDATIONS INVESTMENT ADVISORS LLC | RIA · Mid-Size | 55.9 | 74.7 (186 advisors) | 80 | 12 | — | 0% |
#864 | PEGASUS PARTNERS | RIA · Small | 55.9 | 74.8 (10 advisors) | 83 | 12 | — | 0% |
#864 | THRIVE CAPITAL MANAGEMENT, LLC | RIA · Small | 55.9 | 74.7 (16 advisors) | 82 | 12 | — | 0% |
#864 | AE WEALTH MANAGEMENT, LLC | RIA · Mid-Size | 55.9 | 74.6 (347 advisors) | 77 | 12 | — | 0% |
#864 | KINETIC FINANCIAL | RIA · Small | 55.9 | 74.8 (12 advisors) | 79 | 12 | — | 0% |
#864 | TRUIST ADVISORY SERVICES, INC. | RIA · Mid-Size | 55.9 | 74.7 (127 advisors) | 75 | 12 | — | 0% |
#864 | INVICTA FINANCIAL GROUP | RIA · Small | 55.9 | 74.7 (10 advisors) | 82 | 12 | — | 0% |
#864 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | RIA · Small | 55.9 | 74.7 (16 advisors) | 82 | 12 | — | 0% |
#864 | IMPACT PARTNERSHIP WEALTH, LLC | RIA · Small | 55.9 | 74.7 (30 advisors) | 81 | 12 | — | 0% |
#864 | CARDINAL POINT WEALTH MANAGEMENT | RIA · Small | 55.9 | 74.7 (14 advisors) | 83 | 12 | — | 0% |
#912 | CHARLES SCHWAB & CO., INC. | Dual Registered · Large | 55.8 | 66.9 (11815 advisors) | 74 | 30 | — | 0% |
#912 | RODGERS BROTHERS, INC. | Dual Registered · Small | 55.8 | 74.5 (10 advisors) | 78 | 12 | — | 0% |
#912 | EXCEL SECURITIES & ASSOCIATES, INC. | Dual Registered · Small | 55.8 | 74.6 (39 advisors) | 73 | 12 | — | 0% |
#912 | JDL SECURITIES CORPORATION | Dual Registered · Small | 55.8 | 74.5 (10 advisors) | 76 | 12 | — | 0% |
#912 | PHILLIPS & COMPANY | Dual Registered · Small | 55.8 | 74.5 (10 advisors) | 70 | 12 | — | 0% |
#912 | DORSEY, WRIGHT & ASSOCIATES, LLC | RIA · Small | 55.8 | 74.6 (10 advisors) | 82 | 12 | — | 0% |
#912 | THOMPSON SIEGEL & WALMSLEY LLC | RIA · Small | 55.8 | 74.6 (12 advisors) | 81 | 12 | — | 0% |
#912 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | RIA · Small | 55.8 | 74.5 (44 advisors) | 80 | 12 | — | 0% |
#912 | MERISTEM FAMILY WEALTH | RIA · Small | 55.8 | 74.6 (11 advisors) | 83 | 12 | — | 0% |
#912 | FNB WEALTH MANAGEMENT | RIA · Small | 55.8 | 74.6 (11 advisors) | 82 | 12 | — | 0% |
#912 | WMS PARTNERS, LLC | RIA · Small | 55.8 | 74.5 (26 advisors) | 85 | 12 | — | 0% |
#912 | GOLD COAST SECURITIES, INC. | Dual Registered · Small | 55.8 | 74.6 (15 advisors) | 71 | 12 | — | 0% |
#912 | NPB FINANCIAL GROUP, LLC | Dual Registered · Small | 55.8 | 74.6 (43 advisors) | 74 | 12 | — | 0% |
#912 | L & S ADVISORS, INC | RIA · Small | 55.8 | 74.5 (11 advisors) | 82 | 12 | — | 0% |
