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 |
|---|---|---|---|---|---|---|---|---|
#912 | NEWPORT GROUP CONSULTING, LLC | RIA · Small | 55.8 | 74.6 (10 advisors) | 83 | 12 | — | 0% |
#912 | CONSTELLATION WEALTH ADVISORS | RIA · Small | 55.8 | 74.6 (14 advisors) | 82 | 12 | — | 0% |
#912 | ALVARIUM INVESTMENT ADVISORS (US), INC. | RIA · Small | 55.8 | 74.6 (10 advisors) | 81 | 12 | — | 0% |
#912 | SOUTHSTATE ADVISORY, INC. | RIA · Small | 55.8 | 74.6 (11 advisors) | 83 | 12 | — | 0% |
#912 | ISRAEL INVESTMENT ADVISORS, LLC | RIA · Small | 55.8 | 74.6 (11 advisors) | 82 | 12 | — | 0% |
#912 | CAITLIN JOHN, LLC | RIA · Small | 55.8 | 74.6 (13 advisors) | 77 | 12 | — | 0% |
#912 | COPPELL ADVISORY SOLUTIONS LLC | RIA · Mid-Size | 55.8 | 74.5 (69 advisors) | 78 | 12 | — | 0% |
#912 | ALIGHT FINANCIAL ADVISORS, LLC | RIA · Small | 55.8 | 74.6 (10 advisors) | 82 | 12 | — | 0% |
#912 | AJ WEALTH | RIA · Small | 55.8 | 74.5 (10 advisors) | 83 | 12 | — | 0% |
#912 | KG&L CAPITAL MANAGEMENT, LLC | RIA · Small | 55.8 | 74.6 (12 advisors) | 82 | 12 | — | 0% |
#912 | FORTIS CAPITAL MANAGEMENT LLC | RIA · Small | 55.8 | 74.5 (12 advisors) | 81 | 12 | — | 0% |
#912 | THE CLARIUS GROUP, LLC | RIA · Small | 55.8 | 74.6 (10 advisors) | 83 | 12 | — | 0% |
#912 | CYNOSURE MANAGEMENT, LLC | RIA · Small | 55.8 | 74.6 (10 advisors) | 82 | 12 | — | 0% |
#912 | IAMS WEALTH MANAGEMENT, LLC | RIA · Mid-Size | 55.8 | 74.5 (52 advisors) | 76 | 12 | — | 0% |
#912 | INDEPENDENT WEALTH NETWORK, INC. | RIA · Small | 55.8 | 74.6 (14 advisors) | 82 | 12 | — | 0% |
#912 | VISIONS ANALYSIS LLC | Dual Registered · Small | 55.8 | 74.5 (15 advisors) | 77 | 12 | — | 0% |
#912 | SHADE TREE ADVISORS LLC | RIA · Small | 55.8 | 74.5 (16 advisors) | 83 | 12 | — | 0% |
#912 | STRATEGIES WEALTH ADVISORS, LLC | RIA · Small | 55.8 | 74.5 (11 advisors) | 82 | 12 | — | 0% |
#912 | BROADWAY WEALTH SOLUTIONS | RIA · Small | 55.8 | 74.6 (10 advisors) | 83 | 12 | — | 0% |
#912 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | RIA · Small | 55.8 | 74.6 (11 advisors) | 82 | 12 | — | 0% |
#946 | FOLGER NOLAN FLEMING DOUGLAS INCORPORATED | Dual Registered · Small | 55.7 | 74.4 (41 advisors) | 73 | 12 | — | 0% |
#946 | ALEXANDER INVESTMENT SERVICES CO. | Dual Registered · Small | 55.7 | 74.4 (13 advisors) | 76 | 12 | — | 0% |
#946 | ROMANO BROTHERS AND COMPANY | Dual Registered · Small | 55.7 | 74.4 (13 advisors) | 72 | 12 | — | 0% |
#946 | USAA INVESTMENT SERVICES COMPANY | Dual Registered · Mid-Size | 55.7 | 74.4 (158 advisors) | 77 | 12 | — | 0% |
#946 | FIRST KENTUCKY SECURITIES CORPORATION | Dual Registered · Small | 55.7 | 74.4 (31 advisors) | 67 | 12 | — | 0% |
