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 |
|---|---|---|---|---|---|---|---|---|
#946 | CURRAN FINANCIAL PARTNERS, LLC | RIA · Small | 55.7 | 74.4 (11 advisors) | 83 | 12 | — | 0% |
#946 | MANHATTAN WEST ASSET MANAGEMENT, LLC | RIA · Small | 55.7 | 74.5 (11 advisors) | 82 | 12 | — | 0% |
#946 | PROTECTION POINT ADVISORS | RIA · Small | 55.7 | 74.4 (16 advisors) | 80 | 12 | — | 0% |
#946 | PEOPLE'S UNITED ADVISORS, INC. | RIA · Small | 55.7 | 74.4 (30 advisors) | 77 | 12 | — | 0% |
#946 | BISON ADVISORS | RIA · Small | 55.7 | 74.5 (16 advisors) | 83 | 12 | — | 0% |
#946 | AEGIS WEALTH MANAGEMENT, INC. | RIA · Small | 55.7 | 74.4 (26 advisors) | 82 | 12 | — | 0% |
#946 | CONNECTUS WEALTH | RIA · Small | 55.7 | 74.4 (20 advisors) | 82 | 12 | — | 0% |
#946 | AMERITAS ADVISORY SERVICES, LLC | RIA · Small | 55.7 | 74.4 (15 advisors) | 77 | 12 | — | 0% |
#946 | CRD 325950 | RIA · Small | 55.7 | 74.5 (12 advisors) | 81 | 12 | — | 0% |
#985 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Dual Registered · Large | 55.6 | 74.3 (566 advisors) | 73 | 12 | — | 0% |
#985 | BANKOH INVESTMENT SERVICES, INC. | Dual Registered · Small | 55.6 | 74.3 (15 advisors) | 79 | 12 | — | 0% |
#985 | POTOMAC FUND MANAGEMENT | RIA · Small | 55.6 | 74.3 (10 advisors) | 82 | 12 | — | 0% |
#985 | ARLINGTON PARTNERS LLC | RIA · Small | 55.6 | 74.3 (13 advisors) | 82 | 12 | — | 0% |
#985 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | RIA · Small | 55.6 | 74.4 (10 advisors) | 78 | 12 | — | 0% |
#985 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | RIA · Small | 55.6 | 74.3 (15 advisors) | 82 | 12 | — | 0% |
#985 | HOWARD CAPITAL MANAGEMENT, INC. | RIA · Small | 55.6 | 74.3 (17 advisors) | 82 | 12 | — | 0% |
#985 | SHEPHERD KAPLAN LLC | RIA · Small | 55.6 | 74.2 (13 advisors) | 81 | 12 | — | 0% |
#985 | CORECAP ADVISORS | RIA · Small | 55.6 | 74.3 (49 advisors) | 76 | 12 | — | 0% |
#985 | ASCENT WEALTH PARTNERS, LLC | RIA · Small | 55.6 | 74.3 (10 advisors) | 82 | 12 | — | 0% |
#985 | FORUSALL | RIA · Small | 55.6 | 74.2 (12 advisors) | 83 | 12 | — | 0% |
#985 | LEGACY WEALTH MANAGEMENT, LLC | RIA · Small | 55.6 | 74.3 (22 advisors) | 80 | 12 | — | 0% |
#985 | FSA ADVISORS, INC. | RIA · Small | 55.6 | 74.3 (12 advisors) | 81 | 12 | — | 0% |
#985 | ACRYLIC FINANCIAL, INC. | RIA · Small | 55.6 | 74.2 (10 advisors) | 80 | 12 | — | 0% |
#985 | LAKE STREET ADVISORS | RIA · Small | 55.6 | 74.3 (15 advisors) | 83 | 12 | — | 0% |
#985 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | RIA · Small | 55.6 | 74.3 (20 advisors) | 79 | 12 | — | 0% |
