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 |
|---|---|---|---|---|---|---|---|---|
#100 | LEE FINANCIAL COMPANY, LLC | RIA · Small | 57.6 | 77.1 (22 advisors) | 83 | 12 | — | 0% |
#100 | WESCOTT FINANCIAL ADVISORY GROUP LLC | RIA · Small | 57.6 | 77.2 (24 advisors) | 83 | 12 | — | 0% |
#100 | ONEDIGITAL INVESTMENT ADVISORS | RIA · Mid-Size | 57.6 | 77.2 (173 advisors) | 81 | 12 | — | 0% |
#100 | SYM FINANCIAL ADVISORS | RIA · Small | 57.6 | 77.1 (26 advisors) | 80 | 12 | — | 0% |
#100 | PITTENGER & ANDERSON INC | RIA · Small | 57.6 | 77.1 (12 advisors) | 83 | 12 | — | 0% |
#100 | MASON INVESTMENT ADVISORY SERVICES INC | RIA · Small | 57.6 | 77.1 (14 advisors) | 84 | 12 | — | 0% |
#100 | WEALTHCARE CAPITAL MANAGEMENT LLC | RIA · Small | 57.6 | 77.2 (29 advisors) | 82 | 12 | — | 0% |
#100 | SEQUOIA FINANCIAL GROUP, L.L.C. | RIA · Mid-Size | 57.6 | 77.2 (108 advisors) | 79 | 12 | — | 0% |
#100 | NFP RETIREMENT INC. | RIA · Mid-Size | 57.6 | 77.2 (96 advisors) | 78 | 12 | — | 0% |
#100 | INDEPENDENT FINANCIAL PARTNERS | RIA · Small | 57.6 | 77.1 (46 advisors) | 75 | 12 | — | 0% |
#100 | JOHNSON WEALTH INC. | RIA · Mid-Size | 57.6 | 77.1 (56 advisors) | 81 | 12 | — | 0% |
#100 | GREENSPRING ADVISORS, LLC | RIA · Small | 57.6 | 77.1 (20 advisors) | 83 | 12 | — | 0% |
#100 | FRONTIER WEALTH MANAGEMENT, LLC | RIA · Small | 57.6 | 77.1 (18 advisors) | 83 | 12 | — | 0% |
#100 | LAUREL WEALTH ADVISORS, INC. | RIA · Small | 57.6 | 77.1 (30 advisors) | 81 | 12 | — | 0% |
#100 | RETIREMENT PLANNERS OF AMERICA | RIA · Small | 57.6 | 77.2 (36 advisors) | 84 | 12 | — | 0% |
#100 | ZHANG FINANCIAL | RIA · Small | 57.6 | 77.1 (14 advisors) | 84 | 12 | — | 0% |
#100 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | RIA · Small | 57.6 | 77.2 (39 advisors) | 84 | 12 | — | 0% |
#100 | TRANSFORM WEALTH, LLC | RIA · Small | 57.6 | 77.1 (10 advisors) | 83 | 12 | — | 0% |
#100 | INTEGRATED WEALTH CONCEPTS LLC | RIA · Mid-Size | 57.6 | 77.1 (81 advisors) | 76 | 12 | — | 0% |
#100 | EVERSOURCE WEALTH ADVISORS, LLC | RIA · Small | 57.6 | 77.2 (26 advisors) | 80 | 12 | — | 0% |
#100 | PROCYON ADVISORS, LLC | RIA · Small | 57.6 | 77.1 (31 advisors) | 81 | 12 | — | 0% |
#100 | PRINCIPLE WEALTH PARTNERS LLC | RIA · Small | 57.6 | 77.1 (15 advisors) | 84 | 12 | — | 0% |
#100 | BLEAKLEY FINANCIAL GROUP, LLC | RIA · Small | 57.6 | 77.2 (24 advisors) | 83 | 12 | — | 0% |
#100 | CRD 319448 | RIA · Mid-Size | 57.6 | 77.2 (160 advisors) | 76 | 12 | — | 0% |
#125 | ALLIANCE ADVISORY & SECURITIES, INC. | RIA · Small | 57.5 | 76.9 (15 advisors) | 78 | 12 | — | 0% |
