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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 calculated

How 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.

Firm Rating standings across all firms, in ranked order.
RankFirmLeague · SizeFirm RatingAdvisor scoreTrustEngagementTrendClaim rate
#985
HENRY + HORNE WEALTH MANAGEMENTRIA · Small55.674.3 (14 advisors)8212—0%
#985
IFP SECURITIES, LLCDual Registered · Mid-Size55.674.3 (246 advisors)7712—0%
#985
IEQ CAPITAL, LLCRIA · Mid-Size55.674.2 (72 advisors)8012—0%
#985
CSP FINANCIAL GROUP LLCRIA · Small55.674.2 (12 advisors)8312—0%
#985
DOMAIN MONEY ADVISORS, LLCRIA · Small55.674.3 (10 advisors)8312—0%
#1006
SAGE, RUTTY & CO., INC.Dual Registered · Small55.574.2 (49 advisors)7012—0%
#1006
MUTUAL SECURITIES, INC.Dual Registered · Mid-Size55.574.2 (217 advisors)7012—0%
#1006
HARBOUR INVESTMENTS, INC.Dual Registered · Mid-Size55.574.2 (275 advisors)7212—0%
#1006
L.M. KOHN & COMPANYDual Registered · Mid-Size55.574.2 (62 advisors)7412—0%
#1006
DAVINCI CAPITAL MANAGEMENT, INC.Brokerage · Small55.574.1 (12 advisors)7812—0%
#1006
FISHER INVESTMENTSRIA · Large55.574.1 (1869 advisors)8112—0%
#1006
UNITED ASSET STRATEGIES INC.RIA · Small55.574.1 (25 advisors)8412—0%
#1006
MORNINGSTAR INVESTMENT MANAGEMENT LLCRIA · Small55.574.2 (13 advisors)8312—0%
#1006
SENTINEL PENSION ADVISORS, LLC.RIA · Small55.574.1 (25 advisors)8212—0%
#1006
SECURITIES AMERICA ADVISORS, INC.RIA · Small55.574.2 (20 advisors)7612—0%
#1006
QUANTUM FINANCIAL ADVISORS INCRIA · Small55.574.1 (10 advisors)8312—0%
#1006
SANDERSON WEALTH MANAGEMENT, LLCRIA · Small55.574.2 (10 advisors)8312—0%
#1006
ARQUE CAPITAL, LTD.Brokerage · Small55.574.2 (16 advisors)7512—0%
#1006
FIDUCIARY TRUST INTERNATIONAL, LLCRIA · Small55.574.1 (11 advisors)8112—0%
#1006
THE STRATEGIC FINANCIAL ALLIANCE, INC.Dual Registered · Mid-Size55.574.1 (153 advisors)7812—0%
#1006
CANNON FINANCIAL STRATEGISTS, INC.RIA · Small55.574.2 (11 advisors)8312—0%
#1006
TWIN FOCUS CAPITAL PARTNERS, LLCRIA · Small55.574.1 (20 advisors)8312—0%
#1006
GEOWEALTH MANAGEMENT LLCRIA · Small55.574.2 (13 advisors)8212—0%
#1006
EURO PACIFIC ASSET MANAGEMENT, LLCRIA · Small55.574.2 (16 advisors)8112—0%
#1006
MSEC, LLCDual Registered · Mid-Size55.574.2 (121 advisors)7512—0%

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