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 |
|---|---|---|---|---|---|---|---|---|
#1038 | IPI WEALTH MANAGEMENT, INC. | RIA · Small | 55.4 | 74.1 (11 advisors) | 81 | 12 | — | 0% |
#1038 | ORION PORTFOLIO SOLUTIONS, LLC | RIA · Mid-Size | 55.4 | 74.0 (53 advisors) | 80 | 12 | — | 0% |
#1038 | BOLTON SECURITIES CORPORATION | Brokerage · Small | 55.4 | 74.0 (13 advisors) | 78 | 12 | — | 0% |
#1038 | MAINSTREET ADVISORS | RIA · Small | 55.4 | 74.1 (18 advisors) | 84 | 12 | — | 0% |
#1038 | V WEALTH ADVISORS LLC | RIA · Small | 55.4 | 74.1 (12 advisors) | 83 | 12 | — | 0% |
#1038 | FINANCIAL ENHANCEMENT GROUP | RIA · Small | 55.4 | 74.0 (16 advisors) | 83 | 12 | — | 0% |
#1038 | CITY CENTER ADVISORS, LLC | RIA · Small | 55.4 | 74.0 (10 advisors) | 83 | 12 | — | 0% |
#1038 | PENNINGTON PARTNERS & CO., LLC | RIA · Small | 55.4 | 74.0 (11 advisors) | 82 | 12 | — | 0% |
#1038 | LEO WEALTH, LLC | RIA · Small | 55.4 | 74.0 (11 advisors) | 79 | 12 | — | 0% |
#1038 | JFG WEALTH MANAGEMENT, LLC | RIA · Small | 55.4 | 74.0 (15 advisors) | 82 | 12 | — | 0% |
#1038 | CARLSON FINANCIAL | RIA · Small | 55.4 | 74.1 (11 advisors) | 83 | 12 | — | 0% |
#1038 | SINGER WEALTH ADVISORS LLC | RIA · Small | 55.4 | 74.0 (11 advisors) | 81 | 12 | — | 0% |
#1038 | FIAT WEALTH MANAGEMENT | RIA · Small | 55.4 | 73.9 (11 advisors) | 80 | 12 | — | 0% |
#1064 | HEFREN-TILLOTSON, INC. | Dual Registered · Mid-Size | 55.3 | 73.8 (119 advisors) | 67 | 12 | — | 0% |
#1064 | SANCTUARY SECURITIES, INC. | Dual Registered · Mid-Size | 55.3 | 73.8 (287 advisors) | 68 | 12 | — | 0% |
#1064 | ASSOCIATED INVESTMENT SERVICES, INC. | Dual Registered · Mid-Size | 55.3 | 73.8 (64 advisors) | 73 | 12 | — | 0% |
#1064 | SMITH, MOORE & CO. | Dual Registered · Small | 55.3 | 73.9 (49 advisors) | 65 | 12 | — | 0% |
#1064 | INDEPENDENT FINANCIAL GROUP, LLC | Dual Registered · Large | 55.3 | 73.9 (658 advisors) | 70 | 12 | — | 0% |
#1064 | SEARLE & CO. | Dual Registered · Small | 55.3 | 73.9 (11 advisors) | 68 | 12 | — | 0% |
#1064 | WOODLANDS SECURITIES CORPORATION | Dual Registered · Small | 55.3 | 73.8 (10 advisors) | 67 | 12 | — | 0% |
#1064 | CUTTER & COMPANY, INC. | Dual Registered · Small | 55.3 | 73.8 (41 advisors) | 72 | 12 | — | 0% |
#1064 | HALLIDAY FINANCIAL, LLC | Dual Registered · Small | 55.3 | 73.9 (34 advisors) | 74 | 12 | — | 0% |
#1064 | FMN CAPITAL CORPORATION | Dual Registered · Small | 55.3 | 73.9 (21 advisors) | 66 | 12 | — | 0% |
#1064 | UNITED BROKERAGE SERVICES, INC | Dual Registered · Mid-Size | 55.3 | 73.9 (65 advisors) | 75 | 12 | — | 0% |
#1064 | USI SECURITIES, INC. | Dual Registered · Mid-Size | 55.3 | 73.8 (62 advisors) | 78 | 12 | — | 0% |
