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 |
|---|---|---|---|---|---|---|---|---|
#1064 | MONERE INVESTMENTS, INC. | Dual Registered · Small | 55.3 | 73.8 (12 advisors) | 78 | 12 | — | 0% |
#1064 | CRESTONE ASSET MANAGEMENT LLC | RIA · Small | 55.3 | 73.8 (18 advisors) | 83 | 12 | — | 0% |
#1064 | STRATEGIC FINANCIAL SERVICES | RIA · Small | 55.3 | 73.8 (16 advisors) | 80 | 12 | — | 0% |
#1064 | PTS BROKERAGE, LLC | Dual Registered · Small | 55.3 | 73.8 (19 advisors) | 78 | 12 | — | 0% |
#1064 | CARY STREET PARTNERS | Dual Registered · Mid-Size | 55.3 | 73.9 (67 advisors) | 79 | 12 | — | 0% |
#1064 | SYNTRINSIC INVESTMENT COUNSEL, LLC. | RIA · Small | 55.3 | 73.8 (10 advisors) | 82 | 12 | — | 0% |
#1064 | JOEL ISAACSON & CO., LLC | RIA · Small | 55.3 | 73.9 (15 advisors) | 83 | 12 | — | 0% |
#1064 | GRANT THORNTON FINANCIAL ADVISORS LLC | RIA · Small | 55.3 | 73.9 (10 advisors) | 83 | 12 | — | 0% |
#1064 | ARGO INFRASTRUCTURE PARTNERS LP | RIA · Small | 55.3 | 73.8 (10 advisors) | 83 | 12 | — | 0% |
#1064 | TRILOGY CAPITAL, INC. | RIA · Small | 55.3 | 73.9 (27 advisors) | 77 | 12 | — | 0% |
#1064 | FORTRESS PRIVATE LEDGER, LLC | Dual Registered · Small | 55.3 | 73.9 (18 advisors) | 76 | 12 | — | 0% |
#1064 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | RIA · Small | 55.3 | 73.8 (20 advisors) | 82 | 12 | — | 0% |
#1064 | MARIPAU WEALTH MANAGEMENT LLC | RIA · Small | 55.3 | 73.9 (11 advisors) | 83 | 12 | — | 0% |
#1089 | EDWARD JONES | Dual Registered · Large | 55.2 | 70.3 (21021 advisors) | 68 | 20 | — | 0% |
#1089 | RICHARDS MERRILL WEALTH MANAGEMENT | Dual Registered · Small | 55.2 | 73.7 (10 advisors) | 71 | 12 | — | 0% |
#1089 | WINTRUST INVESTMENTS LLC | Dual Registered · Mid-Size | 55.2 | 73.7 (122 advisors) | 74 | 12 | — | 0% |
#1089 | STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | Dual Registered · Mid-Size | 55.2 | 73.8 (295 advisors) | 69 | 12 | — | 0% |
#1089 | ALLEGHENY INVESTMENTS, LTD. | Dual Registered · Mid-Size | 55.2 | 73.7 (60 advisors) | 73 | 12 | — | 0% |
#1089 | GILL CAPITAL PARTNERS, LLC | Dual Registered · Small | 55.2 | 73.7 (14 advisors) | 70 | 12 | — | 0% |
#1089 | THE INVESTMENT CENTER, INC. | Dual Registered · Mid-Size | 55.2 | 73.7 (224 advisors) | 71 | 12 | — | 0% |
#1089 | RHODES SECURITIES, INC. | Dual Registered · Small | 55.2 | 73.7 (23 advisors) | 67 | 12 | — | 0% |
#1089 | AMERICAN HERITAGE SECURITIES, INC. | Dual Registered · Small | 55.2 | 73.7 (14 advisors) | 74 | 12 | — | 0% |
#1089 | ANDREW GARRETT INC. | Dual Registered · Small | 55.2 | 73.7 (35 advisors) | 62 | 12 | — | 0% |
#1089 | FINANCIAL SENSE SECURITIES, INC. | Dual Registered · Small | 55.2 | 73.7 (10 advisors) | 77 | 12 | — | 0% |
#1089 | FINTRUST BROKERAGE SERVICES, LLC | Dual Registered · Small | 55.2 | 73.8 (19 advisors) | 78 | 12 | — | 0% |
