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 |
|---|---|---|---|---|---|---|---|---|
#1089 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. | Dual Registered · Small | 55.2 | 73.7 (46 advisors) | 65 | 12 | — | 0% |
#1089 | COLDSTREAM SECURITIES, INC. | Dual Registered · Small | 55.2 | 73.8 (24 advisors) | 78 | 12 | — | 0% |
#1089 | FIDUCIARY MANAGEMENT, INC. | RIA · Small | 55.2 | 73.7 (10 advisors) | 82 | 12 | — | 0% |
#1089 | TITLEIST ASSET MANAGEMENT, LTD. | Dual Registered · Small | 55.2 | 73.8 (28 advisors) | 71 | 12 | — | 0% |
#1089 | CHICKASAW SECURITIES, LLC | Dual Registered · Small | 55.2 | 73.7 (16 advisors) | 80 | 12 | — | 0% |
#1089 | GELLER ADVISORS LLC | RIA · Small | 55.2 | 73.8 (10 advisors) | 83 | 12 | — | 0% |
#1089 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | Dual Registered · Mid-Size | 55.2 | 73.6 (53 advisors) | 71 | 12 | — | 0% |
#1089 | KINECTA FINANCIAL & INSURANCE SERVICES | Dual Registered · Small | 55.2 | 73.7 (10 advisors) | 77 | 12 | — | 0% |
#1089 | SPEARS ABACUS ADVISORS LLC | RIA · Small | 55.2 | 73.7 (18 advisors) | 83 | 12 | — | 0% |
#1089 | PEAK AMERICAN INVESTMENT ADVISORS, INC. | RIA · Small | 55.2 | 73.7 (14 advisors) | 82 | 12 | — | 0% |
#1089 | SENDERO SECURITIES, LLC | Dual Registered · Small | 55.2 | 73.6 (13 advisors) | 79 | 12 | — | 0% |
#1089 | BENJAMIN F. EDWARDS & COMPANY, INC. | Dual Registered · Large | 55.2 | 73.7 (533 advisors) | 77 | 12 | — | 0% |
#1089 | GM ADVISORY GROUP, INC. | RIA · Small | 55.2 | 73.7 (10 advisors) | 83 | 12 | — | 0% |
#1089 | CAPITAL SYNERGY PARTNERS | Dual Registered · Small | 55.2 | 73.6 (44 advisors) | 81 | 12 | — | 0% |
#1089 | CANNON SECURITIES, INC. | Dual Registered · Small | 55.2 | 73.7 (13 advisors) | 78 | 12 | — | 0% |
#1089 | VERITY ASSET MANAGEMENT | RIA · Small | 55.2 | 73.7 (39 advisors) | 82 | 12 | — | 0% |
#1089 | COPPER FINANCIAL | Dual Registered · Small | 55.2 | 73.7 (45 advisors) | 75 | 12 | — | 0% |
#1089 | FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC | Dual Registered · Small | 55.2 | 73.6 (34 advisors) | 74 | 12 | — | 0% |
#1089 | TRADEWAY | RIA · Small | 55.2 | 73.8 (11 advisors) | 82 | 12 | — | 0% |
#1089 | LIFEPRO ASSET MANAGEMENT | RIA · Small | 55.2 | 73.8 (46 advisors) | 78 | 12 | — | 0% |
#1089 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | RIA · Small | 55.2 | 73.8 (12 advisors) | 83 | 12 | — | 0% |
#1089 | PORTOLA PARTNERS | RIA · Small | 55.2 | 73.7 (15 advisors) | 83 | 12 | — | 0% |
#1123 | CARL M. HENNIG, INC. | Brokerage · Small | 55.1 | 73.5 (10 advisors) | 79 | 12 | — | 0% |
#1123 | GIRARD INVESTMENT SERVICES, LLC | Dual Registered · Small | 55.1 | 73.5 (27 advisors) | 72 | 12 | — | 0% |
#1123 | NEUBERGER BERMAN BD LLC | Dual Registered · Large | 55.1 | 73.6 (905 advisors) | 83 | 12 | — | 0% |
