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 |
|---|---|---|---|---|---|---|---|---|
#125 | COZAD ASSET MANAGEMENT INC | RIA · Small | 57.5 | 76.9 (20 advisors) | 83 | 12 | — | 0% |
#125 | HTG INVESTMENT ADVISORS INC | RIA · Small | 57.5 | 77.0 (12 advisors) | 83 | 12 | — | 0% |
#125 | SYVERSON STREGE | RIA · Small | 57.5 | 77.1 (11 advisors) | 82 | 12 | — | 0% |
#125 | CHURCHILL MANAGEMENT GROUP | RIA · Small | 57.5 | 77.0 (26 advisors) | 82 | 12 | — | 0% |
#125 | HBKS WEALTH ADVISORS | RIA · Small | 57.5 | 77.0 (38 advisors) | 82 | 12 | — | 0% |
#125 | ADVISORS CAPITAL MANAGEMENT, LLC | RIA · Small | 57.5 | 76.9 (45 advisors) | 83 | 12 | — | 0% |
#125 | HUNTLEIGH ADVISORS, INC. | RIA · Small | 57.5 | 74.5 (14 advisors) | 80 | 18 | — | 7% |
#125 | KRILOGY | RIA · Small | 57.5 | 77.0 (41 advisors) | 83 | 12 | — | 0% |
#125 | CARNEGIE INVESTMENT COUNSEL | RIA · Small | 57.5 | 76.9 (38 advisors) | 84 | 12 | — | 0% |
#125 | TRINITY PORTFOLIO ADVISORS, LLC | RIA · Small | 57.5 | 77.1 (12 advisors) | 81 | 12 | — | 0% |
#125 | STRATOS WEALTH PARTNERS, LTD | RIA · Small | 57.5 | 77.1 (35 advisors) | 76 | 12 | — | 0% |
#125 | ELLIS INVESTMENT PARTNERS, LLC | RIA · Small | 57.5 | 77.0 (16 advisors) | 83 | 12 | — | 0% |
#125 | BRIDGEWORTH WEALTH MANAGEMENT | RIA · Small | 57.5 | 77.0 (13 advisors) | 80 | 12 | — | 0% |
#125 | VESTOR CAPITAL, LLC | RIA · Small | 57.5 | 77.0 (20 advisors) | 84 | 12 | — | 0% |
#125 | GLOBAL RETIREMENT PARTNERS LLC | RIA · Mid-Size | 57.5 | 77.1 (125 advisors) | 78 | 12 | — | 0% |
#125 | CAPTRUST | RIA · Mid-Size | 57.5 | 77.0 (339 advisors) | 80 | 12 | — | 0% |
#125 | VERDENCE CAPITAL ADVISORS, LLC | RIA · Small | 57.5 | 77.0 (24 advisors) | 82 | 12 | — | 0% |
#125 | CRESSET ASSET MANAGEMENT, LLC | RIA · Mid-Size | 57.5 | 76.9 (121 advisors) | 82 | 12 | — | 0% |
#125 | BASEPOINT WEALTH, LLC | RIA · Small | 57.5 | 77.0 (10 advisors) | 82 | 12 | — | 0% |
#125 | BARTLETT & CO. WEALTH MANAGEMENT LLC | RIA · Small | 57.5 | 76.9 (29 advisors) | 84 | 12 | — | 0% |
#125 | INSPIRE ADVISORS, LLC | RIA · Small | 57.5 | 77.0 (34 advisors) | 76 | 12 | — | 0% |
#125 | CRD 336837 | RIA · Small | 57.5 | 77.1 (42 advisors) | 81 | 12 | — | 0% |
#148 | CAPITAL ADVISORS, INC. | RIA · Small | 57.4 | 76.8 (28 advisors) | 84 | 12 | — | 0% |
#148 | PARSEC FINANCIAL | RIA · Small | 57.4 | 76.8 (21 advisors) | 83 | 12 | — | 0% |
#148 | TRUSTCORE FINANCIAL SERVICES, LLC | RIA · Small | 57.4 | 76.8 (23 advisors) | 85 | 12 | — | 0% |
