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 |
|---|---|---|---|---|---|---|---|---|
#174 | EQUITA FINANCIAL NETWORK, INC. | RIA · Small | 57.3 | 76.7 (10 advisors) | 83 | 12 | — | 0% |
#174 | BECK BODE LLC | RIA · Small | 57.3 | 76.7 (15 advisors) | 82 | 12 | — | 0% |
#174 | LEXAURUM ADVISORS | RIA · Small | 57.3 | 76.7 (24 advisors) | 78 | 12 | — | 0% |
#174 | MARINER PLATFORM SOLUTIONS | RIA · Mid-Size | 57.3 | 76.7 (71 advisors) | 79 | 12 | — | 0% |
#174 | ZIEGLER CAPITAL MANAGEMENT, LLC | RIA · Small | 57.3 | 76.7 (18 advisors) | 82 | 12 | — | 0% |
#206 | AMERIPRISE FINANCIAL SERVICES, LLC | Dual Registered · Large | 57.2 | 72.3 (13440 advisors) | 69 | 22 | — | 0% |
#206 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | RIA · Small | 57.2 | 76.6 (23 advisors) | 82 | 12 | — | 0% |
#206 | ALBION FINANCIAL GROUP | RIA · Small | 57.2 | 76.6 (13 advisors) | 82 | 12 | — | 0% |
#206 | FINANCIAL INSIGHTS INC | RIA · Small | 57.2 | 76.6 (11 advisors) | 83 | 12 | — | 0% |
#206 | TREK FINANCIAL | RIA · Mid-Size | 57.2 | 76.5 (60 advisors) | 77 | 12 | — | 0% |
#206 | MAINSTAY CAPITAL MANAGEMENT, LLC | RIA · Small | 57.2 | 76.6 (19 advisors) | 81 | 12 | — | 0% |
#206 | PETERSEN HASTINGS INVESTMENT MANAGEMENT INC | RIA · Small | 57.2 | 76.5 (15 advisors) | 83 | 12 | — | 0% |
#206 | SAND HILL GLOBAL ADVISORS, LLC | RIA · Small | 57.2 | 76.6 (16 advisors) | 83 | 12 | — | 0% |
#206 | PLANTE MORAN FINANCIAL ADVISORS | RIA · Mid-Size | 57.2 | 76.5 (105 advisors) | 81 | 12 | — | 0% |
#206 | SAGE FINANCIAL GROUP INC. | RIA · Small | 57.2 | 76.5 (19 advisors) | 82 | 12 | — | 0% |
#206 | CONRAD SIEGEL INVESTMENT ADVISORS | RIA · Small | 57.2 | 76.6 (23 advisors) | 84 | 12 | — | 0% |
#206 | ANDERSEN | RIA · Small | 57.2 | 76.5 (11 advisors) | 83 | 12 | — | 0% |
#206 | ALBOURNE AMERICA LLC | RIA · Small | 57.2 | 76.5 (23 advisors) | 84 | 12 | — | 0% |
#206 | SAGEVIEW ADVISORY GROUP, LLC | RIA · Mid-Size | 57.2 | 76.6 (65 advisors) | 81 | 12 | — | 0% |
#206 | VALEO FINANCIAL ADVISORS, LLC | RIA · Mid-Size | 57.2 | 76.5 (71 advisors) | 78 | 12 | — | 0% |
#206 | BLB & B ADVISORS, LLC | RIA · Small | 57.2 | 76.6 (14 advisors) | 85 | 12 | — | 0% |
#206 | HOYLECOHEN, LLC | RIA · Small | 57.2 | 76.6 (17 advisors) | 78 | 12 | — | 0% |
#206 | BIP WEALTH, LLC | RIA · Small | 57.2 | 76.6 (27 advisors) | 79 | 12 | — | 0% |
#206 | ROYAL FUND MANAGEMENT, LLC | RIA · Mid-Size | 57.2 | 76.5 (82 advisors) | 81 | 12 | — | 0% |
#206 | GLASSMAN WEALTH SERVICES, LLC | RIA · Small | 57.2 | 76.6 (10 advisors) | 83 | 12 | — | 0% |
