Firm Rankings and Ratings


CEFEX is an independent global assessment and certification organization that verifies conformity to conduct and practice standards that are substantiated in laws, regulations and professional best practices that are worthy of the public's trust and confidence.

Learn more about Intelligent Capitalworks as a CEFEX-Certified Investment Advisor

2018 Advisory HQ Top Ranked Wealth Manager Intelligent Capitalworks

AdvisoryHQ identifies and ranks investment and financial advisory firms using their breakthrough "Top-Down Advisor Selection Methodology" conducted by their research and editorial teams from an end-user and consumer perspective.

Learn more about Intelligent Capitalworks as an AdvisoryHQ Top-Ranked Wealth Manager has scoured through thousands of U.S. Securities and Exchange Commission (SEC) marketing brochures and disclosure fine print to build an easy to understand rating and ranking algorithm they call, Trust Score.

To date, they’ve collected over 300,000 data points on the financial planning industry. Using this data, their Trust Score algorithm automatically scores each firm 1 – 99 for overall trustworthiness, then lists the most important benefits and considerations that Americans should know.

Learn more about Intelligent Capitalworks Trust Score