RIA · Boutique
Weekly Firm Rating standings for firms in this league.
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 |
|---|---|---|---|---|---|---|---|---|
#1 of 4901 | SHAKESPEARE WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.8 | 83.2 (5 advisors) | 82 | 12 | — | 0% |
#1 of 4901 | MONTEREY PRIVATE WEALTH, INC. | RIA · Boutique | 61.8 | 83.2 (6 advisors) | 84 | 12 | — | 0% |
#1 of 4901 | PINKERTON RETIREMENT SPECIALISTS, LLC | RIA · Boutique | 61.8 | 83.1 (8 advisors) | 83 | 12 | — | 0% |
#1 of 4901 | WALLER FINANCIAL PLANNING GROUP, INC. | RIA · Boutique | 61.8 | 83.2 (6 advisors) | 84 | 12 | — | 0% |
#5 of 4901 | WEALTH ADVISORS GROUP | RIA · Boutique | 61.7 | 83.1 (5 advisors) | 84 | 12 | — | 0% |
#5 of 4901 | VANTAGE WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.7 | 83.1 (5 advisors) | 83 | 12 | — | 0% |
#5 of 4901 | ISTO ADVISORS, LLC | RIA · Boutique | 61.7 | 83.0 (6 advisors) | 84 | 12 | — | 0% |
#8 of 4901 | TREETOP WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.6 | 82.8 (3 advisors) | 84 | 12 | — | 0% |
#8 of 4901 | CRD 340135 | RIA · Boutique | 61.6 | 82.8 (3 advisors) | 83 | 12 | — | 0% |
#10 of 4901 | MARQUIS WEALTH MANAGEMENT GROUP | RIA · Boutique | 61.5 | 82.7 (5 advisors) | 84 | 12 | — | 0% |
#10 of 4901 | CRA FINANCIAL SERVICES, L.L.C. | RIA · Boutique | 61.5 | 82.8 (9 advisors) | 83 | 12 | — | 0% |
#10 of 4901 | LEGACY FINANCIAL STRATEGIES, LLC | RIA · Boutique | 61.5 | 82.7 (9 advisors) | 85 | 12 | — | 0% |
#10 of 4901 | ARGOS GLOBAL ADVISORS, LLC | RIA · Boutique | 61.5 | 82.7 (3 advisors) | 85 | 12 | — | 0% |
#10 of 4901 | STAGE HARBOR FINANCIAL | RIA · Boutique | 61.5 | 82.8 (6 advisors) | 84 | 12 | — | 0% |
#10 of 4901 | MORTON BROWN FAMILY WEALTH LLC | RIA · Boutique | 61.5 | 82.7 (3 advisors) | 84 | 12 | — | 0% |
#10 of 4901 | MARSJEWETT FINANCIAL GROUP | RIA · Boutique | 61.5 | 82.7 (4 advisors) | 85 | 12 | — | 0% |
#17 of 4901 | CJM WEALTH ADVISERS, LTD. | RIA · Boutique | 61.4 | 82.6 (9 advisors) | 83 | 12 | — | 0% |
#17 of 4901 | FINANCIAL GUIDANCE GROUP, INC. | RIA · Boutique | 61.4 | 82.5 (3 advisors) | 84 | 12 | — | 0% |
#17 of 4901 | THE ADVOCATES | RIA · Boutique | 61.4 | 82.6 (4 advisors) | 83 | 12 | — | 0% |
#17 of 4901 | SJA FINANCIAL ADVISORY, LLC | RIA · Boutique | 61.4 | 82.6 (4 advisors) | 84 | 12 | — | 0% |
#17 of 4901 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | RIA · Boutique | 61.4 | 82.5 (4 advisors) | 84 | 12 | — | 0% |
#17 of 4901 | WESTHILL FINANCIAL ADVISORS, INC. | RIA · Boutique | 61.4 | 82.6 (7 advisors) | 83 | 12 | — | 0% |
#17 of 4901 | RED CRANE WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.4 | 82.6 (3 advisors) | 83 | 12 | — | 0% |
#17 of 4901 | CLARK ASSET MANAGEMENT, LLC | RIA · Boutique | 61.4 | 82.5 (6 advisors) | 85 | 12 | — | 0% |
#17 of 4901 | MY LEGACY ADVISORS, LLC | RIA · Boutique | 61.4 | 82.6 (3 advisors) | 84 | 12 | — | 0% |
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