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 |
|---|---|---|---|---|---|---|---|---|
#17 of 4901 | THE SUM | RIA · Boutique | 61.4 | 82.5 (5 advisors) | 84 | 12 | — | 0% |
#27 of 4901 | PLANNED SOLUTIONS, INC. | RIA · Boutique | 61.3 | 82.4 (6 advisors) | 83 | 12 | — | 0% |
#27 of 4901 | STERLING FINANCIAL PLANNING INC | RIA · Boutique | 61.3 | 82.4 (7 advisors) | 83 | 12 | — | 0% |
#27 of 4901 | MOISAND FITZGERALD TAMAYO, LLC | RIA · Boutique | 61.3 | 82.4 (7 advisors) | 84 | 12 | — | 0% |
#27 of 4901 | TRINITY WEALTH ADVISORS LLC | RIA · Boutique | 61.3 | 82.5 (4 advisors) | 84 | 12 | — | 0% |
#27 of 4901 | FAMILY WEALTH ADVISORY GROUP, LLC | RIA · Boutique | 61.3 | 82.5 (5 advisors) | 86 | 12 | — | 0% |
#27 of 4901 | MIRADOR CAPITAL PARTNERS | RIA · Boutique | 61.3 | 82.5 (5 advisors) | 85 | 12 | — | 0% |
#27 of 4901 | OPUS FINANCIAL SOLUTIONS LLC | RIA · Boutique | 61.3 | 82.5 (3 advisors) | 84 | 12 | — | 0% |
#34 of 4901 | PROVISE MANAGEMENT GROUP, LLC | RIA · Boutique | 61.2 | 82.2 (9 advisors) | 83 | 12 | — | 0% |
#34 of 4901 | VERMILLION FINANCIAL ADVISORS, INC. | RIA · Boutique | 61.2 | 82.3 (4 advisors) | 84 | 12 | — | 0% |
#34 of 4901 | CHARLESTON FINANCIAL ADVISORS, LLC | RIA · Boutique | 61.2 | 82.3 (4 advisors) | 84 | 12 | — | 0% |
#34 of 4901 | GATEWAY ADVISORY, LLC | RIA · Boutique | 61.2 | 82.3 (5 advisors) | 85 | 12 | — | 0% |
#34 of 4901 | LANDMARK WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.2 | 82.2 (4 advisors) | 86 | 12 | — | 0% |
#34 of 4901 | EFP ADVISORS | RIA · Boutique | 61.2 | 82.2 (3 advisors) | 84 | 12 | — | 0% |
#34 of 4901 | STEWARDSHIP ADVISORS, LLC | RIA · Boutique | 61.2 | 82.3 (7 advisors) | 85 | 12 | — | 0% |
#34 of 4901 | CLEARVIEW WEALTH MANAGEMENT | RIA · Boutique | 61.2 | 82.3 (3 advisors) | 84 | 12 | — | 0% |
#34 of 4901 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.2 | 82.3 (5 advisors) | 84 | 12 | — | 0% |
#34 of 4901 | ANTARES WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.2 | 82.3 (3 advisors) | 83 | 12 | — | 0% |
#34 of 4901 | SUSTAINABLE ADVISORS ALLIANCE LLC | RIA · Boutique | 61.2 | 82.2 (6 advisors) | 85 | 12 | — | 0% |
#45 of 4901 | TRIAD FINANCIAL ADVISORS, INC. | RIA · Boutique | 61.1 | 82.2 (6 advisors) | 84 | 12 | — | 0% |
#45 of 4901 | CERTIFIED ADVISORY CORP | RIA · Boutique | 61.1 | 82.2 (9 advisors) | 84 | 12 | — | 0% |
#45 of 4901 | FINANCIAL LIFE ADVISORS | RIA · Boutique | 61.1 | 82.1 (6 advisors) | 84 | 12 | — | 0% |
#45 of 4901 | JPL ASSET MANAGEMENT AND PLANNING, LLC | RIA · Boutique | 61.1 | 82.1 (3 advisors) | 87 | 12 | — | 0% |
#45 of 4901 | TRADEWINDS CAPITAL MANAGEMENT, LLC | RIA · Boutique | 61.1 | 82.2 (4 advisors) | 86 | 12 | — | 0% |
#45 of 4901 | MACROVIEW INVESTMENT MANAGEMENT LLC | RIA · Boutique | 61.1 | 82.1 (5 advisors) | 84 | 12 | — | 0% |
