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 |
|---|---|---|---|---|---|---|---|---|
#212 of 4901 | JOURNEY STRATEGIC WEALTH LLC | RIA · Boutique | 60.3 | 81.0 (8 advisors) | 83 | 12 | — | 0% |
#212 of 4901 | INTERGY PRIVATE WEALTH, LLC | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 83 | 12 | — | 0% |
#212 of 4901 | COLLECTIVE WEALTH PARTNERS, LLC | RIA · Boutique | 60.3 | 80.9 (5 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | R.W. ROGE & COMPANY, INC | RIA · Boutique | 60.2 | 80.9 (4 advisors) | 83 | 12 | — | 0% |
#254 of 4901 | DEERFIELD | RIA · Boutique | 60.2 | 80.9 (5 advisors) | 84 | 12 | — | 0% |
#254 of 4901 | MEYER CAPITAL GROUP | RIA · Boutique | 60.2 | 80.8 (5 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | RIA · Boutique | 60.2 | 80.9 (5 advisors) | 84 | 12 | — | 0% |
#254 of 4901 | CARDINAL CAPITAL MANAGEMENT INC | RIA · Boutique | 60.2 | 80.9 (3 advisors) | 83 | 12 | — | 0% |
#254 of 4901 | MEIRA | RIA · Boutique | 60.2 | 80.8 (5 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | MCCARTHY GRITTINGER FINANCIAL GROUP, LLC | RIA · Boutique | 60.2 | 80.9 (6 advisors) | 83 | 12 | — | 0% |
#254 of 4901 | CORRIGAN FINANCIAL INC | RIA · Boutique | 60.2 | 80.9 (7 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | CAPSTONE FINANCIAL ADVISORS INC | RIA · Boutique | 60.2 | 80.8 (7 advisors) | 84 | 12 | — | 0% |
#254 of 4901 | BERNHARDT WEALTH MANAGEMENT, INC. | RIA · Boutique | 60.2 | 80.8 (5 advisors) | 84 | 12 | — | 0% |
#254 of 4901 | CLARK FINANCIAL SERVICES GROUP, INC. | RIA · Boutique | 60.2 | 80.8 (5 advisors) | 83 | 12 | — | 0% |
#254 of 4901 | ENRICH FINANCIAL PARTNERS LLC | RIA · Boutique | 60.2 | 80.9 (5 advisors) | 84 | 12 | — | 0% |
#254 of 4901 | YOUNGS ADVISORY GROUP, INC. | RIA · Boutique | 60.2 | 80.8 (4 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | KMH WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.2 | 80.9 (8 advisors) | 81 | 12 | — | 0% |
#254 of 4901 | TRUENORTH WEALTH ADVISORS | RIA · Boutique | 60.2 | 80.8 (5 advisors) | 79 | 12 | — | 0% |
#254 of 4901 | NAVALIGN, LLC | RIA · Boutique | 60.2 | 80.9 (7 advisors) | 84 | 12 | — | 0% |
#254 of 4901 | ALPHA FINANCIAL MANAGEMENT, INC. | RIA · Boutique | 60.2 | 80.9 (3 advisors) | 80 | 12 | — | 0% |
#254 of 4901 | WEST BRANCH CAPITAL LLC | RIA · Boutique | 60.2 | 80.9 (5 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.2 | 80.9 (8 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | RIA · Boutique | 60.2 | 80.9 (3 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | HAWLEY ADVISORS | RIA · Boutique | 60.2 | 80.9 (3 advisors) | 85 | 12 | — | 0% |
#254 of 4901 | HORIZON WEALTH ADVISORS | RIA · Boutique | 60.2 | 80.9 (6 advisors) | 84 | 12 | — | 0% |
