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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 calculated

How 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.

Firm Rating standings for this league, in ranked order.
RankFirmLeague · SizeFirm RatingAdvisor scoreTrustEngagementTrendClaim rate
#254

of 4901

ATHENA ADVISOR SERVICES, LLCRIA · Boutique60.280.8 (3 advisors)8412—0%
#254

of 4901

VERISAIL PARTNERS, LLCRIA · Boutique60.280.9 (3 advisors)8312—0%
#254

of 4901

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLCRIA · Boutique60.280.9 (4 advisors)8312—0%
#254

of 4901

FORT VANCOUVER INVESTMENT MANAGEMENT, LLCRIA · Boutique60.280.8 (3 advisors)8312—0%
#254

of 4901

CLEARVIEW WEALTH MANAGEMENTRIA · Boutique60.280.8 (3 advisors)8412—0%
#254

of 4901

HICKORY ASSET MANAGEMENT, INC.RIA · Boutique60.280.9 (3 advisors)8412—0%
#254

of 4901

MBR FINANCIALRIA · Boutique60.280.9 (5 advisors)8612—0%
#254

of 4901

FINANCIAL COACHRIA · Boutique60.280.8 (5 advisors)8312—0%
#254

of 4901

GAINPLAN LLCRIA · Boutique60.280.9 (6 advisors)8312—0%
#254

of 4901

RIVERPATH INVESTMENTS LLCRIA · Boutique60.280.9 (4 advisors)8512—0%
#254

of 4901

PFG PRIVATE WEALTH MANAGEMENT, LLCRIA · Boutique60.280.9 (6 advisors)8512—0%
#254

of 4901

RHAME & GORRELL WEALTH MANAGEMENTRIA · Boutique60.280.8 (8 advisors)8312—0%
#254

of 4901

CAPITAL ENDURANCE GROUP, INCRIA · Boutique60.280.9 (3 advisors)8312—0%
#254

of 4901

STRATA WEALTH ADVISORS, LLCRIA · Boutique60.280.9 (8 advisors)8412—0%
#254

of 4901

WINTHROP WEALTHRIA · Boutique60.280.8 (8 advisors)8512—0%
#254

of 4901

PROCORE ADVISORS, LLCRIA · Boutique60.280.9 (4 advisors)8412—0%
#254

of 4901

ERTS WEALTH ADVISORS, LLCRIA · Boutique60.280.8 (3 advisors)8512—0%
#254

of 4901

WEALTH MANAGEMENT SOLUTIONSRIA · Boutique60.280.9 (3 advisors)8412—0%
#254

of 4901

CLEAR SKY FINANCIAL, LPRIA · Boutique60.280.9 (3 advisors)8412—0%
#254

of 4901

COREPATH WEALTH PARTNERS LLCRIA · Boutique60.280.9 (4 advisors)8312—0%
#254

of 4901

CYPRESS PRIVATE WEALTHRIA · Boutique60.280.8 (3 advisors)8012—0%
#254

of 4901

LEVERTY FINANCIAL GROUP, LLCRIA · Boutique60.280.9 (4 advisors)8412—0%
#254

of 4901

IMPACT ADVISORS GROUPRIA · Boutique60.280.9 (3 advisors)8312—0%
#254

of 4901

EQUITY WEALTH PARTNERS, LLCRIA · Boutique60.280.9 (3 advisors)8212—0%
#254

of 4901

CRD 326006RIA · Boutique60.280.9 (4 advisors)8412—0%

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