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 |
|---|---|---|---|---|---|---|---|---|
#254 of 4901 | CRD 328178 | RIA · Boutique | 60.2 | 80.9 (4 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | DALE K. EHRHART, INC. | RIA · Boutique | 60.1 | 80.8 (4 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | MCRAE CAPITAL MANAGEMENT INC. | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | TOBIAS FINANCIAL ADVISORS | RIA · Boutique | 60.1 | 80.7 (7 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | RESOURCE CONSULTING GROUP | RIA · Boutique | 60.1 | 80.8 (7 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | UMA FINANCIAL SERVICES INC | RIA · Boutique | 60.1 | 80.7 (8 advisors) | 77 | 12 | — | 0% |
#302 of 4901 | DIXON FINANCIAL SERVICES | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | C.M.BIDWELL & ASSOCIATES LTD | RIA · Boutique | 60.1 | 80.8 (4 advisors) | 82 | 12 | — | 0% |
#302 of 4901 | TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. | RIA · Boutique | 60.1 | 80.7 (8 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | AGILI, P.C. | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | RIA · Boutique | 60.1 | 80.8 (4 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | FINANCIAL ALTERNATIVES, INC. | RIA · Boutique | 60.1 | 80.7 (7 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | HCR WEALTH ADVISORS | RIA · Boutique | 60.1 | 80.7 (5 advisors) | 74 | 12 | — | 0% |
#302 of 4901 | FINANCIAL CONNECTIONS GROUP, INC. | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | B&C FINANCIAL ADVISORS | RIA · Boutique | 60.1 | 80.7 (6 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | MOLLER FINANCIAL SERVICES | RIA · Boutique | 60.1 | 80.6 (4 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | HFG ADVISORS | RIA · Boutique | 60.1 | 80.8 (4 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | MASCAGNI WEALTH MANAGEMENT, INC. | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | FINANCIAL PLAN, INC. | RIA · Boutique | 60.1 | 80.7 (8 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | GORDON ASSET MANAGEMENT, LLC | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | BENCHMARK CAPITAL GROUP LTD. | RIA · Boutique | 60.1 | 80.6 (3 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | PFG - FINANCIAL PLANNING & MANAGEMENT | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | HIGHLAND FINANCIAL ADVISORS, LLC | RIA · Boutique | 60.1 | 80.8 (4 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | MFG WEALTH MANAGEMENT, INC. | RIA · Boutique | 60.1 | 80.8 (3 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | SARA-BAY FINANCIAL CORP. | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 83 | 12 | — | 0% |
