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 |
|---|---|---|---|---|---|---|---|---|
#302 of 4901 | RIA ADVISORS | RIA · Boutique | 60.1 | 80.8 (9 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | MCNAMARA FINANCIAL SERVICES, INC. | RIA · Boutique | 60.1 | 80.7 (5 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | SOUTHLAND EQUITY PARTNERS, LLC. | RIA · Boutique | 60.1 | 80.7 (7 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | WAYPOINT WEALTH MANAGEMENT | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | WORTH ADVISORS | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | WAYPOINTS FINANCIAL | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | GENESIS WEALTH ADVISORS, LLC | RIA · Boutique | 60.1 | 80.6 (7 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" | RIA · Boutique | 60.1 | 80.7 (5 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | REAGAN COMPANIES ASSET MANAGEMENT, INC | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | RIA · Boutique | 60.1 | 80.8 (3 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | TL PRIVATE WEALTH | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | GRADIENT CAPITAL ADVISORS, LLC | RIA · Boutique | 60.1 | 80.7 (5 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | MBM WEALTH CONSULTANTS, LLC | RIA · Boutique | 60.1 | 80.8 (3 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | ARCHVEST WEALTH ADVISORS, INC. | RIA · Boutique | 60.1 | 80.7 (6 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | BETTER MONEY DECISIONS | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 82 | 12 | — | 0% |
#302 of 4901 | CLEVELAND WEALTH, LLC | RIA · Boutique | 60.1 | 80.7 (5 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | ARES FINANCIAL CONSULTING LLC | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | HILLTOP WEALTH ADVISORS, LLC | RIA · Boutique | 60.1 | 80.7 (6 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | SMITH BRUER ADVISORS | RIA · Boutique | 60.1 | 80.7 (5 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | QUAKER WEALTH MANAGEMENT LLC | RIA · Boutique | 60.1 | 80.7 (5 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | TEMPUS WEALTH PLANNING, LLC | RIA · Boutique | 60.1 | 80.7 (7 advisors) | 82 | 12 | — | 0% |
#302 of 4901 | LAKE HILLS WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.1 | 80.8 (3 advisors) | 83 | 12 | — | 0% |
#302 of 4901 | PROVISION WEALTH MANAGEMENT, INC | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | LIFECYCLE FINANCIAL PLANNERS INC. | RIA · Boutique | 60.1 | 80.6 (5 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | MOULTON WEALTH MANAGEMENT, INC | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 83 | 12 | — | 0% |
