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 | VAQUERO PRIVATE WEALTH, LTD. | RIA · Boutique | 60.1 | 80.8 (4 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | CHOKSHI & QUEEN WEALTH ADVISORS | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 85 | 12 | — | 0% |
#302 of 4901 | DIVVI WEALTH MANAGEMENT LLC | RIA · Boutique | 60.1 | 80.7 (3 advisors) | 84 | 12 | — | 0% |
#302 of 4901 | CRD 321217 | RIA · Boutique | 60.1 | 80.6 (3 advisors) | 81 | 12 | — | 0% |
#302 of 4901 | CRD 331144 | RIA · Boutique | 60.1 | 79.0 (3 advisors) | 86 | 16 | — | 33% |
#302 of 4901 | CRD 333971 | RIA · Boutique | 60.1 | 80.7 (4 advisors) | 82 | 12 | — | 0% |
#357 of 4901 | BLANKINSHIP & FOSTER, LLC | RIA · Boutique | 60.0 | 80.6 (7 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | S. R. SCHILL & ASSOCIATES, INC. | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 82 | 12 | — | 0% |
#357 of 4901 | SANTORI & PETERS | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | CFS INVESTMENT ADVISORY SERVICES LLC | RIA · Boutique | 60.0 | 80.6 (9 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | WHELAN FINANCIAL | RIA · Boutique | 60.0 | 80.6 (7 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | NEWMAN DIGNAN & SHEERAR, INC | RIA · Boutique | 60.0 | 80.6 (6 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | PERSONAL INVESTMENT MANAGEMENT INC | RIA · Boutique | 60.0 | 80.6 (4 advisors) | 85 | 12 | — | 0% |
#357 of 4901 | AMERICAN FINANCIAL ADVISORS INC | RIA · Boutique | 60.0 | 80.6 (7 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | RIA · Boutique | 60.0 | 80.6 (8 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | YOUR SOURCE FINANCIAL | RIA · Boutique | 60.0 | 80.5 (5 advisors) | 81 | 12 | — | 0% |
#357 of 4901 | D. SCOTT NEAL, INC. | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | LONG FAMILY OFFICE | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | PRISM FINANCIAL GROUP, L.L.C. | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 85 | 12 | — | 0% |
#357 of 4901 | PLANNING CAPITAL MANAGEMENT CORP. | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 85 | 12 | — | 0% |
#357 of 4901 | SHOTWELL RUTTER BAER INC | RIA · Boutique | 60.0 | 80.5 (4 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | KAHLER FINANCIAL GROUP, INC. | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | YOSEMITE CAPITAL MANAGEMENT | RIA · Boutique | 60.0 | 80.5 (4 advisors) | 81 | 12 | — | 0% |
#357 of 4901 | COMPASS FINANCIAL GROUP, INC. | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | STONEHEARTH CAPITAL MANAGEMENT | RIA · Boutique | 60.0 | 80.6 (4 advisors) | 85 | 12 | — | 0% |
