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 |
|---|---|---|---|---|---|---|---|---|
#357 of 4901 | LANDMARK FINANCIAL ADVISORS, LLC | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | SILVERLEAFE CAPITAL PARTNERS, LLC | RIA · Boutique | 60.0 | 80.5 (5 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | SCHAEFFER FINANCIAL LLC | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | AEGIS WEALTH | RIA · Boutique | 60.0 | 80.5 (5 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | TRINITY CAPITAL MANAGEMENT, LLC | RIA · Boutique | 60.0 | 80.5 (5 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | MKD WEALTH COACHES, LLC | RIA · Boutique | 60.0 | 80.6 (4 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | HUGHES WARREN, INC. | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | WACKER WEALTH PARTNERS, LLC | RIA · Boutique | 60.0 | 80.6 (6 advisors) | 82 | 12 | — | 0% |
#357 of 4901 | PARADIGM WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.0 | 80.5 (4 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | PROSPETTIVA FINANCIAL | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | OAK WEALTH ADVISORS LLC | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | DLK INVESTMENT MANAGEMENT | RIA · Boutique | 60.0 | 80.5 (5 advisors) | 82 | 12 | — | 0% |
#357 of 4901 | CYPRESS FINANCIAL PLANNING | RIA · Boutique | 60.0 | 80.6 (5 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | SIERRA WEALTH GROUP, LLC | RIA · Boutique | 60.0 | 80.6 (5 advisors) | 79 | 12 | — | 0% |
#357 of 4901 | TOPTURN CAPITAL, LLC | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | PROFESSIONAL FINANCIAL MANAGEMENT, INC. | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | TRICORD ADVISORS, INC. | RIA · Boutique | 60.0 | 80.5 (4 advisors) | 85 | 12 | — | 0% |
#357 of 4901 | THE CLARK GROUP ASSET MANAGEMENT | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | INDELIBLE WEALTH GROUP | RIA · Boutique | 60.0 | 80.6 (5 advisors) | 86 | 12 | — | 0% |
#357 of 4901 | MILESTONE INVESTMENT ADVISORS, LLC | RIA · Boutique | 60.0 | 80.5 (7 advisors) | 85 | 12 | — | 0% |
#357 of 4901 | BIRCHWOOD FINANCIAL PARTNERS, INC. | RIA · Boutique | 60.0 | 80.5 (7 advisors) | 82 | 12 | — | 0% |
#357 of 4901 | MONTEREY WEALTH | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 85 | 12 | — | 0% |
#357 of 4901 | MADISON PARK CAPITAL ADVISORS, LLC | RIA · Boutique | 60.0 | 80.6 (4 advisors) | 85 | 12 | — | 0% |
#357 of 4901 | OCTOBER EFFECT LTD. | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | ENLIGHTENED FINANCE LLC | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
