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 | STAGE 2 PLANNING PARTNERS | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | BONFIRE FINANCIAL, LLC | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | BERNARDO WEALTH PLANNING, LLC | RIA · Boutique | 60.0 | 80.5 (7 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | SHARPEPOINT, LLC | RIA · Boutique | 60.0 | 80.5 (5 advisors) | 76 | 12 | — | 0% |
#357 of 4901 | TANDEM FINANCIAL, LLC | RIA · Boutique | 60.0 | 80.6 (4 advisors) | 85 | 12 | — | 0% |
#357 of 4901 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | EVERGREEN WEALTH SOLUTIONS, LLC | RIA · Boutique | 60.0 | 80.5 (9 advisors) | 80 | 12 | — | 0% |
#357 of 4901 | BIRCHCREEK WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | PATHWAY ADVISORS, LLC | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | WAYFINDING FINANCIAL, LLC | RIA · Boutique | 60.0 | 80.6 (5 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | RIA WEALTH ADVISORS, LLC | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 82 | 12 | — | 0% |
#357 of 4901 | BEACON WEALTHCARE LLC | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | TRADEWINDS, LLC | RIA · Boutique | 60.0 | 80.5 (5 advisors) | 84 | 12 | — | 0% |
#357 of 4901 | CRD 328007 | RIA · Boutique | 60.0 | 80.6 (3 advisors) | 83 | 12 | — | 0% |
#357 of 4901 | CRD 336658 | RIA · Boutique | 60.0 | 80.5 (3 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | SHUFRO, ROSE & CO., LLC | RIA · Boutique | 59.9 | 80.4 (9 advisors) | 76 | 12 | — | 0% |
#416 of 4901 | CHASE INVESTMENT COUNSEL CORPORATION | RIA · Boutique | 59.9 | 80.5 (4 advisors) | 82 | 12 | — | 0% |
#416 of 4901 | CLUNE & ASSOCIATES | RIA · Boutique | 59.9 | 80.5 (3 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | WARWICK PARTNERS | RIA · Boutique | 59.9 | 80.5 (3 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | INVESTMENT ADVISORY PROFESSIONALS LLC | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | CANON CAPITAL INVESTMENT ADVISORY | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | JOHN MOORE & ASSOCIATES INC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 86 | 12 | — | 0% |
#416 of 4901 | SPRINKLE FINANCIAL CONSULTANTS LLC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | DICKINSON INVESTMENT ADVISORS | RIA · Boutique | 59.9 | 80.5 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | WHITE & COMPANY FINANCIAL PLANNING, INC. | RIA · Boutique | 59.9 | 80.4 (5 advisors) | 83 | 12 | — | 0% |
