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 |
|---|---|---|---|---|---|---|---|---|
#416 of 4901 | BERKELEY, INC | RIA · Boutique | 59.9 | 80.5 (4 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | CHESAPEAKE INVESTMENT MANAGEMENT LLC | RIA · Boutique | 59.9 | 80.4 (6 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | COATS FINANCIAL PLANNING | RIA · Boutique | 59.9 | 80.5 (5 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | INFINITI WEALTH MANAGEMENT | RIA · Boutique | 59.9 | 80.5 (3 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | LUCAS GROUP FINANCIAL PLANNERS, INC. | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 82 | 12 | — | 0% |
#416 of 4901 | KENDALL CAPITAL MANAGEMENT | RIA · Boutique | 59.9 | 80.4 (6 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | MONARCH WEALTH STRATEGIES | RIA · Boutique | 59.9 | 80.4 (5 advisors) | 78 | 12 | — | 0% |
#416 of 4901 | BURKETT FINANCIAL SERVICES, LLC | RIA · Boutique | 59.9 | 80.4 (5 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | MASON & ASSOCIATES, INC. | RIA · Boutique | 59.9 | 80.4 (6 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | NORMANDY CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.9 | 80.4 (5 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | RIA · Boutique | 59.9 | 80.5 (4 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | SEVEN HILLS FINANCIAL, LLC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | SAGEVEST WEALTH MANAGEMENT | RIA · Boutique | 59.9 | 80.5 (4 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | BLUE BISON INVESTMENTS | RIA · Boutique | 59.9 | 80.5 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | NCM CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | PARTNERS IN FINANCIAL PLANNING, LLC | RIA · Boutique | 59.9 | 80.4 (7 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | CORE FINANCIAL | RIA · Boutique | 59.9 | 80.5 (3 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | ALLOS INVESTMENT ADVISORS, LLC | RIA · Boutique | 59.9 | 80.5 (7 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | HC ADVISORS LLC | RIA · Boutique | 59.9 | 80.4 (6 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | INTEGRITY WEALTH PARTNERS, LLC | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | REVO FINANCIAL, LLC | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | RUEDI WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.9 | 80.4 (5 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | FAIRHAVEN WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.9 | 80.4 (5 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | PROVIDENCE CAPITAL ADVISORS, LLC | RIA · Boutique | 59.9 | 80.5 (5 advisors) | 82 | 12 | — | 0% |
