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 | LOCKSHIELD PARTNERS, INC. | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | BETTERWEALTH LLC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | MARIETTA WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.9 | 80.4 (9 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | BOSTONPREMIER WEALTH | RIA · Boutique | 59.9 | 80.5 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | CAPITOL PRIVATE WEALTH GROUP LLC | RIA · Boutique | 59.9 | 80.5 (6 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | BLUESPHERE ADVISORS LLC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | INTEGRATED CAPITAL MANAGEMENT | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | MAGNUS FINANCIAL GROUP LLC | RIA · Boutique | 59.9 | 80.4 (6 advisors) | 79 | 12 | — | 0% |
#416 of 4901 | HAMILTON WEALTH, LLC | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | NRG WEALTH MANAGEMENT | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | 994 GROUP | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | RANGE FINANCIAL GROUP, LLC | RIA · Boutique | 59.9 | 80.5 (5 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | PLANVEST FINANCIAL, INC. | RIA · Boutique | 59.9 | 80.4 (5 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | SOUTHERN CAPITAL ADVISORS, LLC | RIA · Boutique | 59.9 | 80.5 (4 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | BEST INVEST | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | GREAT DIAMOND PARTNERS, LLC | RIA · Boutique | 59.9 | 80.4 (6 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | BASS AND BELL, INC. | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | METIS WEALTH MANAGEMENT & PLANNING LLC | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | IAM ADVISORY LLC | RIA · Boutique | 59.9 | 80.4 (8 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | PURSUIT WEALTH MANAGMENT LLC | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 81 | 12 | — | 0% |
#416 of 4901 | MAINSTREET RIA LLC | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | NORTHCAPE WEALTH MANAGEMENT | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | PREMIER PRIVATE WEALTH, LLC | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
