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 | NILSINE PARTNERS, LLC | RIA · Boutique | 59.9 | 80.5 (5 advisors) | 84 | 12 | — | 0% |
#416 of 4901 | SWEET FINANCIAL PARTNERS, LLC | RIA · Boutique | 59.9 | 80.4 (5 advisors) | 85 | 12 | — | 0% |
#416 of 4901 | VERTEX PARTNERS | RIA · Boutique | 59.9 | 80.4 (4 advisors) | 83 | 12 | — | 0% |
#416 of 4901 | HOXTON PLANNING & MANAGEMENT, LLC | RIA · Boutique | 59.9 | 80.4 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | FIERSTON FINANCIAL GROUP INC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | SMITHBRIDGE ASSET MANAGEMENT INC | RIA · Boutique | 59.8 | 80.2 (5 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | DIVERSIFIED MANAGEMENT INC | RIA · Boutique | 59.8 | 80.3 (8 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | THE H GROUP, INC. | RIA · Boutique | 59.8 | 80.3 (8 advisors) | 81 | 12 | — | 0% |
#480 of 4901 | DELTA FINANCIAL GROUP, INC. | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | BOYD FINANCIAL STRATEGIES, INC. | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | MERIDIAN INVESTMENT ADVISORS, INC. | RIA · Boutique | 59.8 | 80.2 (4 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | FLYING POINT FINANCIAL, INC. | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | TOTAL INVESTMENT MANAGEMENT, INC. | RIA · Boutique | 59.8 | 80.3 (7 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | SUMMIT ASSET MANAGEMENT LLC | RIA · Boutique | 59.8 | 80.2 (6 advisors) | 82 | 12 | — | 0% |
#480 of 4901 | BALLEW ADVISORS INC | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT | RIA · Boutique | 59.8 | 80.3 (6 advisors) | 85 | 12 | — | 0% |
#480 of 4901 | GRUNDEN FINANCIAL ADVISORY, INC. | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | RIA · Boutique | 59.8 | 80.3 (6 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | COMPASS CAPITAL CORPORATION | RIA · Boutique | 59.8 | 80.2 (8 advisors) | 80 | 12 | — | 0% |
#480 of 4901 | PINNACLE WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | TRIBECA FINANCIAL, LLC | RIA · Boutique | 59.8 | 80.2 (6 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | SPECTRUM ADVISORS, INC. | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 81 | 12 | — | 0% |
#480 of 4901 | CHARTMARK INVESTMENTS, INC. | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | SHILANSKI & ASSOCIATES, INC. | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 80 | 12 | — | 0% |
#480 of 4901 | MACRO ADVISORS, INC. | RIA · Boutique | 59.8 | 80.2 (8 advisors) | 83 | 12 | — | 0% |
