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 |
|---|---|---|---|---|---|---|---|---|
#45 of 4901 | CLIENT 1ST ADVISORY GROUP | RIA · Boutique | 61.1 | 82.1 (5 advisors) | 81 | 12 | — | 0% |
#45 of 4901 | AUSTIN WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.1 | 82.1 (3 advisors) | 82 | 12 | — | 0% |
#45 of 4901 | GREAT OAK CAPITAL PARTNERS, LLC | RIA · Boutique | 61.1 | 82.1 (3 advisors) | 83 | 12 | — | 0% |
#45 of 4901 | COLUMBIA RIVER FINANCIAL GROUP | RIA · Boutique | 61.1 | 82.1 (4 advisors) | 83 | 12 | — | 0% |
#45 of 4901 | IMPACTFOLIO LLC | RIA · Boutique | 61.1 | 82.2 (3 advisors) | 83 | 12 | — | 0% |
#45 of 4901 | BOYD WEALTH MANAGEMENT, LLC | RIA · Boutique | 61.1 | 82.1 (3 advisors) | 84 | 12 | — | 0% |
#45 of 4901 | BRANDYWINE OAK PRIVATE WEALTH LLC | RIA · Boutique | 61.1 | 82.2 (4 advisors) | 84 | 12 | — | 0% |
#58 of 4901 | FINANCIAL ADVISORY CORPORATION | RIA · Boutique | 61.0 | 81.9 (6 advisors) | 83 | 12 | — | 0% |
#58 of 4901 | LESJAK PLANNING, LLC | RIA · Boutique | 61.0 | 82.0 (5 advisors) | 84 | 12 | — | 0% |
#58 of 4901 | ECLECTIC ASSOCIATES, INC. | RIA · Boutique | 61.0 | 82.0 (9 advisors) | 83 | 12 | — | 0% |
#58 of 4901 | RZH ADVISORS LLC | RIA · Boutique | 61.0 | 81.9 (7 advisors) | 86 | 12 | — | 0% |
#58 of 4901 | STILLWATER CAPITAL ADVISORS, LLC | RIA · Boutique | 61.0 | 82.0 (3 advisors) | 83 | 12 | — | 0% |
#58 of 4901 | COVENANT WEALTH ADVISORS | RIA · Boutique | 61.0 | 82.0 (5 advisors) | 82 | 12 | — | 0% |
#58 of 4901 | CAPITAL PLANNING LLC | RIA · Boutique | 61.0 | 82.1 (5 advisors) | 85 | 12 | — | 0% |
#58 of 4901 | MASON & ASSOCIATES, LLC | RIA · Boutique | 61.0 | 82.0 (5 advisors) | 86 | 12 | — | 0% |
#66 of 4901 | INTRINSIC WEALTH COUNSEL, INC. | RIA · Boutique | 60.9 | 81.9 (4 advisors) | 83 | 12 | — | 0% |
#66 of 4901 | FIRESTONE CAPITAL MANAGEMENT INC | RIA · Boutique | 60.9 | 81.9 (6 advisors) | 84 | 12 | — | 0% |
#66 of 4901 | ROOF EIDAM MAYCOCK PERALTA LLC | RIA · Boutique | 60.9 | 81.9 (4 advisors) | 85 | 12 | — | 0% |
#66 of 4901 | TGS FINANCIAL ADVISORS | RIA · Boutique | 60.9 | 81.9 (7 advisors) | 85 | 12 | — | 0% |
#66 of 4901 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.9 | 81.8 (5 advisors) | 84 | 12 | — | 0% |
#66 of 4901 | TRUSTWELL FINANCIAL ADVISORS, LLC | RIA · Boutique | 60.9 | 81.9 (5 advisors) | 84 | 12 | — | 0% |
#66 of 4901 | CAPITOL FINANCIAL CONSULTANTS, INC. | RIA · Boutique | 60.9 | 81.8 (3 advisors) | 83 | 12 | — | 0% |
#66 of 4901 | GEORGE M. HILLER COMPANIES, LLC | RIA · Boutique | 60.9 | 81.8 (5 advisors) | 82 | 12 | — | 0% |
#66 of 4901 | PATHWAY FINANCIAL ADVISORS, LLC | RIA · Boutique | 60.9 | 81.9 (6 advisors) | 84 | 12 | — | 0% |
#66 of 4901 | TRUE WEALTH DESIGN, LLC | RIA · Boutique | 60.9 | 81.8 (5 advisors) | 83 | 12 | — | 0% |
