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 |
|---|---|---|---|---|---|---|---|---|
#480 of 4901 | DESERANNO WEALTH MANAGEMENT | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | PALISADE INVESTMENTS, LLC | RIA · Boutique | 59.8 | 80.2 (4 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | HOPWOOD FINANCIAL SERVICES, INC. | RIA · Boutique | 59.8 | 80.3 (6 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | GRAY PRIVATE WEALTH, LLC | RIA · Boutique | 59.8 | 80.2 (4 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | STEFFES FINANCIAL, LTD | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | ALLODIUM INVESTMENT CONSULTANTS, LLC | RIA · Boutique | 59.8 | 80.3 (6 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | MENDOTA FINANCIAL GROUP, LLC | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 85 | 12 | — | 0% |
#480 of 4901 | NFI, LLC | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | MERIT FINANCIAL PARTNERS LLC | RIA · Boutique | 59.8 | 80.4 (5 advisors) | 85 | 12 | — | 0% |
#480 of 4901 | HIGHLAND INVESTMENT ADVISORS LLC | RIA · Boutique | 59.8 | 80.2 (5 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | CAIRN INVESTMENT GROUP | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | CYPRESS POINT WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | ADVISORS FINANCIAL, INC. | RIA · Boutique | 59.8 | 80.3 (6 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | THE HELMSTAR GROUP, LLC | RIA · Boutique | 59.8 | 80.3 (8 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | AUXANO ADVISORS | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | BLUE SUMMIT WEALTH MANAGEMENT | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | RESTON WEALTH MANAGEMENT | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | DAVIS CAPITAL MANAGEMENT | RIA · Boutique | 59.8 | 80.2 (4 advisors) | 85 | 12 | — | 0% |
#480 of 4901 | RHS FINANCIAL, LLC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | EVOADVISERS | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | LEAP WEALTH MANAGEMENT | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | D2 CAPITAL MANAGEMENT | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 82 | 12 | — | 0% |
#480 of 4901 | RESEARCH & PORTFOLIO MANAGEMENT | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | KEYSTONE WEALTH ADVISORS | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 78 | 12 | — | 0% |
#480 of 4901 | MILLS WEALTH ADVISORS, LLC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 84 | 12 | — | 0% |
