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 | CORE WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.8 | 80.4 (3 advisors) | 82 | 12 | — | 0% |
#480 of 4901 | INSPIRION WEALTH ADVISORS, LLC | RIA · Boutique | 59.8 | 80.4 (8 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | ASPEN LEAF WEALTH MANAGEMENT, PBC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | COCO ENTERPRISES, LLC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | DYNAMIC WEALTH STRATEGIES, LLC | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | KOTYS WEALTH PROFESSIONALS | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | ETF MODEL SOLUTIONS, LLC | RIA · Boutique | 59.8 | 80.3 (6 advisors) | 81 | 12 | — | 0% |
#480 of 4901 | CERDA MUNOZ ADVISORS, INC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | SKYLINE ADVISORS, INC. | RIA · Boutique | 59.8 | 80.4 (5 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | OAK STREET ADVISORY GROUP, LLC | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | PLC WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | BRICKLEY WEALTH MANAGEMENT | RIA · Boutique | 59.8 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | ATTICUS WEALTH MANAGEMENT | RIA · Boutique | 59.8 | 80.3 (5 advisors) | 81 | 12 | — | 0% |
#480 of 4901 | ALLRED CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | VINOBLE GROUP | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC | RIA · Boutique | 59.8 | 80.3 (6 advisors) | 80 | 12 | — | 0% |
#480 of 4901 | SYNERGY FINANCIAL PARTNERS, LLC | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 85 | 12 | — | 0% |
#480 of 4901 | FFG RETIREMENT COUNSELING | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | PENSION & WEALTH MANAGEMENT ADVISORS | RIA · Boutique | 59.8 | 80.4 (4 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | TRANSITUS WEALTH PARTNERS LLC | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 78 | 12 | — | 0% |
#480 of 4901 | SIGNAL TREE FINANCIAL PARTNERS LLC | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 83 | 12 | — | 0% |
#480 of 4901 | FIDERE ADVISORS | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 86 | 12 | — | 0% |
#480 of 4901 | CRD 329313 | RIA · Boutique | 59.8 | 80.3 (4 advisors) | 84 | 12 | — | 0% |
#480 of 4901 | CRD 338797 | RIA · Boutique | 59.8 | 80.3 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | DREHER FINANCIAL PARTNERS | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
