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 |
|---|---|---|---|---|---|---|---|---|
#550 of 4901 | SHARKEY HOWES & JAVER INC | RIA · Boutique | 59.7 | 80.2 (8 advisors) | 81 | 12 | — | 0% |
#550 of 4901 | ASSET ADVISORY GROUP INC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | DROMS STRAUSS WEALTH MANAGEMENT | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 82 | 12 | — | 0% |
#550 of 4901 | SYCAMORE FINANCIAL ADVISORS, INC. | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 82 | 12 | — | 0% |
#550 of 4901 | ZEMENICK & WALKER INC | RIA · Boutique | 59.7 | 80.1 (7 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | U.S. FINANCIAL ADVISORS | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | DIVERSIFIED PORTFOLIOS, INC. | RIA · Boutique | 59.7 | 80.1 (6 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | SK WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.1 (5 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | LOWERY THOMAS, LLC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | NIX WEALTH MANAGEMENT | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 85 | 12 | — | 0% |
#550 of 4901 | TAYLOR FINANCIAL GROUP, INC. | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 86 | 12 | — | 0% |
#550 of 4901 | MULLOOLY ASSET MANAGEMENT, INC. | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | RIA · Boutique | 59.7 | 80.2 (4 advisors) | 85 | 12 | — | 0% |
#550 of 4901 | WOODFIELD FINANCIAL ADVISORS, INC. | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | FINANCIAL SOLUTIONS ADVISORY GROUP | RIA · Boutique | 59.7 | 80.1 (7 advisors) | 82 | 12 | — | 0% |
#550 of 4901 | DAY & ENNIS, LLC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | WEALTH CARE LLC | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | ZIMMERMAN WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.2 (4 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | R.P. BOGGS & CO. WEALTH MANAGEMENT | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | KB FINANCIAL ADVISORS LLC | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | OAK ADVISORS, LLC | RIA · Boutique | 59.7 | 80.1 (7 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | GREENE WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | JRM INVESTMENT COUNSEL. | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 85 | 12 | — | 0% |
#550 of 4901 | CHF WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.2 (4 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | MARMO FINANCIAL GROUP, LLC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
