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 | TBH GLOBAL ASSET MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.1 (8 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | HARVEST FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.7 | 80.1 (5 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | PINNACLE FAMILY ADVISORS, LLC | RIA · Boutique | 59.7 | 80.2 (5 advisors) | 81 | 12 | — | 0% |
#550 of 4901 | BELLWETHER INVESTMENT GROUP, LLC | RIA · Boutique | 59.7 | 80.1 (5 advisors) | 86 | 12 | — | 0% |
#550 of 4901 | MONTE FINANCIAL GROUP, LLC | RIA · Boutique | 59.7 | 80.2 (4 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | NORTHLINE WEALTH MANAGEMENT LLC | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | CAISSA WEALTH STRATEGIES | RIA · Boutique | 59.7 | 80.2 (6 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | KUBHERA ENTERPRISES LLC | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | STEWARD ADVISORS, LLC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | NOVUS ADVISORS | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | PALLER FINANCIAL SERVICES, INC. | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | AAF WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.1 (6 advisors) | 85 | 12 | — | 0% |
#550 of 4901 | LEDGE WEALTH | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | SILVERHAWK ASSET MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.1 (8 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | BAMBOO WEALTH STRATEGIES | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | FLOURISH WEALTH MANAGEMENT INC. | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 85 | 12 | — | 0% |
#550 of 4901 | SILVERPEAK WEALTH ADVISORS | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 80 | 12 | — | 0% |
#550 of 4901 | NAVIGATE PRIVATE WEALTH, LLC | RIA · Boutique | 59.7 | 80.1 (9 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | SWORDS WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 85 | 12 | — | 0% |
#550 of 4901 | WOODSIDE WEALTH MANAGEMENT | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | TIMESCALE FINANCIAL, INC. | RIA · Boutique | 59.7 | 80.1 (5 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | FORTHRIGHT WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | WEALTH DIMENSIONS FAMILY OFFICE, INC | RIA · Boutique | 59.7 | 80.2 (5 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | CULTIVATING WEALTH | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | MILESTONE ASSET MANAGEMENT GROUP, LLC | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
