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 | MILESTONE FINANCIAL PLANNING, LLC | RIA · Boutique | 59.7 | 80.1 (7 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | CERTIOR FINANCIAL GROUP, LLC | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 82 | 12 | — | 0% |
#550 of 4901 | BDFS CAPITAL LLC | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 79 | 12 | — | 0% |
#550 of 4901 | ENSO WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.1 (7 advisors) | 81 | 12 | — | 0% |
#550 of 4901 | ELEVATE CAPITAL ADVISORS | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | BRICKWORK FINANCIAL PLANNING, LTD | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | MONON WEALTH MANAGEMENT | RIA · Boutique | 59.7 | 80.1 (7 advisors) | 81 | 12 | — | 0% |
#550 of 4901 | CAPASSO PLANNING PARTNERS LLC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | BSG ADVISERS | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | HASSELL WEALTH MANAGEMENT | RIA · Boutique | 59.7 | 80.1 (5 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | BABB WEALTH ADVISORS LLC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | ASPIRE CAPITAL ADVISORS LLC | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | ACCRETIVE WEALTH PARTNERS, LLC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | KATHMERE CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.7 | 80.2 (8 advisors) | 82 | 12 | — | 0% |
#550 of 4901 | WESTVIEW INVESTMENT ADVISORS | RIA · Boutique | 59.7 | 80.2 (3 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | AIRE ADVISORS, LLC | RIA · Boutique | 59.7 | 80.2 (7 advisors) | 80 | 12 | — | 0% |
#550 of 4901 | HERITAGE WEALTH ADVISORS | RIA · Boutique | 59.7 | 80.1 (3 advisors) | 83 | 12 | — | 0% |
#550 of 4901 | VICKERMAN INVESTMENT ADVISORS, INC. | RIA · Boutique | 59.7 | 80.2 (4 advisors) | 85 | 12 | — | 0% |
#550 of 4901 | LIBERTY ONE WEALTH ADVISORS | RIA · Boutique | 59.7 | 80.2 (4 advisors) | 84 | 12 | — | 0% |
#550 of 4901 | CRD 324250 | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 82 | 12 | — | 0% |
#550 of 4901 | CRD 336245 | RIA · Boutique | 59.7 | 80.1 (4 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | BMO ASSET MANAGEMENT CORP. | RIA · Boutique | 59.6 | 80.0 (5 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | WHITENER CAPITAL MANAGEMENT, INC | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | HANSON & DOREMUS INVESTMENT MANAGEMENT | RIA · Boutique | 59.6 | 80.0 (9 advisors) | 85 | 12 | — | 0% |
