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 |
|---|---|---|---|---|---|---|---|---|
#623 of 4901 | ROBERTS, GLORE & CO. | RIA · Boutique | 59.6 | 80.0 (5 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | WHITE PINE INVESTMENT CO | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | TEXAS ASSET MANAGEMENT | RIA · Boutique | 59.6 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | HEARTLAND CAPITAL ADVISORS, L.C. | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | ALLIANT WEALTH ADVISORS | RIA · Boutique | 59.6 | 80.1 (5 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | SHANKERVALLEAU WEALTH ADVISORS, INC. | RIA · Boutique | 59.6 | 80.0 (5 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | PILLAR WEALTH MANAGEMENT CO. | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | J M BROWN FINANCIAL PARTNERS | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | ANDREWS ADVISORY ASSOCIATES, LLC | RIA · Boutique | 59.6 | 80.0 (5 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | CONSOLIDATED FINANCIAL | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 80 | 12 | — | 0% |
#623 of 4901 | RIGGS CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.6 | 80.1 (5 advisors) | 80 | 12 | — | 0% |
#623 of 4901 | SWISHER FINANCIAL CONCEPTS, INC. | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | LONGVIEW FINANCIAL ADVISORS, INC. | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | GOEPPER BURKHARDT LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | INVESTOLOGY INC. | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | NORTHSTAR FINANCIAL PLANNERS, INC. | RIA · Boutique | 59.6 | 80.0 (6 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | ANCHOR INVESTMENT MANAGEMENT | RIA · Boutique | 59.6 | 80.0 (6 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | ASSET STRATEGY ADVISORS, LLC | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 80 | 12 | — | 0% |
#623 of 4901 | PARAKLETE FINANCIAL, INC. | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | COPPERWYND FINANCIAL | RIA · Boutique | 59.6 | 80.1 (3 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | MILLER FINANCIAL SERVICES LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | RIA · Boutique | 59.6 | 79.9 (5 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | STRATEGENT FINANCIAL, LLC | RIA · Boutique | 59.6 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | BRYANT & BRANNOCK, LLC. | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | ASCENDOR WEALTH, LLC | RIA · Boutique | 59.6 | 79.9 (5 advisors) | 83 | 12 | — | 0% |
