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 | ASHWORTH SULLIVAN WEALTH ADVISORS LLC | RIA · Boutique | 59.6 | 79.9 (4 advisors) | 75 | 12 | — | 0% |
#623 of 4901 | HNP CAPITAL LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | MARKET GUARD | RIA · Boutique | 59.6 | 80.1 (6 advisors) | 86 | 12 | — | 0% |
#623 of 4901 | NAUTILUS ADVISORS LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | AVEO CAPITAL PARTNERS, LLC | RIA · Boutique | 59.6 | 80.0 (6 advisors) | 86 | 12 | — | 0% |
#623 of 4901 | SYCAMORE FINANCIAL PLANNING, LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | PACIFIC CAPITAL ASSOCIATES | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | HERITAGE WEALTH ARCHITECTS, INC. | RIA · Boutique | 59.6 | 80.1 (4 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | CHARTER WEALTH MANAGEMENT | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | TRUE PRIVATE WEALTH ADVISORS, LLC | RIA · Boutique | 59.6 | 80.0 (6 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | CEDAR WEALTH MANAGEMENT | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | SIGNAL RIDGE CAPITAL PARTNERS, LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | ACORN WEALTH ADVISORS, LLC | RIA · Boutique | 59.6 | 80.0 (8 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | NOTE ADVISORS, LLC | RIA · Boutique | 59.6 | 80.1 (4 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | CAMERONDOWNING, INC. | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | SYNERGY WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | IFAM CAPITAL | RIA · Boutique | 59.6 | 80.0 (7 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | BERKELEY CAPITAL PARTNERS, LLC | RIA · Boutique | 59.6 | 80.1 (8 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | MEDICUS WEALTH PLANNING, INC. | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | BRIDGE CAPITAL CONSULTING, LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | SIGNATURE FINANCIAL ADVISORS | RIA · Boutique | 59.6 | 80.1 (4 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | ORIN GREEN FINANCIAL, LLC | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 80 | 12 | — | 0% |
#623 of 4901 | ROBBINS FARLEY LLC | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | ALTERA PRIVATE ACCESS, LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | KELLETT SCHAFFNER WEALTH ADVISORS LLC | RIA · Boutique | 59.6 | 80.1 (4 advisors) | 84 | 12 | — | 0% |
