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 | IGNITE PLANNERS LLC | RIA · Boutique | 59.6 | 80.0 (5 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | AFFINITY WEALTH MANAGEMENT LLC | RIA · Boutique | 59.6 | 80.0 (9 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | MALVERN CAPITAL MANAGEMENT | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | SALOMON AND LUDWIN | RIA · Boutique | 59.6 | 80.0 (6 advisors) | 82 | 12 | — | 0% |
#623 of 4901 | CARTER ASSET MANAGEMENT | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | VALTINSON BRUNER FINANCIAL PLANNING | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 86 | 12 | — | 0% |
#623 of 4901 | CARTER FINANCIAL, LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | MAG CAP | RIA · Boutique | 59.6 | 80.0 (7 advisors) | 86 | 12 | — | 0% |
#623 of 4901 | THE PLANNING GROUP | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | TAYLOR SECURITIES SERVICES, INC. | RIA · Boutique | 59.6 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | WESTLAKE WEALTH MANAGEMENT LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | CAPITAL ADVISORS WEALTH MANAGEMENT | RIA · Boutique | 59.6 | 80.0 (4 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | YARGER WEALTH STRATEGIES, LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 85 | 12 | — | 0% |
#623 of 4901 | CERRO PACIFIC WEALTH ADVISORS, LLC | RIA · Boutique | 59.6 | 80.1 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | EVIDENCE WEALTH, LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 83 | 12 | — | 0% |
#623 of 4901 | CHEMISTRY WEALTH MANAGEMENT LLC | RIA · Boutique | 59.6 | 80.0 (3 advisors) | 84 | 12 | — | 0% |
#623 of 4901 | ARMSTRONG ADVISORY GROUP INC. | RIA · Boutique | 59.6 | 80.0 (7 advisors) | 86 | 12 | — | 0% |
#693 of 4901 | CAMBRIDGE ADVISORS INC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | PROFESSIONAL ADVISORY SERVICES INC | RIA · Boutique | 59.5 | 79.8 (8 advisors) | 82 | 12 | — | 0% |
#693 of 4901 | COMPASS ASSET MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.8 (4 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | VERUS FINANCIAL PARTNERS | RIA · Boutique | 59.5 | 79.9 (9 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | PROVIDENT WEALTH MANAGEMENT INC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 79 | 12 | — | 0% |
#693 of 4901 | ASPYRE WEALTH PARTNERS | RIA · Boutique | 59.5 | 79.9 (8 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | WADE FINANCIAL ADVISORY, INC. | RIA · Boutique | 59.5 | 79.9 (5 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | SCHULTZ FINANCIAL GROUP INCORPORATED | RIA · Boutique | 59.5 | 79.8 (6 advisors) | 84 | 12 | — | 0% |
