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 |
|---|---|---|---|---|---|---|---|---|
#693 of 4901 | EDGEMOOR INVESTMENT ADVISORS, INC. | RIA · Boutique | 59.5 | 79.8 (6 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | ML&R WEALTH MANAGEMENT LLC | RIA · Boutique | 59.5 | 79.9 (7 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | ACCESS FINANCIAL RESOURCES INC. | RIA · Boutique | 59.5 | 79.9 (9 advisors) | 82 | 12 | — | 0% |
#693 of 4901 | HERRMANN & COOKE WEALTH MANAGEMENT | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | ROYAL AMERICAN FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | RESOURCE PLANNING GROUP, LTD. | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | ACCRUENT WEALTH ADVISORS | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | SOUNDVIEW ADVISORS | RIA · Boutique | 59.5 | 79.8 (6 advisors) | 82 | 12 | — | 0% |
#693 of 4901 | PACIFIC ASSET MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | ACCESS FINANCIAL SERVICES, INC. | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | STRATEGIC ASSET MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | TRANSITION FINANCIAL ADVISORS GROUP, INC. | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | R.O.I. | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | PILGRIMS CAPITAL ADVISORS, INC. | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | CAPSTONE WEALTH ADVISORS,INC. | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | OATLEY & DIAK, LLC. | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | WISE PLANNING, INC. | RIA · Boutique | 59.5 | 79.8 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | JVL WEALTH STRATEGIES | RIA · Boutique | 59.5 | 79.8 (5 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | THE PROSPERITY PEOPLE | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | FMF&E WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | SAGEBROADVIEW WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (6 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | APPLE & ASSOCIATES | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | 360 WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | ALIGN WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 85 | 12 | — | 0% |
