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 | D'ORAZIO & ASSOCIATES, INC. | RIA · Boutique | 59.5 | 79.9 (6 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | DBA STONE WEALTH MANAGEMENT | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | GRYPHON ADVISORS, LLC | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | OFC WEALTH MANAGEMENT | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | YARDLEY WEALTH MANAGEMENT LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | HOLLAND ADVISORY SERVICES, INC. | RIA · Boutique | 59.5 | 79.9 (6 advisors) | 82 | 12 | — | 0% |
#693 of 4901 | MV CAPITAL MANAGEMENT, INC. | RIA · Boutique | 59.5 | 79.9 (9 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | HIGHLAND CAPITAL ADVISORS, LLC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | CALLAN CAPITAL, LLC | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | WSA AFFILIATES, LLC | RIA · Boutique | 59.5 | 79.8 (6 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | HERITAGE ASSET ADVISORS LTD., LLP | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | BARRY INVESTMENT ADVISORS, LLC | RIA · Boutique | 59.5 | 79.9 (5 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | PROSPERITY FINANCIAL GROUP, INC. | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 82 | 12 | — | 0% |
#693 of 4901 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | MERITAS WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (5 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | TJT CAPITAL GROUP, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | GUIDESTREAM FINANCIAL, INC. | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | HAYDEN HARPER WEALTH ADVISORY, LLC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 82 | 12 | — | 0% |
#693 of 4901 | GOLDEN TRAIL ADVISERS | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | GALVIN, GAUSTAD & STEIN, LLC | RIA · Boutique | 59.5 | 79.9 (6 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | SMB FINANCIAL SERVICES, INC. | RIA · Boutique | 59.5 | 79.8 (6 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | MBIA CAPITAL ADVISORS | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | NEW HARBOR FINANCIAL GROUP, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | GREENBELT INVESTMENT ADVISORS, LLC | RIA · Boutique | 59.5 | 79.9 (5 advisors) | 85 | 12 | — | 0% |
