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 |
|---|---|---|---|---|---|---|---|---|
#66 of 4901 | ASSET MANAGEMENT RESOURCES, LLC | RIA · Boutique | 60.9 | 81.9 (6 advisors) | 85 | 12 | — | 0% |
#66 of 4901 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | RIA · Boutique | 60.9 | 81.8 (5 advisors) | 83 | 12 | — | 0% |
#66 of 4901 | ALTUS WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.9 | 81.8 (4 advisors) | 85 | 12 | — | 0% |
#66 of 4901 | FRONTIER WEALTH STRATEGIES L.P. | RIA · Boutique | 60.9 | 81.9 (4 advisors) | 84 | 12 | — | 0% |
#66 of 4901 | FINANCIAL PLANNING SOLUTIONS, LLC | RIA · Boutique | 60.9 | 81.8 (4 advisors) | 84 | 12 | — | 0% |
#66 of 4901 | ENTRUST FINANCIAL LLC | RIA · Boutique | 60.9 | 81.8 (4 advisors) | 84 | 12 | — | 0% |
#66 of 4901 | STONY POINT WEALTH MANAGEMENT INC. | RIA · Boutique | 60.9 | 81.9 (5 advisors) | 82 | 12 | — | 0% |
#66 of 4901 | R2 WEALTH MANAGEMENT PARTNERS | RIA · Boutique | 60.9 | 81.8 (3 advisors) | 85 | 12 | — | 0% |
#66 of 4901 | BALLAST ADVISORS, LLC | RIA · Boutique | 60.9 | 81.8 (5 advisors) | 84 | 12 | — | 0% |
#66 of 4901 | THEORY FINANCIAL | RIA · Boutique | 60.9 | 81.9 (4 advisors) | 83 | 12 | — | 0% |
#66 of 4901 | WMS WEALTH PLANNERS | RIA · Boutique | 60.9 | 81.9 (3 advisors) | 78 | 12 | — | 0% |
#66 of 4901 | SHEPHERD WEALTH & RETIREMENT LLC | RIA · Boutique | 60.9 | 81.8 (3 advisors) | 86 | 12 | — | 0% |
#66 of 4901 | BROWN | MILLER WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.9 | 81.8 (6 advisors) | 84 | 12 | — | 0% |
#89 of 4901 | F.I.G. FINANCIAL ADVISORY SERVICES, INC. | RIA · Boutique | 60.8 | 81.7 (3 advisors) | 83 | 12 | — | 0% |
#89 of 4901 | CRESCENT STERLING LTD. | RIA · Boutique | 60.8 | 81.7 (3 advisors) | 83 | 12 | — | 0% |
#89 of 4901 | CTS FINANCIAL PLANNING, INC. | RIA · Boutique | 60.8 | 81.7 (4 advisors) | 83 | 12 | — | 0% |
#89 of 4901 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | RIA · Boutique | 60.8 | 81.7 (3 advisors) | 84 | 12 | — | 0% |
#89 of 4901 | DIVERSIFIED, LLC | RIA · Boutique | 60.8 | 81.7 (9 advisors) | 80 | 12 | — | 0% |
#89 of 4901 | INDEPENDENT WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.8 | 81.7 (3 advisors) | 84 | 12 | — | 0% |
#89 of 4901 | HELLER WEALTH MANAGEMENT | RIA · Boutique | 60.8 | 81.8 (3 advisors) | 86 | 12 | — | 0% |
#89 of 4901 | PURKISS CAPITAL ADVISORS, LLC | RIA · Boutique | 60.8 | 81.8 (4 advisors) | 86 | 12 | — | 0% |
#89 of 4901 | CEDAR MOUNTAIN ADVISORS, LLC | RIA · Boutique | 60.8 | 81.8 (7 advisors) | 83 | 12 | — | 0% |
#89 of 4901 | CORNERSTONE FINANCIAL MANAGEMENT LLC | RIA · Boutique | 60.8 | 81.8 (3 advisors) | 83 | 12 | — | 0% |
#89 of 4901 | EXETER FINANCIAL, LLC | RIA · Boutique | 60.8 | 81.8 (4 advisors) | 83 | 12 | — | 0% |
#89 of 4901 | CADENCE WEALTH MANAGEMENT LLC | RIA · Boutique | 60.8 | 81.7 (3 advisors) | 83 | 12 | — | 0% |
