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 | WWM FINANCIAL | RIA · Boutique | 59.5 | 79.8 (7 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | RICHMOND BROTHERS, INC. | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 78 | 12 | — | 0% |
#693 of 4901 | LWS WEALTH ADVISORS, INC. | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | TOTAL WEALTH ADVISORS, LLC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | THE NALLS SHERBAKOFF GROUP, LLC | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | PARKSTONE WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | KEYSTONE FINANCIAL GROUP, LLC | RIA · Boutique | 59.5 | 79.8 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | FORNESS FINANCIAL LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | NAVIGATE WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.8 (5 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | PURUS WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | SACKS & ASSOCIATES, LLC | RIA · Boutique | 59.5 | 79.8 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | STONE PINE FINANCIAL PARTNERS | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | CROSS STATE FINANCIAL GROUP LLC | RIA · Boutique | 59.5 | 79.8 (6 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | FORTUNE 360 GROUP LLC | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 82 | 12 | — | 0% |
#693 of 4901 | SUMMIT WEALTH STRATEGIES | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 79 | 12 | — | 0% |
#693 of 4901 | XML FINANCIAL GROUP | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | ABOUND WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.8 (9 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | PENOBSCOT FINANCIAL ADVISORS | RIA · Boutique | 59.5 | 79.9 (5 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | EARLY MCCLINTIC & MCMILLAN, LLP | RIA · Boutique | 59.5 | 79.9 (6 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | COMPLETE WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | HILLTOP WEALTH SOLUTIONS | RIA · Boutique | 59.5 | 79.8 (5 advisors) | 87 | 12 | — | 0% |
#693 of 4901 | MA PRIVATE WEALTH, LLC | RIA · Boutique | 59.5 | 79.9 (5 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | FINIVI INC. | RIA · Boutique | 59.5 | 79.8 (6 advisors) | 86 | 12 | — | 0% |
#693 of 4901 | CANOPY WEALTH MANAGEMENT | RIA · Boutique | 59.5 | 79.8 (9 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | MATTERN CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 85 | 12 | — | 0% |
