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 | HEARTWOOD WEALTH ADVISORS, LLC | RIA · Boutique | 59.5 | 79.8 (7 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | KINLOCH CAPITAL, LLC | RIA · Boutique | 59.5 | 79.8 (4 advisors) | 82 | 12 | — | 0% |
#693 of 4901 | RANCH CAPITAL ADVISORS INC. | RIA · Boutique | 59.5 | 79.9 (5 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | PLATTE RIVER WEALTH ADVISORS, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.5 | 79.8 (3 advisors) | 80 | 12 | — | 0% |
#693 of 4901 | 626 FINANCIAL, LLC | RIA · Boutique | 59.5 | 79.9 (6 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | ECHO45 ADVISORS LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | GILPIN WEALTH MANAGEMENT LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | OAK HARBOR WEALTH PARTNERS, LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | CRAFTWORK CAPITAL LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 83 | 12 | — | 0% |
#693 of 4901 | CUSHING CAPITAL PARTNERS, LLC | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | VSM WEALTH ADVISORY, LLC | RIA · Boutique | 59.5 | 79.8 (5 advisors) | 85 | 12 | — | 0% |
#693 of 4901 | ENVISION FINANCIAL LLC | RIA · Boutique | 59.5 | 79.9 (3 advisors) | 84 | 12 | — | 0% |
#693 of 4901 | GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC | RIA · Boutique | 59.5 | 79.8 (5 advisors) | 79 | 12 | — | 0% |
#693 of 4901 | CENTURION WEALTH MANAGEMENT | RIA · Boutique | 59.5 | 79.9 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | PRUDENT MAN INVESTMENT MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | RIA · Boutique | 59.4 | 79.7 (5 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | THE HARBOR GROUP, INC. | RIA · Boutique | 59.4 | 79.7 (7 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | RUGGAARD & ASSOCIATES | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | HCM WEALTH ADVISORS | RIA · Boutique | 59.4 | 79.7 (9 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | DEWITT CAPITAL MANAGEMENT | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | SATHER FINANCIAL GROUP, INC. | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | LANDMARK WEALTH MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | NAVPOINT FINANCIAL, INC. | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 86 | 12 | — | 0% |
#791 of 4901 | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.4 | 79.7 (5 advisors) | 83 | 12 | — | 0% |
