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 |
|---|---|---|---|---|---|---|---|---|
#791 of 4901 | SILVEROAK WEALTH MANAGEMENT LLC | RIA · Boutique | 59.4 | 79.7 (5 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | LEVEL FINANCIAL ADVISORS, INC. | RIA · Boutique | 59.4 | 79.7 (5 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | NOESIS CAPITAL MANAGEMENT CORP | RIA · Boutique | 59.4 | 79.8 (7 advisors) | 86 | 12 | — | 0% |
#791 of 4901 | INTRINSIC INVESTORS LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 81 | 12 | — | 0% |
#791 of 4901 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | GENTER ADVISORS LLC | RIA · Boutique | 59.4 | 79.8 (7 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | SUTTERFIELD FINANCIAL GROUP, INC. | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 79 | 12 | — | 0% |
#791 of 4901 | NORTHSTAR FINANCIAL PLANNING, LLC | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | HRC WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | DEMMING FINANCIAL SERVICES CORP. | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 86 | 12 | — | 0% |
#791 of 4901 | PRIVATE CAPITAL MANAGEMENT, INC. | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | BIECHELE ROYCE ADVISORS, INC. | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | GORDIAN ADVISORS, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | INVESTMENT PARTNERS ASSET MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | THAMES FINANCIAL MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (5 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | MINERVA PLANNING GROUP | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | KEYSTONE FINANCIAL GROUP, INC. | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | WEALTHSTREAM ADVISORS, INC. | RIA · Boutique | 59.4 | 79.7 (7 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | HOGANTAYLOR WEALTH | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 78 | 12 | — | 0% |
#791 of 4901 | HUTCHISON WHITEHEAD WEALTH MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | WEALTH ADVISORS, INC. | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 80 | 12 | — | 0% |
#791 of 4901 | SMART PORTFOLIOS, LLC | RIA · Boutique | 59.4 | 79.8 (6 advisors) | 81 | 12 | — | 0% |
#791 of 4901 | HERITAGE FINANCIAL PLANNING | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 79 | 12 | — | 0% |
#791 of 4901 | ESTATE PLANNERS OF NEW ENGLAND, LLC | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 84 | 12 | — | 0% |
