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 | THE WATCHMAN GROUP, INC. | RIA · Boutique | 59.4 | 79.8 (4 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | EAST COAST WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.4 | 79.6 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | FOREST ASSET MANAGEMENT LLC | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | HONU WEALTH MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | SIDOXIA CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | MAIN STREET INVESTMENT ADVISORS, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | CEDAR FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | RIVER GLEN WEALTH COUNSELORS | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | MARKS GROUP WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.4 | 79.7 (8 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | FINANCIAL INDEPENDENCE, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | MISSION CREEK CAPITAL PARTNERS, INC. | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | VICTUS CAPITAL WEALTH | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | RMB WEST, LLC | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | STEWART & ASSOCIATES | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | ATLAS FINANCIAL ADVISORS, INC. | RIA · Boutique | 59.4 | 79.7 (7 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | BENEDETTI, GUCER & ASSOCIATES | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | SAGEOAK FINANCIAL, LLC | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | VICTRIX INVESTMENT ADVISORS | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | WEALTH PRESERVATION ADVISORS, LLC | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 86 | 12 | — | 0% |
#791 of 4901 | LAGUNA WEALTH ADVISORS, LLC | RIA · Boutique | 59.4 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | REFINED WEALTH MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | ZORA FINANCIAL | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 83 | 12 | — | 0% |
