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 | HENDERSHOTT WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | MBI LLC | RIA · Boutique | 59.4 | 79.7 (7 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | PERSONAL WEALTH PARTNERS LLC | RIA · Boutique | 59.4 | 79.6 (3 advisors) | 86 | 12 | — | 0% |
#791 of 4901 | CLARIFY WEALTH MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (5 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | TOGETHER AND/OR TOGETHER PLANNING | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | CONTEXT FINANCIAL LLC | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | HURLOW WEALTH MANAGEMENT GROUP, INC. | RIA · Boutique | 59.4 | 79.7 (7 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | RADNOR FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.4 | 79.7 (9 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | WOLFF FINANCIAL MANAGEMENT LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | DIVERGENT PLANNING | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | OAK ASSET MANAGEMENT, LLC | RIA · Boutique | 59.4 | 79.6 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | ALLIUM FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | PETERSON WEALTH SERVICES INC. | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | GAP FINANCIAL SERVICES, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | PRISM PLANNING PARTNERS | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | PANORAMIC INVESTMENT ADVISORS | RIA · Boutique | 59.4 | 79.8 (8 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | LAKE STREET | RIA · Boutique | 59.4 | 79.7 (7 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | VILLAGE WEALTH ADVISORS | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | COUNCIL OAK WEALTH ADVISORS | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | BRIDGE FINANCIAL STRATEGIES, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | REGENT PEAK WEALTH ADVISORS, LLC | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | PROSPERITY PLANNING | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | GOULD CAPITAL, LLC | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | SAGE ADVISORS, LLC | RIA · Boutique | 59.4 | 79.8 (5 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | TCWP LLC | RIA · Boutique | 59.4 | 79.8 (9 advisors) | 84 | 12 | — | 0% |
