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 | BOOKENDS FINANCIAL PLANNING | RIA · Boutique | 59.4 | 79.8 (3 advisors) | 86 | 12 | — | 0% |
#791 of 4901 | MAYFLOWER ADVISORS | RIA · Boutique | 59.4 | 79.8 (4 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | SCOTT CAPITAL ADVISORS, LLC | RIA · Boutique | 59.4 | 79.7 (6 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | STEPHENS CONSULTING, LLC | RIA · Boutique | 59.4 | 79.8 (7 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | HUNTER CAPITAL MANAGEMENT | RIA · Boutique | 59.4 | 79.7 (5 advisors) | 85 | 12 | — | 0% |
#791 of 4901 | INTERCHANGE CAPITAL PARTNERS | RIA · Boutique | 59.4 | 79.7 (5 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | SIERRA PACIFIC WEALTH ADVISORY GROUP INC. | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 82 | 12 | — | 0% |
#791 of 4901 | STONE POINT WEALTH LLC | RIA · Boutique | 59.4 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#791 of 4901 | THE LEWIS FINANCIAL GROUP | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 86 | 12 | — | 0% |
#791 of 4901 | FAMILY FINANCIAL | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | MODERN FINANCIAL ASSET MANAGEMENT, LLC | RIA · Boutique | 59.4 | 79.7 (3 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | FAMILY WEALTH PARTNERS, LLC | RIA · Boutique | 59.4 | 79.7 (4 advisors) | 84 | 12 | — | 0% |
#791 of 4901 | CRD 328064 | RIA · Boutique | 59.4 | 79.8 (8 advisors) | 81 | 12 | — | 0% |
#791 of 4901 | CRD 331847 | RIA · Boutique | 59.4 | 79.8 (5 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | LAFAYETTE INVESTMENTS, INC. | RIA · Boutique | 59.3 | 79.6 (6 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | FISCHER FINANCIAL SERVICES INC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | PJS INVESTMENT MANAGEMENT | RIA · Boutique | 59.3 | 79.5 (7 advisors) | 82 | 12 | — | 0% |
#890 of 4901 | HSC WEALTH ADVISORS | RIA · Boutique | 59.3 | 79.6 (6 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | MILLER HOWARD INVESTMENTS INC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | ROBBINS WEALTH MANAGEMENT | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | DOUGLAS CAPITAL MANAGEMENT INC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | XPYRIA INVESTMENT ADVISORS, INC. | RIA · Boutique | 59.3 | 79.6 (8 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | SIERRA INVESTMENT MANAGEMENT INC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | MONEY MANAGEMENT SERVICES INC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | AMERICA FIRST INVESTMENT ADVISORS LLC | RIA · Boutique | 59.3 | 79.6 (6 advisors) | 83 | 12 | — | 0% |
