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 |
|---|---|---|---|---|---|---|---|---|
#890 of 4901 | ASI WEALTH MANAGEMENT & CONSULTING SERVICES | RIA · Boutique | 59.3 | 79.6 (7 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | PENINSULA ASSET MANAGEMENT INC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | CAPITAL DIRECTIONS LLC | RIA · Boutique | 59.3 | 79.6 (7 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | AZA CAPITAL MANAGEMENT | RIA · Boutique | 59.3 | 79.5 (6 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | CYPRESS CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | NBS FINANCIAL SERVICES, INC. | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 81 | 12 | — | 0% |
#890 of 4901 | HARRINGTON INVESTMENTS, INC. | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | FIRSTWAVE FINANCIAL | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | EGGERT FINANCIAL MANAGEMENT, INC. | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | BOULDER WEALTH ADVISORS, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | HAMRICK INVESTMENT COUNSEL, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | MUSTARD SEED WEALTH MANAGEMENT | RIA · Boutique | 59.3 | 79.6 (8 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | WINNING POINTS ADVISORS, L.L.C. | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | COLLEGIATE CAPITAL MANAGEMENT, INC. | RIA · Boutique | 59.3 | 79.5 (4 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | SMS FINANCIAL & INVESTMENT MANAGEMENT | RIA · Boutique | 59.3 | 79.5 (4 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | CAROLINA FINANCIAL ADVISORS, INC. | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 80 | 12 | — | 0% |
#890 of 4901 | NORTHEAST FINANCIAL GROUP, INC. | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 81 | 12 | — | 0% |
#890 of 4901 | PATHFINDER ADVISORY, INC. | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | MAINSTREET FINANCIAL PLANNING, INC. | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | KAPUSTA FINANCIAL GROUP | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | ARCH PARTNERS WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | GIBRALTAR WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.3 | 79.6 (5 advisors) | 86 | 12 | — | 0% |
#890 of 4901 | GRANT KOEHLER & LEVIN LTD. | RIA · Boutique | 59.3 | 79.5 (4 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | WORTHWHILE WEALTH COUNCIL | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | DENTAL WEALTH ADVISORS, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
