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 | PARK PIEDMONT ADVISORS LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | ROCK POINT ADVISORS, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | CAROLINA WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.3 | 79.6 (7 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | WATTS GWILLIAM & COMPANY, LLC | RIA · Boutique | 59.3 | 79.6 (7 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | CRANBROOK WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.3 | 79.6 (5 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | SBK FINANCIAL, INC. | RIA · Boutique | 59.3 | 79.6 (8 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | WILLIAM B. WALKUP & ASSOCIATES, INC. | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | RAPPAPORT REICHES CAPITAL MANAGEMENT, | RIA · Boutique | 59.3 | 79.5 (9 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | GLENVIEW FINANCIAL GROUP LLC | RIA · Boutique | 59.3 | 79.5 (4 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | FORUM PRIVATE CLIENT GROUP LLC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | LEWIS ASSET MANAGEMENT | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | MCILRATH & ECK, LLC | RIA · Boutique | 59.3 | 79.6 (5 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | ATLAS PRIVATE WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.3 | 79.6 (7 advisors) | 82 | 12 | — | 0% |
#890 of 4901 | THE FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | FREEDOM ADVISORY | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 78 | 12 | — | 0% |
#890 of 4901 | PARKSHORE WEALTH MANAGEMENT | RIA · Boutique | 59.3 | 79.6 (5 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | TRIANGLE WEALTH MANAGEMENT | RIA · Boutique | 59.3 | 79.6 (9 advisors) | 86 | 12 | — | 0% |
#890 of 4901 | BAER WEALTH MANAGEMENT | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 81 | 12 | — | 0% |
#890 of 4901 | TRINITY WEALTH MANAGEMENT LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | ITHAKA FINANCIAL PLANNING, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | ARKENSTONE FINANCIAL, LLC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | QUAD-CITIES INVESTMENT GROUP, LLC | RIA · Boutique | 59.3 | 79.6 (9 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | GRAND STRATEGY CAPITAL, LLC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | DRAKE & ASSOCIATES, LLC | RIA · Boutique | 59.3 | 79.5 (7 advisors) | 81 | 12 | — | 0% |
#890 of 4901 | ARTHUR STEIN FINANCIAL, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
