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 | TOROSO INVESTMENTS, LLC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 82 | 12 | — | 0% |
#890 of 4901 | UP CAPITAL MANAGEMENT, INC. | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | LAKE TAHOE WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | STARR-MATHEWS FINANCIAL, LLC | RIA · Boutique | 59.3 | 79.5 (6 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC | RIA · Boutique | 59.3 | 79.5 (8 advisors) | 79 | 12 | — | 0% |
#890 of 4901 | CADENT CAPITAL ADVISORS, LLC | RIA · Boutique | 59.3 | 79.5 (7 advisors) | 76 | 12 | — | 0% |
#890 of 4901 | F5 FINANCIAL PLANNING, L.L.C. | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | ONE WEALTH ADVISORS, LLC | RIA · Boutique | 59.3 | 79.5 (8 advisors) | 86 | 12 | — | 0% |
#890 of 4901 | KEELER & NADLER FAMILY WEALTH | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | ASPIREAN WEALTH, LLC | RIA · Boutique | 59.3 | 79.6 (5 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | SAGE PRIVATE WEALTH GROUP, LLC | RIA · Boutique | 59.3 | 79.6 (7 advisors) | 80 | 12 | — | 0% |
#890 of 4901 | DENALI WEALTH MANAGEMENT ADVISORS, LLC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | SELKIRK WEALTH ADVISORS, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | CORE WEALTH ADVISORS, INC. | RIA · Boutique | 59.3 | 79.6 (5 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | TOTAL WEALTH PLANNING, LLC | RIA · Boutique | 59.3 | 79.5 (8 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | BEACON FINANCIAL PLANNING, INC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | CLAYTON FINANCIAL GROUP, LLC | RIA · Boutique | 59.3 | 79.6 (9 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | INTRUA FINANCIAL | RIA · Boutique | 59.3 | 79.5 (5 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | WEALTH PLANNING AND DESIGN LLC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 80 | 12 | — | 0% |
#890 of 4901 | ROOTED PLANNING GROUP | RIA · Boutique | 59.3 | 79.6 (5 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | LYNNLEIGH & COMPANY, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 82 | 12 | — | 0% |
#890 of 4901 | BENCHMARK FINANCIAL WEALTH ADVISORS LLC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | STONE OAK WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | ASTORIA PORTFOLIO ADVISORS LLC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | BLUEFIN FINANCIAL | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 84 | 12 | — | 0% |
