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 | HEIRLOOM WEALTH MANAGEMENT LLC | RIA · Boutique | 59.3 | 79.5 (8 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | LEHMAN FINANCIAL RESOURCES | RIA · Boutique | 59.3 | 79.5 (5 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | GRANT PRIVATE WEALTH MANAGEMENT | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 80 | 12 | — | 0% |
#890 of 4901 | FERGUSON SHAPIRO LLC | RIA · Boutique | 59.3 | 79.5 (5 advisors) | 81 | 12 | — | 0% |
#890 of 4901 | JOURNEY WEALTH MANAGEMENT | RIA · Boutique | 59.3 | 79.5 (9 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | HARRELL INVESTMENT PARTNERS, LLC | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 86 | 12 | — | 0% |
#890 of 4901 | THE H GROUP WASHINGTON, INC. | RIA · Boutique | 59.3 | 79.6 (5 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | LEGACY ADVISORY LIMITED COMPANY | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | STOKES FAMILY OFFICE LLC | RIA · Boutique | 59.3 | 79.6 (8 advisors) | 85 | 12 | — | 0% |
#890 of 4901 | INSCRIPTION FAMILY OFFICE, LLC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | TWIN RIVERS WEALTH MANAGEMENT | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | SOUTHBRIDGE ADVISORS, LLC | RIA · Boutique | 59.3 | 79.5 (5 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | HIGHVIEW CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | NBC CAPITAL ADVISORS | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | REGIMEN WEALTH, LLC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 80 | 12 | — | 0% |
#890 of 4901 | COLORADO WEALTH GROUP LLC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 79 | 12 | — | 0% |
#890 of 4901 | DELTA WEALTH ADVISORS, LLC | RIA · Boutique | 59.3 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | JMAC ENTERPRISES LLC | RIA · Boutique | 59.3 | 79.6 (4 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | CARR FINANCIAL GROUP | RIA · Boutique | 59.3 | 79.5 (4 advisors) | 84 | 12 | — | 0% |
#890 of 4901 | CRD 323125 | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 83 | 12 | — | 0% |
#890 of 4901 | CRD 325629 | RIA · Boutique | 59.3 | 79.6 (3 advisors) | 79 | 12 | — | 0% |
#997 of 4901 | CARL P. SHERR & CO., LLC | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 79 | 12 | — | 0% |
#997 of 4901 | WCMI | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | ALEXANDER RANDOLPH ADVISORY INC | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | WFA ASSET MANAGEMENT CORP | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 83 | 12 | — | 0% |
