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 |
|---|---|---|---|---|---|---|---|---|
#89 of 4901 | RED TORTOISE | RIA · Boutique | 60.8 | 81.8 (4 advisors) | 83 | 12 | — | 0% |
#89 of 4901 | TRAILHEAD PLANNERS, LLC | RIA · Boutique | 60.8 | 81.7 (3 advisors) | 83 | 12 | — | 0% |
#89 of 4901 | 46 PEAKS INVESTMENT ADVISORY GROUP | RIA · Boutique | 60.8 | 81.7 (3 advisors) | 85 | 12 | — | 0% |
#89 of 4901 | REFRAME WEALTH, LLC | RIA · Boutique | 60.8 | 81.7 (3 advisors) | 83 | 12 | — | 0% |
#105 of 4901 | CLAYTON WEALTH PARTNERS | RIA · Boutique | 60.7 | 81.6 (8 advisors) | 85 | 12 | — | 0% |
#105 of 4901 | RETIREMENT INVESTMENT ADVISORS INC | RIA · Boutique | 60.7 | 81.6 (7 advisors) | 81 | 12 | — | 0% |
#105 of 4901 | FINANCIAL SERVICE GROUP INC | RIA · Boutique | 60.7 | 81.6 (3 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | GEN FINANCIAL MANAGEMENT INC. | RIA · Boutique | 60.7 | 81.6 (3 advisors) | 83 | 12 | — | 0% |
#105 of 4901 | TILSON FINANCIAL GROUP INC | RIA · Boutique | 60.7 | 81.6 (8 advisors) | 85 | 12 | — | 0% |
#105 of 4901 | EPSILON FINANCIAL GROUP, INC. | RIA · Boutique | 60.7 | 81.6 (5 advisors) | 85 | 12 | — | 0% |
#105 of 4901 | WATERFORD ADVISORS, LLC | RIA · Boutique | 60.7 | 81.5 (3 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | ROBINSON SMITH WEALTH ADVISORS, LLC | RIA · Boutique | 60.7 | 81.5 (4 advisors) | 85 | 12 | — | 0% |
#105 of 4901 | DEANE RETIREMENT STRATEGIES, INC. | RIA · Boutique | 60.7 | 81.5 (5 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | RIA · Boutique | 60.7 | 81.5 (3 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | INTEGRITY CAPITAL MANAGEMENT | RIA · Boutique | 60.7 | 81.5 (4 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | VISTICA WEALTH ADVISORS, LLC | RIA · Boutique | 60.7 | 81.6 (4 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | KORVING & COMPANY LLC | RIA · Boutique | 60.7 | 81.6 (3 advisors) | 83 | 12 | — | 0% |
#105 of 4901 | FINANCIAL LIFE FOCUS, LLC | RIA · Boutique | 60.7 | 81.5 (4 advisors) | 85 | 12 | — | 0% |
#105 of 4901 | SOUND VIEW FINANCIAL ADVISORS | RIA · Boutique | 60.7 | 81.5 (3 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | SENSIBLE MONEY, LLC | RIA · Boutique | 60.7 | 81.6 (9 advisors) | 86 | 12 | — | 0% |
#105 of 4901 | GRYPHON FINANCIAL PARTNERS | RIA · Boutique | 60.7 | 81.6 (7 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | GETTINGS REED FINANCIAL | RIA · Boutique | 60.7 | 81.6 (5 advisors) | 84 | 12 | — | 0% |
#105 of 4901 | CRD 321827 | RIA · Boutique | 60.7 | 81.6 (3 advisors) | 83 | 12 | — | 0% |
#105 of 4901 | CRD 332431 | RIA · Boutique | 60.7 | 81.6 (4 advisors) | 84 | 12 | — | 0% |
#125 of 4901 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | RIA · Boutique | 60.6 | 81.5 (3 advisors) | 83 | 12 | — | 0% |
