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 |
|---|---|---|---|---|---|---|---|---|
#997 of 4901 | VISION CAPITAL MANAGEMENT INC | RIA · Boutique | 59.2 | 79.5 (9 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | TRANSITIONS WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.4 (6 advisors) | 86 | 12 | — | 0% |
#997 of 4901 | AFFILIATED FINANCIAL ADVISORS INC | RIA · Boutique | 59.2 | 79.4 (5 advisors) | 87 | 12 | — | 0% |
#997 of 4901 | SUNDVOLD FINANCIAL | RIA · Boutique | 59.2 | 79.5 (6 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | FINANCIAL MANAGEMENT, INC. | RIA · Boutique | 59.2 | 79.5 (4 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | PELOTON WEALTH STRATEGISTS, INC. | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | CARDINAL CAPITAL MANAGEMENT, L.L.C. | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | MONETARY MANAGEMENT GROUP INC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 82 | 12 | — | 0% |
#997 of 4901 | QUEST INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | ELDERADO FINANCIAL, INC | RIA · Boutique | 59.2 | 79.4 (5 advisors) | 82 | 12 | — | 0% |
#997 of 4901 | FINANCIAL STRATEGIES, INC. | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | INTEGRA FINANCIAL, INC. | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | RIA · Boutique | 59.2 | 79.5 (5 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | THE PLANNER'S EDGE LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 81 | 12 | — | 0% |
#997 of 4901 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | RIA · Boutique | 59.2 | 79.4 (5 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | WEALTHKARE.COM, INC. | RIA · Boutique | 59.2 | 79.4 (6 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | SHEARWATER CAPITAL | RIA · Boutique | 59.2 | 79.4 (6 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | FINANCIAL SECURITY MANAGEMENT, INC | RIA · Boutique | 59.2 | 79.5 (5 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 82 | 12 | — | 0% |
#997 of 4901 | SYMMETRY PARTNERS | RIA · Boutique | 59.2 | 79.5 (7 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | TASSEL CAPITAL MANAGEMENT, INC | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | WESTFIELD WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | HOMAN WEALTH ADVISORS, LLC | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | CORNERSTONE FINANCIAL PLANNING, LLC | RIA · Boutique | 59.2 | 79.4 (8 advisors) | 85 | 12 | — | 0% |
