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 | MCNAUGHTON WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | RIA · Boutique | 59.2 | 79.5 (5 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | SENTINEL ASSET MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | BLUE CAPITAL | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | GREENWOOD FAMILY ADVISORS LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | ABBEY STREET | RIA · Boutique | 59.2 | 79.4 (6 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | SOARING INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | AFS FINANCIAL GROUP, LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | CLARUS WEALTH GROUP | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | GTS FINANCIAL | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | LONG RUN WEALTH ADVISORS, LLC | RIA · Boutique | 59.2 | 79.4 (5 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | KOENIG INVESTMENT ADVISORY, LLC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | STONEGATE INVESTMENT GROUP, LLC | RIA · Boutique | 59.2 | 79.5 (7 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | DISCIPLINE WEALTH SOLUTIONS, INC. | RIA · Boutique | 59.2 | 79.4 (7 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | NORMANDY INVESTMENT ADVISORS | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | ENTELECHY WEALTH, LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | CRD 326816 | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | CRD 332317 | RIA · Boutique | 59.2 | 79.5 (4 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | CLELLAND & COMPANY INC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | HUTCHINSON CAPITAL MANAGEMENT | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | WEATHERLY ASSET MANAGEMENT | RIA · Boutique | 59.1 | 79.2 (8 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | INVESTMENT MANAGEMENT OF VIRGINIA, LLC | RIA · Boutique | 59.1 | 79.3 (8 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | VAWTER FINANCIAL LTD | RIA · Boutique | 59.1 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | LINCOLN CAPITAL CORPORATION | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 83 | 12 | — | 0% |
