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 |
|---|---|---|---|---|---|---|---|---|
#1095 of 4901 | CND FINANCIAL | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | BGM WEALTH PARTNERS | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | AZZAD ASSET MANAGEMENT, INC. | RIA · Boutique | 59.1 | 79.3 (9 advisors) | 76 | 12 | — | 0% |
#1095 of 4901 | PERRITT CAPITAL MANAGEMENT INC | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | NOVAK & POWELL FINANCIAL SERVICES, INC. | RIA · Boutique | 59.1 | 79.3 (9 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | BILLS ASSET MANAGEMENT | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | RIA · Boutique | 59.1 | 79.3 (6 advisors) | 81 | 12 | — | 0% |
#1095 of 4901 | SAGE FINANCIAL ADVISORS INC. | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | CLINTSMAN FINANCIAL PLANNING | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | PILLAR FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | LCI ADVISORS | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | SBC WEALTH MANAGEMENT | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | MARIN WEALTH ADVISORS LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | ZRC WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (6 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | KELLEHER FINANCIAL ADVISORS. LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | NELSON CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | GSG ADVISORS LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. | RIA · Boutique | 59.1 | 79.2 (6 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | CI DOYLE PRIVATE WEALTH, LLC | RIA · Boutique | 59.1 | 79.3 (7 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | WAYPOINT CAPITAL ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | CAPITAL STRATEGIES GROUP, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 80 | 12 | — | 0% |
#1095 of 4901 | 5TH STREET ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (6 advisors) | 84 | 12 | — | 0% |
