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 | FINANCIAL ACTION, INC. | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | ARTIFEX FINANCIAL GROUP, LLC | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | AMERICAN FINANCIAL PLANNING, INC. | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | WHITE OAK FINANCIAL MANAGEMENT, INC | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | CARLSBAD WEALTH ADVISORY GROUP, INC. | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | A TO Z FINANCIAL PLANNING LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | FINANCIAL HARVEST WEALTH ADVISORS | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 81 | 12 | — | 0% |
#1095 of 4901 | ROCKY MOUNTAIN ADVISERS, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | CAMDEN WEALTH ADVISORS LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | LIONSBRIDGE WEALTH MANAGEMENT LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | NS CAPITAL, LLC | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | CLEARVIEW INVESTMENT PARTNERS, LLC | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 81 | 12 | — | 0% |
#1095 of 4901 | LATITUDE ADVISORS, LLC | RIA · Boutique | 59.1 | 79.2 (7 advisors) | 80 | 12 | — | 0% |
#1095 of 4901 | GARDE CAPITAL, INC. | RIA · Boutique | 59.1 | 79.3 (8 advisors) | 80 | 12 | — | 0% |
#1095 of 4901 | MCBROOM & ASSOCIATES, LLC | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | WEALTHPOINT ADVISORS LLC | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | CORDANT, INC. | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | BRIGHTON FINANCIAL PLANNING | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | BLACK CORAL FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | SAYBROOK FUND ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | CHANCELLOR FINANCIAL GROUP WB LP | RIA · Boutique | 59.1 | 79.3 (8 advisors) | 77 | 12 | — | 0% |
#1095 of 4901 | DYCHE WEALTH MANAGEMENT, INC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 78 | 12 | — | 0% |
#1095 of 4901 | MAS ADVISORS LLC | RIA · Boutique | 59.1 | 79.3 (6 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | WAKELY INVESTMENT MANAGEMENT | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
