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 | ALJIAN CAPITAL MANAGEMENT | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | RIVERPOINT WEALTH MANAGEMENT | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | MOSAIC PACIFIC INVESTMENT ADVISORS | RIA · Boutique | 59.1 | 79.3 (6 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | JOHNSON & WHITE WEALTH MANAGEMENT LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | GRAETER WEALTH ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | PROCESS DESIGN CAPITAL MANAGEMENT LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | HOLISTIC FINANCIAL PARTNERS, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 80 | 12 | — | 0% |
#1095 of 4901 | CORIENT CAPITAL PARTNERS, LLC | RIA · Boutique | 59.1 | 79.3 (6 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | ARIADNE WEALTH MANAGEMENT, LP | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | ISTHMUS PARTNERS, LLC | RIA · Boutique | 59.1 | 79.3 (7 advisors) | 78 | 12 | — | 0% |
#1095 of 4901 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | PITZL FINANCIAL | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | GOOD LIFE ADVISORS, LLC | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | NARUS FINANCIAL PARTNERS, LLC | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | SENTRY ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | MUNN WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | LA FERLA GROUP LLC | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | THE GLEASON GROUP, INC. | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | GRANITE HARBOR ADVISORS, INC. | RIA · Boutique | 59.1 | 79.3 (6 advisors) | 81 | 12 | — | 0% |
#1095 of 4901 | CASTLE ROCK WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 86 | 12 | — | 0% |
#1095 of 4901 | KASTEL CAPITAL ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | ABBREA CAPITAL, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | FIRST NATIONAL ADVISERS, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | KFA PRIVATE WEALTH GROUP, LLC | RIA · Boutique | 59.1 | 79.3 (7 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | MGO PRIVATE WEALTH, LLC | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
