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 | PETROS ADVISORY SERVICES, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 82 | 12 | — | 0% |
#1095 of 4901 | PARTNERSHIP WEALTH MANAGEMENT | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | PRISM ADVISORS, INC. | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | MERIDIAN WEALTH PARTNERS, LLC | RIA · Boutique | 59.1 | 79.3 (9 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | STEPHENS GROUP ASSET MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | CODE WAECHTER LLC | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | INLIGHT WEALTH | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | WPG FINANCIAL GROUP, LLC | RIA · Boutique | 59.1 | 79.3 (6 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | BRIGGS ADVISORY GROUP, INC. | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | DARDEN WEALTH GROUP | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 86 | 12 | — | 0% |
#1095 of 4901 | CANOPY 360 WEALTH, LLC | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | PGI WEALTH MANAGEMENT | RIA · Boutique | 59.1 | 79.3 (8 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | LSL FINANCIAL SERVICES, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | EUDAIMONIA ADVISORS LLC | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 77 | 12 | — | 0% |
#1095 of 4901 | MAYFAIR ADVISORY GROUP, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | VANTAGE POINT FINANCIAL, LLC | RIA · Boutique | 59.1 | 79.3 (8 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | BEARING FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | WEDMONT PRIVATE CAPITAL | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | NORTHSTAR ADVISORY GROUP, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | VISTA ADVISOR GROUP, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | TITLETOWN WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.2 (6 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | NAVIGATE 401K, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | GUIDED CAPITAL WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | THE PITTI GROUP WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 84 | 12 | — | 0% |
#1095 of 4901 | INNOVATIVE WEALTH BUILDING LLC | RIA · Boutique | 59.1 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
