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 | NOBLE FAMILY WEALTH | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 80 | 12 | — | 0% |
#1095 of 4901 | ENZI WEALTH | RIA · Boutique | 59.1 | 79.3 (4 advisors) | 85 | 12 | — | 0% |
#1095 of 4901 | PEACE OF MIND PRIVATE WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.1 | 79.3 (5 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | CRD 323814 | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | CRD 332023 | RIA · Boutique | 59.1 | 79.2 (5 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | CRD 336725 | RIA · Boutique | 59.1 | 79.3 (3 advisors) | 83 | 12 | — | 0% |
#1095 of 4901 | CRD 338196 | RIA · Boutique | 59.1 | 79.2 (3 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | WATERS, PARKERSON & CO., INC. | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 76 | 12 | — | 0% |
#1208 of 4901 | AUFMAN ASSOCIATES INC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | EVERGREEN CAPITAL MANAGEMENT INC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | CORBYN INVESTMENT MANAGEMENT INC | RIA · Boutique | 59.0 | 79.1 (8 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | CLARITI WEALTH ADVISORS | RIA · Boutique | 59.0 | 79.1 (8 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | CLEAN YIELD ASSET MANAGEMENT | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | ATWOOD & PALMER, INC. | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | WINDSOR WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | VAN LIEW CAPITAL INC | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | BRIAUD FINANCIAL ADVISORS | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | WALKER FINANCIAL ADVISORS INC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | HOLDERNESS INVESTMENTS CO | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | CAPRIN ASSET MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | CONNORS INVESTOR SERVICES INC | RIA · Boutique | 59.0 | 79.1 (9 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | CHECK CAPITAL MANAGEMENT INC | RIA · Boutique | 59.0 | 79.1 (8 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | JANICZEK WEALTH MANAGEMENT | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | FIRST FINANCIAL CONSULTING | RIA · Boutique | 59.0 | 79.1 (7 advisors) | 84 | 12 | — | 0% |
