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 |
|---|---|---|---|---|---|---|---|---|
#1208 of 4901 | MMHP INVESTMENT ADVISORS | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | BCM ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | TOWNSEND ASSET MANAGEMENT CORP. | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | SILVER OAK ADVISORY GROUP | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | GERBER/TAYLOR ASSOCIATES LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | FEE-ONLY FINANCIAL PLANNING, L.C. | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | STRATEGIC ADVISORY SERVICES, L.L.C. | RIA · Boutique | 59.0 | 79.2 (5 advisors) | 81 | 12 | — | 0% |
#1208 of 4901 | MCGOWAN & CO LLP | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | OAK ASSOCIATES LTD | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | RIA · Boutique | 59.0 | 79.2 (6 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | ANDERSON GRIGGS INVESTMENTS | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | M&R CAPITAL MANAGEMENT INC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | MULLANEY KEATING & WRIGHT INC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | SPECTRUM ASSET MANAGEMENT INC | RIA · Boutique | 59.0 | 79.1 (8 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | REGIONS INVESTMENT MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | PEREGRINE ASSET ADVISERS, INC. | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 81 | 12 | — | 0% |
#1208 of 4901 | ASPEN FINANCIAL MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | CHARTERED ADVISORY GROUP | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | THE FOUNDRY FINANCIAL GROUP, INC. | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | WOMACK INVESTMENT ADVISERS, INC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 80 | 12 | — | 0% |
#1208 of 4901 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | MW INVESTMENT STRATEGY | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | HANOVER ADVISORS, INC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
