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 | FIRST NATIONAL CORPORATION | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | GIANOLA FINANCIAL PLANNING, LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | VIA IV INVESTMENTS, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | FPC INVESTMENT ADVISORY, INC. | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | STONEBROOK CAPITAL MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | STRATEGICPOINT INVESTMENT ADVISORS LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | ST. JAMES INVESTMENT COMPANY, LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | ST. JOHN & ASSOCIATES, INC. | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | FERNWOOD INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | JEFFREY N. MEHLER, CFP LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | T.T.G. FINANCIAL, INC. | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | DEAN FINANCIAL SERVICES | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 81 | 12 | — | 0% |
#1208 of 4901 | VALIDEA CAPITAL MANAGEMENT LLC | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | BELLEAIR WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | VERSANT CAPITAL MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.1 (7 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | ODER INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.2 (5 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | LIBERTY ASSET MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | S.B. VALUE PARTNERS, L.P. | RIA · Boutique | 59.0 | 79.1 (7 advisors) | 87 | 12 | — | 0% |
#1208 of 4901 | DEER PARK ROAD MANAGEMENT COMPANY, LP | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | STOREHOUSE FINANCIAL LLC | RIA · Boutique | 59.0 | 79.2 (5 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | GLOBAL TRUST | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | CLINTON INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | CALDER FINANCIAL GROUP | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | AXIOM ASSET MANAGEMENT | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | ABRIDGE PARTNERS, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 85 | 12 | — | 0% |
