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 | WRIGHT FUND MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | SUMMA GLOBAL ADVISORS, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | ACAP ASSET MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | PINNACLE INVESTMENT ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | REGENT WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | MONEY MANAGERS, INC. | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 81 | 12 | — | 0% |
#1208 of 4901 | FIRST FINANCIAL COACHING, INC. | RIA · Boutique | 59.0 | 79.1 (8 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | FUSION CAPITAL, LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | DESCHUTES INVESTMENT CONSULTING, LLC | RIA · Boutique | 59.0 | 79.1 (7 advisors) | 73 | 12 | — | 0% |
#1208 of 4901 | ICOM ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | FIDUCIARY FINANCIAL PARTNERS, LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | COMPASS FINANCIAL GROUP, INC | RIA · Boutique | 59.0 | 79.2 (6 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | WEALTHSPIRE ADVISORS | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | RS CRUM INC. | RIA · Boutique | 59.0 | 79.2 (7 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | MONUMENT WEALTH MANAGEMENT | RIA · Boutique | 59.0 | 79.2 (8 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | SHADOWRIDGE ASSET MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.2 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. | RIA · Boutique | 59.0 | 79.1 (9 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | I.M.S. WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | CANDACE SHIRA ASSOCIATES, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.2 (5 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | WS WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | INNOVA WEALTH PARTNERS, LLC | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | JPS FINANCIAL, LLC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | MYLES WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
