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 | DEMMA-NOVAK WEALTH MANAGEMENT | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | MIDWEST FINANCIAL PARTNERS | RIA · Boutique | 59.0 | 79.2 (7 advisors) | 86 | 12 | — | 0% |
#1208 of 4901 | BRIGHT INVESTMENTS, LLC | RIA · Boutique | 59.0 | 79.2 (6 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | TFG FINANCIAL ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | WWA PLANNING & INVESTMENTS | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | CASTLEVIEW PARTNERS, LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | PREMIA GLOBAL ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | MERIDIAN WEALTH ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (8 advisors) | 87 | 12 | — | 0% |
#1208 of 4901 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 79 | 12 | — | 0% |
#1208 of 4901 | CONTINUUM ADVISORY, LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 81 | 12 | — | 0% |
#1208 of 4901 | ALPHA CAPITAL MANAGEMENT GROUP LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | IFC | RIA · Boutique | 59.0 | 79.1 (7 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | SGH WEALTH MANAGEMENT | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | RETIREWISE TAX AND WEALTH ADVISORS | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | STRATEGIC WEALTH GROUP | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | IMG WEALTH MANAGEMENT, INC. | RIA · Boutique | 59.0 | 79.2 (5 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | SAS FINANCIAL ADVISORS, LLC. | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | WEALTHSHIELD LLC | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | HFM INVESTMENT ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | LUMINA WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | THE DALA GROUP, LLC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | ALPHA ASSET ADVISORS LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | MARTEL WEALTH ADVISORS INC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | BENCHMARK WEALTH MANAGEMENT | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | FOREFRONT WEALTH MANAGEMENT | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 84 | 12 | — | 0% |
