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 | OAKMONT WEALTH ADVISORY, LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | MARKLE FINANCIAL LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | ABSHER WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | CLEARVIEW WEALTH ADVISORS, LLC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | HEXAGON CAPITAL PARTNERS, LLC | RIA · Boutique | 59.0 | 79.2 (6 advisors) | 86 | 12 | — | 0% |
#1208 of 4901 | KAYNE ANDERSON FUND ADVISORS, LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | ZUNA, LLC | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | COURSE MANAGEMENT INVESTMENT ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | ASCEND INVESTMENT PARTNERS | RIA · Boutique | 59.0 | 79.2 (6 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | CORNERSTONE WEALTH ADVISORS, INC. | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | PR SQUARED WEALTH MANAGEMENT LLC | RIA · Boutique | 59.0 | 79.1 (4 advisors) | 81 | 12 | — | 0% |
#1208 of 4901 | ICONOCLASTIC CAPITAL MANAGEMENT LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | VANCE WEALTH | RIA · Boutique | 59.0 | 79.1 (7 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | WEST MICHIGAN ADVISORS, LLC | RIA · Boutique | 59.0 | 79.1 (6 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | HYPERION FINANCIAL | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | MAIN STREET RETIREMENT PLANNING, LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1208 of 4901 | UNIPLAN INSTITUTIONAL ADVISORS LLC | RIA · Boutique | 59.0 | 79.2 (3 advisors) | 83 | 12 | — | 0% |
#1208 of 4901 | CONSILIO WEALTH ADVISORS, LLC | RIA · Boutique | 59.0 | 79.2 (7 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | PACIFIC SAGE PARTNERS, LLC | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | RIA · Boutique | 59.0 | 79.2 (4 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | RPS RETIREMENT PLAN ADVISORS | RIA · Boutique | 59.0 | 79.1 (5 advisors) | 85 | 12 | — | 0% |
#1208 of 4901 | CRD 324489 | RIA · Boutique | 59.0 | 79.2 (6 advisors) | 82 | 12 | — | 0% |
#1208 of 4901 | CRD 332157 | RIA · Boutique | 59.0 | 79.1 (3 advisors) | 81 | 12 | — | 0% |
#1349 of 4901 | CURBSTONE FINANCIAL MANAGEMENT CORPORATION | RIA · Boutique | 58.9 | 79.0 (6 advisors) | 76 | 12 | — | 0% |
#1349 of 4901 | LAWSON KROEKER INVESTMENT MANAGEMENT INC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
