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 |
|---|---|---|---|---|---|---|---|---|
#1349 of 4901 | TFC FINANCIAL MANAGEMENT INC | RIA · Boutique | 58.9 | 79.0 (8 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | THE CHARTIST | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | OPTIMUM INVESTMENT ADVISORS, LLC | RIA · Boutique | 58.9 | 79.1 (6 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | PORTFOLIO ADVISORS, INC. | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | PETTYJOHN, WOOD & WHITE, INC. | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | FINANCIAL ASSET MANAGEMENT CORP | RIA · Boutique | 58.9 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | DAVID WENDELL ASSOCIATES, INC. | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | ASTROP ADVISORY CORPORATION | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | RDM CAPITAL ASSOCIATES INC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | STALEY CAPITAL ADVISERS INC | RIA · Boutique | 58.9 | 79.0 (9 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | OXFORD REAL ESTATE ADVISORS INC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | WHITEGATE INVESTMENT COUNSELORS, INC. | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | NORTHWEST CAPITAL MANAGEMENT INC. | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | DIBENEDETTO & ASSOCIATES LTD | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | HALBERT WEALTH MANAGEMENT, INC | RIA · Boutique | 58.9 | 78.9 (6 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | KAYDAN WEALTH MANAGEMENT, INC. | RIA · Boutique | 58.9 | 78.9 (7 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | REDW WEALTH LLC | RIA · Boutique | 58.9 | 79.1 (9 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | HALTER FERGUSON FINANCIAL INC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | GARRISON ASSET MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | NORTON CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | IRONWOOD INVESTMENT COUNSEL, LLC | RIA · Boutique | 58.9 | 79.0 (6 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | GREAT LAKES ADVISORS, LLC | RIA · Boutique | 58.9 | 79.1 (8 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | FOUNDERS CAPITAL MANAGEMENT INC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | CONSERVEST CAPITAL ADVISORS INC | RIA · Boutique | 58.9 | 79.0 (6 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | ARBOR CAPITAL MANAGEMENT INC | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 85 | 12 | — | 0% |
