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 | GGM WEALTH ADVISORS | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | ASSET PLANNING, INC | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | DIASTOLE WEALTH MANAGEMENT | RIA · Boutique | 58.9 | 79.0 (8 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | THE WEALTH CONSERVANCY, INC. | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | SEM WEALTH MANAGEMENT | RIA · Boutique | 58.9 | 79.0 (8 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | GALLACHER CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.1 (9 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | AVALON WEALTH ADVISORY, INC. | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | PARADIGM ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 79 | 12 | — | 0% |
#1349 of 4901 | CRESCENT ADVISOR GROUP, INC. | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | NR SMITH AND ASSOCIATES, P.S. | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | CLARIS ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | MAIN STREET FINANCIAL | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | LAUREL WEALTH ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (6 advisors) | 81 | 12 | — | 0% |
#1349 of 4901 | C2 INVESTMENT GROUP | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 86 | 12 | — | 0% |
#1349 of 4901 | PREMIER WEALTH ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | HWA FINANCIAL GROUP | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | CYPRESS CAPITAL GROUP | RIA · Boutique | 58.9 | 79.0 (6 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (8 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | ALPHA FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (6 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | BAY POINT WEALTH | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | HIXON ZUERCHER CAPITAL MANAGEMENT | RIA · Boutique | 58.9 | 79.0 (6 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | REPEX INVESTMENT MANAGEMENT CO., INC. | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | QUINN STAUFFER FINANCIAL, LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 78 | 12 | — | 0% |
#1349 of 4901 | MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | FINANCIAL DISCOVERY | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
