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 | RB CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | RICHARD YOUNG ASSOCIATES, LTD. | RIA · Boutique | 58.9 | 79.1 (6 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | AEQUITAS INVESTMENT ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | COMPASS PLANNING ASSOCIATES, INC. | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | BRIDGEBAY FINANCIAL, INC. | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | E & G ADVISORS, LP | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | WAYPOINT WEALTH PARTNERS | RIA · Boutique | 58.9 | 79.1 (4 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | TIMBERCHASE FINANCIAL, LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | COMPREHENSIVE WEALTH SOLUTIONS, LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | ANDESA FINANCIAL MANAGEMENT, INC. | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | LEGACY INVESTMENT PARTNERS, LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | MORETON ASSET MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.1 (4 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | PIONEER WEALTH MANAGEMENT GROUP, INC | RIA · Boutique | 58.9 | 79.0 (8 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | PINNACLE PENSION CONSULTANTS LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | PURTILL FINANCIAL LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | POSITIVE DELTA ASSET MANAGEMENT LLC | RIA · Boutique | 58.9 | 78.9 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | DORMAN FINANCIAL MANAGEMENT, P.A. | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | QUANTUM FINANCIAL PARTNERS LLC | RIA · Boutique | 58.9 | 79.1 (5 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | CTB FINANCIAL SERVICES, LTD. | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | AMERICAN CAPITAL ADVISORY, LLC | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | V2 FINANCIAL GROUP | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | BANTA ASSET MANAGEMENT LP | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | SMEAD CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.9 | 78.9 (3 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | EAM INVESTORS, LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | BLEDSOE ASSET MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
