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 | PARAGON WEALTH STRATEGIES, LLC. | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | FAHEY FINANCIAL | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | DAUBLE+WORTHINGTON EQUITY PORTFOLIOS | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | 4TH RIVER FINANCIAL GROUP, INC. | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | KINGFISHER CAPITAL, LLC | RIA · Boutique | 58.9 | 79.1 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | AGW CAPITAL ADVISORS | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | THE LLOYD GROUP | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | WOODWARD FINANCIAL ADVISORS, INC. | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | IRONWOOD FINANCIAL, LLC | RIA · Boutique | 58.9 | 79.0 (8 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | CHERRY TREE WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | PARAGON FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.9 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | TOWER WEALTH ADVISORS, INC. | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | TRELLIS WEALTH ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | POGSON & MATT WEALTH MANAGEMENT GROUP, LLC | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | LINDBROOK CAPITAL, LLC | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | HOBBS GROUP ADVISORS LLC | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | REBALANCE LLC | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | NOLAN CAPITAL ADVISORS LLC | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | SCULATI WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | WELLSPRING FINANCIAL PARTNERS | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | TRINITY LEGACY PARTNERS, LLC | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | A.G. CAMPBELL ADVISORY, LLC | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | MONTIS FINANCIAL, LLC | RIA · Boutique | 58.9 | 79.0 (9 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | BOULEVARD | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | CANAL CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 83 | 12 | — | 0% |
