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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 calculated

How 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.

Firm Rating standings for this league, in ranked order.
RankFirmLeague · SizeFirm RatingAdvisor scoreTrustEngagementTrendClaim rate
#1349

of 4901

SWMG, LLCRIA · Boutique58.979.0 (3 advisors)8512—0%
#1349

of 4901

SEROS FINANCIAL, LLCRIA · Boutique58.979.0 (4 advisors)8312—0%
#1349

of 4901

CORNERSTONE WEALTH PLANNINGRIA · Boutique58.979.0 (4 advisors)8312—0%
#1349

of 4901

COLONY FAMILY OFFICES, LLCRIA · Boutique58.979.0 (6 advisors)8412—0%
#1349

of 4901

BERGQUIST WANG, LLCRIA · Boutique58.979.0 (3 advisors)8412—0%
#1349

of 4901

T2 ASSET MANAGEMENT, LLCRIA · Boutique58.979.0 (5 advisors)8212—0%
#1349

of 4901

REBEL FINANCIAL, LLCRIA · Boutique58.979.0 (6 advisors)8412—0%
#1349

of 4901

FORTITER WEALTH MANAGEMENT, LLCRIA · Boutique58.978.9 (3 advisors)8312—0%
#1349

of 4901

CLEARBROOK INVESTMENT MANAGEMENT, LLCRIA · Boutique58.979.0 (3 advisors)8412—0%
#1349

of 4901

NEW POTOMAC PARTNERS LLCRIA · Boutique58.979.0 (3 advisors)8312—0%
#1349

of 4901

LITVAK WEALTH, LLCRIA · Boutique58.979.1 (3 advisors)8312—0%
#1349

of 4901

SANTA FE ADVISORS LLCRIA · Boutique58.979.1 (3 advisors)8412—0%
#1349

of 4901

COIGN CAPITAL ADVISORS LLCRIA · Boutique58.979.0 (8 advisors)8412—0%
#1349

of 4901

GRANDVIEW ASSET MANAGEMENT LLCRIA · Boutique58.979.0 (3 advisors)8412—0%
#1349

of 4901

HUGHES FINANCIAL SERVICES, LLCRIA · Boutique58.979.0 (7 advisors)8512—0%
#1349

of 4901

STRATEGIC WEALTH PARTNERSRIA · Boutique58.979.0 (9 advisors)8312—0%
#1349

of 4901

SCHOOLCRAFT CAPITAL LLCRIA · Boutique58.979.0 (4 advisors)8312—0%
#1349

of 4901

MEYER FINANCIAL SERVICES, INC.RIA · Boutique58.979.0 (3 advisors)8312—0%
#1349

of 4901

NEWDAYRIA · Boutique58.979.1 (3 advisors)8312—0%
#1349

of 4901

MASCOMA WEALTH MANAGEMENTRIA · Boutique58.979.0 (9 advisors)8512—0%
#1349

of 4901

BELL & BROWN WEALTH ADVISORS, LLCRIA · Boutique58.979.0 (3 advisors)8312—0%
#1349

of 4901

H2 INVESTMENTS LLCRIA · Boutique58.979.0 (3 advisors)8412—0%
#1349

of 4901

GENCAP PORTFOLIO MANAGEMENTRIA · Boutique58.979.1 (8 advisors)8312—0%
#1349

of 4901

WINTHROP PARTNERS - WNY, LLCRIA · Boutique58.979.0 (4 advisors)8312—0%
#1349

of 4901

SALING WEALTH ADVISORSRIA · Boutique58.979.1 (8 advisors)8512—0%

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