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 | SUNBURST FINANCIAL GROUP, LLC | RIA · Boutique | 58.9 | 79.0 (8 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | CLF ASSET MANAGEMENT, INC. | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | TONE CAPITAL, LLC | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | CAPSTONE WEALTH ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (5 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | BAHE FARNSLEY ADVISORS | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | VAULT WEALTH | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | CEDAR SPRING ADVISORS, LLC | RIA · Boutique | 58.9 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | CRAFT ASSET MANAGEMENT | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | BRAVIAS CAPITAL GROUP, LLC | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | PRATO CAPITAL MANAGEMENT | RIA · Boutique | 58.9 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | BRUCKE FINANCIAL, INC. | RIA · Boutique | 58.9 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | MCGUIRE WEALTH MANAGEMENT | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | QM ADVISORS LLC | RIA · Boutique | 58.9 | 78.9 (9 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | SANDBOX FINANCIAL PARTNERS, LLC | RIA · Boutique | 58.9 | 78.9 (5 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | ODYSSEY CAPITAL ADVISORS INC. | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | LAKESHORE FINANCIAL PLANNING INC. | RIA · Boutique | 58.9 | 79.1 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | MATCH GRADE ADVISORS | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | RESURGENT FINANCIAL ADVISORS LLC | RIA · Boutique | 58.9 | 79.1 (8 advisors) | 81 | 12 | — | 0% |
#1349 of 4901 | BEACON HARBOR WEALTH ADVISORS | RIA · Boutique | 58.9 | 79.1 (5 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | QP WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.9 | 78.9 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | BALLAST FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.9 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | PRESIDIO CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.9 | 79.1 (7 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | WESTERN NEW YORK FINANCIAL GROUP, LLC | RIA · Boutique | 58.9 | 78.9 (3 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | SOUND LEGACY WEALTH ADVISORS, LLC | RIA · Boutique | 58.9 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | STRATEGIC ASSET MANAGEMENT LLC. | RIA · Boutique | 58.9 | 79.0 (8 advisors) | 84 | 12 | — | 0% |
