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 |
|---|---|---|---|---|---|---|---|---|
#125 of 4901 | PRIME WEALTH MANAGEMENT | RIA · Boutique | 60.6 | 81.4 (5 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | PINNEY & SCOFIELD, INC. | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | ROBERT GORDON & ASSOCIATES INC | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | GALECKI FINANCIAL MANAGEMENT INC | RIA · Boutique | 60.5 | 81.2 (6 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | PORTFOLIO ADVISORY COUNCIL,L.L.C. | RIA · Boutique | 60.5 | 81.3 (7 advisors) | 82 | 12 | — | 0% |
#152 of 4901 | PEAK FINANCIAL MANAGEMENT INC | RIA · Boutique | 60.5 | 81.3 (7 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | J.P. KING ADVISORS, INC. | RIA · Boutique | 60.5 | 81.3 (6 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | HUDSON FINANCIAL ADVISORS INC | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | HERITAGE WEALTH MANAGEMENT | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | FRISCH FINANCIAL GROUP, INC. | RIA · Boutique | 60.5 | 81.2 (6 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | HORIZONS WEALTH MANAGEMENT | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | FAMILY WEALTH CONSULTANTS, INC. | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | REGENCY WEALTH MANAGEMENT | RIA · Boutique | 60.5 | 81.3 (5 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | ARMOR INVESTMENT ADVISORS, LLC | RIA · Boutique | 60.5 | 81.3 (4 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | COLE WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.5 | 81.3 (4 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | SAMALIN WEALTH | RIA · Boutique | 60.5 | 81.3 (7 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | PATHWAYS ADVISORY GROUP, INC. | RIA · Boutique | 60.5 | 81.3 (5 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | BCWM | RIA · Boutique | 60.5 | 81.3 (6 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | CATHY PARETO AND ASSOCIATES | RIA · Boutique | 60.5 | 81.3 (4 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | AP WEALTH MANAGEMENT | RIA · Boutique | 60.5 | 81.3 (4 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | CANTER WEALTH | RIA · Boutique | 60.5 | 81.3 (7 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | ONE DEGREE ADVISORS, INC. | RIA · Boutique | 60.5 | 81.3 (6 advisors) | 86 | 12 | — | 0% |
#152 of 4901 | G&S CAPITAL LLC | RIA · Boutique | 60.5 | 81.2 (3 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | DEDORA CAPITAL, INC. | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 84 | 12 | — | 0% |
