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 | STONECROP WEALTH ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | EPIQWEST CULVER WEALTH ADVISORS LLC | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | PERFORMANCE WEALTH | RIA · Boutique | 58.9 | 78.9 (7 advisors) | 86 | 12 | — | 0% |
#1349 of 4901 | EQUILIBRIUM WEALTH LLC | RIA · Boutique | 58.9 | 79.1 (3 advisors) | 86 | 12 | — | 0% |
#1349 of 4901 | NEXT LEVEL PRIVATE LLC | RIA · Boutique | 58.9 | 79.0 (6 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | DERKS FINANCIAL, LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | FORTRESS FINANCIAL GROUP, LLC | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 85 | 12 | — | 0% |
#1349 of 4901 | TRG INVESTMENT ADVISORS, LLC | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | CEDAR POINT CAPITAL PARTNERS, LLC | RIA · Boutique | 58.9 | 79.1 (4 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | ALLEY COMPANY | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1349 of 4901 | CRD 323461 | RIA · Boutique | 58.9 | 79.0 (3 advisors) | 82 | 12 | — | 0% |
#1349 of 4901 | CRD 331565 | RIA · Boutique | 58.9 | 79.0 (7 advisors) | 84 | 12 | — | 0% |
#1349 of 4901 | CRD 337753 | RIA · Boutique | 58.9 | 79.0 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | RIA · Boutique | 58.8 | 78.8 (6 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | MONTAG & CALDWELL, LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | DOVER PARTNERS INC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | SADOFF INVESTMENT MANAGEMENT LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | ACCREDITED INVESTORS WEALTH MANAGEMENT | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | FAIRFIELD, BUSH & CO. | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | TD CAPITAL MANAGEMENT LLC | RIA · Boutique | 58.8 | 78.8 (8 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | MITCHELL CAPITAL MANAGEMENT CO | RIA · Boutique | 58.8 | 78.8 (5 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | CHARTER RESEARCH & INVESTMENT GROUP INC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | OPUS CAPITAL MANAGEMENT | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | NORTHWEST ADMINISTRATORS INC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | EAGLE GLOBAL ADVISORS LLC | RIA · Boutique | 58.8 | 78.9 (7 advisors) | 82 | 12 | — | 0% |
