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 |
|---|---|---|---|---|---|---|---|---|
#1514 of 4901 | MONROE VOS CONSULTING, INC. | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | SOUND INVESTMENT MANAGEMENT INC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | TRUMBOWER FINANCIAL ADVISORS LLC | RIA · Boutique | 58.8 | 78.9 (6 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | WEALTH DIMENSIONS GROUP, LTD. | RIA · Boutique | 58.8 | 78.8 (5 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | BOSTON RESEARCH AND MANAGEMENT, INC. | RIA · Boutique | 58.8 | 78.8 (5 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | FINANCIAL CONSULTANTS GROUP INC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | NATIVE AMERICAN FUND ADVISORS LLC | RIA · Boutique | 58.8 | 78.8 (6 advisors) | 81 | 12 | — | 0% |
#1514 of 4901 | PARAGON CAPITAL MANAGEMENT LLC | RIA · Boutique | 58.8 | 78.9 (6 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | AMP WEALTH MANAGEMENT | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | CREATIVE FINANCIAL DESIGNS, INC. | RIA · Boutique | 58.8 | 78.9 (6 advisors) | 79 | 12 | — | 0% |
#1514 of 4901 | TODD ASSET MANAGEMENT LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | BEAM WEALTH ADVISORS, INC. | RIA · Boutique | 58.8 | 78.9 (9 advisors) | 80 | 12 | — | 0% |
#1514 of 4901 | AMERICAN INVESTMENT SERVICES INC | RIA · Boutique | 58.8 | 78.8 (7 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | HARVEST INVESTMENT CONSULTANTS LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 80 | 12 | — | 0% |
#1514 of 4901 | MADDEN FUNDS MANAGEMENT | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | LIGHTHOUSE FINANCIAL SERVICES INC | RIA · Boutique | 58.8 | 78.9 (5 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | HERITAGE INVESTORS MANAGEMENT CORP | RIA · Boutique | 58.8 | 78.9 (7 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | DAVIDSON CAPITAL MANAGEMENT, INC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | TULL FINANCIAL GROUP, INC. | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | WRWCO, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | KANE COMPANY WEALTH MANAGEMENT PC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | SPUR CAPITAL PARTNERS | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | STAPP WEALTH MANAGEMENT, PLLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | CARGILE INVESTMENT MANAGEMENT | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 81 | 12 | — | 0% |
