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 | LUMBARD & KELLNER, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | ADDIS & HILL, INCORPORATED | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | PESCHL & ASSOCIATES, INC. | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | BMB ADVISERS LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | KANAWHA CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | WEALTHHARBOR CAPITAL GROUP, LLC | RIA · Boutique | 58.8 | 78.9 (9 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | GROW RASMUSSEN CONSULTING LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | SPRING MOUNTAIN CAPITAL, LP | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | OJM GROUP, LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 80 | 12 | — | 0% |
#1514 of 4901 | PRIME SOLUTIONS FINANCIAL SERVICES CORP. | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | H&M FINANCIAL ADVISORS | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | PRUDENT INVESTOR ADVISORS, LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 86 | 12 | — | 0% |
#1514 of 4901 | MAPLETON CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.9 (5 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | CAMPBELL ASSET MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 78 | 12 | — | 0% |
#1514 of 4901 | PROFESSIONAL FINANCIAL | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | WRS FINANCIAL SERVICES, L.L.C. | RIA · Boutique | 58.8 | 78.9 (7 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | PROFESSIONAL ALLIANCE ASSOCIATES, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | ERICKSON WEALTH & TAX MANAGEMENT | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | MJP WEALTH ADVISORS | RIA · Boutique | 58.8 | 78.8 (5 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | CWC ADVISORS, LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | CAPE ANN CAPITAL, INC. | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | CORNERSTONE FINANCIAL GROUP,LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | 4WEALTH ADVISORS, INC. | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | TRIVANT CUSTOM PORTFOLIO GROUP LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 81 | 12 | — | 0% |
