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 | HAVERFORD FINANCIAL SERVICES, INC. | RIA · Boutique | 58.8 | 78.8 (9 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | CS ADVISORS INC. | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | CPMG, INC. | RIA · Boutique | 58.8 | 78.9 (5 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | GOLD MEDAL WATERS, INC. | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | THE HUMPHREYS GROUP | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | BENNINGFIELD FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | STRATHMORE CAPITAL ADVISORS | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | SECURA FINANCIAL | RIA · Boutique | 58.8 | 78.9 (6 advisors) | 79 | 12 | — | 0% |
#1514 of 4901 | SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | FJY FINANCIAL | RIA · Boutique | 58.8 | 78.9 (6 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | HEADINVEST | RIA · Boutique | 58.8 | 78.8 (9 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | WEALTH NAVIGATION ADVISORS | RIA · Boutique | 58.8 | 78.8 (8 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | TRINITY CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 81 | 12 | — | 0% |
#1514 of 4901 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | COMPASS INVESTMENTS LLC | RIA · Boutique | 58.8 | 78.9 (5 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | OAK FAMILY ADVISORS, LLC | RIA · Boutique | 58.8 | 78.9 (6 advisors) | 78 | 12 | — | 0% |
#1514 of 4901 | SHELTER ROCK MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | PASSIVE CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.8 (8 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | MAYFIELD ADVISORS, INC. | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | ARGOS WEALTH ADVISORS LLC | RIA · Boutique | 58.8 | 78.8 (7 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | CEDAR PARTNERS, LTD | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 86 | 12 | — | 0% |
#1514 of 4901 | EXCEL FINANCIAL, LLC | RIA · Boutique | 58.8 | 78.8 (7 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | BERKSHIRE ASSET MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.8 (6 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | SFE INVESTMENT COUNSEL INC. | RIA · Boutique | 58.8 | 78.9 (7 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | FORTUNE FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
