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 | ATHENAINVEST ADVISORS LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | INNOVATIVE ADVISORY GROUP | RIA · Boutique | 58.8 | 78.9 (8 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | NORTH COMPASS FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | TRUST ASSET MANAGEMENT LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | GUIDANCE POINT ADVISORS, LLC | RIA · Boutique | 58.8 | 78.8 (5 advisors) | 86 | 12 | — | 0% |
#1514 of 4901 | WATTS CAPITAL PARTNERS LLC | RIA · Boutique | 58.8 | 78.8 (6 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | ELEVATE WEALTH ADVISORY, INC. | RIA · Boutique | 58.8 | 78.9 (7 advisors) | 86 | 12 | — | 0% |
#1514 of 4901 | TAILWIND ADVISORS | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | CMH WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.8 (5 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | SANFORD ADVISORY | RIA · Boutique | 58.8 | 78.9 (5 advisors) | 86 | 12 | — | 0% |
#1514 of 4901 | GALLANT FINANCIAL PLANNING, LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | NIKULSKI FINANCIAL, INC. | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 78 | 12 | — | 0% |
#1514 of 4901 | ASSET STRATEGIES GROUP, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | WAYPOINT STRATEGIC ADVISORS | RIA · Boutique | 58.8 | 78.9 (7 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | FINANCIAL COACHING PARTNERS LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | CONTINUUM WEALTH ADVISORS, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | LOYOLA ASSET MANAGEMENT LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | RIVER STREET ADVISORS, LLC | RIA · Boutique | 58.8 | 78.8 (8 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | LIVE OAK WEALTH ADVISORY GROUP, LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | KBSTM PARTNERS, LLC | RIA · Boutique | 58.8 | 78.9 (5 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | THE DOWLING GROUP WEALTH MANAGEMENT | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | OBJECTIVE CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | AVALAN, LLC | RIA · Boutique | 58.8 | 78.9 (9 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | FIDUCIARY WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | FIDATO WEALTH LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 83 | 12 | — | 0% |
