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 | PERSONAL CFO SOLUTIONS LLC | RIA · Boutique | 58.8 | 78.8 (9 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | KING WEALTH MANAGEMENT GROUP, LLC | RIA · Boutique | 58.8 | 78.9 (7 advisors) | 86 | 12 | — | 0% |
#1514 of 4901 | REGENT INVESTMENT MANAGEMENT LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | WATERWAY WEALTH MANAGEMENT, L.L.C. | RIA · Boutique | 58.8 | 78.9 (6 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | ENCLAVE ADVISORS, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | PRAIRIE WEALTH ADVISORS, INC. | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | TRUNORTH CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | PUREWATER CAPITAL, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | NOVI WEALTH PARTNERS | RIA · Boutique | 58.8 | 78.8 (6 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | LINCH FINANCIAL, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 81 | 12 | — | 0% |
#1514 of 4901 | ESOTERIC WEALTH PARTNERS LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | CLARIS FINANCIAL, LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | HAHN FINANCIAL GROUP | RIA · Boutique | 58.8 | 78.9 (6 advisors) | 86 | 12 | — | 0% |
#1514 of 4901 | CONCENTUS WEALTH ADVISORS | RIA · Boutique | 58.8 | 78.9 (5 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | RIA · Boutique | 58.8 | 78.9 (5 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | LAZARI CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.8 | 78.8 (8 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | PFG ADVISORS | RIA · Boutique | 58.8 | 78.9 (8 advisors) | 78 | 12 | — | 0% |
#1514 of 4901 | LEAR INVESTMENT MANAGEMENT | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | WEST PACES ADVISORS, INC. | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | AEGIS WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 80 | 12 | — | 0% |
#1514 of 4901 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | RIA · Boutique | 58.8 | 78.9 (7 advisors) | 77 | 12 | — | 0% |
#1514 of 4901 | SWS PARTNERS, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | SWEENEY & MICHEL, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | KUHN CAPITAL PARTNERS | RIA · Boutique | 58.8 | 78.8 (5 advisors) | 78 | 12 | — | 0% |
#1514 of 4901 | LOKKEN INVESTMENT GROUP, LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 84 | 12 | — | 0% |
