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 | CAPSTONE TRITON FINANCIAL GROUP LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 86 | 12 | — | 0% |
#1514 of 4901 | THE HIGH NET WORTH ADVISORY GROUP, LLC | RIA · Boutique | 58.8 | 78.8 (6 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | FREEDOM FAMILY OFFICE, LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 78 | 12 | — | 0% |
#1514 of 4901 | STRAUSS FINANCIAL GROUP | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | OUTCOME DRIVEN STRATEGIES, LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | CARDEA CAPITAL GROUP, INC. | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | WORTHINGTON WEALTH MANAGEMENT | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 81 | 12 | — | 0% |
#1514 of 4901 | ETHOS CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | HILL ISLAND FINANCIAL LLC | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | RIVER'S EDGE | RIA · Boutique | 58.8 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | POINTOAK RETIREMENT ADVISORS | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | KINEO CAPITAL LLC | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | MAINSAIL FINANCIAL GROUP | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 85 | 12 | — | 0% |
#1514 of 4901 | CRD 321097 | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | CRD 322776 | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 82 | 12 | — | 0% |
#1514 of 4901 | CRD 329415 | RIA · Boutique | 58.8 | 78.8 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | CRD 333013 | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 83 | 12 | — | 0% |
#1514 of 4901 | CRD 333344 | RIA · Boutique | 58.8 | 78.9 (4 advisors) | 84 | 12 | — | 0% |
#1514 of 4901 | CRD 333795 | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 81 | 12 | — | 0% |
#1514 of 4901 | CRD 338693 | RIA · Boutique | 58.8 | 78.9 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | SESLIA SECURITIES | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 79 | 12 | — | 0% |
#1696 of 4901 | SALEM INVESTMENT COUNSELORS INC | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | BROADLAKE FINANCIAL MANAGEMENT | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | RAMSAY STATTMAN VELA & PRICE INC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | IMS CAPITAL MANAGEMENT | RIA · Boutique | 58.7 | 78.6 (6 advisors) | 79 | 12 | — | 0% |
