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 |
|---|---|---|---|---|---|---|---|---|
#1696 of 4901 | FIVE KEYS CAPITAL ADVISORS INC. | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | HARVEY CAPITAL MANAGEMENT INC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | MONARCH CAPITAL MANAGEMENT INC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | WRIGHT INVESTORS SERVICE INC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 80 | 12 | — | 0% |
#1696 of 4901 | CANTLON FINANCIAL PLANNING LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | LK&A INVESTMENT COUNSEL | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | RUNNYMEDE CAPITAL MANAGEMENT INC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | PDS PLANNING INC | RIA · Boutique | 58.7 | 78.8 (8 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | GRANT STREET ASSET MANAGEMENT INC | RIA · Boutique | 58.7 | 78.8 (7 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | ROGERS WEALTH GROUP, INC. | RIA · Boutique | 58.7 | 78.7 (7 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | STONERIDGE PMG ADVISORS, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | STERLING FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 79 | 12 | — | 0% |
#1696 of 4901 | PARTHENON LLC | RIA · Boutique | 58.7 | 78.7 (7 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | BOURGEON CAPITAL MANAGEMENT LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | STEELOAKS INVESTMENT ADVISERS, INC. | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | SUNCOAST EQUITY MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | COMPASS FINANCIAL ADVISORS LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 79 | 12 | — | 0% |
#1696 of 4901 | STEWART & PATTEN CO LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | BUFFINGTON MOHR MCNEAL | RIA · Boutique | 58.7 | 78.7 (8 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | OARSMAN CAPITAL, INC | RIA · Boutique | 58.7 | 78.8 (8 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | COVENANT PARTNERS, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | ROBERT A. ZOCK & CO.,INC. | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | AVENIR CORPORATION | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 83 | 12 | — | 0% |
