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 | SAFE HARBOR RETIREMENT PLANNERS | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 77 | 12 | — | 0% |
#1696 of 4901 | PRING TURNER CAPITAL GROUP | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | STERNECK CAPITAL MANAGEMENT LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | CLEARPATH CAPITAL PARTNERS LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | JDH WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | ACCESS WEALTH | RIA · Boutique | 58.7 | 78.7 (9 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | IDG ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | HELMSMAN FINANCIAL GROUP, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | CAMARDA WEALTH ADVISORY GROUP | RIA · Boutique | 58.7 | 78.7 (8 advisors) | 80 | 12 | — | 0% |
#1696 of 4901 | AIO FINANCIAL, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | MAROTTA WEALTH MANAGEMENT, INC. | RIA · Boutique | 58.7 | 78.7 (9 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | BUTLER, LANZ & WAGLER, L.C. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | LUMINARY WEALTH | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | FLECKENSTEIN CAPITAL, INC. | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | WATER VALLEY INVESTMENT ADVISORS, INC. | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | WALLACE CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | WESTHAMPTON CAPITAL | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | COLMAN KNIGHT ADVISORY GROUP, LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | SCHMIDT FINANCIAL GROUP, INC. | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | CORNERSTONE FAMILY OFFICE, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | CROSSGATE WEALTH ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | REGAN INVESTMENTS, INC. | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | INTERNATIONAL ASSET MANAGEMENT | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | FINANCIAL FREEDOM HOUSE | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | NWK GROUP | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 85 | 12 | — | 0% |
