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 |
|---|---|---|---|---|---|---|---|---|
#152 of 4901 | FIT WEALTH MANAGEMENT | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | ARLINGTON FINANCIAL ADVISORS, LLC | RIA · Boutique | 60.5 | 81.3 (7 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | AVID PLANNING | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 84 | 12 | — | 0% |
#152 of 4901 | OASIS WEALTH PLANNING ADVISORS | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 83 | 12 | — | 0% |
#152 of 4901 | CRD 329636 | RIA · Boutique | 60.5 | 81.3 (3 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | FINANCIAL SERVICES ADVISORY | RIA · Boutique | 60.4 | 81.2 (8 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | BURT WEALTH ADVISORS | RIA · Boutique | 60.4 | 81.1 (6 advisors) | 85 | 12 | — | 0% |
#181 of 4901 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | RIA · Boutique | 60.4 | 81.2 (8 advisors) | 82 | 12 | — | 0% |
#181 of 4901 | WILLOW CREEK WEALTH MANAGEMENT, INC. | RIA · Boutique | 60.4 | 81.1 (9 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | REVIEW SERVICES INC | RIA · Boutique | 60.4 | 81.1 (3 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | GW FINANCIAL | RIA · Boutique | 60.4 | 81.1 (3 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | CONTOUR FINANCIAL | RIA · Boutique | 60.4 | 81.1 (3 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | J.F. WILLIAMS CO., INC. | RIA · Boutique | 60.4 | 81.1 (3 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | STRATEGIC WEALTH ADVISORS, LLC | RIA · Boutique | 60.4 | 81.2 (4 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | CAMBRIDGE FINANCIAL GROUP, LLC | RIA · Boutique | 60.4 | 81.1 (7 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | SECURITY FIRST ADVISORS | RIA · Boutique | 60.4 | 81.2 (6 advisors) | 85 | 12 | — | 0% |
#181 of 4901 | PERSPECTIVE FINANCIAL SERVICES LLC | RIA · Boutique | 60.4 | 81.1 (4 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | BRIGHTSCAPE INVESTMENT CENTERS | RIA · Boutique | 60.4 | 81.1 (4 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | ONYX FINANCIAL ADVISORS, LLC | RIA · Boutique | 60.4 | 81.1 (7 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | IFRAH FINANCIAL SERVICES, INC. | RIA · Boutique | 60.4 | 81.2 (9 advisors) | 85 | 12 | — | 0% |
#181 of 4901 | WILLIAMS FINANCIAL, LLC | RIA · Boutique | 60.4 | 81.2 (3 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | REALITY FINANCIAL PLANNING SERVICES, LLC | RIA · Boutique | 60.4 | 81.2 (3 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | WORTHPOINTE | RIA · Boutique | 60.4 | 81.1 (9 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | JOURNEY WEALTH PARTNERS | RIA · Boutique | 60.4 | 81.1 (3 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | ARQ WEALTH ADVISORS, LLC | RIA · Boutique | 60.4 | 81.1 (7 advisors) | 85 | 12 | — | 0% |
