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 | CRYSTAL CAPITAL MANAGEMENT CORPORATION | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | PROVIDENCE FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | SS + D FINANCIAL | RIA · Boutique | 58.7 | 78.8 (4 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | WEALTHEDGE INVESTMENT ADVISORS LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | HERITAGE CAPITAL, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 80 | 12 | — | 0% |
#1696 of 4901 | PERSIUM ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | BULLINGTON CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | THE PRIVATE INVESTMENT GROUP, INC. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | CASSADY SCHILLER WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.8 (4 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | SOUND STEWARDSHIP, LLC | RIA · Boutique | 58.7 | 78.7 (7 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | MAD RIVER INVESTORS | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | GRAND WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | MCDERMOTT INVESTMENT ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 81 | 12 | — | 0% |
#1696 of 4901 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | MUNDOVAL CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | GLENWOOD INVESTMENT GROUP, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | COMPREHENSIVE INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | NIGIDO MULLIN INVESTMENT STRATEGIES, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | WHARTON BUSINESS GROUP, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | DB ADVISORS | RIA · Boutique | 58.7 | 78.8 (4 advisors) | 81 | 12 | — | 0% |
#1696 of 4901 | GSI CAPITAL ADVISORS LLC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | WALPOLE FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | ALPHA ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | COLOMB INVESTMENT MANAGEMENT COMPANY, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
