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 | COSEY FINANCIAL SERVICES, INC. | RIA · Boutique | 58.7 | 78.8 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | OLD MISSION INVESTMENT COMPANY, LLC | RIA · Boutique | 58.7 | 78.7 (9 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | TRINITY INVESTMENT ADVISORS, LLC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | ELSER FINANCIAL PLANNING, INC. | RIA · Boutique | 58.7 | 78.7 (8 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | CLARKSTON CAPITAL PARTNERS, LLC | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 81 | 12 | — | 0% |
#1696 of 4901 | ZYNERGY RETIREMENT PLANNING | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | JWKODAK CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | CANNON CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | MAR VISTA INVESTMENT PARTNERS, LLC | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | HARFST AND ASSOCIATES, INC. | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | WOMACK WEALTH MANAGEMENT, INC. | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | CORE CAPITAL MANAGEMENT AND RESEARCH INC. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | REAP IN WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 81 | 12 | — | 0% |
#1696 of 4901 | RDA FINANCIAL NETWORK | RIA · Boutique | 58.7 | 78.8 (7 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | WALTER & SHUFFAIN FINANCIAL SERVICES, LLC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | BT WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (8 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | STAKEHOLDERS CAPITAL | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | INFINIUM INVESTMENT ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | CBG & COMPANY, INC. | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | WEALTHVIEW CAPITAL, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | PEAK WEALTH GROUP LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 81 | 12 | — | 0% |
#1696 of 4901 | EFFICIENT ADVISORS | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 85 | 12 | — | 0% |
