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 | QUADCAP WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (7 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | BAYSTATE WEALTH MANAGEMENT | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 79 | 12 | — | 0% |
#1696 of 4901 | WILLOW GROVE ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 86 | 12 | — | 0% |
#1696 of 4901 | PENINSULA WEALTH, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | POINTE CAPITAL MANAGEMENT LLC | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 77 | 12 | — | 0% |
#1696 of 4901 | BECK CAPITAL MANAGEMENT LLC | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | RCM WEALTH ADVISORS | RIA · Boutique | 58.7 | 78.8 (4 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | PROMONTORY FINANCIAL PLANNING, LLC | RIA · Boutique | 58.7 | 78.7 (8 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | AMERICAN FAMILY LEGACY GROUP | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 80 | 12 | — | 0% |
#1696 of 4901 | FMSA | RIA · Boutique | 58.7 | 78.7 (8 advisors) | 77 | 12 | — | 0% |
#1696 of 4901 | COLUMBIA RIVER ADVISORS | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 77 | 12 | — | 0% |
#1696 of 4901 | ALTIUM WEALTH MANAGEMENT LLC | RIA · Boutique | 58.7 | 78.8 (8 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | ACT WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | DIABLO VISTA CAPITAL, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | ZEGA FINANCIAL, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | FISCHER INVESTMENT STRATEGIES, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | LVW ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (9 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | ASPEN WEALTH MANAGEMENT | RIA · Boutique | 58.7 | 78.8 (7 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | ARGYLE CAPITAL PARTNERS, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | FORTIS ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | ZEVIN ASSET MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | THE JOSEPH GROUP CAPITAL MANAGEMENT | RIA · Boutique | 58.7 | 78.7 (9 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | GULFSTREAM CM, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | QUANTITATIVE PROCESS, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
