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 | PRIORITY FINANCIAL PARTNERS | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | CHEVIOT VALUE MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | AXIS ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | GUARDIAN WEALTH STRATEGIES, LLC | RIA · Boutique | 58.7 | 78.8 (5 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | FI3 FINANCIAL ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (7 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | ABBONDANDOLO WEALTH MANAGEMENT CORP | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | IRONVINE CAPITAL PARTNERS, LLC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | KERCHEVILLE ADVISORS LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | FINANCIAL PARTNERS, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | CAPITAL PLANNING ADVISORS LLC | RIA · Boutique | 58.7 | 78.7 (9 advisors) | 78 | 12 | — | 0% |
#1696 of 4901 | WAYPOINT WEALTH COUNSEL LLC | RIA · Boutique | 58.7 | 78.8 (6 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | SICKLE HUNTER FINANCIAL ADVISORS | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | TANDEM INVESTMENT PARTNERS, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | FOUNDERS FINANCIAL ALLIANCE, LLC | RIA · Boutique | 58.7 | 78.7 (8 advisors) | 80 | 12 | — | 0% |
#1696 of 4901 | WHITE OAKS WEALTH ADVISORS, INC. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 82 | 12 | — | 0% |
#1696 of 4901 | GREYBOX INVESTMENTS | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | AGILE CAPITAL | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | THE MONEY ADVISOR GROUP, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | SHERMAN WEALTH MANAGEMENT LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | FLOWER CITY CAPITAL LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | EAGLE BAY ADVISORS LLC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | BG INVESTMENT SERVICES, INC. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | WESTWARD INVESTMENT ADVISORY | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | FRG FAMILY WEALTH ADVISORS | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 85 | 12 | — | 0% |
