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 | CLEAR ROCK ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | WHIPPLEWOOD ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | PLUM POINTE WEALTH MANAGEMENT, LTD | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | SORTINO INVESTMENT ANALYTICS | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | SILVER GROVE ADVISORY SERVICES | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | IRONBRIDGE PRIVATE WEALTH, LLC | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | INVEST CAPITAL PARTNERS | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 77 | 12 | — | 0% |
#1696 of 4901 | LIBRA WEALTH LLC | RIA · Boutique | 58.7 | 78.6 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | INNOVATIVE ADVISER SOLUTIONS, LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | RISEMINT | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | SACKETT WEALTH ADVISORS, INC. | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | GLOBAL FINANCIAL PRIVATE CLIENT | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | CIC WEALTH, LLC | RIA · Boutique | 58.7 | 78.7 (7 advisors) | 74 | 12 | — | 0% |
#1696 of 4901 | ANDERSON FINANCIAL STRATEGIES, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | CHICAGO CAPITAL, LLC | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | RCS FINANCIAL PLANNING, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | GARRISON POINT ADVISORS, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | STRONGTOWER WEALTH MANAGEMENT, PLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | THE PENSION GROUP | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | FORTIFY WEALTH, INC. | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | MTM INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.6 (5 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | ASPEN PRIVATE ADVISORS, LLC | RIA · Boutique | 58.7 | 78.8 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | MEADOW CREEK WEALTH ADVISORS, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | MILLSTONE FINANCIAL GROUP | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 80 | 12 | — | 0% |
