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 | CATALYST INVESTMENT MANAGEMENT LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | ACCURATE WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (7 advisors) | 81 | 12 | — | 0% |
#1696 of 4901 | INVESTMENT PLANNING ADVISORS | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | CROWN WEALTH GROUP LLC | RIA · Boutique | 58.7 | 78.6 (6 advisors) | 78 | 12 | — | 0% |
#1696 of 4901 | OPTAS, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | REDBUD ADVISORS | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | AEGIS FINANCIAL | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 86 | 12 | — | 0% |
#1696 of 4901 | LIBERTY PRIVATE CLIENT, LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | THE JAMISON EDWARD GROUP | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | WOODWARD DIVERSIFIED CAPITAL, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | PALUMBO WEALTH MANAGEMENT LLC | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | QUENT CAPITAL, LLC | RIA · Boutique | 58.7 | 78.6 (4 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | FORTRESS WEALTH GROUP, LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | HF ADVISORY GROUP, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | KREITLER FINANCIAL LLC | RIA · Boutique | 58.7 | 78.8 (6 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | TMD WEALTH MANAGEMENT | RIA · Boutique | 58.7 | 78.8 (7 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | ACRISURE INVESTMENT ADVISORY SOLUTIONS, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 85 | 12 | — | 0% |
#1696 of 4901 | THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES | RIA · Boutique | 58.7 | 78.7 (9 advisors) | 86 | 12 | — | 0% |
#1696 of 4901 | KAVAR CAPITAL PARTNERS | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | EQUILIBRIA WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 84 | 12 | — | 0% |
#1696 of 4901 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | RIA · Boutique | 58.7 | 78.7 (5 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | GEORGIA WEALTH PARTNERS, LLC | RIA · Boutique | 58.7 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | HIGHTOWER ALTIUM HOLDING, LLC | RIA · Boutique | 58.7 | 78.7 (4 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | CRD 320878 | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | CRD 323093 | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
