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 | CRD 323988 | RIA · Boutique | 58.7 | 78.7 (6 advisors) | 81 | 12 | — | 0% |
#1696 of 4901 | CRD 324958 | RIA · Boutique | 58.7 | 78.8 (3 advisors) | 80 | 12 | — | 0% |
#1696 of 4901 | CRD 332544 | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1696 of 4901 | CRD 338911 | RIA · Boutique | 58.7 | 78.7 (3 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | CAPITAL MANAGEMENT CONSULTANTS, INC. | RIA · Boutique | 58.6 | 78.6 (7 advisors) | 85 | 12 | — | 0% |
#1905 of 4901 | CHARTER CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | RIOUX & COMPANY, LLC | RIA · Boutique | 58.6 | 78.6 (3 advisors) | 78 | 12 | — | 0% |
#1905 of 4901 | INSTITUTIONAL ADVISOR SERVICES | RIA · Boutique | 58.6 | 78.6 (6 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | PALOUSE CAPITAL MANAGEMENT, INC. | RIA · Boutique | 58.6 | 78.6 (4 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | THE JUNK INVESTMENT GROUP | RIA · Boutique | 58.6 | 78.6 (4 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | PACIFIC INCOME ADVISERS INC | RIA · Boutique | 58.6 | 78.6 (6 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | WESCAP GROUP | RIA · Boutique | 58.6 | 78.5 (6 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | TEALWOOD ASSET MANAGEMENT | RIA · Boutique | 58.6 | 78.6 (6 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | SCHULHOFF & CO INC | RIA · Boutique | 58.6 | 78.5 (3 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | GREENPORT FINANCIAL ADVISERS INC. | RIA · Boutique | 58.6 | 78.5 (4 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | PAUL COMSTOCK PARTNERS | RIA · Boutique | 58.6 | 78.6 (7 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | SHEETS SMITH WEALTH MANAGEMENT | RIA · Boutique | 58.6 | 78.5 (9 advisors) | 81 | 12 | — | 0% |
#1905 of 4901 | ARTHUR M. COHEN & ASSOCIATES LLC | RIA · Boutique | 58.6 | 78.5 (3 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | MENDEL MONEY MANAGEMENT INC | RIA · Boutique | 58.6 | 78.5 (3 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | ATLAS CAPITAL MANAGEMENT CORP | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 79 | 12 | — | 0% |
#1905 of 4901 | TOEWS CORPORATION | RIA · Boutique | 58.6 | 78.5 (6 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | NORTHWEST FINANCIAL SERVICES INC | RIA · Boutique | 58.6 | 78.6 (9 advisors) | 85 | 12 | — | 0% |
#1905 of 4901 | FIRST TRUST ADVISORS LP | RIA · Boutique | 58.6 | 78.6 (6 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | DHJJ FINANCIAL ADVISORS | RIA · Boutique | 58.6 | 78.6 (7 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | RIGGS ASSET MANAGEMENT CO INC | RIA · Boutique | 58.6 | 78.5 (6 advisors) | 85 | 12 | — | 0% |
