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 |
|---|---|---|---|---|---|---|---|---|
#1905 of 4901 | J.M. FORBES & CO. LLP | RIA · Boutique | 58.6 | 78.5 (7 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | WOODLEY FARRA | RIA · Boutique | 58.6 | 78.6 (9 advisors) | 81 | 12 | — | 0% |
#1905 of 4901 | FINANCIAL DECISIONS, LLC | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | WABASH CAPITAL, INC. | RIA · Boutique | 58.6 | 78.5 (4 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | PARK PLACE CAPITAL CORPORATION | RIA · Boutique | 58.6 | 78.6 (7 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | MARCO INVESTMENT MANAGEMENT LLC | RIA · Boutique | 58.6 | 78.5 (5 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | LYNCH & ASSOCIATES | RIA · Boutique | 58.6 | 78.5 (6 advisors) | 85 | 12 | — | 0% |
#1905 of 4901 | MARIETTA INVESTMENT PARTNERS, LLC | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 78 | 12 | — | 0% |
#1905 of 4901 | LBMC INVESTMENT ADVISORS, LLC | RIA · Boutique | 58.6 | 78.5 (6 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | ASCENSION CAPITAL ADVISORS, INC. | RIA · Boutique | 58.6 | 78.6 (3 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | KCM INVESTMENT ADVISORS | RIA · Boutique | 58.6 | 78.6 (6 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | BANKER INVESTMENT GROUP | RIA · Boutique | 58.6 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | THE MOSAIC FINANCIAL GROUP, LLC | RIA · Boutique | 58.6 | 78.6 (7 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | PKS INVESTMENT ADVISORS LLC | RIA · Boutique | 58.6 | 78.5 (6 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | ROBINSON VALUE MANAGEMENT, LTD. | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | MERIDIAN INVESTMENT ADVISORS | RIA · Boutique | 58.6 | 78.5 (4 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | AMI ASSET MANAGEMENT CORP | RIA · Boutique | 58.6 | 78.6 (8 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | CALLAHAN CAPITAL MANAGEMENT | RIA · Boutique | 58.6 | 78.5 (4 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | ALL STAR FINANCIAL INC | RIA · Boutique | 58.6 | 78.6 (7 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | EXCALIBUR MANAGEMENT CORP | RIA · Boutique | 58.6 | 78.5 (7 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | ACR ALPINE CAPITAL RESEARCH, LLC | RIA · Boutique | 58.6 | 78.5 (3 advisors) | 81 | 12 | — | 0% |
#1905 of 4901 | THE MARSHALL FINANCIAL GROUP, INC | RIA · Boutique | 58.6 | 78.6 (4 advisors) | 81 | 12 | — | 0% |
#1905 of 4901 | SONATA CAPITAL GROUP INC | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 83 | 12 | — | 0% |
