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 | LYNX INVESTMENT ADVISORY, LLC | RIA · Boutique | 58.6 | 78.6 (8 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | TUFTON CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | LINDUS ADVISORS, INC. | RIA · Boutique | 58.6 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | TOWER BRIDGE ADVISORS | RIA · Boutique | 58.6 | 78.6 (8 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | SMART INVESTOR, LLC | RIA · Boutique | 58.6 | 78.5 (5 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | WINDSOR CAPITAL MANAGEMENT, LLC | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | SNIDER FINANCIAL GROUP | RIA · Boutique | 58.6 | 78.6 (8 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | ALPHA ADVISORS, LLC | RIA · Boutique | 58.6 | 78.5 (4 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | JMF CAPSTONE WEALTH MANAGEMENT | RIA · Boutique | 58.6 | 78.6 (6 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | AUTUS ASSET MANAGEMENT, LLC | RIA · Boutique | 58.6 | 78.5 (7 advisors) | 85 | 12 | — | 0% |
#1905 of 4901 | SAPERE WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.6 | 78.6 (7 advisors) | 81 | 12 | — | 0% |
#1905 of 4901 | NORTHERN FINANCIAL ADVISORS, INC | RIA · Boutique | 58.6 | 78.5 (4 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | SHUTTLEWORTH & COMPANY | RIA · Boutique | 58.6 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | KASSOUF WEALTH ADVISORS, LLC | RIA · Boutique | 58.6 | 78.6 (6 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | PHILADELPHIA INVESTMENT PARTNERS, LLC | RIA · Boutique | 58.6 | 78.5 (3 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | MILINOVICH & CO., INC | RIA · Boutique | 58.6 | 78.5 (4 advisors) | 85 | 12 | — | 0% |
#1905 of 4901 | VANTAGE FINANCIAL PARTNERS LIMITED | RIA · Boutique | 58.6 | 78.5 (4 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | FOUNTAIN FINANCIAL GROUP, INC. | RIA · Boutique | 58.6 | 78.6 (3 advisors) | 81 | 12 | — | 0% |
#1905 of 4901 | ACKERMAN CAPITAL MANAGEMENT | RIA · Boutique | 58.6 | 78.6 (4 advisors) | 82 | 12 | — | 0% |
#1905 of 4901 | COOPER/HAIMS ADVISORS, LLC | RIA · Boutique | 58.6 | 78.6 (8 advisors) | 81 | 12 | — | 0% |
#1905 of 4901 | GSB WEALTH MANAGEMENT, LLC | RIA · Boutique | 58.6 | 78.6 (7 advisors) | 85 | 12 | — | 0% |
#1905 of 4901 | CORNERSTONE WEALTH ADVISORS, INC. | RIA · Boutique | 58.6 | 78.6 (4 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | MERSEREAU, LAZENBY & ROCKAS, L.L.C. | RIA · Boutique | 58.6 | 78.6 (3 advisors) | 83 | 12 | — | 0% |
#1905 of 4901 | FAMILY WMS, LLC | RIA · Boutique | 58.6 | 78.6 (3 advisors) | 84 | 12 | — | 0% |
#1905 of 4901 | SEASCAPE CAPITAL MANAGEMENT,LLC | RIA · Boutique | 58.6 | 78.6 (5 advisors) | 83 | 12 | — | 0% |
