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 |
|---|---|---|---|---|---|---|---|---|
#181 of 4901 | COURAGE MILLER PARTNERS, LLC | RIA · Boutique | 60.4 | 81.2 (3 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | WRENNE FINANCIAL PLANNING LLC | RIA · Boutique | 60.4 | 81.2 (4 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | WILLAMETTE FINANCIAL ADVISORS, LLC | RIA · Boutique | 60.4 | 81.1 (4 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | WESTSHORE WEALTH | RIA · Boutique | 60.4 | 81.1 (6 advisors) | 85 | 12 | — | 0% |
#181 of 4901 | ALLIANCE WEALTH ADVISORS, LLC | RIA · Boutique | 60.4 | 81.1 (5 advisors) | 83 | 12 | — | 0% |
#181 of 4901 | COLLECTIVE WEALTH ADVISORS LLC | RIA · Boutique | 60.4 | 81.1 (4 advisors) | 85 | 12 | — | 0% |
#181 of 4901 | OUTLOOK WEALTH ADVISORS, LLC | RIA · Boutique | 60.4 | 81.1 (4 advisors) | 85 | 12 | — | 0% |
#181 of 4901 | VON BORSTEL & ASSOCIATES | RIA · Boutique | 60.4 | 81.1 (3 advisors) | 82 | 12 | — | 0% |
#181 of 4901 | WEALTH MANAGEMENT PARTNERS, LLC | RIA · Boutique | 60.4 | 81.1 (6 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | INSTRUMENTAL WEALTH, LLC | RIA · Boutique | 60.4 | 81.2 (4 advisors) | 84 | 12 | — | 0% |
#181 of 4901 | DOGWOOD WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.4 | 81.2 (3 advisors) | 82 | 12 | — | 0% |
#212 of 4901 | THE ARKANSAS FINANCIAL GROUP, INC. | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | GARDEY FINANCIAL ADVISORS INC | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 83 | 12 | — | 0% |
#212 of 4901 | SILICON VALLEY WEALTH ADVISORS, LLC | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 83 | 12 | — | 0% |
#212 of 4901 | PREMIER FINANCIAL GROUP INC | RIA · Boutique | 60.3 | 81.1 (8 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | KENNETH FRENKE & CO | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | DEAN ROLAND RUSSELL, LLC | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | SCHAEFER FINANCIAL MANAGEMENT, INC. | RIA · Boutique | 60.3 | 80.9 (7 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | COMPREHENSIVE FINANCIAL PLANNING INC | RIA · Boutique | 60.3 | 81.1 (6 advisors) | 82 | 12 | — | 0% |
#212 of 4901 | HECKMAN FINANCIAL & INSURANCE SERVICES, INC. | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | FIRSTRUST | RIA · Boutique | 60.3 | 81.0 (6 advisors) | 79 | 12 | — | 0% |
#212 of 4901 | CHICAGO WEALTH MANAGEMENT, INC. | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | RIA · Boutique | 60.3 | 81.0 (6 advisors) | 82 | 12 | — | 0% |
#212 of 4901 | GIBSON FINANCIAL SOLUTIONS, INC. | RIA · Boutique | 60.3 | 80.9 (3 advisors) | 83 | 12 | — | 0% |
#212 of 4901 | VOISARD ASSET MANAGEMENT GROUP | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 83 | 12 | — | 0% |
