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 |
|---|---|---|---|---|---|---|---|---|
#212 of 4901 | CAPSTONE CAPITAL WEALTH ADVISORS | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 83 | 12 | — | 0% |
#212 of 4901 | TANGLEWOOD LEGACY ADVISORS, LLC | RIA · Boutique | 60.3 | 81.0 (5 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | DISCIPLINED EQUITY MANAGEMENT, INC. | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | 7TH HARVEST INVESTMENTS | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 83 | 12 | — | 0% |
#212 of 4901 | OSWEGO WEALTH ADVISORS INC. | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 81 | 12 | — | 0% |
#212 of 4901 | BEACON HILL INVESTMENT ADVISORY, LLC | RIA · Boutique | 60.3 | 81.1 (5 advisors) | 82 | 12 | — | 0% |
#212 of 4901 | BISON INVESTMENT ADVISORS, LLC | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 81 | 12 | — | 0% |
#212 of 4901 | VERGEPOINTE WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 78 | 12 | — | 0% |
#212 of 4901 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | RIA · Boutique | 60.3 | 81.1 (3 advisors) | 83 | 12 | — | 0% |
#212 of 4901 | BLUE WATER WEALTH | RIA · Boutique | 60.3 | 81.1 (8 advisors) | 86 | 12 | — | 0% |
#212 of 4901 | STRATEGIC INCOME GROUP LLC | RIA · Boutique | 60.3 | 80.9 (5 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | OPINICUS | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | ASSETGRADE, LLC | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 86 | 12 | — | 0% |
#212 of 4901 | TROXELL FINANCIAL | RIA · Boutique | 60.3 | 81.0 (5 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | CYPRESS CAPITAL, LLC | RIA · Boutique | 60.3 | 81.0 (9 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | BCS PRIVATE WEALTH MANAGEMENT | RIA · Boutique | 60.3 | 81.0 (5 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | SUMMIT WEALTH GROUP LLC | RIA · Boutique | 60.3 | 81.0 (6 advisors) | 82 | 12 | — | 0% |
#212 of 4901 | OREGON PACIFIC WEALTH MANAGEMENT | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | WALLACE HART CAPITAL MANAGEMENT | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | CAM INVESTOR SOLUTIONS | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | SKLAR CAPITAL ADVISORS, LLC | RIA · Boutique | 60.3 | 81.1 (3 advisors) | 84 | 12 | — | 0% |
#212 of 4901 | CAPITAL ASSET ADVISORS LLC. | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | LOGAN PARK WEALTH MANAGEMENT | RIA · Boutique | 60.3 | 81.0 (4 advisors) | 85 | 12 | — | 0% |
#212 of 4901 | CLIENT FIRST CAPITAL, LLC | RIA · Boutique | 60.3 | 81.0 (3 advisors) | 84 | 12 | — | 0% |
