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 |
|---|---|---|---|---|---|---|---|---|
#997 of 4901 | ULRICH INVESTMENT CONSULTANTS | RIA · Boutique | 59.2 | 79.4 (9 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | RETIREMENT STRATEGIES, LTD. | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | PROCOURSE FIDUCIARY ADVISORS, LLC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | HAWKINS WEALTH MANAGEMENT | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | TOTAL WEALTH PLANNING AND MANAGEMENT, INC. | RIA · Boutique | 59.2 | 79.4 (8 advisors) | 82 | 12 | — | 0% |
#997 of 4901 | STRATUS ADVISORY GROUP, INC. | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | RPA WEALTH MANAGEMENT | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | ATLANTIS WEALTH ADVISORS LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 82 | 12 | — | 0% |
#997 of 4901 | BCK PARTNERS, INC. | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | CLARE MARKET INVESTMENTS, LLC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | FINANCIAL PLANNING FORT COLLINS | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | BAYBRIDGE CAPITAL GROUP, LLC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 81 | 12 | — | 0% |
#997 of 4901 | GIBSON WEALTH ADVISORS, LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | HERITAGE FINANCIAL LLC | RIA · Boutique | 59.2 | 79.4 (6 advisors) | 85 | 12 | — | 0% |
#997 of 4901 | VISTA INVESTMENT PARTNERS LLC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | O'KEEFE STEVENS ADVISORY, INC. | RIA · Boutique | 59.2 | 79.5 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | BANE O'LEARY LLC | RIA · Boutique | 59.2 | 79.4 (4 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | RIA · Boutique | 59.2 | 79.5 (4 advisors) | 82 | 12 | — | 0% |
#997 of 4901 | DIAMOND WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.5 (6 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | MILLENNIAL WEALTH | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | INSIGHT WEALTH STRATEGIES, LLC | RIA · Boutique | 59.2 | 79.4 (9 advisors) | 83 | 12 | — | 0% |
#997 of 4901 | SKY ALPHA ASSET ADVISORS LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 81 | 12 | — | 0% |
#997 of 4901 | HORST & GRABEN WEALTH MANAGEMENT, LLC | RIA · Boutique | 59.2 | 79.5 (4 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | FOOTHILLS ADVISORS, LLC | RIA · Boutique | 59.2 | 79.4 (3 advisors) | 84 | 12 | — | 0% |
#997 of 4901 | CAVU WEALTH MANAGEMENT | RIA · Boutique | 59.2 | 79.4 (6 advisors) | 84 | 12 | — | 0% |
