RIAs in Wisconsin

286 RIAs headquartered in Wisconsin managing a combined $853B.

By city

MilwaukeeWisconsin55 FIRMS · $667B MadisonWisconsin38 FIRMS · $77.5B AppletonWisconsin23 FIRMS · $7.8B BrookfieldWisconsin18 FIRMS · $11.2B MequonWisconsin11 FIRMS · $4.8B MiddletonWisconsin9 FIRMS · $3.7B WaukeshaWisconsin9 FIRMS · $19.5B Green BayWisconsin8 FIRMS · $7.8B WausauWisconsin7 FIRMS · $1.4B West BendWisconsin6 FIRMS · $736M NeenahWisconsin4 FIRMS · $5.1B Eau ClaireWisconsin4 FIRMS · $219M Elm GroveWisconsin4 FIRMS · $289M De PereWisconsin4 FIRMS · $1.8B WauwatosaWisconsin4 FIRMS · $922M DelafieldWisconsin3 FIRMS · $432M KenoshaWisconsin3 FIRMS · $189M HartlandWisconsin3 FIRMS · $427M AltoonaWisconsin3 FIRMS · $10.6B Lake GenevaWisconsin3 FIRMS · $1.5B PewaukeeWisconsin3 FIRMS · $811M La CrosseWisconsin3 FIRMS · $1.1B FitchburgWisconsin3 FIRMS · $1.1B OshkoshWisconsin2 FIRMS · $363M ThiensvilleWisconsin2 FIRMS · $1.8B WaunakeeWisconsin2 FIRMS · $354M Stevens PointWisconsin2 FIRMS · $1.8B VeronaWisconsin2 FIRMS · $1B Wisconsin RapidsWisconsin2 FIRMS · $138M MuskegoWisconsin1 FIRM · $126M Oak CreekWisconsin1 FIRM · $49.8M OnalaskaWisconsin1 FIRM · $176M PlattevilleWisconsin1 FIRM · $914M PloverWisconsin1 FIRM · $161M PlymouthWisconsin1 FIRM Port WashingtonWisconsin1 FIRM · $76.6M RhinelanderWisconsin1 FIRM · $11.3B River FallsWisconsin1 FIRM · $150M SharonWisconsin1 FIRM · $15M ShawanoWisconsin1 FIRM · $1.2B SheboyganWisconsin1 FIRM Sister BayWisconsin1 FIRM · $292M Sun PrairieWisconsin1 FIRM · $158M SuperiorWisconsin1 FIRM · $68.1M Two RiversWisconsin1 FIRM · $36.1M WaterfordWisconsin1 FIRM · $39.8M TomahWisconsin1 FIRM · $977M AmeryWisconsin1 FIRM · $8.8M BelgiumWisconsin1 FIRM · $159M CaledoniaWisconsin1 FIRM · $215M CedarburgWisconsin1 FIRM · $852M ColumbusWisconsin1 FIRM · $28.2M CrivitzWisconsin1 FIRM · $11.3M DousmanWisconsin1 FIRM · $19M East TroyWisconsin1 FIRM · $122M EvansvilleWisconsin1 FIRM · $159M GermantownWisconsin1 FIRM GreendaleWisconsin1 FIRM · $96.7M GreenfieldWisconsin1 FIRM · $87M Hales CornersWisconsin1 FIRM HaywardWisconsin1 FIRM · $2.2M HazelhurstWisconsin1 FIRM HobartWisconsin1 FIRM · $337M HortonvilleWisconsin1 FIRM · $1.1M HudsonWisconsin1 FIRM · $677M JacksonWisconsin1 FIRM JanesvilleWisconsin1 FIRM · $520M ManitowocWisconsin1 FIRM · $12.1M MarshfieldWisconsin1 FIRM · $227M McfarlandWisconsin1 FIRM · $174M MenashaWisconsin1 FIRM · $2.3M Menomonee FallsWisconsin1 FIRM · $582M Mineral PointWisconsin1 FIRM MishicotWisconsin1 FIRM · $148M MononaWisconsin1 FIRM · $1.3B

All RIAs in Wisconsin

Iron Horse Asset Management LLC

Neenah, WI

AUM —TEAM 1REPS 1

Threshold Compass Strategies, Inc.

Sheboygan, WI

AUM —TEAM 1REPS 1

Shellcrest Financial LLC

Middleton, WI

AUM —TEAM 1REPS 1

Gentian Financial, Inc.

Mequon, WI

AUM —TEAM 14REPS 5

Fiscal Fitness, LLC

Verona, WI

AUM —TEAM 1REPS 1

Lakekat Advisory, LLC

Hazelhurst, WI

AUM —TEAM 1REPS 1

Haese Financial Group Inc

Jackson, WI

AUM —TEAM 6REPS 7

Perk Planning

Madison, WI

AUM —TEAM 3REPS 3

Isectors, LLC

Appleton, WI

AUM —TEAM 3REPS 3

Coveredbridge

Milwaukee, WI

AUM —TEAM 1REPS 2

Bertram Financial Advisor Services

Mineral Point, WI

AUM —TEAM 2REPS 2

Capital Coordinators Company

Eau Claire, WI

AUM —TEAM 1REPS 1

GTG Wealth Management, LLC

Elm Grove, WI

AUM —TEAM 2REPS 2

Korbitz Financial Planning LLC

Milwaukee, WI

AUM —TEAM 1REPS 1

Blackhorn Partners

Middleton, WI

AUM —TEAM 1REPS 1

Vogel Consulting, LLC

Brookfield, WI

AUM —TEAM 5REPS 3

Real Wealth Advisors LLC

Brookfield, WI

AUM —TEAM 7REPS 2

Direction Financial Management, LLC

Germantown, WI

AUM —TEAM 1REPS 1

Alliance Wealth Management Milwaukee, Inc.

Milwaukee, WI

AUM —TEAM 3REPS 1

Francis LLC

Brookfield, WI

AUM —TEAM 26REPS 17

HBW Ria Services, LLC

West Bend, WI

AUM —TEAM 1REPS 2

Associated Retirement Planners, Inc.

Wausau, WI

AUM —TEAM 1REPS 1

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