RIAs in Wisconsin

290 RIAs headquartered in Wisconsin managing a combined $852B.

By city

MILWAUKEEWisconsin56 FIRMS · $667B MADISONWisconsin39 FIRMS · $76.8B APPLETONWisconsin24 FIRMS · $7.5B BROOKFIELDWisconsin18 FIRMS · $11.2B MEQUONWisconsin10 FIRMS · $4.8B MiddletonWisconsin9 FIRMS · $3.7B WAUKESHAWisconsin9 FIRMS · $19.5B GREEN BAYWisconsin8 FIRMS · $7.8B WAUSAUWisconsin7 FIRMS · $1.4B WEST BENDWisconsin6 FIRMS · $736M DE PEREWisconsin4 FIRMS · $1.8B WAUWATOSAWisconsin4 FIRMS · $922M ELM GROVEWisconsin4 FIRMS · $289M DELAFIELDWisconsin4 FIRMS · $592M EAU CLAIREWisconsin4 FIRMS · $219M KENOSHAWisconsin3 FIRMS · $189M LA CROSSEWisconsin3 FIRMS · $1.1B OSHKOSHWisconsin3 FIRMS · $406M PEWAUKEEWisconsin3 FIRMS · $811M LAKE GENEVAWisconsin3 FIRMS · $1.5B HARTLANDWisconsin3 FIRMS · $406M FITCHBURGWisconsin3 FIRMS · $1.1B ALTOONAWisconsin3 FIRMS · $10.6B NEENAHWisconsin3 FIRMS · $5.1B WISCONSIN RAPIDSWisconsin2 FIRMS · $138M THIENSVILLEWisconsin2 FIRMS · $1.8B Stevens PointWisconsin2 FIRMS · $1.8B PLOVERWisconsin2 FIRMS · $330M VERONAWisconsin2 FIRMS · $1B MUSKEGOWisconsin1 FIRM · $126M OAK CREEKWisconsin1 FIRM · $49.8M ONALASKAWisconsin1 FIRM · $176M PlattevilleWisconsin1 FIRM · $914M PLYMOUTHWisconsin1 FIRM PORT WASHINGTONWisconsin1 FIRM · $76.6M RHINELANDERWisconsin1 FIRM · $11.3B RIVER FALLSWisconsin1 FIRM · $150M SHARONWisconsin1 FIRM · $15M SHAWANOWisconsin1 FIRM · $1.2B SheboyganWisconsin1 FIRM ShorewoodWisconsin1 FIRM · $13M SISTER BAYWisconsin1 FIRM · $292M SUN PRAIRIEWisconsin1 FIRM · $158M SUPERIORWisconsin1 FIRM · $68.1M TWO RIVERSWisconsin1 FIRM · $36.1M WATERFORDWisconsin1 FIRM · $39.8M WAUNAKEEWisconsin1 FIRM · $311M TOMAHWisconsin1 FIRM · $977M AMERYWisconsin1 FIRM · $8.8M BELGIUMWisconsin1 FIRM · $159M CALEDONIAWisconsin1 FIRM · $215M CEDARBURGWisconsin1 FIRM · $852M COLUMBUSWisconsin1 FIRM · $29M 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

WALKNER CONDON FINANCIAL ADVISORS LLC

VERONA, WI

AUM $1BTEAM 18REPS 17

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

APPLETON, WI

AUM $1BTEAM 14REPS 8

MBE WEALTH MANAGEMENT, LLC

TOMAH, WI

AUM $977MTEAM 18REPS 12

ROSEMEYER MANAGEMENT GROUP

Platteville, WI

AUM $914MTEAM 23REPS 11

BERNICKE WEALTH MANAGEMENT

ALTOONA, WI

AUM $887MTEAM 26REPS 13

MILESTONE INVESTMENT ADVISORS, LLC

Middleton, WI

AUM $878MTEAM 7REPS 7

PARK CAPITAL MANAGEMENT, LLC

FITCHBURG, WI

AUM $868MTEAM 9REPS 6

PJS INVESTMENT MANAGEMENT

CEDARBURG, WI

AUM $852MTEAM 18REPS 11

ADVISORS MANAGEMENT GROUP INC

LA CROSSE, WI

AUM $820MTEAM 17REPS 12

CAPITAL INNOVATIONS, LLC

WAUKESHA, WI

AUM $807MTEAM 4REPS 2

COPPER HARBOR INVESTMENT ADVISORS, LLC

APPLETON, WI

AUM $805MTEAM 6REPS 6

GLOBAL VIEW CAPITAL MANAGEMENT LLC

WAUKESHA, WI

AUM $775MTEAM 122REPS 101

SKYLANDS CAPITAL, LLC

MILWAUKEE, WI

AUM $747MTEAM 9REPS 4

BAIRD CAPITAL MANAGEMENT COMPANY, LLC

MILWAUKEE, WI

AUM $738MTEAM 34REPS 3

ALPHA INVESTMENT CONSULTING GROUP, LLC

MILWAUKEE, WI

AUM $714MTEAM 8REPS 3

BROADVIEW FINANCIAL MANAGEMENT, LLC

WAUWATOSA, WI

AUM $699MTEAM 9REPS 7

MARIETTA INVESTMENT PARTNERS, LLC

MILWAUKEE, WI

AUM $684MTEAM 8REPS 7

LEVERTY FINANCIAL GROUP, LLC

HUDSON, WI

AUM $677MTEAM 8REPS 7

JACOBSON & SCHMITT ADVISORS, LLC

Middleton, WI

AUM $676MTEAM 15REPS 12

RIVERWATER PARTNERS LLC

MILWAUKEE, WI

AUM $661MTEAM 11REPS 9

BKM WEALTH MANAGEMENT

BROOKFIELD, WI

AUM $652MTEAM 9REPS 6

MIDWEST PROFESSIONAL PLANNERS, LTD.

WAUSAU, WI

AUM $649MTEAM 29REPS 22

SHAKESPEARE WEALTH MANAGEMENT, LLC

PEWAUKEE, WI

AUM $642MTEAM 9REPS 7

ENDOWMENT WEALTH MANAGEMENT, INC.

APPLETON, WI

AUM $609MTEAM 14REPS 13

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