RIAs in Wisconsin

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

By city

MilwaukeeWisconsin56 FIRMS · $667B MadisonWisconsin38 FIRMS · $76.8B AppletonWisconsin24 FIRMS · $7.5B 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 Elm GroveWisconsin4 FIRMS · $289M Eau ClaireWisconsin4 FIRMS · $219M WauwatosaWisconsin4 FIRMS · $922M De PereWisconsin4 FIRMS · $1.8B NeenahWisconsin3 FIRMS · $5.1B KenoshaWisconsin3 FIRMS · $189M La CrosseWisconsin3 FIRMS · $1.1B OshkoshWisconsin3 FIRMS · $406M PewaukeeWisconsin3 FIRMS · $811M Lake GenevaWisconsin3 FIRMS · $1.5B HartlandWisconsin3 FIRMS · $424M DelafieldWisconsin3 FIRMS · $432M FitchburgWisconsin3 FIRMS · $1.1B AltoonaWisconsin3 FIRMS · $10.6B WaunakeeWisconsin2 FIRMS · $354M VeronaWisconsin2 FIRMS · $1B ThiensvilleWisconsin2 FIRMS · $1.8B Stevens PointWisconsin2 FIRMS · $1.8B 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

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 13

Rosemeyer Management Group

Platteville, WI

AUM $914MTEAM 23REPS 13

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 12

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 103

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 23

Shakespeare Wealth Management, LLC

Pewaukee, WI

AUM $642MTEAM 9REPS 7

Endowment Wealth Management, Inc.

Appleton, WI

AUM $609MTEAM 14REPS 14

FINTRX platform

Need contacts and allocation intelligence for these firms?