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

BLACK MAPLE CAPITAL MANAGEMENT LP

MILWAUKEE, WI

AUM $353MTEAM 9REPS 6

ENVISION FINANCIAL LLC

BROOKFIELD, WI

AUM $353MTEAM 5REPS 4

FORTRESS PLANNING GROUP

WAUKESHA, WI

AUM $345MTEAM 6REPS 5

VESTURA, LLC

HOBART, WI

AUM $337MTEAM 4REPS 3

UNIPLAN INVESTMENT COUNSEL, INC.

MILWAUKEE, WI

AUM $330MTEAM 11REPS 5

SENTINEL ADVISORY GROUP, LLC

Middleton, WI

AUM $321MTEAM 10REPS 8

401K INVESTMENT PROFESSIONALS

WAUNAKEE, WI

AUM $311MTEAM 4REPS 4

STERLING CAPITAL MANAGEMENT INC

BROOKFIELD, WI

AUM $297MTEAM 3REPS 3

SUGAR MAPLE ASSET MANAGEMENT, LLC

SISTER BAY, WI

AUM $292MTEAM 3REPS 3

BROOK CAPITAL

BROOKFIELD, WI

AUM $283MTEAM 5REPS 5

MACCO FINANCIAL GROUP, INC.

GREEN BAY, WI

AUM $278MTEAM 8REPS 4

WALLEYE PARTNERS LLC

MADISON, WI

AUM $277MTEAM 5REPS 3

CWP PRIVATE WEALTH MANAGEMENT

WEST BEND, WI

AUM $276MTEAM 5REPS 2

CUSHING CAPITAL PARTNERS, LLC

DELAFIELD, WI

AUM $275MTEAM 2REPS 2

1492 CAPITAL MANAGEMENT, LLC

MILWAUKEE, WI

AUM $275MTEAM 5REPS 4

CLIENT FIRST INVESTMENT MANAGEMENT LLC

WEST BEND, WI

AUM $272MTEAM 16REPS 8

WISCONSIN CAPITAL MANAGEMENT, LLC

MADISON, WI

AUM $257MTEAM 5REPS 3

MENDOTA FINANCIAL GROUP, LLC

MADISON, WI

AUM $254MTEAM 5REPS 5

TRANSCEND ADVISOR GROUP, LLC

MILWAUKEE, WI

AUM $253MTEAM 4REPS 4

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

MILWAUKEE, WI

AUM $252MTEAM 6REPS 4

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

MILWAUKEE, WI

AUM $252MTEAM 14REPS 6

WINDWARD WEALTH STRATEGIES, INC.

OSHKOSH, WI

AUM $251MTEAM 3REPS 2

BEADELL A D INVESTMENT COUNSEL INC

MEQUON, WI

AUM $250MTEAM 2REPS 2

THE KIECKHEFER GROUP

MEQUON, WI

AUM $241MTEAM 3REPS 3

FINTRX platform

Need contacts and allocation intelligence for these firms?