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

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

LA CROSSE, WI

AUM $236MTEAM 7REPS 6

REVIEW SERVICES INC

BROOKFIELD, WI

AUM $227MTEAM 3REPS 3

RETIREMENT WEALTH SOLUTIONS LLC

MARSHFIELD, WI

AUM $227MTEAM 4REPS 3

DENALI WEALTH MANAGEMENT, INC.

MEQUON, WI

AUM $226MTEAM 6REPS 4

GLOBAL VALUE INVESTMENT CORPORATION

MILWAUKEE, WI

AUM $226MTEAM 11REPS 7

CORNERSTONE FINANCIAL GROUP

APPLETON, WI

AUM $220MTEAM 5REPS 5

FINANCIAL SERVICE GROUP INC

CALEDONIA, WI

AUM $215MTEAM 8REPS 4

CALCULATED WEALTH

MADISON, WI

AUM $201MTEAM 5REPS 4

ENTASIS ASSET MANAGEMENT LLC

BROOKFIELD, WI

AUM $198MTEAM 5REPS 5

BOARDWALK FINANCIAL STRATEGIES LLC

HARTLAND, WI

AUM $198MTEAM 6REPS 4

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC

MILWAUKEE, WI

AUM $195MTEAM 14REPS 6

LIBERTY FINANCIAL GROUP, INC.

ELM GROVE, WI

AUM $194MTEAM 5REPS 3

CONCEPTUAL FINANCIAL ADVISORS, LLC

APPLETON, WI

AUM $190MTEAM 4REPS 1

GRANITE FINANCIAL GROUP

BROOKFIELD, WI

AUM $186MTEAM 2REPS 2

PALADIN PARTNERS

HARTLAND, WI

AUM $180MTEAM 2REPS 2

HOFF PRIVATE WEALTH

WAUSAU, WI

AUM $177MTEAM 3REPS 3

COLLAR CAPITAL MANAGEMENT, LLC

APPLETON, WI

AUM $176MTEAM 3REPS 4

FIDUCIARY FINANCIAL PLANNING NETWORK

ONALASKA, WI

AUM $176MTEAM 5REPS 5

NEUENSCHWANDER ASSET MANAGEMENT, LLC

MCFARLAND, WI

AUM $174MTEAM 5REPS 3

ELITE RETIREMENT GROUP

PLOVER, WI

AUM $168MTEAM 4REPS 1

STONEHAVEN WEALTH & TAX SOLUTIONS

APPLETON, WI

AUM $168MTEAM 3REPS 3

MCKINLEY MONEY, LLC

EAU CLAIRE, WI

AUM $164MTEAM 3REPS 2

ELITE WEALTH MANAGEMENT, INC.

PLOVER, WI

AUM $161MTEAM 5REPS 4

WARNKE/NICHOLS LTD.

DELAFIELD, WI

AUM $160MTEAM 2REPS 3

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