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

Plus Group Wealth Advisors, LLC

Belgium, WI

AUM $159MTEAM 4REPS 4

Wisconsin Wealth Advisors, LLC

Sun Prairie, WI

AUM $158MTEAM 3REPS 3

Titletown Wealth Management, LLC

Green Bay, WI

AUM $150MTEAM 2REPS 2

Financial Strategies, Inc.

Brookfield, WI

AUM $150MTEAM 6REPS 3

Portfolio Design Services, LLC

River Falls, WI

AUM $150MTEAM 4REPS 5

Mueller Wealth

Mishicot, WI

AUM $148MTEAM 5REPS 2

CLF Asset Management, Inc.

Madison, WI

AUM $147MTEAM 5REPS 5

MLG Fund Manager LLC

Brookfield, WI

AUM $144MTEAM 95REPS 8

Verus Wealth Management

De Pere, WI

AUM $143MTEAM 1REPS 1

American Investment Advisors Inc

Madison, WI

AUM $138MTEAM 2REPS 1

Central Wealth Management LLC

Madison, WI

AUM $137MTEAM 4REPS 1

Kult Wealth Management Group, LLC

Brookfield, WI

AUM $135MTEAM 2REPS 1

Lasalle Investment Advisors, Inc.

Pewaukee, WI

AUM $134MTEAM 5REPS 5

Jansen Wealth Management LLC

Altoona, WI

AUM $132MTEAM 4REPS 2

Intrinsic Investors LLC

Wauwatosa, WI

AUM $129MTEAM 4REPS 4

Capital Wealth Advisors, Ltd.

West Bend, WI

AUM $126MTEAM 2REPS 3

Breakthru Advisory Services, LLC

Muskego, WI

AUM $126MTEAM 4REPS 4

Coast Advisory LLC

East Troy, WI

AUM $122MTEAM 2REPS 2

Omni Financial LLC

Fitchburg, WI

AUM $117MTEAM 2REPS 1

Professional Financial Management, Inc.

Appleton, WI

AUM $116MTEAM 5REPS 3

Leach, Bickmore & Weiss Wealth Management, LLC

Madison, WI

AUM $115MTEAM 6REPS 5

Regal Bay Investment Group, LLC

Milwaukee, WI

AUM $115MTEAM 1REPS 2

Yahara Wealth Management LLC

Madison, WI

AUM $112MTEAM 2REPS 2

Sullivan Investment Management LLC

Wisconsin Rapids, WI

AUM $112MTEAM 1REPS 1

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