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

KRAMER INVESTMENT SERVICES, LLC

LAKE GENEVA, WI

AUM $63MTEAM 3REPS 1

KADEMIAN FINANCIAL GROUP INC

MILWAUKEE, WI

AUM $62.7MTEAM 1REPS 1

RETIREMENT INCOME PLANNING LLC

MADISON, WI

AUM $61.8MTEAM 6REPS 3

FORWARD INVESTMENT ADVISORS, INC.

MADISON, WI

AUM $60.9MTEAM 1REPS 4

LARSON WEALTH MANAGEMENT, LLC

WEST BEND, WI

AUM $59.2MTEAM 1REPS 1

SIMS CAPITAL MANAGEMENT LLC

MILWAUKEE, WI

AUM $56.4MTEAM 2REPS 2

CHAMBERS FINANCIAL GROUP, LLC.

GREEN BAY, WI

AUM $56.2MTEAM 2REPS 2

ALLISON & COMPANY FINANCIAL COUNSELORS, LLC

MILWAUKEE, WI

AUM $52.5MTEAM 1REPS 1

BULTMAN INVESTMENT MANAGEMENT, INC.

BROOKFIELD, WI

AUM $52MTEAM 1REPS 1

KEYSTONE FINANCIAL

EAU CLAIRE, WI

AUM $51.2MTEAM 3REPS 2

CORNERSTONE FINANCIAL CONSULTING, LLC

DE PERE, WI

AUM $51MTEAM 3REPS 3

A TO Z FINANCIAL PLANNING LLC

OAK CREEK, WI

AUM $49.8MTEAM 2REPS 2

BEHL WEALTH MANAGEMENT

DELAFIELD, WI

AUM $48.2MTEAM 3REPS 3

APEX FIDUCIARY ADVISORS LLC

Middleton, WI

AUM $47.8MTEAM 2REPS 2

2ND MARKET CAPITAL ADVISORY CORP.

MADISON, WI

AUM $47.2MTEAM 4REPS 4

BARINGTON CAPITAL MANAGEMENT, LLC

GREEN BAY, WI

AUM $47MTEAM 1REPS 1

HARRIS FINANCIAL SERVICES, INC.

OSHKOSH, WI

AUM $43MTEAM 2REPS 1

CORNERSTONE FINANCIAL PLANNING, INC.

APPLETON, WI

AUM $42.8MTEAM 3REPS 1

COMPOUND WEALTH, ADVISORY AND TAX LLC

MADISON, WI

AUM $42.8MTEAM 5REPS 2

FIAT LUX CAPITAL MANAGEMENT

WATERFORD, WI

AUM $39.8MTEAM 1REPS 1

EVOLUTION FINANCIAL LLC

MADISON, WI

AUM $38.8MTEAM 1REPS 1

ANTHONY CAPITAL MANAGEMENT, LLC

DE PERE, WI

AUM $37.9MTEAM 2REPS 2

GVR INVESTMENT MANAGEMENT, INC.

TWO RIVERS, WI

AUM $36.1MTEAM 3REPS 2

FIDUCIAONE

PEWAUKEE, WI

AUM $35.4MTEAM 1REPS 1

FINTRX platform

Need contacts and allocation intelligence for these firms?