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

POINT WEALTH, LLC

WAUSAU, WI

AUM $32.3MTEAM 1REPS 1

BRIDGEPORT ASSET MANAGEMENT, LLC.

MADISON, WI

AUM $30.4MTEAM 1REPS 1

MIDWEST WEALTH SOLUTIONS LLC

BROOKFIELD, WI

AUM $29.1MTEAM 1REPS 1

A. GILE & CO.

COLUMBUS, WI

AUM $29MTEAM 1REPS 1

AEGIS WEALTH ADVISORS. LLC

HARTLAND, WI

AUM $27.7MTEAM 2REPS 2

ASC 401(K) MANAGEMENT

APPLETON, WI

AUM $26.8MTEAM 1REPS 1

WARDEN WEALTH MANAGEMENT, LLC

MILWAUKEE, WI

AUM $26.2MTEAM 1REPS 1

BUENA VISTA INVESTMENT MANAGEMENT LLC

WISCONSIN RAPIDS, WI

AUM $25.7MTEAM 1REPS 1

HILLTOP FINANCIAL ADVISORS

MILWAUKEE, WI

AUM $24.5MTEAM 1REPS 1

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC

MILWAUKEE, WI

AUM $22.4MTEAM 3REPS 6

DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC

MEQUON, WI

AUM $22.2MTEAM 2REPS 2

PMMSF PARTNERS, LLC

MADISON, WI

AUM $21.4MTEAM 2REPS 3

HOHENSEE FINANCIAL SERVICES, INC.

DOUSMAN, WI

AUM $19MTEAM 2REPS 3

ETF Model Solutions, LLC

APPLETON, WI

AUM $18.1MTEAM 14REPS 11

NORTH SHORE INVESTMENT ADVISORS, LLC

NEENAH, WI

AUM $18MTEAM 1REPS 1

D/B/A FINANCIAL AWARENESS INSTITUTE

SHARON, WI

AUM $15MTEAM 1REPS 1

FULTON INVESTMENT ADVISERS, INC.

WAUWATOSA, WI

AUM $14.5MTEAM 1REPS 1

BRUCE WOOD CAPITAL, LLC

Shorewood, WI

AUM $13MTEAM 2REPS 2

RED GRANITE WEALTH MANAGEMENT

MANITOWOC, WI

AUM $12.1MTEAM 1REPS 1

CIRCLE R WEALTH LLC

CRIVITZ, WI

AUM $11.3MTEAM 1REPS 1

KOLASH WEALTH STRATEGIES, LLC

APPLETON, WI

AUM $10.6MTEAM 1REPS 1

FAMILY INVESTMENT PLANNING, LLC

ELM GROVE, WI

AUM $10MTEAM 1REPS 1

HARVEST HORIZON WEALTH STRATEGIES

AMERY, WI

AUM $8.8MTEAM 1REPS 1

WULLSCHLEGER GROUP

MADISON, WI

AUM $8.1MTEAM 2REPS 2

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