RIAs in Wisconsin

286 RIAs headquartered in Wisconsin managing a combined $853B.

By city

MilwaukeeWisconsin55 FIRMS · $667B MadisonWisconsin38 FIRMS · $77.5B AppletonWisconsin23 FIRMS · $7.8B 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 NeenahWisconsin4 FIRMS · $5.1B Eau ClaireWisconsin4 FIRMS · $219M Elm GroveWisconsin4 FIRMS · $289M De PereWisconsin4 FIRMS · $1.8B WauwatosaWisconsin4 FIRMS · $922M DelafieldWisconsin3 FIRMS · $432M KenoshaWisconsin3 FIRMS · $189M HartlandWisconsin3 FIRMS · $427M AltoonaWisconsin3 FIRMS · $10.6B Lake GenevaWisconsin3 FIRMS · $1.5B PewaukeeWisconsin3 FIRMS · $811M La CrosseWisconsin3 FIRMS · $1.1B FitchburgWisconsin3 FIRMS · $1.1B OshkoshWisconsin2 FIRMS · $363M ThiensvilleWisconsin2 FIRMS · $1.8B WaunakeeWisconsin2 FIRMS · $354M Stevens PointWisconsin2 FIRMS · $1.8B VeronaWisconsin2 FIRMS · $1B 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

Bridgeport Asset Management, LLC

Madison, WI

AUM $30.4MTEAM 1REPS 1

Midwest Wealth Solutions LLC

Brookfield, WI

AUM $29.1MTEAM 1REPS 1

Gile Agnew, LLC

Columbus, WI

AUM $28.2MTEAM 3REPS 2

Aegis Wealth AdvisorS. LLC

Hartland, WI

AUM $27.7MTEAM 3REPS 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

Pmmsf Partners, LLC

Madison, WI

AUM $21.4MTEAM 2REPS 3

Diversified Capital Wealth Management, LLC

Mequon, WI

AUM $20MTEAM 2REPS 2

Hohensee Financial Services, Inc.

Dousman, WI

AUM $19MTEAM 2REPS 3

ETF Model Solutions, LLC

Appleton, WI

AUM $18.1MTEAM 14REPS 12

North Shore Investment Advisors, LLC

Neenah, WI

AUM $18MTEAM 1REPS 1

D/B/A Financial Awareness Institute

Sharon, WI

AUM $15MTEAM 1REPS 1

Bruce Wood Capital, LLC

Mequon, WI

AUM $14.7MTEAM 2REPS 2

Fulton Investment Advisers, Inc.

Wauwatosa, WI

AUM $14.5MTEAM 1REPS 1

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

Simplicity Financial, LLC

Milwaukee, WI

AUM $8MTEAM 1REPS 1

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