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

Lindenwood Financial LLC

Madison, WI

AUM $6.7MTEAM 2REPS 2

Freedom Wealth LLC

Appleton, WI

AUM $6.3MTEAM 1REPS 1

Christiansen Asset Management LLC

Mequon, WI

AUM $5.4MTEAM 1REPS 1

Onelegacy Advisors, LLC

Green Bay, WI

AUM $5MTEAM 2REPS 1

Borger Capital Management LLC

Wausau, WI

AUM $4.5MTEAM 3REPS 3

RJ Hill's Financial Services, LLC

Eau Claire, WI

AUM $4.4MTEAM 1REPS 2

Financial Advisory Group, Inc.

Appleton, WI

AUM $4.2MTEAM 1REPS 1

Significance Capital Management LLC

Milwaukee, WI

AUM $3.8MTEAM 2REPS 4

Denarius Wealth Management

Appleton, WI

AUM $3.8MTEAM 1REPS 1

Kdhh Investments LLC

West Bend, WI

Ronald L Perkins Dba Perkins Financial

Madison, WI

AUM $2.7MTEAM 1REPS 1

Wiara Investment Management, LLC

Menasha, WI

AUM $2.3MTEAM 1REPS 1

Franson Financial LLC

Hayward, WI

AUM $2.2MTEAM 2REPS 2

Baird Venture Partners Management Company III, LLC

Milwaukee, WI

AUM $1.3MTEAM 14REPS 6

Appleton Investment Management Inc.

Hortonville, WI

AUM $1.1MTEAM 1REPS 1

RWH Asset Management

Kenosha, WI

AUM $1MTEAM 1REPS 1

Aurea Investments LLC

Milwaukee, WI

AUM $300KTEAM 1REPS 1

Benevest & Associates, Inc.

Brookfield, WI

AUM —TEAM 2REPS 3

Perk Planning

Madison, WI

AUM —TEAM 2REPS 2

Myfamilycfo, Inc.

Wausau, WI

AUM —TEAM 1REPS 1

Gentian Financial, Inc.

Mequon, WI

AUM —TEAM 14REPS 5

Vogel Consulting, LLC

Brookfield, WI

AUM —TEAM 5REPS 3

Dream Bigger Financial, LLC

Milwaukee, WI

AUM —TEAM 1REPS 1

Francis LLC

Brookfield, WI

AUM —TEAM 26REPS 17

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