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

GATEWAY WEALTH PARTNERS, LLC

APPLETON, WI

AUM $2.3BTEAM 83REPS 98

1834 INVESTMENT ADVISORS CO.

MILWAUKEE, WI

AUM $2.2BTEAM 45REPS 21

ELLENBECKER INVESTMENT GROUP

WAUKESHA, WI

AUM $2.1BTEAM 51REPS 21

OPEROSE ADVISORS LLC

MILWAUKEE, WI

AUM $2BTEAM 20REPS 15

HAMMES REALTY ADVISORS, LLC

MILWAUKEE, WI

AUM $2BTEAM 40REPS 4

HEARTLAND ADVISORS, INC.

MILWAUKEE, WI

AUM $1.9BTEAM 26REPS 16

KLCM ADVISORS, INC.

MILWAUKEE, WI

AUM $1.9BTEAM 11REPS 6

IAG WEALTH PARTNERS, LLC

WAUKESHA, WI

AUM $1.9BTEAM 15REPS 15

DIVERSIFIED MANAGEMENT INC

MILWAUKEE, WI

AUM $1.9BTEAM 8REPS 6

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

NEENAH, WI

AUM $1.8BTEAM 15REPS 11

N.E.W. ADVISORY SERVICES, LLC

DE PERE, WI

AUM $1.6BTEAM 23REPS 14

CAMPBELL NEWMAN ASSET MANAGEMENT INC

MILWAUKEE, WI

AUM $1.4BTEAM 9REPS 5

Isthmus Partners, LLC

MADISON, WI

AUM $1.4BTEAM 17REPS 13

SENTRY INVESTMENT MANAGEMENT, L.L.C.

Stevens Point, WI

AUM $1.4BTEAM 10REPS 3

MASON WELLS, INC.

MILWAUKEE, WI

AUM $1.4BTEAM 22REPS 6

THE MILWAUKEE COMPANY

THIENSVILLE, WI

AUM $1.3BTEAM 7REPS 4

CAPITAL INVESTMENT SERVICES OF AMERICA INC

MILWAUKEE, WI

AUM $1.3BTEAM 9REPS 10

MADISON PARTNERS

Monona, WI

AUM $1.3BTEAM 17REPS 38

OARSMAN CAPITAL, INC

MILWAUKEE, WI

AUM $1.2BTEAM 21REPS 15

KERBERROSE WEALTH MANAGEMENT, LLC

SHAWANO, WI

AUM $1.2BTEAM 13REPS 14

CANOPY WEALTH MANAGEMENT

Middleton, WI

AUM $1.2BTEAM 12REPS 10

GOLDSTEIN ADVISORS, LLC

MADISON, WI

AUM $1.1BTEAM 19REPS 9

SPECTRUM INVESTMENT ADVISORS, INC.

MEQUON, WI

AUM $1.1BTEAM 27REPS 21

FORM WEALTH ADVISORS, LLC

LAKE GENEVA, WI

AUM $1.1BTEAM 16REPS 9

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