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

Gateway Wealth Partners, LLC

Appleton, WI

AUM $2.3BTEAM 83REPS 100

1834 Investment Advisors Co

Milwaukee, WI

AUM $2.2BTEAM 45REPS 22

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 15

Klcm Advisors, Inc.

Milwaukee, WI

AUM $1.9BTEAM 11REPS 6

IAG Wealth Partners, LLC

Waukesha, WI

AUM $1.9BTEAM 15REPS 16

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 15

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 37

Oarsman Capital, Inc

Milwaukee, WI

AUM $1.2BTEAM 21REPS 15

Kerberrose Wealth Management, LLC

Shawano, WI

AUM $1.2BTEAM 13REPS 16

Canopy Wealth Management

Middleton, WI

AUM $1.2BTEAM 12REPS 10

Goldstein Advisors, LLC

Madison, WI

AUM $1.1BTEAM 19REPS 10

Spectrum Investment Advisors, Inc.

Mequon, WI

AUM $1.1BTEAM 27REPS 22

Form Wealth Advisors, LLC

Lake Geneva, WI

AUM $1.1BTEAM 16REPS 9

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