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

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI

AUM $607MTEAM 34REPS 17

AVAII WEALTH MANAGEMENT, LLC

APPLETON, WI

AUM $603MTEAM 18REPS 10

POEHLING CAPITAL MANAGEMENT, INC.

MADISON, WI

AUM $591MTEAM 6REPS 7

RICHARDSON CAPITAL MANAGEMENT, LLC

Menomonee Falls, WI

AUM $582MTEAM 9REPS 7

WINCH FINANCIAL

APPLETON, WI

AUM $580MTEAM 18REPS 7

FRIEDLANDER & CO INC

MILWAUKEE, WI

AUM $565MTEAM 1REPS 2

ENRICH FINANCIAL PARTNERS LLC

MADISON, WI

AUM $557MTEAM 8REPS 4

AFFILIATED FINANCIAL ADVISORS INC

MILWAUKEE, WI

AUM $541MTEAM 4REPS 4

BUSKA WEALTH MANAGEMENT, LLC

WAUSAU, WI

AUM $539MTEAM 8REPS 9

UNCOMMON CENTS INVESTING

JANESVILLE, WI

AUM $520MTEAM 3REPS 3

WEA FINANCIAL ADVISORS, INC.

MADISON, WI

AUM $508MTEAM 4REPS 14

GOOGINS ADVISORS, INC.

Middleton, WI

AUM $501MTEAM 8REPS 4

THE MILWEALTH GROUP, LLC

MILWAUKEE, WI

AUM $497MTEAM 8REPS 5

ARCATAUR CAPITAL MANAGEMENT LLC

MILWAUKEE, WI

AUM $470MTEAM 9REPS 8

JOHN F SUBY WEALTH MANAGEMENT LLC

MADISON, WI

AUM $465MTEAM 3REPS 3

CHARTER CAPITAL MANAGEMENT, INC

BROOKFIELD, WI

AUM $462MTEAM 5REPS 4

RICHMOND INVESTMENT SERVICES LLC

MEQUON, WI

AUM $453MTEAM 13REPS 14

BLACKHAWK CAPITAL PARTNERS, LLC

THIENSVILLE, WI

AUM $452MTEAM 6REPS 7

GENEVA PARTNERS, LLC

LAKE GENEVA, WI

AUM $424MTEAM 9REPS 9

KOM WEALTH MANAGEMENT GROUP, LLC

APPLETON, WI

AUM $408MTEAM 7REPS 6

ECIO, INC.

MADISON, WI

AUM $396MTEAM 8REPS 7

ATLATL ADVISERS

MADISON, WI

AUM $393MTEAM 10REPS 8

EVEXIA WEALTH, LLC

Stevens Point, WI

AUM $386MTEAM 18REPS 9

T. ANTON INVESTMENT HOUSE, INC.

MADISON, WI

AUM $367MTEAM 6REPS 3

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