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

Black Maple Capital Management LP

Milwaukee, WI

AUM $353MTEAM 9REPS 6

Envision Financial LLC

Brookfield, WI

AUM $353MTEAM 5REPS 4

Fortress Planning Group

Waukesha, WI

AUM $345MTEAM 6REPS 5

Vestura, LLC

Hobart, WI

AUM $337MTEAM 4REPS 4

Uniplan Investment Counsel, Inc.

Milwaukee, WI

AUM $330MTEAM 11REPS 5

Sentinel Advisory Group, LLC

Middleton, WI

AUM $321MTEAM 10REPS 7

401k Investment Professionals

Waunakee, WI

AUM $311MTEAM 4REPS 4

Sterling Capital Management Inc

Brookfield, WI

AUM $297MTEAM 3REPS 3

Sugar Maple Asset Management, LLC

Sister Bay, WI

AUM $292MTEAM 3REPS 3

Brook Capital

Brookfield, WI

AUM $283MTEAM 5REPS 5

Macco Financial Group, Inc.

Green Bay, WI

AUM $278MTEAM 8REPS 4

Walleye Partners LLC

Madison, WI

AUM $277MTEAM 5REPS 3

CWP Private Wealth Management

West Bend, WI

AUM $276MTEAM 5REPS 2

Cushing Capital Partners, LLC

Delafield, WI

AUM $275MTEAM 2REPS 2

1492 Capital Management, LLC

Milwaukee, WI

AUM $275MTEAM 5REPS 4

Client First Investment Management LLC

West Bend, WI

AUM $272MTEAM 16REPS 8

Wisconsin Capital Management, LLC

Madison, WI

AUM $257MTEAM 5REPS 3

Mendota Financial Group, LLC

Madison, WI

AUM $254MTEAM 5REPS 5

Transcend Advisor Group, LLC

Milwaukee, WI

AUM $253MTEAM 5REPS 5

Morgan Dempsey Capital Management LLC

Milwaukee, WI

AUM $252MTEAM 6REPS 4

Baird Venture Partners Management Company IV, LLC

Milwaukee, WI

AUM $252MTEAM 14REPS 6

Windward Wealth Strategies, Inc.

Oshkosh, WI

AUM $251MTEAM 3REPS 2

Beadell A D Investment Counsel Inc

Mequon, WI

AUM $250MTEAM 2REPS 2

The Kieckhefer Group

Mequon, WI

AUM $241MTEAM 3REPS 3

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