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

SYCAMORE INVESTMENT CONSULTING SERVICES, LLC

MADISON, WI

AUM $160MTEAM 2REPS 2

RETIREMENT INCOME STRATEGIES, LLC

EVANSVILLE, WI

AUM $159MTEAM 4REPS 1

PLUS GROUP WEALTH ADVISORS, LLC

BELGIUM, WI

AUM $159MTEAM 4REPS 4

WISCONSIN WEALTH ADVISORS, LLC

SUN PRAIRIE, WI

AUM $158MTEAM 3REPS 3

TITLETOWN WEALTH MANAGEMENT, LLC

GREEN BAY, WI

AUM $150MTEAM 2REPS 2

FINANCIAL STRATEGIES, INC.

BROOKFIELD, WI

AUM $150MTEAM 6REPS 3

PORTFOLIO DESIGN SERVICES, LLC

RIVER FALLS, WI

AUM $150MTEAM 4REPS 5

MUELLER WEALTH

mishicot, WI

AUM $148MTEAM 5REPS 2

CLF ASSET MANAGEMENT, INC.

MADISON, WI

AUM $147MTEAM 5REPS 5

MLG FUND MANAGER LLC

BROOKFIELD, WI

AUM $144MTEAM 95REPS 8

VERUS WEALTH MANAGEMENT

DE PERE, WI

AUM $143MTEAM 1REPS 1

AMERICAN INVESTMENT ADVISORS INC

MADISON, WI

AUM $138MTEAM 2REPS 1

CENTRAL WEALTH MANAGEMENT LLC

MADISON, WI

AUM $137MTEAM 4REPS 1

KULT WEALTH MANAGEMENT GROUP, LLC

BROOKFIELD, WI

AUM $135MTEAM 2REPS 1

LASALLE INVESTMENT ADVISORS, INC.

PEWAUKEE, WI

AUM $134MTEAM 5REPS 5

JANSEN WEALTH MANAGEMENT LLC

ALTOONA, WI

AUM $132MTEAM 4REPS 2

INTRINSIC INVESTORS LLC

WAUWATOSA, WI

AUM $129MTEAM 4REPS 4

CAPITAL WEALTH ADVISORS, LTD.

WEST BEND, WI

AUM $126MTEAM 2REPS 3

BREAKTHRU ADVISORY SERVICES, LLC

MUSKEGO, WI

AUM $126MTEAM 3REPS 3

COAST ADVISORY LLC

EAST TROY, WI

AUM $122MTEAM 2REPS 2

OMNI FINANCIAL LLC

FITCHBURG, WI

AUM $117MTEAM 2REPS 1

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

APPLETON, WI

AUM $116MTEAM 5REPS 3

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

MADISON, WI

AUM $115MTEAM 6REPS 5

REGAL BAY INVESTMENT GROUP, LLC

MILWAUKEE, WI

AUM $115MTEAM 1REPS 2

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