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

YAHARA WEALTH MANAGEMENT LLC

MADISON, WI

AUM $112MTEAM 2REPS 2

SULLIVAN INVESTMENT MANAGEMENT LLC

WISCONSIN RAPIDS, WI

AUM $112MTEAM 1REPS 1

VALLEY WEALTH MANAGEMENT

OSHKOSH, WI

AUM $112MTEAM 3REPS 1

PAVLIC INVESTMENT ADVISORS, INC.

DELAFIELD, WI

AUM $109MTEAM 2REPS 2

SUMNICHT & ASSOCIATES, LLC

APPLETON, WI

AUM $108MTEAM 3REPS 2

RIVER1 ASSET MANAGEMENT LLC

MILWAUKEE, WI

AUM $108MTEAM 5REPS 4

MILBORN ADVISORS, LTD

MILWAUKEE, WI

AUM $108MTEAM 2REPS 2

JORDAN FINANCIAL LIFE PLANNING

KENOSHA, WI

AUM $107MTEAM 3REPS 3

MORGAN-ALY WEALTH MANAGEMENT, LLC

WAUKESHA, WI

AUM $105MTEAM 3REPS 2

TRINITY FINANCIAL PLANNING

Middleton, WI

AUM $103MTEAM 3REPS 2

MELOTTE FINANCIAL ADVISORS

GREEN BAY, WI

AUM $97.6MTEAM 1REPS 1

MORGAN KENWOOD ADVISORS, LLC

GREENDALE, WI

AUM $96.7MTEAM 2REPS 2

WISCO INVESTMENT MANAGEMENT LLC

MADISON, WI

AUM $92.3MTEAM 2REPS 2

SUMMIT INVESTMENT MANAGEMENT, LTD.

GREENFIELD, WI

AUM $87MTEAM 3REPS 3

WINDERMERE WEALTH ADVISORS, LLC

ELM GROVE, WI

AUM $84.2MTEAM 2REPS 2

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC

MILWAUKEE, WI

AUM $83.7MTEAM 3REPS 6

WISMED FINANCIAL, INC.

FITCHBURG, WI

AUM $82.5MTEAM 1REPS 1

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC

MILWAUKEE, WI

AUM $81.7MTEAM 3REPS 6

PROPHET WEALTH MANAGEMENT

KENOSHA, WI

AUM $80.4MTEAM 5REPS 2

ANEW ADVISORS, LLC

WAUWATOSA, WI

AUM $79.3MTEAM 5REPS 2

PORTSIDE INVESTMENT ADVISORS, LLC

PORT WASHINGTON, WI

AUM $76.6MTEAM 2REPS 2

GOALBRIDGE WEALTH MANAGEMENT, LLC

APPLETON, WI

AUM $70MTEAM 2REPS 1

JMR FINANCIAL GROUP

SUPERIOR, WI

AUM $68.1MTEAM 4REPS 4

SUMMIT FINANCIAL MANAGEMENT LLC

MEQUON, WI

AUM $65MTEAM 1REPS 1

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