RIAs in Wisconsin

286 RIAs headquartered in Wisconsin managing a combined $853B.

By city

MilwaukeeWisconsin55 FIRMS · $667B MadisonWisconsin38 FIRMS · $77.5B AppletonWisconsin23 FIRMS · $7.8B 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 NeenahWisconsin4 FIRMS · $5.1B Eau ClaireWisconsin4 FIRMS · $219M Elm GroveWisconsin4 FIRMS · $289M De PereWisconsin4 FIRMS · $1.8B WauwatosaWisconsin4 FIRMS · $922M DelafieldWisconsin3 FIRMS · $432M KenoshaWisconsin3 FIRMS · $189M HartlandWisconsin3 FIRMS · $427M AltoonaWisconsin3 FIRMS · $10.6B Lake GenevaWisconsin3 FIRMS · $1.5B PewaukeeWisconsin3 FIRMS · $811M La CrosseWisconsin3 FIRMS · $1.1B FitchburgWisconsin3 FIRMS · $1.1B OshkoshWisconsin2 FIRMS · $363M ThiensvilleWisconsin2 FIRMS · $1.8B WaunakeeWisconsin2 FIRMS · $354M Stevens PointWisconsin2 FIRMS · $1.8B VeronaWisconsin2 FIRMS · $1B 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

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 1REPS 1

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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