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

Kramer Investment Services, LLC

Lake Geneva, WI

AUM $63MTEAM 3REPS 1

Kademian Financial Group Inc

Milwaukee, WI

AUM $62.7MTEAM 1REPS 1

Retirement Income Planning LLC

Madison, WI

AUM $61.8MTEAM 6REPS 3

Forward Investment Advisors, Inc.

Madison, WI

AUM $60.9MTEAM 1REPS 4

Larson Wealth Management, LLC

West Bend, WI

AUM $59.2MTEAM 1REPS 1

Sims Capital Management LLC

Milwaukee, WI

AUM $56.4MTEAM 2REPS 2

Chambers Financial Group, LLC

Green Bay, WI

AUM $56.2MTEAM 2REPS 2

Allison & Company Financial Counselors, LLC

Milwaukee, WI

AUM $52.5MTEAM 1REPS 1

Bultman Investment Management, Inc.

Brookfield, WI

AUM $52MTEAM 1REPS 1

Keystone Financial

Eau Claire, WI

AUM $51.2MTEAM 3REPS 2

Cornerstone Financial Consulting, LLC

De Pere, WI

AUM $51MTEAM 3REPS 3

A to Z Financial Planning LLC

Oak Creek, WI

AUM $49.8MTEAM 2REPS 2

Behl Wealth Management

Delafield, WI

AUM $48.2MTEAM 3REPS 3

Apex Fiduciary Advisors LLC

Middleton, WI

AUM $47.8MTEAM 2REPS 2

2nd Market Capital Advisory Corp.

Madison, WI

AUM $47.2MTEAM 4REPS 4

Barington Capital Management, LLC

Green Bay, WI

AUM $47MTEAM 1REPS 1

Cornerstone Financial Planning, Inc.

Appleton, WI

AUM $42.8MTEAM 3REPS 1

Compound Wealth, Advisory and Tax LLC

Waunakee, WI

AUM $42.8MTEAM 5REPS 2

Fiat Lux Capital Management

Waterford, WI

AUM $39.8MTEAM 1REPS 1

Evolution Financial LLC

Madison, WI

AUM $38.8MTEAM 1REPS 1

Anthony Capital Management, LLC

De Pere, WI

AUM $37.9MTEAM 2REPS 2

GVR Investment Management, Inc.

Two Rivers, WI

AUM $36.1MTEAM 3REPS 2

Fiduciaone

Pewaukee, WI

AUM $35.4MTEAM 1REPS 1

Point Wealth, LLC

Wausau, WI

AUM $32.3MTEAM 1REPS 1

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