RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD #106288 MILWAUKEE, WI
SEC
AUM
$286.6M
Employees
5
HOGAN FINANCIAL MANAGEMENT, LLC
CRD #111600 MILWAUKEE, WI
SEC
AUM
$297.3M
Employees
1
BLACK MAPLE CAPITAL MANAGEMENT LP
CRD #168385 MILWAUKEE, WI
SEC Private Funds
AUM
$298.3M
Employees
9
VESTURA, LLC
CRD #142926 HOBART, WI
SEC
AUM
$299M
Employees
4
ALBERTS INVESTMENT MANAGEMENT INC.
CRD #136406 BROOKFIELD, WI
SEC
AUM
$303.7M
Employees
4
STARK & ROTH LLC
CRD #137442 MILWAUKEE, WI
SEC Private Funds Disclosures
AUM
$305.7M
Employees
15
INVESTMENT PROFESSIONALS, LLC
CRD #282495 WAUNAKEE, WI
SEC
AUM
$311M
Employees
4
PENNANT MANAGEMENT INC
CRD #106974 MILWAUKEE, WI
SEC
AUM
$317.8M
Employees
10
FREEDOM WEALTH ALLIANCE, LLC
CRD #170456 BROOKFIELD, WI
SEC
AUM
$320.1M
Employees
13
FINANCIAL SERVICE GROUP INC
CRD #107893 MOUNT PLEASANT, WI
SEC
AUM
$324.7M
Employees
9
EVEXIA WEALTH, LLC
CRD #323788 STEVENS POINT, WI
SEC
AUM
$329.4M
Employees
18
T. ANTON INVESTMENT HOUSE, INC.
CRD #174970 MADISON, WI
SEC
AUM
$331.9M
Employees
4
THRIVENT FINANCIAL BANK
CRD #109631 APPLETON, WI
SEC
AUM
$332.9M
Employees
51
BLACKHAWK CAPITAL PARTNERS, LLC
CRD #158020 THIENSVILLE, WI
SEC
AUM
$336.4M
Employees
8
BERNICKE WEALTH MANAGEMENT, LTD.
CRD #164892 ALTOONA, WI
SEC
AUM
$344.1M
Employees
17
BAIRD CAPITAL GLOBAL FUND MANAGEMENT II LLC
CRD #309991 MILWAUKEE, WI
SEC Private Funds
AUM
$356.7M
Employees
16
HARBOR WEALTH MANAGEMENT, LLC
CRD #153527 GREEN BAY, WI
SEC
AUM
$362.9M
Employees
6
RMR WEALTH ADVISORS LLC
CRD #151173 MADISON, WI
SEC
AUM
$369.3M
Employees
2
CAPITAL INNOVATIONS, LLC
CRD #145329 WAUKESHA, WI
SEC
AUM
$372.9M
Employees
4
NORTHERN OAK CAPITAL MANAGEMENT, LLC
CRD #113573 MILWAUKEE, WI
SEC
AUM
$383.7M
Employees
10
KOM WEALTH MANAGEMENT GROUP, LLC
CRD #142682 APPLETON, WI
SEC
AUM
$385M
Employees
7
GENEVA PARTNERS, LLC
CRD #130768 LAKE GENEVA, WI
SEC
AUM
$387.3M
Employees
8
RICHMOND INVESTMENT SERVICES LLC
CRD #327451 MEQUON, WI
SEC
AUM
$393.5M
Employees
13
BROADVIEW ADVISORS, LLC
CRD #111494 MILWAUKEE, WI
SEC Private Funds
AUM
$402M
Employees
9
ARCATAUR CAPITAL MANAGEMENT LLC
CRD #124663 MILWAUKEE, WI
SEC
AUM
$403.6M
Employees
8