RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
SHAKESPEARE WEALTH MANAGEMENT, LLC
CRD #111950 PEWAUKEE, WI
SEC
AUM
$512.5M
Employees
9
RICHARDSON CAPITAL MANAGEMENT, LLC
CRD #130985 MENOMONEE FALLS, WI
SEC
AUM
$526.5M
Employees
9
EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC
CRD #153254 DE PERE, WI
SEC
AUM
$541.9M
Employees
7
NORTHERN CAPITAL MANAGEMENT LLC
CRD #104975 MADISON, WI
SEC
AUM
$544.2M
Employees
7
WEA FINANCIAL ADVISORS, INC.
CRD #144919 MADISON, WI
SEC
AUM
$554.3M
Employees
4
MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD #112995 WAUSAU, WI
SEC
AUM
$554.3M
Employees
29
LEVERTY FINANCIAL GROUP, LLC
CRD #310258 HUDSON, WI
SEC
AUM
$567.4M
Employees
8
BKM WEALTH MANAGEMENT, LLC
CRD #323928 BROOKFIELD, WI
SEC
AUM
$582M
Employees
9
JACOBSON & SCHMITT ADVISORS, LLC
CRD #140431 MIDDLETON, WI
SEC
AUM
$590M
Employees
15
RIVERWATER PARTNERS LLC
CRD #283540 MILWAUKEE, WI
SEC
AUM
$600.2M
Employees
11
MARIETTA INVESTMENT PARTNERS, LLC
CRD #108479 MILWAUKEE, WI
SEC
AUM
$605.2M
Employees
8
JB INVESTMENT MANAGEMENT, LLC
CRD #146995 BROOKFIELD, WI
SEC
AUM
$613.2M
Employees
4
BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD #143550 WAUWATOSA, WI
SEC
AUM
$623.3M
Employees
9
ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD #139721 MILWAUKEE, WI
SEC
AUM
$635.7M
Employees
8
THUN FINANCIAL ADVISORS, LLC
CRD #146914 MADISON, WI
SEC
AUM
$638.3M
Employees
13
MASON WELLS BUYOUT PARTNERS IV, LLC
CRD #282029 MILWAUKEE, WI
SEC Private Funds
AUM
$641.2M
Employees
18
ACS INVESTMENT ADVISORS INC
CRD #106061 MADISON, WI
SEC
AUM
$649.3M
Employees
--
COPPER HARBOR INVESTMENT ADVISORS, LLC
CRD #169978 APPLETON, WI
SEC
AUM
$665M
Employees
6
NETOLS ASSET MANAGEMENT INC
CRD #113328 MEQUON, WI
SEC
AUM
$677.4M
Employees
6
MAIER HAUSWIRTH INVESTMENT ADVISORS LLC
CRD #106140 MEQUON, WI
SEC
AUM
$680.5M
Employees
5
RMG WEALTH MANAGEMENT, LLC
CRD #310363 PLATTEVILLE, WI
SEC
AUM
$691.9M
Employees
16
BROOKFIELD INVESTMENT PARTNERS, LLC
CRD #113370 BROOKFIELD, WI
SEC
AUM
$704.1M
Employees
4
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD #158292 WAUKESHA, WI
SEC
AUM
$708M
Employees
102
ADVISORS MANAGEMENT GROUP INC
CRD #113020 LA CROSSE, WI
SEC
AUM
$712.6M
Employees
17
SKYLANDS CAPITAL, LLC
CRD #131183 MILWAUKEE, WI
SEC Private Funds
AUM
$724.4M
Employees
8