RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
PARK CAPITAL MANAGEMENT, LLC
CRD #158965 MADISON, WI
SEC
AUM
$732.8M
Employees
9
WALKNER CONDON FINANCIAL ADVISORS LLC
CRD #160109 MADISON, WI
SEC
AUM
$732.8M
Employees
13
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
CRD #323309 MILWAUKEE, WI
SEC Private Funds
AUM
$739.6M
Employees
36
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
CRD #104701 CEDARBURG, WI
SEC
AUM
$787.3M
Employees
17
JACOBUS WEALTH MANAGEMENT INC
CRD #106777 MILWAUKEE, WI
SEC
AUM
$791.4M
Employees
14
SVA WEALTH MANAGEMENT, INC.
CRD #105197 MADISON, WI
SEC
AUM
$795M
Employees
--
BERNICKE WEALTH MANAGEMENT, LTD.
CRD #335431 ALTOONA, WI
SEC
AUM
$801.7M
Employees
26
PARK PLACE CAPITAL MANAGEMENT, INC.
CRD #105154 MILWAUKEE, WI
SEC
AUM
$802.1M
Employees
7
VANTAGE FINANCIAL PARTNERS, LLC
CRD #315828 ELM GROVE, WI
SEC Private Funds
AUM
$810.7M
Employees
26
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
CRD #149830 APPLETON, WI
SEC
AUM
$816M
Employees
13
MILESTONE INVESTMENT ADVISORS, LLC
CRD #168429 MIDDLETON, WI
SEC
AUM
$824.2M
Employees
8
CLIFTON GUNDERSON WEALTH ADVISORS LLC
CRD #111297 MIDDLETON, WI
SEC
AUM
$847.8M
Employees
11
SPECTRUM INVESTMENT ADVISORS, INC.
CRD #108669 MEQUON, WI
SEC
AUM
$849.7M
Employees
24
FINANCIAL SOLUTIONS, LLC
CRD #110149 WAUKESHA, WI
SEC
AUM
$852.4M
Employees
12
MBE WEALTH MANAGEMENT, LLC
CRD #165516 TOMAH, WI
SEC
AUM
$859.6M
Employees
17
SCHENCK INVESTMENT SOLUTIONS LLC
CRD #112997 APPLETON, WI
SEC
AUM
$875.4M
Employees
9
FILBRANDT INVESTMENT ADVISERS INCORPORATED
CRD #104562 MIDDLETON, WI
SEC
AUM
$891M
Employees
14
PACKERLAND BROKERAGE SERVICES, INC.
CRD #37031 GREEN BAY, WI
SEC Disclosures
AUM
$909.5M
Employees
286
KERBERROSE WEALTH MANAGEMENT, LLC
CRD #168787 SHAWANO, WI
SEC
AUM
$909.8M
Employees
12
OARSMAN CAPITAL, INC
CRD #109993 MILWAUKEE, WI
SEC
AUM
$926.8M
Employees
21
FORM WEALTH ADVISORS, LLC
CRD #326519 LAKE GENEVA, WI
SEC
AUM
$932.3M
Employees
15
GOLDSTEIN ADVISORS, LLC
CRD #323125 MADISON, WI
SEC
AUM
$943.4M
Employees
19
CLEARY GULL INC.
CRD #45309 MILWAUKEE, WI
SEC Disclosures
AUM
$1B
Employees
49
ASSOCIATED INVESTMENT SERVICES, INC.
CRD #1464 GREEN BAY, WI
SEC Disclosures
AUM
$1B
Employees
62
1834 INVESTMENT ADVISORS CO.
CRD #105435 MILWAUKEE, WI
SEC
AUM
$1B
Employees
25