RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
RB INVESTMENT MANAGEMENT INC.
CRD #318967 GREEN BAY, WI
SEC Disclosures
AUM
$0
Employees
1
TMFS - MADISON, LLC
CRD #150032 MADISON, WI
SEC
AUM
$0
Employees
5
CENTRAL WEALTH MANAGEMENT LLC
CRD #293172 MADISON, WI
SEC
AUM
$0
Employees
4
UNIPLAN INSTITUTIONAL ADVISORS LLC
CRD #314367 MILWAUKEE, WI
SEC
AUM
$0
Employees
12
ALPHA THETA MANAGEMENT LLC
CRD #156209 SHEBOYGAN, WI
SEC
AUM
$0
Employees
5
UNIPLAN REAL ESTATE ADVISORS, INC.
CRD #105949 UNION GROVE, WI
SEC
AUM
$0
Employees
11
INDEX INVESTORS, INC
CRD #147477 VERONA, WI
SEC
AUM
$0
Employees
5
IDEASSOCIATES, LLC
CRD #122277 WAUKESHA, WI
SEC
AUM
$250K
Employees
5
VILAS CAPITAL MANAGEMENT, LLC
CRD #154721 MADISON, WI
SEC Private Funds
AUM
$1.2M
Employees
1
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLC
CRD #148519 MILWAUKEE, WI
SEC Private Funds
AUM
$1.5M
Employees
14
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
CRD #145166 MILWAUKEE, WI
SEC Private Funds
AUM
$1.6M
Employees
16
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C.
CRD #109609 MILWAUKEE, WI
SEC Private Funds
AUM
$2M
Employees
10
FALCONS ROCK IMPACT INVESTMENTS, LLC
CRD #285692 GERMANTOWN, WI
SEC
AUM
$2M
Employees
3
BAIRD CAPITAL PARTNERS ASIA MANAGEMENT I LIMITED PARTNERSHIP
CRD #147255 MILWAUKEE, WI
SEC Private Funds
AUM
$2.1M
Employees
15
VOIT & COMPANY, LLC
CRD #112587 BROOKFIELD, WI
SEC Private Funds
AUM
$3M
Employees
1
BAIRD ASIA PARTNERS MANAGEMENT COMPANY I, L.L.C.
CRD #133116 MILWAUKEE, WI
SEC Private Funds
AUM
$3.8M
Employees
3
ARGURION GROUP INC
CRD #108115 JANESVILLE, WI
SEC
AUM
$5.8M
Employees
5
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY III, LLC
CRD #108118 MILWAUKEE, WI
SEC Private Funds
AUM
$6.2M
Employees
13
FINANCIAL PLANNING SERVICES, INC
CRD #112162 MADISON, WI
SEC
AUM
$8M
Employees
5
FREEDOM INVESTORS CORP.
CRD #23714 BROOKFIELD, WI
SEC
AUM
$11.9M
Employees
11
ARNOLD INVESTMENT COUNSEL INC
CRD #104819 DELAFIELD, WI
SEC
AUM
$11.9M
Employees
2
CHRISTIANSEN ASSET MANAGEMENT, INC.
CRD #111280 MEQUON, WI
SEC
AUM
$14M
Employees
5
WHN INVESTOR SERVICES, INC.
CRD #10046 BROOKFIELD, WI
SEC
AUM
$14.5M
Employees
1
WARDEN WEALTH MANAGEMENT, LLC
CRD #150493 MILWAUKEE, WI
SEC
AUM
$15.8M
Employees
5
ETF MODEL SOLUTIONS, LLC
CRD #168410 APPLETON, WI
SEC
AUM
$16.8M
Employees
13