RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
PRACTICAL PORTFOLIOS LLC
CRD #144213 MANITOWOC, WI
SEC
AUM
$21.6M
Employees
5
FORTRESS PARTNERS CAPITAL MANAGEMENT, LTD.
CRD #121859 HARTLAND, WI
SEC
AUM
$24M
Employees
5
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY IV, LLC
CRD #136678 MILWAUKEE, WI
SEC Private Funds
AUM
$25.3M
Employees
10
KRATZ JANET CONROY
CRD #108491 MEQUON, WI
SEC
AUM
$25.7M
Employees
5
CORNERSTONE FINANCIAL PLANNING, INC.
CRD #151866 APPLETON, WI
SEC
AUM
$26M
Employees
1
ANTHONY CAPITAL MANAGEMENT, LLC
CRD #312256 DE PERE, WI
SEC
AUM
$27M
Employees
2
DAVIG FINANCIAL CORPORATION
CRD #112520 HOLMEN, WI
SEC
AUM
$27M
Employees
5
MIDWEST FINANCIAL PLANNERS INC
CRD #108944 GREENFIELD, WI
SEC
AUM
$28.1M
Employees
5
HIPKE EDWARD MALCOLM
CRD #105635 MEQUON, WI
SEC
AUM
$28.3M
Employees
5
MADISON WEALTH MANAGEMENT SERVICES, INC.
CRD #113650 MADISON, WI
SEC
AUM
$32M
Employees
5
SIMMONS FINANCIAL MANAGEMENT INC
CRD #105973 MILWAUKEE, WI
SEC
AUM
$32.1M
Employees
5
BILTMORE INVESTMENT MANAGEMENT, LLC
CRD #111698 GREEN BAY, WI
SEC
AUM
$32.4M
Employees
2
UNGER CAPITAL MANAGEMENT, INC.
CRD #106143 MADISON, WI
SEC
AUM
$32.9M
Employees
5
SARKAUSKAS & ASSOCIATES INC
CRD #106374 RHINELANDER, WI
SEC
AUM
$33.8M
Employees
5
BAIRD KAILASH GROUP, LLC
CRD #168821 MILWAUKEE, WI
SEC
AUM
$34M
Employees
4
KOCH RICHARD A & CO INC
CRD #107016 GERMANTOWN, WI
SEC
AUM
$35.3M
Employees
5
HOVDE CAPITAL ADVISORS LLC
CRD #120668 MADISON, WI
Private Funds
AUM
$36.4M
Employees
3
MAIN STREET INVESTMENT MANAGEMENT, LLC
CRD #147265 SHEBOYGAN, WI
SEC
AUM
$38M
Employees
1
RETIREMENT PLANNING SPECIALISTS, INC.
CRD #113749 NEENAH, WI
SEC
AUM
$39.2M
Employees
5
BULTMAN INVESTMENT MANAGEMENT, INC.
CRD #106283 BROOKFIELD, WI
SEC
AUM
$40.2M
Employees
2
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD #269982 MILWAUKEE, WI
SEC
AUM
$40.3M
Employees
3
BC HOLDINGS
CRD #138147 MEQUON, WI
SEC
AUM
$43.8M
Employees
5
VRAKAS/BLUM FINANCIAL ADVISORS, INC.
CRD #110856 BROOKFIELD, WI
SEC
AUM
$44M
Employees
--
R. MEIER, INC.
CRD #134035 FORT ATKINSON, WI
SEC
AUM
$44.1M
Employees
1
PROPHET ASSET MANAGEMENT , INC.
CRD #113481 KENOSHA, WI
SEC
AUM
$44.6M
Employees
1