RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
ASC WEALTH & RETIREMENT ADVISORS LLC
CRD #220516 APPLETON, WI
SEC
AUM
$45.9M
Employees
2
MORGAN KENWOOD ADVISORS, LLC
CRD #128322 GREENDALE, WI
SEC
AUM
$47.2M
Employees
5
WINDERMERE WEALTH ADVISORS, LLC
CRD #153114 MILWAUKEE, WI
SEC
AUM
$48.4M
Employees
1
KADEMIAN FINANCIAL GROUP INC
CRD #109459 MILWAUKEE, WI
SEC
AUM
$49.1M
Employees
1
GEORGE V. REIS INVESTMENT GROUP, INC.
CRD #138977 TWO RIVERS, WI
SEC
AUM
$49.2M
Employees
5
GEORGE V. REIS INVESTMENT GROUP, INC.
CRD #106365 TWO RIVERS, WI
SEC
AUM
$52.4M
Employees
5
NACKERS & ASSOCIATES, INC.
CRD #106815 BROOKFIELD, WI
SEC
AUM
$53M
Employees
5
RACON CAPITAL PARTNERS LLC
CRD #166508 MILWAUKEE, WI
Private Funds
AUM
$53.4M
Employees
6
SUMMIT INVESTMENT MANAGEMENT, LTD.
CRD #110188 MILWAUKEE, WI
SEC
AUM
$53.8M
Employees
1
NAKOMA CAPITAL MANAGEMENT, LLC
CRD #108014 MADISON, WI
SEC Private Funds
AUM
$54.5M
Employees
6
PAVLIC INVESTMENT ADVISORS, INC.
CRD #111246 DELAFIELD, WI
SEC
AUM
$54.5M
Employees
1
SIMS CAPITAL MANAGEMENT LLC
CRD #129398 MILWAUKEE, WI
SEC
AUM
$56M
Employees
2
WISCONSIN ASSET MANAGEMENT, LLC
CRD #106602 MEQUON, WI
SEC
AUM
$56.5M
Employees
10
BUENA VISTA INVESTMENT MANAGEMENT LLC
CRD #123252 WISCONSIN RAPIDS, WI
SEC
AUM
$59M
Employees
1
RIVER1 ASSET MANAGEMENT LLC
CRD #329230 MILWAUKEE, WI
SEC
AUM
$60.7M
Employees
5
CATHOLIC FINANCIAL SERVICES CORPORATION
CRD #37185 MILWAUKEE, WI
SEC
AUM
$62.6M
Employees
5
RICK DERCKS, SOLE PROPRIETOR
CRD #133603 KAUKAUNA, WI
SEC
AUM
$64.3M
Employees
5
BUTTONWOOD PARTNERS, INC.
CRD #27108 MADISON, WI
SEC
AUM
$66.9M
Employees
11
ANEW ADVISORS, LLC
CRD #316462 WAUWATOSA, WI
SEC
AUM
$67.8M
Employees
4
QIS ADVISORS LLC
CRD #133217 MEQUON, WI
SEC
AUM
$68M
Employees
10
HAESE FINANCIAL GROUP INC
CRD #108980 GERMANTOWN, WI
SEC
AUM
$69M
Employees
5
DISCIPLINED FINANCIAL SERVICES, INC.
CRD #42727 BROOKFIELD, WI
SEC
AUM
$73.9M
Employees
6
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD #292786 MILWAUKEE, WI
SEC
AUM
$74.6M
Employees
3
LA CROSSE ADVISERS LLC
CRD #112151 LA CROSSE, WI
SEC
AUM
$81.2M
Employees
5
SW INVESTMENT ADVISORY CORP
CRD #106016 MILWAUKEE, WI
SEC
AUM
$84M
Employees
5