RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD #326646 MILWAUKEE, WI
SEC
AUM
$85.7M
Employees
3
WELSHIRE CAPITAL, LLC
CRD #143960 ONALASKA, WI
SEC
AUM
$89.2M
Employees
6
BRANDES FIXED INCOME PARTNERS INC
CRD #106465 BROOKFIELD, WI
SEC
AUM
$93.4M
Employees
5
SUMNICHT & ASSOCIATES, LLC
CRD #111421 APPLETON, WI
SEC
AUM
$100.4M
Employees
4
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD #154016 APPLETON, WI
SEC
AUM
$103.2M
Employees
5
JANSEN WEALTH MANAGEMENT LLC
CRD #317824 ALTOONA, WI
SEC
AUM
$104.7M
Employees
4
HERMENING ADVISORY SERVICES LLC
CRD #134927 WAUSAU, WI
SEC Disclosures
AUM
$105M
Employees
8
OMNI FINANCIAL LLC
CRD #314670 MADISON, WI
SEC
AUM
$105M
Employees
2
YAHARA WEALTH MANAGEMENT LLC
CRD #168325 MADISON, WI
SEC
AUM
$107.5M
Employees
2
CLF ASSET MANAGEMENT, INC.
CRD #284060 MADISON, WI
SEC
AUM
$110.5M
Employees
5
CAPITAL WEALTH ADVISORS, LTD.
CRD #155263 WEST BEND, WI
SEC
AUM
$113.8M
Employees
2
WISCONSIN WEALTH ADVISORS, LLC
CRD #145946 SUN PRAIRIE, WI
SEC
AUM
$114.2M
Employees
3
TITLETOWN WEALTH MANAGEMENT, LLC
CRD #307752 GREEN BAY, WI
SEC
AUM
$116.2M
Employees
3
VERUS WEALTH MANAGEMENT, LLC
CRD #323130 DE PERE, WI
SEC
AUM
$117.6M
Employees
1
LASALLE INVESTMENT ADVISORS, INC.
CRD #109303 PEWAUKEE, WI
SEC
AUM
$119.1M
Employees
5
TMFS-MILWAUKEE, LLC
CRD #138243 WAUKESHA, WI
SEC
AUM
$121.3M
Employees
3
MUELLER WEALTH, LLC
CRD #306943 MISHICOT, WI
SEC
AUM
$121.3M
Employees
3
KULT WEALTH MANAGEMENT GROUP, LLC
CRD #126740 BROOKFIELD, WI
SEC
AUM
$121.9M
Employees
2
AMERICAN INVESTMENT ADVISORS INC
CRD #104579 MADISON, WI
SEC
AUM
$124.3M
Employees
2
INTRINSIC INVESTORS LLC
CRD #111968 WAUWATOSA, WI
SEC
AUM
$124.5M
Employees
4
BLUEPOINT INVESTMENT COUNSEL, LLC
CRD #160298 MADISON, WI
SEC
AUM
$124.5M
Employees
4
LIBERTY FINANCIAL GROUP, INC.
CRD #111272 ELM GROVE, WI
SEC
AUM
$125.2M
Employees
6
LOKKEN CHESNUT & CAPE, INCORPORATED
CRD #107042 LA CROSSE, WI
SEC
AUM
$125.3M
Employees
5
KEVIN BAY INVESTMENTS, LLC
CRD #144987 PEWAUKEE, WI
SEC
AUM
$128.2M
Employees
7
CEDARWINDS INVESTMENT MANAGEMENT, LLC
CRD #131501 MILWAUKEE, WI
SEC
AUM
$128.7M
Employees
3