RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
HOFF BROTHERS, LLC
CRD #301001 WAUSAU, WI
SEC
AUM
$129.1M
Employees
3
MCKINLEY MONEY, LLC
CRD #145571 EAU-CLAIRE, WI
SEC
AUM
$134.8M
Employees
3
FINANCIAL STRATEGIES, INC.
CRD #113097 BROOKFIELD, WI
SEC
AUM
$137M
Employees
5
PLUS GROUP WEALTH ADVISORS, LLC
CRD #300714 BELGIUM, WI
SEC
AUM
$137.1M
Employees
4
INNOVATIVE INVESTMENT ADVISORY, INC.
CRD #113373 BROOKFIELD, WI
SEC
AUM
$137.2M
Employees
5
PORTFOLIO DESIGN SERVICES, LLC
CRD #131506 RIVER FALLS, WI
SEC
AUM
$138.2M
Employees
5
CALCULATED WEALTH LLC
CRD #318985 MADISON, WI
SEC
AUM
$142.3M
Employees
4
IDC PORTFOLIO MANAGEMENT INC
CRD #111063 HARTLAND, WI
SEC
AUM
$144M
Employees
5
COLLAR CAPITAL MANAGEMENT, LLC
CRD #152325 APPLETON, WI
SEC
AUM
$146.8M
Employees
2
MLG FUND MANAGER LLC
CRD #335692 BROOKFIELD, WI
SEC Private Funds
AUM
$146.9M
Employees
90
FIDUCIARY FIRST ADVISORS, LLC
CRD #153645 WAUSAU, WI
SEC
AUM
$147.7M
Employees
3
HOBERT & SVOBODA, INC.
CRD #25388 BROOKFIELD, WI
SEC
AUM
$148.4M
Employees
8
NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD #125179 MCFARLAND, WI
SEC
AUM
$149M
Employees
3
WEALTH MANAGEMENT LLC
CRD #109074 APPLETON, WI
SEC
AUM
$151.2M
Employees
--
WHALEN CAPITAL, INC.
CRD #130016 WAUSAU, WI
SEC
AUM
$152.4M
Employees
4
PILLAR WEALTH MANAGEMENT CO.
CRD #118225 MADISON, WI
SEC
AUM
$153.3M
Employees
4
ELITE WEALTH MANAGEMENT, INC.
CRD #333159 PLOVER, WI
SEC
AUM
$153.4M
Employees
4
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD #332731 APPLETON, WI
SEC
AUM
$153.7M
Employees
4
RETIREMENT INCOME STRATEGIES, LLC
CRD #318052 EVANSVILLE, WI
SEC
AUM
$154.6M
Employees
4
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD #125081 MADISON, WI
SEC
AUM
$159.6M
Employees
2
COORDINATED CAPITAL SECURITIES, INC.
CRD #14762 FORT ATKINSON, WI
SEC Disclosures
AUM
$159.9M
Employees
38
CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD #167513 APPLETON, WI
SEC
AUM
$163.6M
Employees
5
LA CROSSE FINANCIAL PLANNING INC.
CRD #313361 ONALASKA, WI
SEC
AUM
$164.1M
Employees
4
ELITE RETIREMENT GROUP, INC.
CRD #312178 PLOVER, WI
SEC
AUM
$168.4M
Employees
4
GRANITE FINANCIAL GROUP, LLC
CRD #168675 BROOKFIELD, WI
SEC
AUM
$170.6M
Employees
1