RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
ENTASIS ASSET MANAGEMENT LLC
CRD #282711 BROOKFIELD, WI
SEC
AUM
$171M
Employees
5
BOARDWALK FINANCIAL STRATEGIES LLC
CRD #165048 HARTLAND, WI
SEC
AUM
$175.6M
Employees
6
RETIREMENT WEALTH SOLUTIONS LLC
CRD #317253 MARSHFIELD, WI
SEC
AUM
$175.8M
Employees
3
H. C. DENISON CO.
CRD #1628 SHEBOYGAN, WI
SEC Disclosures
AUM
$177.3M
Employees
4
HOLT-SMITH ADVISORS, INC.
CRD #105901 MADISON, WI
SEC
AUM
$181M
Employees
6
WYNN CAPITAL MANAGEMENT INC.
CRD #105128 MILWAUKEE, WI
SEC
AUM
$182.4M
Employees
2
KCD FINANCIAL, INC.
CRD #127473 GREEN BAY, WI
SEC Disclosures
AUM
$182.6M
Employees
28
DENALI WEALTH MANAGEMENT, INC.
CRD #153323 MEQUON, WI
SEC
AUM
$183M
Employees
6
CORNERSTONE ENTERPRISES, LLC
CRD #324255 APPLETON, WI
SEC
AUM
$183.8M
Employees
7
CLIENT FIRST INVESTMENT MANAGEMENT LLC
CRD #282600 WEST BEND, WI
SEC
AUM
$184.4M
Employees
16
MASON WELLS BUYOUT PARTNERS III, LLC
CRD #160540 MILWAUKEE, WI
SEC Private Funds
AUM
$184.4M
Employees
18
THE KIECKHEFER GROUP LLC
CRD #331128 MEQUON, WI
SEC
AUM
$184.6M
Employees
2
NAVIGEN, LLC
CRD #145458 GREEN BAY, WI
SEC
AUM
$187.8M
Employees
2
FIRSTPATHWAY PARTNERS LLC
CRD #163801 MILWAUKEE, WI
SEC Private Funds
AUM
$187.9M
Employees
9
REVIEW SERVICES INC
CRD #110277 BROOKFIELD, WI
SEC
AUM
$189.2M
Employees
3
WARNKE/NICHOLS LTD.
CRD #112181 DELAFIELD, WI
SEC
AUM
$190.8M
Employees
2
THE APPLETON GROUP, LLC
CRD #119209 APPLETON, WI
SEC
AUM
$194.1M
Employees
7
GLOBAL VALUE INVESTMENT CORPORATION
CRD #144260 MILWAUKEE, WI
SEC Private Funds
AUM
$194.3M
Employees
10
WINDWARD WEALTH STRATEGIES, INC.
CRD #175126 OSHKOSH, WI
SEC
AUM
$202.2M
Employees
3
BLOSSOM FINANCIAL SERVICES, INC.
CRD #132307 MILWAUKEE, WI
SEC
AUM
$204.4M
Employees
2
TRANSCEND ADVISOR GROUP, LLC
CRD #311746 MILWAUKEE, WI
SEC
AUM
$206.6M
Employees
3
BREAKTHRU ADVISORY SERVICES, LLC
CRD #332173 MUSKEGO, WI
SEC
AUM
$209.9M
Employees
2
MIDLAND FINANCIAL ADVISORS, INC.
CRD #149499 DELAFIELD, WI
SEC
AUM
$215.3M
Employees
3
VOYAGER CAPITAL MANAGEMENT, LLC
CRD #124697 LAKE GENEVA, WI
SEC
AUM
$216.6M
Employees
5
BEADELL A D INVESTMENT COUNSEL INC
CRD #106946 MEQUON, WI
SEC
AUM
$217.3M
Employees
2