RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
ACCESS INVESTMENT ADVISORS INC
CRD #109006 MANITOWOC, WI
SEC
AUM
$217.9M
Employees
4
ASSET MANAGEMENT FOR PROFESSIONALS INC
CRD #108712 WHITEFISH BAY, WI
SEC
AUM
$220.4M
Employees
3
1492 CAPITAL MANAGEMENT, LLC
CRD #148566 MILWAUKEE, WI
SEC
AUM
$220.4M
Employees
5
RIA SERVICES, LLC
CRD #281520 WEST BEND, WI
SEC Disclosures
AUM
$221.7M
Employees
3
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
CRD #298155 MILWAUKEE, WI
SEC Private Funds
AUM
$226.7M
Employees
16
ATLATL ADVISERS LLC
CRD #284036 MADISON, WI
SEC
AUM
$229.9M
Employees
10
MASON WELLS BUYOUT PARTNERS II, LLC
CRD #160544 MILWAUKEE, WI
Private Funds
AUM
$230.8M
Employees
14
ECIO, INC.
CRD #301432 MADISON, WI
SEC
AUM
$231.7M
Employees
7
CUSHING CAPITAL PARTNERS, LLC
CRD #313497 DELAFIELD, WI
SEC
AUM
$232.9M
Employees
4
FINANCIAL WEALTH MANAGEMENT, LLC
CRD #140281 MADISON, WI
SEC
AUM
$236M
Employees
3
FLINT PRAIRIE LLC
CRD #106712 MENOMONEE FALLS, WI
SEC
AUM
$245.8M
Employees
5
WCM, INC.
CRD #133423 MADISON, WI
SEC
AUM
$250.2M
Employees
10
ENVISION FINANCIAL LLC
CRD #314365 BROOKFIELD, WI
SEC
AUM
$252M
Employees
5
MENDOTA FINANCIAL GROUP, LLC
CRD #136294 MADISON, WI
SEC
AUM
$254.6M
Employees
5
STERLING CAPITAL MANAGEMENT INC
CRD #106822 BROOKFIELD, WI
SEC
AUM
$255.2M
Employees
3
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD #168956 MILWAUKEE, WI
SEC Private Funds
AUM
$255.4M
Employees
16
RAMIAH INVESTMENT GROUP, INC.
CRD #130919 BROOKFIELD, WI
SEC
AUM
$256.4M
Employees
5
WISCONSIN CAPITAL MANAGEMENT, LLC
CRD #110394 MADISON, WI
SEC
AUM
$256.6M
Employees
5
SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD #282632 SISTER BAY, WI
SEC Private Funds
AUM
$259M
Employees
3
KYLE COMPANY
CRD #118573 MILWAUKEE, WI
SEC
AUM
$261.5M
Employees
4
MACCO FINANCIAL GROUP, INC.
CRD #337398 GREEN BAY, WI
SEC
AUM
$261.9M
Employees
8
CHRISTOPHER J. HASENBERG, INC.
CRD #326053 EAU CLAIRE, WI
SEC
AUM
$270.5M
Employees
10
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD #319298 LA CROSSE, WI
SEC
AUM
$272.4M
Employees
7
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
CRD #121419 MIDDLETON, WI
SEC
AUM
$272.5M
Employees
1
FORTRESS PLANNING GROUP, LLC
CRD #157900 PEWAUKEE, WI
SEC
AUM
$279.1M
Employees
4