RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
KULT WEALTH MANAGEMENT GROUP, LLC
CRD #126740 BROOKFIELD, WI
SEC
AUM
$121.9M
Employees
2
MUELLER WEALTH, LLC
CRD #306943 MISHICOT, WI
SEC
AUM
$121.3M
Employees
3
TMFS-MILWAUKEE, LLC
CRD #138243 WAUKESHA, WI
SEC
AUM
$121.3M
Employees
3
LASALLE INVESTMENT ADVISORS, INC.
CRD #109303 PEWAUKEE, WI
SEC
AUM
$119.1M
Employees
5
VERUS WEALTH MANAGEMENT, LLC
CRD #323130 DE PERE, WI
SEC
AUM
$117.6M
Employees
1
TITLETOWN WEALTH MANAGEMENT, LLC
CRD #307752 GREEN BAY, WI
SEC
AUM
$116.2M
Employees
3
WISCONSIN WEALTH ADVISORS, LLC
CRD #145946 SUN PRAIRIE, WI
SEC
AUM
$114.2M
Employees
3
CAPITAL WEALTH ADVISORS, LTD.
CRD #155263 WEST BEND, WI
SEC
AUM
$113.8M
Employees
2
CLF ASSET MANAGEMENT, INC.
CRD #284060 MADISON, WI
SEC
AUM
$110.5M
Employees
5
YAHARA WEALTH MANAGEMENT LLC
CRD #168325 MADISON, WI
SEC
AUM
$107.5M
Employees
2
OMNI FINANCIAL LLC
CRD #314670 MADISON, WI
SEC
AUM
$105M
Employees
2
HERMENING ADVISORY SERVICES LLC
CRD #134927 WAUSAU, WI
SEC Disclosures
AUM
$105M
Employees
8
JANSEN WEALTH MANAGEMENT LLC
CRD #317824 ALTOONA, WI
SEC
AUM
$104.7M
Employees
4
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD #154016 APPLETON, WI
SEC
AUM
$103.2M
Employees
5
SUMNICHT & ASSOCIATES, LLC
CRD #111421 APPLETON, WI
SEC
AUM
$100.4M
Employees
4
BRANDES FIXED INCOME PARTNERS INC
CRD #106465 BROOKFIELD, WI
SEC
AUM
$93.4M
Employees
5
WELSHIRE CAPITAL, LLC
CRD #143960 ONALASKA, WI
SEC
AUM
$89.2M
Employees
6
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD #326646 MILWAUKEE, WI
SEC
AUM
$85.7M
Employees
3
SW INVESTMENT ADVISORY CORP
CRD #106016 MILWAUKEE, WI
SEC
AUM
$84M
Employees
5
LA CROSSE ADVISERS LLC
CRD #112151 LA CROSSE, WI
SEC
AUM
$81.2M
Employees
5
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD #292786 MILWAUKEE, WI
SEC
AUM
$74.6M
Employees
3
DISCIPLINED FINANCIAL SERVICES, INC.
CRD #42727 BROOKFIELD, WI
SEC
AUM
$73.9M
Employees
6
HAESE FINANCIAL GROUP INC
CRD #108980 GERMANTOWN, WI
SEC
AUM
$69M
Employees
5
QIS ADVISORS LLC
CRD #133217 MEQUON, WI
SEC
AUM
$68M
Employees
10
ANEW ADVISORS, LLC
CRD #316462 WAUWATOSA, WI
SEC
AUM
$67.8M
Employees
4