RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
BUTTONWOOD PARTNERS, INC.
CRD #27108 MADISON, WI
SEC
AUM
$66.9M
Employees
11
RICK DERCKS, SOLE PROPRIETOR
CRD #133603 KAUKAUNA, WI
SEC
AUM
$64.3M
Employees
5
CATHOLIC FINANCIAL SERVICES CORPORATION
CRD #37185 MILWAUKEE, WI
SEC
AUM
$62.6M
Employees
5
RIVER1 ASSET MANAGEMENT LLC
CRD #329230 MILWAUKEE, WI
SEC
AUM
$60.7M
Employees
5
BUENA VISTA INVESTMENT MANAGEMENT LLC
CRD #123252 WISCONSIN RAPIDS, WI
SEC
AUM
$59M
Employees
1
WISCONSIN ASSET MANAGEMENT, LLC
CRD #106602 MEQUON, WI
SEC
AUM
$56.5M
Employees
10
SIMS CAPITAL MANAGEMENT LLC
CRD #129398 MILWAUKEE, WI
SEC
AUM
$56M
Employees
2
PAVLIC INVESTMENT ADVISORS, INC.
CRD #111246 DELAFIELD, WI
SEC
AUM
$54.5M
Employees
1
NAKOMA CAPITAL MANAGEMENT, LLC
CRD #108014 MADISON, WI
SEC Private Funds
AUM
$54.5M
Employees
6
SUMMIT INVESTMENT MANAGEMENT, LTD.
CRD #110188 MILWAUKEE, WI
SEC
AUM
$53.8M
Employees
1
RACON CAPITAL PARTNERS LLC
CRD #166508 MILWAUKEE, WI
Private Funds
AUM
$53.4M
Employees
6
NACKERS & ASSOCIATES, INC.
CRD #106815 BROOKFIELD, WI
SEC
AUM
$53M
Employees
5
GEORGE V. REIS INVESTMENT GROUP, INC.
CRD #106365 TWO RIVERS, WI
SEC
AUM
$52.4M
Employees
5
GEORGE V. REIS INVESTMENT GROUP, INC.
CRD #138977 TWO RIVERS, WI
SEC
AUM
$49.2M
Employees
5
KADEMIAN FINANCIAL GROUP INC
CRD #109459 MILWAUKEE, WI
SEC
AUM
$49.1M
Employees
1
WINDERMERE WEALTH ADVISORS, LLC
CRD #153114 MILWAUKEE, WI
SEC
AUM
$48.4M
Employees
1
MORGAN KENWOOD ADVISORS, LLC
CRD #128322 GREENDALE, WI
SEC
AUM
$47.2M
Employees
5
ASC WEALTH & RETIREMENT ADVISORS LLC
CRD #220516 APPLETON, WI
SEC
AUM
$45.9M
Employees
2
PROPHET ASSET MANAGEMENT , INC.
CRD #113481 KENOSHA, WI
SEC
AUM
$44.6M
Employees
1
R. MEIER, INC.
CRD #134035 FORT ATKINSON, WI
SEC
AUM
$44.1M
Employees
1
VRAKAS/BLUM FINANCIAL ADVISORS, INC.
CRD #110856 BROOKFIELD, WI
SEC
AUM
$44M
Employees
--
BC HOLDINGS
CRD #138147 MEQUON, WI
SEC
AUM
$43.8M
Employees
5
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD #269982 MILWAUKEE, WI
SEC
AUM
$40.3M
Employees
3
BULTMAN INVESTMENT MANAGEMENT, INC.
CRD #106283 BROOKFIELD, WI
SEC
AUM
$40.2M
Employees
2
RETIREMENT PLANNING SPECIALISTS, INC.
CRD #113749 NEENAH, WI
SEC
AUM
$39.2M
Employees
5