RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
MAIN STREET INVESTMENT MANAGEMENT, LLC
CRD #147265 SHEBOYGAN, WI
SEC
AUM
$38M
Employees
1
HOVDE CAPITAL ADVISORS LLC
CRD #120668 MADISON, WI
Private Funds
AUM
$36.4M
Employees
3
KOCH RICHARD A & CO INC
CRD #107016 GERMANTOWN, WI
SEC
AUM
$35.3M
Employees
5
BAIRD KAILASH GROUP, LLC
CRD #168821 MILWAUKEE, WI
SEC
AUM
$34M
Employees
4
SARKAUSKAS & ASSOCIATES INC
CRD #106374 RHINELANDER, WI
SEC
AUM
$33.8M
Employees
5
UNGER CAPITAL MANAGEMENT, INC.
CRD #106143 MADISON, WI
SEC
AUM
$32.9M
Employees
5
BILTMORE INVESTMENT MANAGEMENT, LLC
CRD #111698 GREEN BAY, WI
SEC
AUM
$32.4M
Employees
2
SIMMONS FINANCIAL MANAGEMENT INC
CRD #105973 MILWAUKEE, WI
SEC
AUM
$32.1M
Employees
5
MADISON WEALTH MANAGEMENT SERVICES, INC.
CRD #113650 MADISON, WI
SEC
AUM
$32M
Employees
5
HIPKE EDWARD MALCOLM
CRD #105635 MEQUON, WI
SEC
AUM
$28.3M
Employees
5
MIDWEST FINANCIAL PLANNERS INC
CRD #108944 GREENFIELD, WI
SEC
AUM
$28.1M
Employees
5
DAVIG FINANCIAL CORPORATION
CRD #112520 HOLMEN, WI
SEC
AUM
$27M
Employees
5
ANTHONY CAPITAL MANAGEMENT, LLC
CRD #312256 DE PERE, WI
SEC
AUM
$27M
Employees
2
CORNERSTONE FINANCIAL PLANNING, INC.
CRD #151866 APPLETON, WI
SEC
AUM
$26M
Employees
1
KRATZ JANET CONROY
CRD #108491 MEQUON, WI
SEC
AUM
$25.7M
Employees
5
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY IV, LLC
CRD #136678 MILWAUKEE, WI
SEC Private Funds
AUM
$25.3M
Employees
10
FORTRESS PARTNERS CAPITAL MANAGEMENT, LTD.
CRD #121859 HARTLAND, WI
SEC
AUM
$24M
Employees
5
PRACTICAL PORTFOLIOS LLC
CRD #144213 MANITOWOC, WI
SEC
AUM
$21.6M
Employees
5
ETF MODEL SOLUTIONS, LLC
CRD #168410 APPLETON, WI
SEC
AUM
$16.8M
Employees
13
WARDEN WEALTH MANAGEMENT, LLC
CRD #150493 MILWAUKEE, WI
SEC
AUM
$15.8M
Employees
5
WHN INVESTOR SERVICES, INC.
CRD #10046 BROOKFIELD, WI
SEC
AUM
$14.5M
Employees
1
CHRISTIANSEN ASSET MANAGEMENT, INC.
CRD #111280 MEQUON, WI
SEC
AUM
$14M
Employees
5
ARNOLD INVESTMENT COUNSEL INC
CRD #104819 DELAFIELD, WI
SEC
AUM
$11.9M
Employees
2
FREEDOM INVESTORS CORP.
CRD #23714 BROOKFIELD, WI
SEC
AUM
$11.9M
Employees
11
FINANCIAL PLANNING SERVICES, INC
CRD #112162 MADISON, WI
SEC
AUM
$8M
Employees
5