RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
JOHNSON ASSET MANAGEMENT INC
CRD #105209 RACINE, WI
SEC
AUM
$1.6B
Employees
--
ERN FINANCIAL, LLC
CRD #297717 MIDDLETON, WI
SEC
AUM
$1.5B
Employees
14
SADOFF INVESTMENT MANAGEMENT LLC
CRD #105160 MILWAUKEE, WI
SEC
AUM
$1.5B
Employees
6
KLCM ADVISORS, INC.
CRD #107847 MILWAUKEE, WI
SEC
AUM
$1.5B
Employees
12
SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD #105176 STEVENS POINT, WI
SEC
AUM
$1.4B
Employees
11
N.E.W. ADVISORY SERVICES, LLC
CRD #290405 DE PERE, WI
SEC
AUM
$1.3B
Employees
23
CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD #110639 MILWAUKEE, WI
SEC
AUM
$1.3B
Employees
9
MADISON WEALTH PARTNERS, INC.
CRD #305824 MADISON, WI
SEC
AUM
$1.3B
Employees
17
ADVISORS' PRIDE INC.
CRD #170669 APPLETON, WI
SEC
AUM
$1.3B
Employees
32
ISTHMUS PARTNERS, LLC
CRD #171279 MADISON, WI
SEC
AUM
$1.3B
Employees
16
CAMPBELL NEWMAN ASSET MANAGEMENT INC
CRD #107003 MILWAUKEE, WI
SEC
AUM
$1.3B
Employees
8
GATEWAY WEALTH PARTNERS, LLC
CRD #322789 APPLETON, WI
SEC
AUM
$1.2B
Employees
66
NORTHWEST PASSAGE CAPITAL ADVISORS LLC
CRD #281466 MILWAUKEE, WI
SEC
AUM
$1.2B
Employees
9
FILBRANDT WEALTH MANAGEMENT, LLC
CRD #291914 MIDDLETON, WI
SEC
AUM
$1.1B
Employees
25
ESTATE COUNSELORS, LLC
CRD #123452 THIENSVILLE, WI
SEC
AUM
$1.1B
Employees
7
UNIPLAN INVESTMENT COUNSEL, INC.
CRD #154718 MILWAUKEE, WI
SEC
AUM
$1.1B
Employees
12
KOWAL INVESTMENT GROUP, LLC
CRD #113169 BROOKFIELD, WI
SEC
AUM
$1.1B
Employees
22
FINANCIAL PLANNING AND INFORMATION SERVICES, INC.
CRD #113110 DE PERE, WI
SEC
AUM
$1.1B
Employees
16
1834 INVESTMENT ADVISORS CO.
CRD #105435 MILWAUKEE, WI
SEC
AUM
$1B
Employees
25
ASSOCIATED INVESTMENT SERVICES, INC.
CRD #1464 GREEN BAY, WI
SEC Disclosures
AUM
$1B
Employees
62
CLEARY GULL INC.
CRD #45309 MILWAUKEE, WI
SEC Disclosures
AUM
$1B
Employees
49
GOLDSTEIN ADVISORS, LLC
CRD #323125 MADISON, WI
SEC
AUM
$943.4M
Employees
19
FORM WEALTH ADVISORS, LLC
CRD #326519 LAKE GENEVA, WI
SEC
AUM
$932.3M
Employees
15
OARSMAN CAPITAL, INC
CRD #109993 MILWAUKEE, WI
SEC
AUM
$926.8M
Employees
21
KERBERROSE WEALTH MANAGEMENT, LLC
CRD #168787 SHAWANO, WI
SEC
AUM
$909.8M
Employees
12