RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
COPPER HARBOR INVESTMENT ADVISORS, LLC
CRD #169978 APPLETON, WI
SEC
AUM
$665M
Employees
6
ACS INVESTMENT ADVISORS INC
CRD #106061 MADISON, WI
SEC
AUM
$649.3M
Employees
--
MASON WELLS BUYOUT PARTNERS IV, LLC
CRD #282029 MILWAUKEE, WI
SEC Private Funds
AUM
$641.2M
Employees
18
THUN FINANCIAL ADVISORS, LLC
CRD #146914 MADISON, WI
SEC
AUM
$638.3M
Employees
13
ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD #139721 MILWAUKEE, WI
SEC
AUM
$635.7M
Employees
8
BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD #143550 WAUWATOSA, WI
SEC
AUM
$623.3M
Employees
9
JB INVESTMENT MANAGEMENT, LLC
CRD #146995 BROOKFIELD, WI
SEC
AUM
$613.2M
Employees
4
MARIETTA INVESTMENT PARTNERS, LLC
CRD #108479 MILWAUKEE, WI
SEC
AUM
$605.2M
Employees
8
RIVERWATER PARTNERS LLC
CRD #283540 MILWAUKEE, WI
SEC
AUM
$600.2M
Employees
11
JACOBSON & SCHMITT ADVISORS, LLC
CRD #140431 MIDDLETON, WI
SEC
AUM
$590M
Employees
15
BKM WEALTH MANAGEMENT, LLC
CRD #323928 BROOKFIELD, WI
SEC
AUM
$582M
Employees
9
LEVERTY FINANCIAL GROUP, LLC
CRD #310258 HUDSON, WI
SEC
AUM
$567.4M
Employees
8
MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD #112995 WAUSAU, WI
SEC
AUM
$554.3M
Employees
29
WEA FINANCIAL ADVISORS, INC.
CRD #144919 MADISON, WI
SEC
AUM
$554.3M
Employees
4
NORTHERN CAPITAL MANAGEMENT LLC
CRD #104975 MADISON, WI
SEC
AUM
$544.2M
Employees
7
EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC
CRD #153254 DE PERE, WI
SEC
AUM
$541.9M
Employees
7
RICHARDSON CAPITAL MANAGEMENT, LLC
CRD #130985 MENOMONEE FALLS, WI
SEC
AUM
$526.5M
Employees
9
SHAKESPEARE WEALTH MANAGEMENT, LLC
CRD #111950 PEWAUKEE, WI
SEC
AUM
$512.5M
Employees
9
NORTHWESTERN MUTUAL TRUST COMPANY
CRD #109729 MILWAUKEE, WI
SEC
AUM
$511.2M
Employees
--
WINCH ADVISORY SERVICES, LLC
CRD #110194 APPLETON, WI
SEC
AUM
$510.7M
Employees
18
TIMPANI CAPITAL MANAGEMENT LLC
CRD #145810 MILWAUKEE, WI
SEC
AUM
$507.3M
Employees
9
FRIEDLANDER & CO INC
CRD #105150 MILWAUKEE, WI
SEC
AUM
$502.8M
Employees
1
GOOGINS ADVISORS, INC.
CRD #13985 MIDDLETON, WI
SEC
AUM
$501M
Employees
8
BUSKA WEALTH MANAGEMENT, LLC
CRD #170627 WAUSAU, WI
SEC
AUM
$499.4M
Employees
9
LEGACY CAPITAL PARTNERS, INC.
CRD #105735 MILWAUKEE, WI
SEC
AUM
$493.6M
Employees
6