RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
POEHLING CAPITAL MANAGEMENT, INC.
CRD #131668 MADISON, WI
SEC
AUM
$489.3M
Employees
5
SUMMIT PLANNING GROUP LLC
CRD #139519 GREEN BAY, WI
SEC
AUM
$488.4M
Employees
12
ENRICH FINANCIAL PARTNERS LLC
CRD #111234 MADISON, WI
SEC
AUM
$478.5M
Employees
8
AFFILIATED FINANCIAL ADVISORS INC
CRD #108154 MILWAUKEE, WI
SEC
AUM
$462.1M
Employees
4
NEXT GENERATION WEALTH MANAGEMENT, INC.
CRD #134057 MILWAUKEE, WI
SEC
AUM
$459.3M
Employees
6
BAIRD CAPITAL GLOBAL FUND MANAGEMENT I LP
CRD #283680 MILWAUKEE, WI
SEC Private Funds
AUM
$442.7M
Employees
15
AVAII WEALTH MANAGEMENT, LLC
CRD #298165 APPLETON, WI
SEC
AUM
$442.6M
Employees
17
WFA ASSET MANAGEMENT CORP
CRD #106102 WHITEFISH BAY, WI
SEC
AUM
$439.3M
Employees
8
THE MILWEALTH GROUP, LLC
CRD #108931 MILWAUKEE, WI
SEC
AUM
$435.8M
Employees
9
ENDOWMENT WEALTH MANAGEMENT, INC.
CRD #108652 APPLETON, WI
SEC Private Funds
AUM
$427.6M
Employees
13
JOHN F SUBY WEALTH MANAGEMENT LLC
CRD #150824 MADISON, WI
SEC
AUM
$427.5M
Employees
3
BOWMAN & COMPANY S.C.
CRD #305030 OSHKOSH, WI
SEC
AUM
$419M
Employees
13
DRAKE & ASSOCIATES, LLC
CRD #154854 WAUKESHA, WI
SEC
AUM
$418.8M
Employees
35
UNCOMMON CENTS INVESTING, LLC
CRD #290105 JANESVILLE, WI
SEC
AUM
$417.4M
Employees
3
MPC ADVISERS, LLC
CRD #155997 BROOKFIELD, WI
SEC
AUM
$417M
Employees
17
RED GRANITE ADVISORS LLC
CRD #140045 MILWAUKEE, WI
SEC
AUM
$416.7M
Employees
11
CHARTER CAPITAL MANAGEMENT, INC.
CRD #35919 BROOKFIELD, WI
SEC
AUM
$411.7M
Employees
4
HANSBERGER GROWTH INVESTORS, LP
CRD #171295 MADISON, WI
SEC
AUM
$406.8M
Employees
4
ARCATAUR CAPITAL MANAGEMENT LLC
CRD #124663 MILWAUKEE, WI
SEC
AUM
$403.6M
Employees
8
BROADVIEW ADVISORS, LLC
CRD #111494 MILWAUKEE, WI
SEC Private Funds
AUM
$402M
Employees
9
RICHMOND INVESTMENT SERVICES LLC
CRD #327451 MEQUON, WI
SEC
AUM
$393.5M
Employees
13
GENEVA PARTNERS, LLC
CRD #130768 LAKE GENEVA, WI
SEC
AUM
$387.3M
Employees
8
KOM WEALTH MANAGEMENT GROUP, LLC
CRD #142682 APPLETON, WI
SEC
AUM
$385M
Employees
7
NORTHERN OAK CAPITAL MANAGEMENT, LLC
CRD #113573 MILWAUKEE, WI
SEC
AUM
$383.7M
Employees
10
CAPITAL INNOVATIONS, LLC
CRD #145329 WAUKESHA, WI
SEC
AUM
$372.9M
Employees
4