RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
RMR WEALTH ADVISORS LLC
CRD #151173 MADISON, WI
SEC
AUM
$369.3M
Employees
2
HARBOR WEALTH MANAGEMENT, LLC
CRD #153527 GREEN BAY, WI
SEC
AUM
$362.9M
Employees
6
BAIRD CAPITAL GLOBAL FUND MANAGEMENT II LLC
CRD #309991 MILWAUKEE, WI
SEC Private Funds
AUM
$356.7M
Employees
16
BERNICKE WEALTH MANAGEMENT, LTD.
CRD #164892 ALTOONA, WI
SEC
AUM
$344.1M
Employees
17
BLACKHAWK CAPITAL PARTNERS, LLC
CRD #158020 THIENSVILLE, WI
SEC
AUM
$336.4M
Employees
8
THRIVENT FINANCIAL BANK
CRD #109631 APPLETON, WI
SEC
AUM
$332.9M
Employees
51
T. ANTON INVESTMENT HOUSE, INC.
CRD #174970 MADISON, WI
SEC
AUM
$331.9M
Employees
4
EVEXIA WEALTH, LLC
CRD #323788 STEVENS POINT, WI
SEC
AUM
$329.4M
Employees
18
FINANCIAL SERVICE GROUP INC
CRD #107893 MOUNT PLEASANT, WI
SEC
AUM
$324.7M
Employees
9
FREEDOM WEALTH ALLIANCE, LLC
CRD #170456 BROOKFIELD, WI
SEC
AUM
$320.1M
Employees
13
PENNANT MANAGEMENT INC
CRD #106974 MILWAUKEE, WI
SEC
AUM
$317.8M
Employees
10
INVESTMENT PROFESSIONALS, LLC
CRD #282495 WAUNAKEE, WI
SEC
AUM
$311M
Employees
4
STARK & ROTH LLC
CRD #137442 MILWAUKEE, WI
SEC Private Funds Disclosures
AUM
$305.7M
Employees
15
ALBERTS INVESTMENT MANAGEMENT INC.
CRD #136406 BROOKFIELD, WI
SEC
AUM
$303.7M
Employees
4
VESTURA, LLC
CRD #142926 HOBART, WI
SEC
AUM
$299M
Employees
4
BLACK MAPLE CAPITAL MANAGEMENT LP
CRD #168385 MILWAUKEE, WI
SEC Private Funds
AUM
$298.3M
Employees
9
HOGAN FINANCIAL MANAGEMENT, LLC
CRD #111600 MILWAUKEE, WI
SEC
AUM
$297.3M
Employees
1
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD #106288 MILWAUKEE, WI
SEC
AUM
$286.6M
Employees
5
FORTRESS PLANNING GROUP, LLC
CRD #157900 PEWAUKEE, WI
SEC
AUM
$279.1M
Employees
4
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
CRD #121419 MIDDLETON, WI
SEC
AUM
$272.5M
Employees
1
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD #319298 LA CROSSE, WI
SEC
AUM
$272.4M
Employees
7
CHRISTOPHER J. HASENBERG, INC.
CRD #326053 EAU CLAIRE, WI
SEC
AUM
$270.5M
Employees
10
MACCO FINANCIAL GROUP, INC.
CRD #337398 GREEN BAY, WI
SEC
AUM
$261.9M
Employees
8
KYLE COMPANY
CRD #118573 MILWAUKEE, WI
SEC
AUM
$261.5M
Employees
4
SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD #282632 SISTER BAY, WI
SEC Private Funds
AUM
$259M
Employees
3