RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
WISCONSIN CAPITAL MANAGEMENT, LLC
CRD #110394 MADISON, WI
SEC
AUM
$256.6M
Employees
5
RAMIAH INVESTMENT GROUP, INC.
CRD #130919 BROOKFIELD, WI
SEC
AUM
$256.4M
Employees
5
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD #168956 MILWAUKEE, WI
SEC Private Funds
AUM
$255.4M
Employees
16
STERLING CAPITAL MANAGEMENT INC
CRD #106822 BROOKFIELD, WI
SEC
AUM
$255.2M
Employees
3
MENDOTA FINANCIAL GROUP, LLC
CRD #136294 MADISON, WI
SEC
AUM
$254.6M
Employees
5
ENVISION FINANCIAL LLC
CRD #314365 BROOKFIELD, WI
SEC
AUM
$252M
Employees
5
WCM, INC.
CRD #133423 MADISON, WI
SEC
AUM
$250.2M
Employees
10
FLINT PRAIRIE LLC
CRD #106712 MENOMONEE FALLS, WI
SEC
AUM
$245.8M
Employees
5
FINANCIAL WEALTH MANAGEMENT, LLC
CRD #140281 MADISON, WI
SEC
AUM
$236M
Employees
3
CUSHING CAPITAL PARTNERS, LLC
CRD #313497 DELAFIELD, WI
SEC
AUM
$232.9M
Employees
4
ECIO, INC.
CRD #301432 MADISON, WI
SEC
AUM
$231.7M
Employees
7
MASON WELLS BUYOUT PARTNERS II, LLC
CRD #160544 MILWAUKEE, WI
Private Funds
AUM
$230.8M
Employees
14
ATLATL ADVISERS LLC
CRD #284036 MADISON, WI
SEC
AUM
$229.9M
Employees
10
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
CRD #298155 MILWAUKEE, WI
SEC Private Funds
AUM
$226.7M
Employees
16
RIA SERVICES, LLC
CRD #281520 WEST BEND, WI
SEC Disclosures
AUM
$221.7M
Employees
3
1492 CAPITAL MANAGEMENT, LLC
CRD #148566 MILWAUKEE, WI
SEC
AUM
$220.4M
Employees
5
ASSET MANAGEMENT FOR PROFESSIONALS INC
CRD #108712 WHITEFISH BAY, WI
SEC
AUM
$220.4M
Employees
3
ACCESS INVESTMENT ADVISORS INC
CRD #109006 MANITOWOC, WI
SEC
AUM
$217.9M
Employees
4
BEADELL A D INVESTMENT COUNSEL INC
CRD #106946 MEQUON, WI
SEC
AUM
$217.3M
Employees
2
VOYAGER CAPITAL MANAGEMENT, LLC
CRD #124697 LAKE GENEVA, WI
SEC
AUM
$216.6M
Employees
5
MIDLAND FINANCIAL ADVISORS, INC.
CRD #149499 DELAFIELD, WI
SEC
AUM
$215.3M
Employees
3
BREAKTHRU ADVISORY SERVICES, LLC
CRD #332173 MUSKEGO, WI
SEC
AUM
$209.9M
Employees
2
TRANSCEND ADVISOR GROUP, LLC
CRD #311746 MILWAUKEE, WI
SEC
AUM
$206.6M
Employees
3
BLOSSOM FINANCIAL SERVICES, INC.
CRD #132307 MILWAUKEE, WI
SEC
AUM
$204.4M
Employees
2
WINDWARD WEALTH STRATEGIES, INC.
CRD #175126 OSHKOSH, WI
SEC
AUM
$202.2M
Employees
3