RIA Intelligence

Investment Advisers in Wisconsin

393 registered firms

Sort by: AUM Name Employees Last Updated
GLOBAL VALUE INVESTMENT CORPORATION
CRD #144260 MILWAUKEE, WI
SEC Private Funds
AUM
$194.3M
Employees
10
THE APPLETON GROUP, LLC
CRD #119209 APPLETON, WI
SEC
AUM
$194.1M
Employees
7
WARNKE/NICHOLS LTD.
CRD #112181 DELAFIELD, WI
SEC
AUM
$190.8M
Employees
2
REVIEW SERVICES INC
CRD #110277 BROOKFIELD, WI
SEC
AUM
$189.2M
Employees
3
FIRSTPATHWAY PARTNERS LLC
CRD #163801 MILWAUKEE, WI
SEC Private Funds
AUM
$187.9M
Employees
9
NAVIGEN, LLC
CRD #145458 GREEN BAY, WI
SEC
AUM
$187.8M
Employees
2
THE KIECKHEFER GROUP LLC
CRD #331128 MEQUON, WI
SEC
AUM
$184.6M
Employees
2
MASON WELLS BUYOUT PARTNERS III, LLC
CRD #160540 MILWAUKEE, WI
SEC Private Funds
AUM
$184.4M
Employees
18
CLIENT FIRST INVESTMENT MANAGEMENT LLC
CRD #282600 WEST BEND, WI
SEC
AUM
$184.4M
Employees
16
CORNERSTONE ENTERPRISES, LLC
CRD #324255 APPLETON, WI
SEC
AUM
$183.8M
Employees
7
DENALI WEALTH MANAGEMENT, INC.
CRD #153323 MEQUON, WI
SEC
AUM
$183M
Employees
6
KCD FINANCIAL, INC.
CRD #127473 GREEN BAY, WI
SEC Disclosures
AUM
$182.6M
Employees
28
WYNN CAPITAL MANAGEMENT INC.
CRD #105128 MILWAUKEE, WI
SEC
AUM
$182.4M
Employees
2
HOLT-SMITH ADVISORS, INC.
CRD #105901 MADISON, WI
SEC
AUM
$181M
Employees
6
H. C. DENISON CO.
CRD #1628 SHEBOYGAN, WI
SEC Disclosures
AUM
$177.3M
Employees
4
RETIREMENT WEALTH SOLUTIONS LLC
CRD #317253 MARSHFIELD, WI
SEC
AUM
$175.8M
Employees
3
BOARDWALK FINANCIAL STRATEGIES LLC
CRD #165048 HARTLAND, WI
SEC
AUM
$175.6M
Employees
6
ENTASIS ASSET MANAGEMENT LLC
CRD #282711 BROOKFIELD, WI
SEC
AUM
$171M
Employees
5
GRANITE FINANCIAL GROUP, LLC
CRD #168675 BROOKFIELD, WI
SEC
AUM
$170.6M
Employees
1
ELITE RETIREMENT GROUP, INC.
CRD #312178 PLOVER, WI
SEC
AUM
$168.4M
Employees
4
LA CROSSE FINANCIAL PLANNING INC.
CRD #313361 ONALASKA, WI
SEC
AUM
$164.1M
Employees
4
CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD #167513 APPLETON, WI
SEC
AUM
$163.6M
Employees
5
COORDINATED CAPITAL SECURITIES, INC.
CRD #14762 FORT ATKINSON, WI
SEC Disclosures
AUM
$159.9M
Employees
38
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD #125081 MADISON, WI
SEC
AUM
$159.6M
Employees
2
RETIREMENT INCOME STRATEGIES, LLC
CRD #318052 EVANSVILLE, WI
SEC
AUM
$154.6M
Employees
4