WIPFLI FINANCIAL ADVISORS, LLC
CRD #109983 SEC #801-56865 MILWAUKEE, WI 414-431-9300
SEC Registered
Total AUM
$5B
Discretionary
$4B
Employees
89
Clients
--
Accounts
7,507
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $5.1B | $4.7B | $413.9M | 118 | 50 |
| Jun 2022 | $5B | $4B | $998.2M | 89 | 50 |
| Mar 2022 | $5B | $4B | $998.2M | 89 | 50 |
| Jan 2022 | $5B | $4B | $998.2M | 89 | 50 |
| Oct 2021 | $5B | $4B | $998.2M | 89 | 50 |
| Oct 2021 | $5B | $4B | $998.2M | 89 | 50 |
| Sep 2021 | $5B | $4B | $998.2M | 89 | 50 |
| Aug 2021 | $5B | $4B | $998.2M | 89 | 50 |
| Mar 2021 | $3.4B | $2.7B | $680.1M | 75 | 31 |
| Mar 2021 | $3.4B | $2.7B | $680.1M | 75 | 31 |
| Feb 2021 | $3.4B | $2.7B | $680.1M | 75 | 31 |
| Feb 2021 | $3.4B | $2.7B | $680.1M | 75 | 31 |
| Jan 2021 | $3.4B | $2.7B | $680.1M | 75 | 31 |
| Nov 2020 | $3.4B | $2.7B | $680.1M | 75 | 31 |
| Oct 2020 | $3.4B | $2.7B | $680.1M | 75 | 31 |
| Jul 2020 | $3.4B | $2.7B | $680.1M | 75 | 31 |
| Jun 2020 | $3.2B | $2.5B | $668.3M | 82 | 80 |
| Feb 2020 | $3.2B | $2.5B | $668.3M | 82 | 80 |
| Jan 2020 | $3.2B | $2.5B | $668.3M | 82 | 80 |
| Sep 2019 | $3.2B | $2.5B | $668.3M | 82 | 80 |
| Aug 2019 | $3.3B | $2.6B | $668.3M | 82 | 80 |
| Mar 2019 | $3.2B | $2.5B | $673.9M | 75 | 3 |
| Feb 2019 | $3.2B | $2.5B | $673.9M | 75 | 3 |
| Dec 2018 | $3.2B | $2.5B | $673.9M | 75 | 3 |
| Dec 2018 | $3.2B | $2.5B | $673.9M | 75 | 3 |
| Sep 2018 | $3.2B | $2.5B | $673.9M | 75 | 3 |
| Aug 2018 | $3.2B | $2.5B | $673.9M | 75 | 3 |
| Jun 2018 | $3.2B | $2.5B | $673.9M | 60 | 3 |
| Mar 2018 | $4.4B | $2.9B | $1.5B | 88 | 4 |
| Sep 2017 | $4.4B | $2.9B | $1.5B | 86 | 1,800 |
| Aug 2017 | $4.4B | $2.9B | $1.5B | 86 | 1,800 |
| Mar 2017 | $3.9B | $2.4B | $1.6B | 86 | 1,700 |
| Nov 2016 | $3.9B | $2.4B | $1.6B | 86 | 1,700 |
| Nov 2016 | $3.9B | $2.4B | $1.6B | 86 | 1,700 |
| Nov 2016 | $3.9B | $2.4B | $1.6B | 86 | 1,700 |
| Aug 2016 | $3.9B | $2.4B | $1.6B | 86 | 1,700 |
| Jul 2016 | $3.9B | $2.2B | $1.7B | 62 | 1,300 |
| Jan 2016 | $3.9B | $2.2B | $1.7B | 62 | 1,300 |
| Jan 2016 | $3.9B | $2.2B | $1.7B | 62 | 1,300 |
| Nov 2015 | $3.9B | $2.2B | $1.7B | 62 | 1,300 |
| Oct 2015 | $3.9B | $2.2B | $1.7B | 62 | 1,300 |
| Sep 2015 | $3.9B | $2.2B | $1.7B | 62 | 1,300 |
| Aug 2015 | $3.9B | $2.2B | $1.7B | 62 | 1,300 |
| Jul 2015 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| May 2015 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| May 2015 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| Feb 2015 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| Feb 2015 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| Jan 2015 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| Jan 2015 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| Dec 2014 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| Nov 2014 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| Aug 2014 | $3.5B | $1.9B | $1.6B | 56 | 1,300 |
| Jun 2014 | $3B | $1.5B | $1.5B | 51 | 900 |
| May 2014 | $3B | $1.5B | $1.5B | 51 | 900 |
| Sep 2013 | $3B | $1.5B | $1.5B | 51 | 900 |
| Aug 2013 | $3B | $1.5B | $1.5B | 51 | 900 |
| Jul 2013 | $2.7B | $1.4B | $1.4B | 47 | 900 |
| May 2013 | $2.7B | $1.4B | $1.4B | 47 | 900 |
| Mar 2013 | $2.7B | $1.4B | $1.4B | 47 | 900 |
| Mar 2013 | $2.5B | $1B | $1.5B | 35 | 800 |
| Mar 2013 | $2.5B | $1B | $1.5B | 35 | 800 |
| Mar 2013 | $2.5B | $1B | $1.5B | 35 | 800 |
| Dec 2012 | $2.5B | $1B | $1.5B | 35 | 800 |
| Dec 2012 | $2.5B | $1B | $1.5B | 35 | 800 |
| Nov 2012 | $2.5B | $1B | $1.5B | 35 | 800 |
| Nov 2012 | $2.5B | $1B | $1.5B | 35 | 800 |
| Oct 2012 | $2.5B | $1B | $1.5B | 11 | 800 |
| Sep 2012 | $2.5B | $1B | $1.5B | 11 | 800 |
| Mar 2012 | $2.5B | $1B | $1.5B | 11 | 800 |
| Jun 2011 | $2.4B | $788.4M | $1.6B | -- | -- |
| Apr 2011 | $2.4B | $788.4M | $1.6B | -- | -- |
| Mar 2011 | $2.4B | $788.4M | $1.6B | -- | -- |
| Jun 2010 | $2B | $700M | $1.3B | -- | -- |
| Mar 2010 | $2B | $1.1B | $960.2M | -- | -- |
| Mar 2009 | $1.7B | $668M | $1.1B | -- | -- |
| Apr 2007 | $1.9B | $506.5M | $1.4B | -- | -- |
| Mar 2007 | $1.9B | $506.5M | $1.4B | -- | -- |
| Mar 2006 | $1.3B | $0 | $1.3B | -- | -- |
| Sep 2005 | $1.2B | $0 | $1.2B | -- | -- |
| Apr 2002 | $871M | $0 | $871M | -- | -- |
| Apr 2002 | $871M | $0 | $871M | -- | -- |
| Sep 2001 | $848.5M | $0 | $848.5M | -- | -- |
| Sep 2001 | $848.5M | $0 | $848.5M | -- | -- |
| Jul 2001 | $1B | $0 | $1B | -- | -- |
DateAug 2022
Total AUM$5.1B
Discretionary$4.7B
Non-Disc.$413.9M
Employees118
Clients50
DateJun 2022
Total AUM$5B
Discretionary$4B
Non-Disc.$998.2M
Employees89
Clients50
DateMar 2022
Total AUM$5B
Discretionary$4B
Non-Disc.$998.2M
Employees89
Clients50
DateJan 2022
Total AUM$5B
Discretionary$4B
Non-Disc.$998.2M
Employees89
Clients50
DateOct 2021
Total AUM$5B
Discretionary$4B
Non-Disc.$998.2M
Employees89
Clients50
DateOct 2021
Total AUM$5B
Discretionary$4B
Non-Disc.$998.2M
Employees89
Clients50
DateSep 2021
Total AUM$5B
Discretionary$4B
Non-Disc.$998.2M
Employees89
Clients50
DateAug 2021
Total AUM$5B
Discretionary$4B
Non-Disc.$998.2M
Employees89
Clients50
DateMar 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$680.1M
Employees75
Clients31
DateMar 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$680.1M
Employees75
Clients31
DateFeb 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$680.1M
Employees75
Clients31
DateFeb 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$680.1M
Employees75
Clients31
DateJan 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$680.1M
Employees75
Clients31
DateNov 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$680.1M
Employees75
Clients31
DateOct 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$680.1M
Employees75
Clients31
DateJul 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$680.1M
Employees75
Clients31
DateJun 2020
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$668.3M
Employees82
Clients80
DateFeb 2020
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$668.3M
Employees82
Clients80
DateJan 2020
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$668.3M
Employees82
Clients80
DateSep 2019
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$668.3M
Employees82
Clients80
DateAug 2019
Total AUM$3.3B
Discretionary$2.6B
Non-Disc.$668.3M
Employees82
Clients80
DateMar 2019
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$673.9M
Employees75
Clients3
DateFeb 2019
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$673.9M
Employees75
Clients3
DateDec 2018
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$673.9M
Employees75
Clients3
DateDec 2018
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$673.9M
Employees75
Clients3
DateSep 2018
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$673.9M
Employees75
Clients3
DateAug 2018
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$673.9M
Employees75
Clients3
DateJun 2018
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$673.9M
Employees60
Clients3
DateMar 2018
Total AUM$4.4B
Discretionary$2.9B
Non-Disc.$1.5B
Employees88
Clients4
DateSep 2017
Total AUM$4.4B
Discretionary$2.9B
Non-Disc.$1.5B
Employees86
Clients1,800
DateAug 2017
Total AUM$4.4B
Discretionary$2.9B
Non-Disc.$1.5B
Employees86
Clients1,800
DateMar 2017
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.6B
Employees86
Clients1,700
DateNov 2016
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.6B
Employees86
Clients1,700
DateNov 2016
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.6B
Employees86
Clients1,700
DateNov 2016
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.6B
Employees86
Clients1,700
DateAug 2016
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.6B
Employees86
Clients1,700
DateJul 2016
Total AUM$3.9B
Discretionary$2.2B
Non-Disc.$1.7B
Employees62
Clients1,300
DateJan 2016
Total AUM$3.9B
Discretionary$2.2B
Non-Disc.$1.7B
Employees62
Clients1,300
DateJan 2016
Total AUM$3.9B
Discretionary$2.2B
Non-Disc.$1.7B
Employees62
Clients1,300
DateNov 2015
Total AUM$3.9B
Discretionary$2.2B
Non-Disc.$1.7B
Employees62
Clients1,300
DateOct 2015
Total AUM$3.9B
Discretionary$2.2B
Non-Disc.$1.7B
Employees62
Clients1,300
DateSep 2015
Total AUM$3.9B
Discretionary$2.2B
Non-Disc.$1.7B
Employees62
Clients1,300
DateAug 2015
Total AUM$3.9B
Discretionary$2.2B
Non-Disc.$1.7B
Employees62
Clients1,300
DateJul 2015
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateMay 2015
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateMay 2015
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateFeb 2015
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateFeb 2015
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateJan 2015
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateJan 2015
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateDec 2014
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateNov 2014
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateAug 2014
Total AUM$3.5B
Discretionary$1.9B
Non-Disc.$1.6B
Employees56
Clients1,300
DateJun 2014
Total AUM$3B
Discretionary$1.5B
Non-Disc.$1.5B
Employees51
Clients900
DateMay 2014
Total AUM$3B
Discretionary$1.5B
Non-Disc.$1.5B
Employees51
Clients900
DateSep 2013
Total AUM$3B
Discretionary$1.5B
Non-Disc.$1.5B
Employees51
Clients900
DateAug 2013
Total AUM$3B
Discretionary$1.5B
Non-Disc.$1.5B
Employees51
Clients900
DateJul 2013
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.4B
Employees47
Clients900
DateMay 2013
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.4B
Employees47
Clients900
DateMar 2013
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.4B
Employees47
Clients900
DateMar 2013
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees35
Clients800
DateMar 2013
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees35
Clients800
DateMar 2013
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees35
Clients800
DateDec 2012
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees35
Clients800
DateDec 2012
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees35
Clients800
DateNov 2012
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees35
Clients800
DateNov 2012
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees35
Clients800
DateOct 2012
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees11
Clients800
DateSep 2012
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees11
Clients800
DateMar 2012
Total AUM$2.5B
Discretionary$1B
Non-Disc.$1.5B
Employees11
Clients800
DateJun 2011
Total AUM$2.4B
Discretionary$788.4M
Non-Disc.$1.6B
Employees--
Clients--
DateApr 2011
Total AUM$2.4B
Discretionary$788.4M
Non-Disc.$1.6B
Employees--
Clients--
DateMar 2011
Total AUM$2.4B
Discretionary$788.4M
Non-Disc.$1.6B
Employees--
Clients--
DateJun 2010
Total AUM$2B
Discretionary$700M
Non-Disc.$1.3B
Employees--
Clients--
DateMar 2010
Total AUM$2B
Discretionary$1.1B
Non-Disc.$960.2M
Employees--
Clients--
DateMar 2009
Total AUM$1.7B
Discretionary$668M
Non-Disc.$1.1B
Employees--
Clients--
DateApr 2007
Total AUM$1.9B
Discretionary$506.5M
Non-Disc.$1.4B
Employees--
Clients--
DateMar 2007
Total AUM$1.9B
Discretionary$506.5M
Non-Disc.$1.4B
Employees--
Clients--
DateMar 2006
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--
DateSep 2005
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2002
Total AUM$871M
Discretionary$0
Non-Disc.$871M
Employees--
Clients--
DateApr 2002
Total AUM$871M
Discretionary$0
Non-Disc.$871M
Employees--
Clients--
DateSep 2001
Total AUM$848.5M
Discretionary$0
Non-Disc.$848.5M
Employees--
Clients--
DateSep 2001
Total AUM$848.5M
Discretionary$0
Non-Disc.$848.5M
Employees--
Clients--
DateJul 2001
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees--
Clients--