Research Report · 2026-06-30
Institutional Registered Investment Advisers in Wisconsin
SEC-registered investment advisers in Wisconsin ranked by reported institutional client assets.
Firms
143
Total AUM
$1.21T
Median AUM
$641.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | SUGAR MAPLE ASSET MANAGEMENT, LLC | SISTER BAY | 282632 | $291.5M | 3 | 2026-03-31 | → |
| 102 | GRANITE FINANCIAL GROUP, LLC | BROOKFIELD | 168675 | $186.2M | 2 | 2026-02-28 | → |
| 103 | THE MILWEALTH GROUP, LLC | MILWAUKEE | 108931 | $496.9M | 8 | 2026-03-31 | → |
| 104 | LEVERTY FINANCIAL GROUP, LLC | HUDSON | 310258 | $676.8M | 8 | 2026-01-31 | → |
| 105 | VANTAGE FINANCIAL PARTNERS, LLC | ELM GROVE | 315828 | $1.02B | 26 | 2026-03-31 | → |
| 106 | UNCOMMON CENTS INVESTING, INC | JANESVILLE | 290105 | $519.6M | 3 | 2026-05-31 | → |
| 107 | WALKNER CONDON FINANCIAL ADVISORS LLC | VERONA | 160109 | $1.03B | 18 | 2026-06-30 | → |
| 108 | ETF MODEL SOLUTIONS, LLC | APPLETON | 168410 | $18.1M | 14 | 2026-03-31 | → |
| 109 | ELLENBECKER INVESTMENT GROUP, INC. | WAUKESHA | 173851 | $2.06B | 51 | 2026-03-31 | → |
| 110 | ASSOCIATED INVESTMENT SERVICES, INC. | GREEN BAY | 1464 | $1.17B | 60 | 2026-04-30 | → |
| 111 | CUSHING CAPITAL PARTNERS, LLC | DELAFIELD | 313497 | $274.7M | 2 | 2026-03-31 | → |
| 112 | PLUS GROUP WEALTH ADVISORS, LLC | BELGIUM | 300714 | $158.9M | 4 | 2026-02-28 | → |
| 113 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | MILWAUKEE | 106288 | $252.3M | 6 | 2026-03-31 | → |
| 114 | RAMIAH INVESTMENT GROUP, INC. | BROOKFIELD | 130919 | $283.3M | 5 | 2026-01-31 | → |
| 115 | N.E.W. ADVISORY SERVICES, LLC | DE PERE | 290405 | $1.60B | 23 | 2026-03-31 | → |
| 116 | MUELLER WEALTH, LLC | MISHICOT | 306943 | $148.1M | 5 | 2026-02-28 | → |
| 117 | ENVISION FINANCIAL LLC | BROOKFIELD | 314365 | $352.9M | 5 | 2026-03-31 | → |
| 118 | SHAKESPEARE WEALTH MANAGEMENT, LLC | PEWAUKEE | 111950 | $641.9M | 9 | 2026-04-30 | → |
| 119 | MACCO FINANCIAL GROUP, INC. | GREEN BAY | 337398 | $277.8M | 8 | 2026-02-28 | → |
| 120 | WISCONSIN WEALTH ADVISORS, LLC | SUN PRAIRIE | 145946 | $157.6M | 3 | 2026-03-31 | → |
| 121 | VALLEY WEALTH MANAGEMENT LLC | OSHKOSH | 327845 | $111.5M | 3 | 2026-04-30 | → |
| 122 | BROADVIEW FINANCIAL MANAGEMENT, LLC | WAUWATOSA | 143550 | $699.2M | 9 | 2026-03-31 | → |
| 123 | TITLETOWN WEALTH MANAGEMENT, LLC | GREEN BAY | 307752 | $150.3M | 2 | 2026-02-28 | → |
| 124 | VESTURA, LLC | HOBART | 142926 | $336.7M | 4 | 2026-03-31 | → |
| 125 | PAVLIC INVESTMENT ADVISORS, INC. | DELAFIELD | 111246 | $108.8M | 2 | 2026-05-31 | → |
| 126 | VOYAGER CAPITAL MANAGEMENT, LLC | LAKE GENEVA | 124697 | $216.6M | 5 | 2025-03-31 | → |
| 127 | COAST ADVISORY LLC | EAST TROY | 340229 | $122.5M | 2 | 2026-06-30 | → |
| 128 | ENRICH FINANCIAL PARTNERS LLC | MADISON | 111234 | $556.8M | 8 | 2026-03-31 | → |
| 129 | EVEXIA WEALTH, LLC | STEVENS POINT | 323788 | $386.1M | 18 | 2026-05-31 | → |
| 130 | MILBORN ADVISORS, LTD | MILWAUKEE | 291305 | $107.7M | 2 | 2026-05-31 | → |
| 131 | CLIENT FIRST INVESTMENT MANAGEMENT LLC | WEST BEND | 282600 | $271.9M | 16 | 2026-02-28 | → |
| 132 | MORGAN-ALY WEALTH MANAGEMENT, LLC | WAUKESHA | 328483 | $105.3M | 3 | 2026-04-30 | → |
| 133 | WFA ASSET MANAGEMENT CORP | WHITEFISH BAY | 106102 | $439.3M | 8 | 2025-03-31 | → |
| 134 | RETIREMENT INCOME STRATEGIES, LLC | EVANSVILLE | 318052 | $159.0M | 4 | 2026-02-28 | → |
| 135 | WHALEN CAPITAL, INC. | WAUSAU | 130016 | $75.1M | 4 | 2026-03-31 | → |
| 136 | RETIREMENT WEALTH SOLUTIONS LLC | MARSHFIELD | 317253 | $227.0M | 4 | 2026-02-28 | → |
| 137 | LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC | MADISON | 281302 | $115.3M | 6 | 2026-03-31 | → |
| 138 | KOM WEALTH MANAGEMENT GROUP, LLC | APPLETON | 142682 | $407.8M | 7 | 2026-03-31 | → |
| 139 | RICHARDSON CAPITAL MANAGEMENT, LLC | MENOMONEE FALLS | 130985 | $582.2M | 9 | 2026-03-31 | → |
| 140 | NEUENSCHWANDER ASSET MANAGEMENT, LLC | MCFARLAND | 125179 | $173.5M | 5 | 2026-06-30 | → |
| 141 | SENTINEL ADVISORY GROUP, LLC | MIDDLETON | 338121 | $320.8M | 10 | 2026-03-31 | → |
| 142 | INDEPENDENT WEALTH MANAGEMENT LLC | KENOSHA | 146633 | $107.1M | 3 | 2026-06-30 | → |
| 143 | ADVISORS MANAGEMENT GROUP INC | LA CROSSE | 113020 | $819.6M | 17 | 2026-03-31 | → |
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