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Best Financial Advisor Firms Wisconsin 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Wisconsin.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Wisconsin, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of July 30, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Wisconsin are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Wisconsin.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



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Are you a top firm in Wisconsin? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
1492 Capital Management 2009 View Locations
2nd Market Capital Advisory Corp 1991 View Locations
AMP Wealth Management 1999 View Locations
Advisors Management Group 1989 View Locations
Aegis Wealth Advisors. 2005 View Locations
Affiliated Financial Advisors 2000 View Locations
Alpha Investment Consulting Group 2006 View Locations
Bertram Financial Advisor Services 2008 View Locations
Boardwalk Financial Strategies 2012 View Locations
Brandes Investment Partners 1985 View Locations
Buena Vista Investment Management 2012 View Locations
Campbell Newman Asset Management 1972 View Locations
Capital Investment Services of America 1980 View Locations
Charter Capital Management 1981 View Locations
Christiansen Asset Management 2002 View Locations
Churchill Management Group 1967 View Locations
Classic Asset Management 2006 View Locations
Cleveland Hauswirth Investment Management 2005 View Locations
Conceptual Financial Advisors 2013 View Locations
Conscious Capital Management 2011 View Locations
Crawford Asset Management 2011 View Locations
Crescent Grove Advisors 2014 View Locations
Denali Wealth Management 2010 View Locations
Direction Financial Management 2013 View Locations
Diversified Management 1994 View Locations
Domo Capital Management 2007 View Locations
Family Investment Planning 2011 View Locations
Fiduciary Management 1980 View Locations
Financial Planning and Information Services 2003 View Locations
Financial Strategies 1995 View Locations
Fiscal Fitness 2007 View Locations
Focus Financial 2010 View Locations
Fortress Planning Group 2011 View Locations
Forum Financial Management 2009 View Locations
Forward Investment Advisors 2003 View Locations
Geneva Capital Management 1986 View Locations
Heck Capital Advisors 2007 View Locations
Highland Investment Advisors 2006 View Locations
Interactive Financial Advisors 2005 View Locations
Isthmus Partners 2014 View Locations
JMG Financial Group 1985 View Locations
Jacobson & Schmitt Advisors 2006 View Locations
John F. Suby Wealth Management 2009 View Locations
Johnson Wealth 2003 View Locations
Jordan Financial Life Planning 2008 View Locations
KLCM Advisors 1993 View Locations
Kerntke Otto Mcglone Wealth Management Group 2007 View Locations
Klaas Financial Asset Advisors 2014 View Locations
Korbitz Financial Planning 2006 View Locations
Kult Wealth Management Group 2012 View Locations
LSIA 2008 View Locations
Legacy Capital Partners 1972 View Locations
Liberty Financial Group 2012 View Locations
Marietta Investment Partners 2000 View Locations
Marquette Associates 1997 View Locations
McCarthy Grittinger Financial Group 1999 View Locations
Mckinley Money 2007 View Locations
Mendota Financial Group 2007 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Midwest Asset Management 1987 View Locations
Morgan Dempsey Capital Management 1994 View Locations
Musser Capital Advisors 2008 View Locations
Neuenschwander Asset Management 2009 View Locations
Next Generation Wealth Management 2008 View Locations
Nicholas Co. 1968 View Locations
North Star Asset Management 1996 View Locations
Northern Oak Wealth Management 1976 View Locations
Orgel Wealth Management 2013 View Locations
PJS Investment Management 1982 View Locations
Pegasus Partners 2015 View Locations
Perk Planning 2013 View Locations
Personal Wealth Partners 2014 View Locations
Practical Portfolios 2011 View Locations
Provident Trust Company 2000 View Locations
RMR Wealth Advisors 2009 View Locations
Reinhart Partners 1991 View Locations
Retirement Planning Solutions 2004 View Locations
Review Services 1991 View Locations
SJA Financial Advisory 2013 View Locations
Sadoff Investment Management 1978 View Locations
Schaper Benz & Wise Investment Counsel 1992 View Locations
Sims Capital Management 2007 View Locations
Spectrum Investment Advisors 1999 View Locations
Summit Investment Management 2012 View Locations
Sumnicht & Associates 2001 View Locations
THE Milwaukee Company 2004 View Locations
The Appleton Group 2003 View Locations
Thompson Investment Management 2003 View Locations
Trinity Financial Planning 2001 View Locations
Uniplan Investment Counsel 2010 View Locations
Vestura 2014 View Locations
Voyager Capital Management 2004 View Locations
WFA Asset Management Corp 1993 View Locations
Warden Wealth Management 2010 View Locations
Winch Financial 1998 View Locations
Windermere Wealth Advisors 2012 View Locations
Windward Wealth Strategies 2015 View Locations
Wisco Investment Management 2011 View Locations
Yahara Wealth Management 2013 View Locations
iSectors 2008 View Locations


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