Written by investor.com
April 06, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Wisconsin.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Wisconsin, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Wisconsin are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 1492 Capital Management |
|
$174.9 million | 106 | 3 | $1.6 million |
| 2nd Market Capital Advisory Corp |
|
$34.5 million | 40 | 4 | $862,163 |
| A TO Z Financial Planning |
|
$39.0 million | 235 | 2 | $165,750 |
| Access Investment Advisors |
|
$204.4 million | 198 | 4 | $1.0 million |
| Advisors Management Group |
|
$555.0 million | 1,863 | 10 | $297,891 |
| Affiliated Financial Advisors |
|
$340.6 million | 726 | 4 | $469,195 |
| American Investment Advisors |
|
$96.2 million | 152 | 1 | $632,823 |
| AMP Wealth Management |
|
$407.7 million | 521 | 4 | $782,462 |
| Beacon Pointe Advisors |
|
$23.2 billion | 13,332 | 230 | $1.7 million |
| Beadell A.D. Investment Counsel |
|
$194.4 million | 84 | 2 | $2.3 million |
| Boardwalk Financial Strategies |
|
$114.4 million | 82 | 2 | $1.4 million |
| Brandes Investment Partners |
|
$17.5 billion | 8,697 | 33 | $2.0 million |
| Campbell Newman Asset Management |
|
$1.1 billion | 1,249 | 5 | $864,673 |
| Capital Investment Services of America |
|
$894.5 million | 839 | 8 | $1.1 million |
| Charter Capital Management |
|
$283.2 million | 351 | 5 | $806,857 |
| Collar Capital Management |
|
$78.7 million | 92 | 2 | $855,569 |
| Conscious Capital Management |
|
$17.5 million | 46 | 1 | $379,694 |
| Crawford Asset Management |
|
$24.1 million | 100 | 1 | $240,773 |
| Crescent Grove Advisors |
|
$3.9 billion | 350 | 16 | $11.2 million |
| Dana Investment Advisors |
|
$4.4 billion | 2,087 | 23 | $2.1 million |
| Denali Wealth Management |
|
$210.2 million | 231 | 6 | $909,887 |
| Dickmeyer Boyce Financial Management |
|
$274.8 million | 386 | 7 | $711,808 |
| Direction Financial Management |
|
$0.0 | 37 | 1 | $0.0 |
| Diversified Management |
|
$1.4 billion | 352 | 7 | $4.1 million |
| Domo Capital Management |
|
$18.7 million | 179 | 2 | $104,242 |
| Enrich Financial Partners |
|
$347.1 million | 397 | 4 | $874,308 |
| Family Investment Planning |
|
$15.0 million | 15 | 1 | $1.0 million |
| Fiduciary Management |
|
$13.2 billion | 831 | 15 | $15.9 million |
| Financial Planning and Information Services |
|
$896.7 million | 1,110 | 4 | $807,873 |
| Financial Service Group |
|
$295.6 million | 262 | 4 | $1.1 million |
| Fiscal Fitness |
|
$0.0 | 90 | 1 | $0.0 |
| Fortress Planning Group |
|
$184.1 million | 228 | 3 | $807,447 |
| Forum Financial Management |
|
$7.0 billion | 4,994 | 100 | $1.4 million |
| Forward Investment Advisors |
|
$39.1 million | 159 | 2 | $246,132 |
| Francis Investment Counsel |
|
$0.0 | 93 | 16 | $0.0 |
| Geneva Capital Management |
|
$5.0 billion | 3,618 | 4 | $1.4 million |
| Guncheon Financial |
|
$94.9 million | 642 | 4 | $147,753 |
| Heck Capital Advisors |
|
$5.6 billion | 1,157 | 17 | $4.9 million |
| Isthmus Partners |
|
$977.3 million | 336 | 9 | $2.9 million |
| Jacobson & Schmitt Advisors |
|
$364.4 million | 359 | 10 | $1.0 million |
| JMG Financial Group |
|
$4.5 billion | 1,454 | 38 | $3.1 million |
| John F. Suby Wealth Management |
|
$1.8 billion | 221 | 4 | $7.9 million |
| Johnson Wealth |
|
$7.7 billion | 1,544 | 50 | $5.0 million |
| Jordan Financial Life Planning |
|
$87.7 million | 302 | 2 | $290,313 |
| Kerntke Otto Mcglone Wealth Management Group |
|
$298.3 million | 616 | 7 | $484,322 |
| Klaas Financial Asset Advisors |
|
$478.3 million | 1,010 | 12 | $473,545 |
| KLCM Advisors |
|
$974.0 million | 534 | 2 | $1.8 million |
| Korbitz Financial Planning |
|
$0.0 | 120 | 1 | $0.0 |
| Liberty Financial Group |
|
$101.9 million | 198 | 2 | $514,880 |
| LSIA |
|
$735.6 million | 190 | 5 | $3.9 million |
| Marietta Investment Partners |
|
$481.9 million | 145 | 4 | $3.3 million |
| Marquette Associates |
|
$13.3 billion | 149 | 12 | $89.3 million |
| McCarthy Grittinger Financial Group |
|
$338.2 million | 234 | 6 | $1.4 million |
| Mckinley Money |
|
$91.3 million | 143 | 1 | $638,557 |
| Mendota Financial Group |
|
$326.3 million | 235 | 4 | $1.4 million |
| Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
| MinichMacGregor Wealth Management |
|
$406.0 million | 773 | 7 | $525,288 |
| Musser Capital Advisors |
|
$43.4 million | 107 | 2 | $405,545 |
| Nicholas Co. |
|
$4.9 billion | 14 | 2 | $348.7 million |
| North Star Asset Management |
|
$2.3 billion | 3,098 | 18 | $750,276 |
| Northern Oak Wealth Management |
|
$1.1 billion | 511 | 6 | $2.2 million |
| Oarsman Capital |
|
$440.0 million | 491 | 8 | $896,120 |
| Optimum Investment Advisors |
|
$261.0 million | 227 | 5 | $1.1 million |
| Orgel Wealth Management |
|
$6.3 billion | 3,762 | 26 | $1.7 million |
| Pavlic Investment Advisors |
|
$64.1 million | 81 | 2 | $791,049 |
| Pegasus Partners |
|
$2.5 billion | 556 | 11 | $4.4 million |
| PJS Investment Management |
|
$637.5 million | 450 | 6 | $1.4 million |
| Portfolio Design Services |
|
$107.2 million | 299 | 5 | $358,527 |
| Practical Portfolios |
|
$47.8 million | 83 | 2 | $576,145 |
| Professional Financial Management |
|
$83.8 million | 167 | 3 | $501,854 |
| Prophet Wealth Management |
|
$50.0 million | 264 | 2 | $189,536 |
| Provident Trust Company |
|
$4.8 billion | 1,206 | 5 | $4.0 million |
| Reinhart Partners |
|
$1.6 billion | 290 | 10 | $5.6 million |
| Review Services |
|
$172.1 million | 182 | 3 | $945,376 |
| Richardson Capital Management |
|
$403.0 million | 204 | 6 | $2.0 million |
| RMR Wealth Advisors |
|
$344.2 million | 170 | 2 | $2.0 million |
| Savant Wealth Management |
|
$13.4 billion | 9,662 | 143 | $1.4 million |
| Schaper Benz & Wise Investment Counsel |
|
$1.2 billion | 352 | 10 | $3.4 million |
| Shakespeare Wealth Management |
|
$365.4 million | 230 | 5 | $1.6 million |
| Silvercrest Asset Management Group |
|
$28.9 billion | 1,289 | 32 | $22.4 million |
| Spectrum Investment Advisors |
|
$590.3 million | 389 | 17 | $1.5 million |
| Summit Investment Management |
|
$70.1 million | 178 | 3 | $393,804 |
| The Appleton Group |
|
$194.1 million | 242 | 5 | $801,905 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| THE Milwaukee Company |
|
$936.0 million | 50 | 4 | $18.7 million |
| Thompson Investment Management |
|
$2.4 billion | 409 | 5 | $5.9 million |
| Toroso Investments |
|
$5.6 billion | 370 | 6 | $15.1 million |
| Trinity Financial Planning |
|
$74.4 million | 57 | 2 | $1.3 million |
| Uniplan Investment Counsel |
|
$1.5 billion | 4,133 | 2 | $350,907 |
| Veritas Financial Services |
|
$84.0 million | 455 | 4 | $184,615 |
| Vestura |
|
$205.9 million | 64 | 3 | $3.2 million |
| Voyager Capital Management |
|
$184.7 million | 268 | 2 | $689,137 |
| Warden Wealth Management |
|
$22.7 million | 33 | 1 | $687,090 |
| Warnke/Nichols |
|
$186.6 million | 109 | 3 | $1.7 million |
| Wealthspire Advisors |
|
$16.3 billion | 6,622 | 150 | $2.5 million |
| WFA Asset Management Corp |
|
$313.2 million | 465 | 3 | $673,517 |
| Winch Financial |
|
$333.9 million | 792 | 8 | $421,626 |
| Windermere Wealth Advisors |
|
$61.7 million | 49 | 2 | $1.3 million |
| Windward Wealth Strategies |
|
$166.5 million | 90 | 2 | $1.8 million |
| Yahara Wealth Management |
|
$67.5 million | 56 | 2 | $1.2 million |
More Top Firms by State
About the Editorial Team
investor.com
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