Written by investor.com
November 08, 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 November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Wisconsin are as follows:
- Must be rated at least 4.5 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 |
| 1834 Investment Advisors CO |
|
$1.1 billion | 511 | 6 | $2.2 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 | 3 | $782,462 |
| Beadell A D Investment Counsel |
|
$194.4 million | 84 | 2 | $2.3 million |
| Black Maple Capital Management |
|
$203.8 million | 7 | 7 | $29.1 million |
| Broadview Financial Management |
|
$465.3 million | 252 | 6 | $1.8 million |
| Campbell Newman Asset Management |
|
$1.1 billion | 1,249 | 5 | $864,673 |
| Capital Investment Services of America |
|
$1.0 billion | 870 | 7 | $1.2 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 |
| Denarius Wealth Management |
|
$4.2 million | 32 | 1 | $131,250 |
| Dickmeyer Boyce Financial Management |
|
$274.8 million | 386 | 7 | $711,808 |
| Diversified Management |
|
$1.4 billion | 352 | 6 | $4.1 million |
| Domo Capital Management |
|
$18.7 million | 179 | 2 | $104,242 |
| Ellenbecker Investment Group |
|
$1.3 billion | 1,936 | 11 | $646,093 |
| Enrich Financial Partners |
|
$347.1 million | 397 | 4 | $874,308 |
| Family Investment Planning |
|
$12.0 million | 12 | 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 | 3 | $1.1 million |
| Fortress Planning Group |
|
$184.1 million | 228 | 3 | $807,447 |
| Forward Investment Advisors |
|
$39.1 million | 159 | 2 | $246,132 |
| Geneva Capital Management |
|
$5.0 billion | 3,618 | 4 | $1.4 million |
| Global View Capital Management |
|
$591.2 million | 6,335 | 93 | $93,318 |
| Heck Capital Advisors |
|
$5.6 billion | 1,157 | 17 | $4.9 million |
| Huth Advisory Group |
|
$14.9 million | 41 | 1 | $362,716 |
| Investment & TAX Strategies |
|
$48.0 million | 298 | 0 | $161,073 |
| 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 |
| Jones Financial Consulting |
|
$4.8 million | 6 | 1 | $792,301 |
| 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 |
| Kolash Wealth Strategies |
|
$8.2 million | 43 | 1 | $189,558 |
| Larson Wealth Management |
|
$46.7 million | 107 | 1 | $436,448 |
| Liberty Financial Group |
|
$101.9 million | 198 | 2 | $514,883 |
| 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 |
| Milestone Investment Advisors |
|
$681.1 million | 383 | 5 | $1.8 million |
| MinichMacGregor Wealth Management |
|
$406.0 million | 773 | 7 | $525,288 |
| Morgan Kenwood Advisors |
|
$93.6 million | 198 | 1 | $472,893 |
| Musser Capital Advisors |
|
$39.2 million | 107 | 2 | $366,448 |
| NBT Capital Management |
|
$1.2 billion | 639 | 5 | $1.9 million |
| Nicholas Co. |
|
$4.9 billion | 14 | 2 | $348.7 million |
| North Shore Investment Advisors |
|
$18.0 million | 44 | 1 | $409,090 |
| North Star Asset Management |
|
$2.3 billion | 3,098 | 18 | $750,276 |
| Oarsman Capital |
|
$440.0 million | 491 | 8 | $896,120 |
| Oldenburg Investment Professionals |
|
$4.8 million | 27 | 1 | $177,777 |
| 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 |
| Practical Portfolios |
|
$47.8 million | 83 | 2 | $576,145 |
| Professional Financial Management |
|
$83.8 million | 167 | 3 | $501,854 |
| Professional Management of Milwaukee |
|
$31.4 million | 28 | 1 | $1.1 million |
| 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 |
|
$159.3 million | 179 | 3 | $890,052 |
| Richardson Capital Management |
|
$403.0 million | 204 | 6 | $2.0 million |
| RMR Wealth Advisors |
|
$344.2 million | 170 | 2 | $2.0 million |
| Schaper Benz & Wise Investment Counsel |
|
$1.2 billion | 352 | 10 | $3.4 million |
| Sims Capital Management |
|
$48.5 million | 17 | 1 | $2.9 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 Milwaukee Company |
|
$1.0 billion | 51 | 4 | $19.9 million |
| Thompson Investment Management |
|
$2.4 billion | 409 | 5 | $5.9 million |
| Tidal 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 |
|
$186.1 million | 109 | 3 | $1.7 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
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investor.com
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