Best Financial Advisor Firms Wisconsin 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Wisconsin.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Wisconsin are as followed:

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 5/5 Stars $223.9 million 106 3 $2.1 million
2nd Market Capital Advisory Corp 5/5 Stars $44.7 million 40 4 $1.1 million
Access Investment Advisors 5/5 Stars $186.1 million 174 4 $1.1 million
Advisors Management Group 5/5 Stars $576.0 million 1,788 10 $322,170
Affiliated Financial Advisors 5/5 Stars $385.5 million 750 3 $514,063
Alpha Investment Consulting Group 5/5 Stars $458.7 million 0 3 $0.0
American Investment Advisors 5/5 Stars $99.8 million 144 1 $693,381
AMP Wealth Management 5/5 Stars $497.0 million 161 5 $3.1 million
Ashton Thomas Private Wealth 5/5 Stars $2.2 billion 1,587 31 $1.4 million
Beadell A.D. Investment Counsel 5/5 Stars $216.5 million 105 2 $2.1 million
Boardwalk Financial Strategies 5/5 Stars $92.8 million 58 3 $1.6 million
Brandes Investment Partners 5/5 Stars $20.2 billion 4,692 36 $4.3 million
Campbell Newman Asset Management 5/5 Stars $1.2 billion 1,135 5 $1.0 million
Capital Investment Services of America 5/5 Stars $894.5 million 839 8 $1.1 million
Charter Capital Management 5/5 Stars $297.6 million 323 5 $921,424
Cleveland Hauswirth Investment Management 5/5 Stars $204.4 million 70 2 $2.9 million
Collar Capital Management 5/5 Stars $87.9 million 91 2 $966,417
Conscious Capital Management 5/5 Stars $17.5 million 63 1 $277,416
Crawford Asset Management 5/5 Stars $46.0 million 135 1 $340,428
Crescent Grove Advisors 5/5 Stars $4.4 billion 330 14 $13.2 million
Dana Investment Advisors 5/5 Stars $4.6 billion 1,901 21 $2.4 million
Denali Wealth Management logoDenali Wealth Management 5/5 Stars $229.0 million 222 5 $1.0 million
Dickmeyer Boyce Financial Management 5/5 Stars $295.6 million 369 7 $800,953
Diversified Management 5/5 Stars $1.6 billion 341 7 $4.6 million
Domo Capital Management 5/5 Stars $46.8 million 166 2 $282,017
Family Investment Planning 5/5 Stars $15.0 million 15 1 $1.0 million
Fiduciary Management 5/5 Stars $17.3 billion 945 16 $18.3 million
Financial Planning and Information Services 5/5 Stars $1.0 billion 1,090 4 $924,328
Financial Service Group 5/5 Stars $333.7 million 253 4 $1.3 million
Fiscal Fitness 5/5 Stars $0.0 90 1 $0.0
Fortress Planning Group 5/5 Stars $107.6 million 192 3 $560,365
Forward Investment Advisors 5/5 Stars $40.4 million 151 2 $267,427
Francis Investment Counsel 5/5 Stars $176.8 million 2 14 $88.4 million
Geneva Capital Management 5/5 Stars $7.0 billion 3,972 5 $1.8 million
Global View Capital Management 5/5 Stars $710.2 million 5,774 93 $123,000
Guncheon Financial 5/5 Stars $76.8 million 729 4 $105,379
Heck Capital Advisors 5/5 Stars $6.7 billion 1,170 16 $5.7 million
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
iSectors 5/5 Stars $22.2 million 114 2 $194,438
Isthmus Partners 5/5 Stars $952.5 million 333 8 $2.9 million
Jacobson & Schmitt Advisors 5/5 Stars $456.3 million 326 7 $1.4 million
JMG Financial Group 5/5 Stars $4.7 billion 1,317 32 $3.6 million
John F. Suby Wealth Management 5/5 Stars $2.4 billion 220 4 $10.8 million
Jordan Financial Life Planning 5/5 Stars $87.5 million 258 2 $339,188
Kerntke Otto Mcglone Wealth Management Group 5/5 Stars $329.8 million 596 7 $553,351
Klaas Financial Asset Advisors 5/5 Stars $521.6 million 997 10 $523,139
KLCM Advisors 5/5 Stars $923.0 million 459 2 $2.0 million
Korbitz Financial Planning 5/5 Stars $0.0 130 1 $0.0
Leslie Global Wealth 5/5 Stars $256.4 million 323 2 $793,874
Liberty Financial Group 5/5 Stars $114.4 million 182 2 $628,468
LSIA 5/5 Stars $912.9 million 183 5 $5.0 million
Marietta Investment Partners 5/5 Stars $594.7 million 131 5 $4.5 million
Marquette Associates 5/5 Stars $13.4 billion 118 11 $113.6 million
McCarthy Grittinger Financial Group 5/5 Stars $401.1 million 230 6 $1.7 million
Mckinley Money 5/5 Stars $86.8 million 143 1 $606,721
Mendota Financial Group 5/5 Stars $339.1 million 220 5 $1.5 million
MinichMacGregor Wealth Management 5/5 Stars $449.5 million 744 6 $604,108
Musser Capital Advisors 5/5 Stars $43.4 million 107 2 $405,545
NBT Capital Management 5/5 Stars $1.7 billion 696 6 $2.5 million
Nicholas Co. 5/5 Stars $6.2 billion 15 2 $412.1 million
North Star Asset Management 5/5 Stars $2.7 billion 2,761 19 $978,561
Oarsman Capital 5/5 Stars $469.0 million 473 7 $991,630
Optimum Investment Advisors 5/5 Stars $354.9 million 322 6 $1.1 million
Orgel Wealth Management 5/5 Stars $6.6 billion 3,489 25 $1.9 million
Pavlic Investment Advisors 5/5 Stars $73.0 million 89 2 $820,157
Personal Wealth Partners 5/5 Stars $631.3 million 788 9 $801,189
PJS Investment Management 5/5 Stars $764.5 million 443 7 $1.7 million
Portfolio Design Services 5/5 Stars $125.3 million 200 5 $626,250
Practical Portfolios 5/5 Stars $51.3 million 82 2 $625,371
Provident Trust Company 5/5 Stars $6.5 billion 1,238 5 $5.3 million
Reinhart Partners 5/5 Stars $1.8 billion 282 12 $6.5 million
Retirement Planning Solutions 5/5 Stars $38.0 million 68 1 $558,823
Review Services 5/5 Stars $172.1 million 182 3 $945,376
Richardson Capital Management 5/5 Stars $417.0 million 189 6 $2.2 million
RMR Wealth Advisors 5/5 Stars $382.5 million 161 3 $2.4 million
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
Sadoff Investment Management 5/5 Stars $1.9 billion 611 4 $3.0 million
Savant Wealth Management 5/5 Stars $12.0 billion 9,508 117 $1.3 million
Schaper Benz & Wise Investment Counsel 5/5 Stars $1.4 billion 319 11 $4.5 million
Spectrum Investment Advisors logoSpectrum Investment Advisors 5/5 Stars $667.5 million 362 19 $1.8 million
Summit Investment Management 5/5 Stars $79.4 million 168 3 $472,725
The Appleton Group 5/5 Stars $243.6 million 246 5 $990,341
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
THE Milwaukee Company 5/5 Stars $1.0 billion 47 2 $22.3 million
Thompson Investment Management 5/5 Stars $3.4 billion 358 5 $9.4 million
Trek Financial 5/5 Stars $1.7 billion 3,249 47 $533,392
Trinity Financial Planning 5/5 Stars $76.9 million 56 2 $1.4 million
Uniplan Investment Counsel 5/5 Stars $1.9 billion 4,384 3 $427,668
Veritas Financial Services 5/5 Stars $87.5 million 467 2 $187,366
Vestura 5/5 Stars $253.9 million 65 3 $3.9 million
Voyager Capital Management 5/5 Stars $214.3 million 229 2 $935,604
Warden Wealth Management 5/5 Stars $27.3 million 33 1 $827,454
Warnke/Nichols 5/5 Stars $168.7 million 64 3 $2.6 million
Wealthspire Advisors 5/5 Stars $17.4 billion 6,407 110 $2.7 million
WFA Asset Management Corp 5/5 Stars $330.7 million 434 3 $762,057
Winch Financial 5/5 Stars $432.1 million 846 9 $510,749
Windermere Wealth Advisors 5/5 Stars $72.5 million 48 2 $1.5 million
Windward Wealth Strategies 5/5 Stars $168.6 million 98 2 $1.7 million
Wipfli Financial Advisors 5/5 Stars $5.1 billion 2,826 80 $1.8 million
Yahara Wealth Management 5/5 Stars $69.0 million 50 2 $1.4 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


close