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Top Financial Advisor Firms in Wisconsin




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 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 June 01, 2020, 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 Amanda Holdsworth for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
1492 Capital Management 2009 View Locations
AMP Wealth Management 1999 View Locations
ASC Wealth & Retirement Advisors 2015 View Locations
Access Investment Advisors 1999 View Locations
Adviseme National Advisors 2006 View Locations
Advisors Management Group 1989 View Locations
Affiliated Financial Advisors 2000 View Locations
Alpha Investment Consulting Group 2006 View Locations
Alphastar Capital Management 2011 View Locations
Arcataur Capital Management 2015 View Locations
Artisan Partners Limited Partnership 2009 View Locations
BKD Wealth Advisors 1999 View Locations
Belpointe Asset Management 2008 View Locations
Bernicke Wealth Management 2012 View Locations
Brandes Investment Partners 1985 View Locations
Brookfield Investment Partners 2003 View Locations
Campbell Newman Asset Management 1972 View Locations
Capital Investment Services of America 1980 View Locations
Charter Capital Management 1981 View Locations
Classic Asset Management 2006 View Locations
Cleveland Hauswirth Investment Management 2005 View Locations
Cliftonlarsonallen Wealth Advisors 2000 View Locations
Cornerstone Wealth Management 2012 View Locations
Crescent Grove Advisors 2014 View Locations
Cuna Brokerage Services 2001 View Locations
Dana Investment Advisors 1979 View Locations
Denali Wealth Management 2010 View Locations
Diversified Management 1994 View Locations
Enrich Financial Partners 2015 View Locations
Fiduciary Management 1980 View Locations
Financial Planning and Information Services 2003 View Locations
Financial Wealth Management 2006 View Locations
Focus Financial 2010 View Locations
Francis Investment Counsel 2004 View Locations
Geneva Capital Management 1986 View Locations
Great Valley Advisor Group 2011 View Locations
Heck Capital Advisors 2007 View Locations
Interactive Financial Advisors 2005 View Locations
Jacobson & Schmitt Advisors 2006 View Locations
John F. Suby Wealth Management 2009 View Locations
Johnson Wealth 2003 View Locations
KLCM Advisors 1993 View Locations
Kerntke Otto Mcglone Wealth Management Group 2007 View Locations
LSIA 2008 View Locations
Lakeside Wealth Management Group 2020 View Locations
Legacy Capital Partners 1972 View Locations
Madison Investment Advisors 1996 View Locations
Marietta Investment Partners 2000 View Locations
Marquette Associates 1997 View Locations
McCarthy Grittinger Financial Group 1999 View Locations
Mendota Financial Group 2007 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Midland Financial Advisors 2009 View Locations
Morgan Dempsey Capital Management 1994 View Locations
National Investment Services 1993 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
Optimum Investment Advisors 1989 View Locations
Orgel Wealth Management 2013 View Locations
PJS Investment Management 1982 View Locations
Pegasus Partners 2015 View Locations
Personal Wealth Partners 2014 View Locations
Provident Trust Company 2000 View Locations
RMR Wealth Advisors 2009 View Locations
Reinhart Partners 1991 View Locations
Retirement Plan Advisors 2004 View Locations
Retirement Wealth Advisors 2007 View Locations
Review Services 1991 View Locations
Richardson Capital Management 2004 View Locations
SJA Financial Advisory 2013 View Locations
SVA Wealth Management 2011 View Locations
Sadoff Investment Management 1978 View Locations
Savant Capital Management 1993 View Locations
Schaper Benz & Wise Investment Counsel 1992 View Locations
Shakespeare Wealth Management 2015 View Locations
Sims Capital Management 2007 View Locations
Skylands Capital 2010 View Locations
Southport Capital 2001 View Locations
Spectrum Investment Advisors 1999 View Locations
Sun Mountain Capital Advisors 2011 View Locations
THE Milwaukee Company 2004 View Locations
The Appleton Group 2003 View Locations
The Mather Group 2011 View Locations
Thompson Investment Management 2003 View Locations
Thun Financial Advisors 2015 View Locations
Uniplan Investment Counsel 2010 View Locations
Virtue Capital Management 2014 View Locations
Voit & Company 2002 View Locations
Voyager Capital Management 2004 View Locations
WFA Asset Management Corp 1993 View Locations
WHN Investor Services 1991 View Locations
Wealthspire Advisors 2013 View Locations
Winch Financial 1998 View Locations
Windward Wealth Strategies 2015 View Locations
Wipfli Financial Advisors 1999 View Locations
Wisconsin Capital Management 1997 View Locations
Ziegler Capital Management 2020 View Locations
iSectors 2008 View Locations


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