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:
- 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 1492 Capital Management |
|
$223.9 million | 106 | 3 | $2.1 million |
| 2nd Market Capital Advisory Corp |
|
$44.7 million | 40 | 4 | $1.1 million |
| Access Investment Advisors |
|
$186.1 million | 174 | 4 | $1.1 million |
| Advisors Management Group |
|
$576.0 million | 1,788 | 10 | $322,170 |
| Affiliated Financial Advisors |
|
$385.5 million | 750 | 3 | $514,063 |
| Alpha Investment Consulting Group |
|
$458.7 million | 0 | 3 | $0.0 |
| American Investment Advisors |
|
$99.8 million | 144 | 1 | $693,381 |
| AMP Wealth Management |
|
$497.0 million | 161 | 5 | $3.1 million |
| Ashton Thomas Private Wealth |
|
$2.2 billion | 1,587 | 31 | $1.4 million |
| Beadell A.D. Investment Counsel |
|
$216.5 million | 105 | 2 | $2.1 million |
| Boardwalk Financial Strategies |
|
$92.8 million | 58 | 3 | $1.6 million |
| Brandes Investment Partners |
|
$20.2 billion | 4,692 | 36 | $4.3 million |
| Campbell Newman Asset Management |
|
$1.2 billion | 1,135 | 5 | $1.0 million |
| Capital Investment Services of America |
|
$894.5 million | 839 | 8 | $1.1 million |
| Charter Capital Management |
|
$297.6 million | 323 | 5 | $921,424 |
| Cleveland Hauswirth Investment Management |
|
$204.4 million | 70 | 2 | $2.9 million |
| Collar Capital Management |
|
$87.9 million | 91 | 2 | $966,417 |
| Conscious Capital Management |
|
$17.5 million | 63 | 1 | $277,416 |
| Crawford Asset Management |
|
$46.0 million | 135 | 1 | $340,428 |
| Crescent Grove Advisors |
|
$4.4 billion | 330 | 14 | $13.2 million |
| Dana Investment Advisors |
|
$4.6 billion | 1,901 | 21 | $2.4 million |
 Denali Wealth Management
|
|
$229.0 million | 222 | 5 | $1.0 million |
| Dickmeyer Boyce Financial Management |
|
$295.6 million | 369 | 7 | $800,953 |
| Diversified Management |
|
$1.6 billion | 341 | 7 | $4.6 million |
| Domo Capital Management |
|
$46.8 million | 166 | 2 | $282,017 |
| Family Investment Planning |
|
$15.0 million | 15 | 1 | $1.0 million |
| Fiduciary Management |
|
$17.3 billion | 945 | 16 | $18.3 million |
| Financial Planning and Information Services |
|
$1.0 billion | 1,090 | 4 | $924,328 |
| Financial Service Group |
|
$333.7 million | 253 | 4 | $1.3 million |
| Fiscal Fitness |
|
$0.0 | 90 | 1 | $0.0 |
| Fortress Planning Group |
|
$107.6 million | 192 | 3 | $560,365 |
| Forward Investment Advisors |
|
$40.4 million | 151 | 2 | $267,427 |
| Francis Investment Counsel |
|
$176.8 million | 2 | 14 | $88.4 million |
| Geneva Capital Management |
|
$7.0 billion | 3,972 | 5 | $1.8 million |
| Global View Capital Management |
|
$710.2 million | 5,774 | 93 | $123,000 |
| Guncheon Financial |
|
$76.8 million | 729 | 4 | $105,379 |
| Heck Capital Advisors |
|
$6.7 billion | 1,170 | 16 | $5.7 million |
| Interactive Financial Advisors |
|
$321.3 million | 2,170 | 40 | $148,057 |
| iSectors |
|
$22.2 million | 114 | 2 | $194,438 |
| Isthmus Partners |
|
$952.5 million | 333 | 8 | $2.9 million |
| Jacobson & Schmitt Advisors |
|
$456.3 million | 326 | 7 | $1.4 million |
| JMG Financial Group |
|
$4.7 billion | 1,317 | 32 | $3.6 million |
| John F. Suby Wealth Management |
|
$2.4 billion | 220 | 4 | $10.8 million |
| Jordan Financial Life Planning |
|
$87.5 million | 258 | 2 | $339,188 |
| Kerntke Otto Mcglone Wealth Management Group |
|
$329.8 million | 596 | 7 | $553,351 |
| Klaas Financial Asset Advisors |
|
$521.6 million | 997 | 10 | $523,139 |
| KLCM Advisors |
|
$923.0 million | 459 | 2 | $2.0 million |
| Korbitz Financial Planning |
|
$0.0 | 130 | 1 | $0.0 |
| Leslie Global Wealth |
|
$256.4 million | 323 | 2 | $793,874 |
| Liberty Financial Group |
|
$114.4 million | 182 | 2 | $628,468 |
| LSIA |
|
$912.9 million | 183 | 5 | $5.0 million |
| Marietta Investment Partners |
|
$594.7 million | 131 | 5 | $4.5 million |
| Marquette Associates |
|
$13.4 billion | 118 | 11 | $113.6 million |
| McCarthy Grittinger Financial Group |
|
$401.1 million | 230 | 6 | $1.7 million |
| Mckinley Money |
|
$86.8 million | 143 | 1 | $606,721 |
| Mendota Financial Group |
|
$339.1 million | 220 | 5 | $1.5 million |
| MinichMacGregor Wealth Management |
|
$449.5 million | 744 | 6 | $604,108 |
| Musser Capital Advisors |
|
$43.4 million | 107 | 2 | $405,545 |
| NBT Capital Management |
|
$1.7 billion | 696 | 6 | $2.5 million |
| Nicholas Co. |
|
$6.2 billion | 15 | 2 | $412.1 million |
| North Star Asset Management |
|
$2.7 billion | 2,761 | 19 | $978,561 |
| Oarsman Capital |
|
$469.0 million | 473 | 7 | $991,630 |
| Optimum Investment Advisors |
|
$354.9 million | 322 | 6 | $1.1 million |
| Orgel Wealth Management |
|
$6.6 billion | 3,489 | 25 | $1.9 million |
| Pavlic Investment Advisors |
|
$73.0 million | 89 | 2 | $820,157 |
| Personal Wealth Partners |
|
$631.3 million | 788 | 9 | $801,189 |
| PJS Investment Management |
|
$764.5 million | 443 | 7 | $1.7 million |
| Portfolio Design Services |
|
$125.3 million | 200 | 5 | $626,250 |
| Practical Portfolios |
|
$51.3 million | 82 | 2 | $625,371 |
| Provident Trust Company |
|
$6.5 billion | 1,238 | 5 | $5.3 million |
| Reinhart Partners |
|
$1.8 billion | 282 | 12 | $6.5 million |
| Retirement Planning Solutions |
|
$38.0 million | 68 | 1 | $558,823 |
| Review Services |
|
$172.1 million | 182 | 3 | $945,376 |
| Richardson Capital Management |
|
$417.0 million | 189 | 6 | $2.2 million |
| RMR Wealth Advisors |
|
$382.5 million | 161 | 3 | $2.4 million |
| RSM US Wealth Management |
|
$9.6 billion | 3,641 | 79 | $2.6 million |
| Sadoff Investment Management |
|
$1.9 billion | 611 | 4 | $3.0 million |
| Savant Wealth Management |
|
$12.0 billion | 9,508 | 117 | $1.3 million |
| Schaper Benz & Wise Investment Counsel |
|
$1.4 billion | 319 | 11 | $4.5 million |
 Spectrum Investment Advisors
|
|
$667.5 million | 362 | 19 | $1.8 million |
| Summit Investment Management |
|
$79.4 million | 168 | 3 | $472,725 |
| The Appleton Group |
|
$243.6 million | 246 | 5 | $990,341 |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| THE Milwaukee Company |
|
$1.0 billion | 47 | 2 | $22.3 million |
| Thompson Investment Management |
|
$3.4 billion | 358 | 5 | $9.4 million |
| Trek Financial |
|
$1.7 billion | 3,249 | 47 | $533,392 |
| Trinity Financial Planning |
|
$76.9 million | 56 | 2 | $1.4 million |
| Uniplan Investment Counsel |
|
$1.9 billion | 4,384 | 3 | $427,668 |
| Veritas Financial Services |
|
$87.5 million | 467 | 2 | $187,366 |
| Vestura |
|
$253.9 million | 65 | 3 | $3.9 million |
| Voyager Capital Management |
|
$214.3 million | 229 | 2 | $935,604 |
| Warden Wealth Management |
|
$27.3 million | 33 | 1 | $827,454 |
| Warnke/Nichols |
|
$168.7 million | 64 | 3 | $2.6 million |
| Wealthspire Advisors |
|
$17.4 billion | 6,407 | 110 | $2.7 million |
| WFA Asset Management Corp |
|
$330.7 million | 434 | 3 | $762,057 |
| Winch Financial |
|
$432.1 million | 846 | 9 | $510,749 |
| Windermere Wealth Advisors |
|
$72.5 million | 48 | 2 | $1.5 million |
| Windward Wealth Strategies |
|
$168.6 million | 98 | 2 | $1.7 million |
| Wipfli Financial Advisors |
|
$5.1 billion | 2,826 | 80 | $1.8 million |
| Yahara Wealth Management |
|
$69.0 million | 50 | 2 | $1.4 million |
More Top Firms by State
About the Editorial Team
investor.com
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