Best Financial Advisor Firms Wisconsin 2023

investor.com

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


close