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Est. 2026The front page of wealth managementNew York

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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wisconsin

Every SEC-registered investment adviser representative in Wisconsin, by the city of the firm office they work from.

7,901 registered advisors work in Wisconsin, across 373 cities; the most are in Milwaukee (1,040).

Cities in Wisconsin

CFP advisors in Wisconsin →

Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53Fitchburg 50Delafield 49Pewaukee 49Hudson 48Onalaska 48Stevens Point 48Hartland 45Elm Grove 43Franklin 41Cedarburg 40Germantown 35New Berlin 35Menomonee Falls 34Manitowoc 32Marshfield 32Waunakee 30Chippewa Falls 27Sun Prairie 27Lake Geneva 25Kimberly 24Shawano 24Beaver Dam 23Greenfield 23Madison West 23Minocqua 23Rhinelander 23Stoughton 23Sturgeon Bay 23Platteville 22Rice Lake 22River Falls 21Sussex 21Grafton 20Menomonie 20New Richmond 20Oak Creek 20Watertown 20Beloit 19Burlington 19Wisconsin Rapids 19Elkhorn 18Fox Valley 18Tomah 18Hales Corners 17Kaukauna 17Menasha 17Whitefish Bay 17Greenville 15Oregon 15Plover 15West Allis 15Fort Atkinson 13Hobart 13McFarland 13Mount Pleasant 13Mukwonago 13Port Washington 13Portage 13Ashland 12Baraboo 12Hayward 12Marinette 12Muskego 12Sheboygan Falls 12Depere 11Holmen 11New London 11Plymouth 11Reedsburg 11Shorewood 11Superior 11Thiensville 11Delavan 10Greendale 10Medford 10Merrill 10Monroe 10Osceola 10Richland Center 10Waterford 10Waupun 10Jackson 9Lacrosse 9New Holstein 9Prairie Du Sac 9Slinger 9Waupaca 9Whitewater 9Amery 8Antigo 8Dodgeville 8Eagle River 8Glendale 8Monona 8Oostburg 8Prairie Du Chien 8South Milwaukee 8Viroqua 8Berlin 7Chilton 7Cottage Grove 7Fox Point 7Little Chute 7Mauston 7Mondovi 7Mount Horeb 7Peshtigo 7Sister Bay 7Sparta 7Suamico 7Twin Lakes 7Baldwin 6Bayside 6Lake Mills 6Lancaster 6Milton 6Pleasant Prairie 6Pulaski 6Walworth 6Wautoma 6Belgium 5Cambridge 5East Troy 5Jefferson 5Kiel 5Lodi 5Luxemburg 5Mayville 5Mosinee 5Oconto 5Richfield 5Ripon 5Sauk City 5Two Rivers 5Union Grove 5Big Bend 4Cross Plains 4Cumberland 4De Forest 4Deforest 4Dousman 4Freedom 4Grantsburg 4Hartford 4Hortonville 4Mt Horeb 4Somerset 4Spencer 4Wales 4Westby 4Whitehall 4Windsor 4Belleville 3Chetek 3Clintonville 3Columbus 3Crivitz 3Danbury 3Darlington 3Durand 3Eagle 3Edgerton 3Fontana 3Ft Atkinson 3Glenwood City 3Johnson Creek 3Kronenwetter 3Marshall 3Mazomanie 3Mt Pleasant 3Neillsville 3Nekoosa 3New Franken 3Saukville 3Spooner 3St Francis 3Tomahawk 3Webster 3West Salem 3Weston 3Winneconne 3Woodruff 3Wrightstown 3

166 smaller places with one or two advisors are in the advisor search.

Firms based in Wisconsin: largest RIAs in Wisconsin. Source: the SEC's Investment Adviser Public Disclosure daily file; broker-only representatives aren't included.

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