The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

121. 11025
     Transcend Advisor Group, LLCMilwaukee, WI · 360 clientsWealth manager
     No custodian reported
     +00% 1 yr$253M
122. 11044
     Morgan Dempsey Capital Management LLCMilwaukee, WI · 464 clientsWealth manager
     Schwab 53%
     +00% 1 yr$252M
123. 11048
     Baird Venture Partners Management Company IV, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
     No custodian reported
     +00% 1 yr$252M
124. 11061
     Windward Wealth Strategies, Inc.Oshkosh, WI · 397 clientsWealth manager
     Fidelity 83%
     +00% 1 yr$251M
125. 11099
     Beadell A D Investment Counsel IncMequon, WI · 96 clientsWealth manager
     Schwab 78%
     +00% 1 yr$250M
126. 11276
     The Kieckhefer GroupMequon, WI · 61 clientsWealth manager
     Schwab 100%
     +00% 1 yr$241M
127. 11384
     Schamberger, Greylak & Utterback Wealth Management, LLCLa Crosse, WI · 628 clientsBroker-dealer firmHybrid
     LPL Financial 100%
     +00% 1 yr$236M
128. 11595
     Review Services IncBrookfield, WI · 173 clientsWealth manager
     Schwab 100%
     +00% 1 yr$227M
129. 11601
     Retirement Wealth Solutions LLCMarshfield, WI · 188 clientsWealth manager
     Schwab 100%
     +00% 1 yr$227M
130. 11617
     Denali Wealth Management, Inc.Mequon, WI · 243 clientsWealth manager
     Schwab 100%
     +00% 1 yr$226M
131. 11633
     Global Value Investment CorporationMilwaukee, WI · 192 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$226M
132. 11765
     Cornerstone Financial GroupAppleton, WI · 579 clientsWealth manager
     Schwab 100%
     +00% 1 yr$220M
133. 11880
     Financial Service Group IncMount Pleasant, WI · 192 clientsWealth manager
     Schwab 100%
     +00% 1 yr$215M
134. 12179
     KCD Financial, Inc.Green Bay, WI · 1,257 clientsBroker-dealer firmHybrid
     TradePMR / Robinhood 68%
     +00% 1 yr$202M
135. 12212
     Calculated WealthMadison, WI · 194 clientsWealth manager
     Schwab 94%
     +00% 1 yr$201M
136. 12272
     Paladin PartnersHartland, WI · 45 clientsWealth manager
     RBC 53%Schwab 47%
     +00% 1 yr$199M
137. 12286
     Entasis Asset Management LLCBrookfield, WI · 159 clientsWealth manager
     Schwab 68%Fidelity 32%
     +00% 1 yr$198M
138. 12294
     Boardwalk Financial Strategies LLCHartland, WI · 85 clientsWealth manager
     Schwab 100%
     +00% 1 yr$198M
139. 12358
     Baird Venture Partners Management Company V, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
     No custodian reported
     +00% 1 yr$195M
140. 12371
     Liberty Financial Group, Inc.Elm Grove, WI · 238 clientsWealth manager
     Schwab 98%
     +00% 1 yr$194M
141. 12500
     Conceptual Financial Advisors, LLCAppleton, WI · 426 clientsWealth managerWrap sponsorHybrid
     LPL Financial 88%
     +00% 1 yr$190M
142. 12604
     Granite Financial GroupBrookfield, WI · 252 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$186M
143. 12833
     Wisconsin Wealth Advisors, LLCSun Prairie, WI · 293 clientsWealth managerHybrid
     Axos 100%
     +00% 1 yr$178M
144. 12844
     Hoff Private WealthWausau, WI · 177 clientsWealth manager
     Schwab 100%
     +00% 1 yr$177M
145. 12873
     Collar Capital Management, LLCAppleton, WI · 125 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$176M
146. 12895
     Fiduciary Financial Planning NetworkOnalaska, WI · 333 clientsWealth manager
     Schwab 100%
     +00% 1 yr$176M
147. 12971
     Neuenschwander Asset Management, LLCMcFarland, WI · 199 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$174M
148. 13140
     Stonehaven Wealth & Tax SolutionsAppleton, WI · 310 clientsWealth managerWrap sponsor
     SEI 100%
     +00% 1 yr$168M
149. 13255
     McKinley Money, LLCEau-Claire, WI · 162 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$164M
150. 13313
     Elite Wealth Management, Inc.Plover, WI · 871 clientsWealth manager
     Schwab 77%Altruist 23%
     +00% 1 yr$161M
151. 13379
     Sycamore Investment Consulting Services, LLCMadison, WI · 42 clientsWealth managerHybridButtonwood Partners, Inc.
     Fidelity 100%
     +00% 1 yr$160M
152. 13396
     Retirement Income Strategies, LLCEvansville, WI · 339 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$159M
153. 13399
     Plus Group Wealth Advisors, LLCBelgium, WI · 516 clientsWealth manager
     Schwab 100%
     +00% 1 yr$159M
154. 13675
     Titletown Wealth Management, LLCGreen Bay, WI · 459 clientsWealth manager
     LPL Financial 91%
     +00% 1 yr$150M
155. 13696
     Financial Strategies, Inc.Brookfield, WI · 199 clientsWealth manager
     Schwab 100%
     +00% 1 yr$150M
156. 13703
     Portfolio Design Services, LLCRiver Falls, WI · 256 clientsWealth manager
     Axos 66%Schwab 34%
     +00% 1 yr$150M
157. 13742
     Mueller WealthMishicot, WI · 395 clientsWealth manager
     Schwab 100%
     +00% 1 yr$148M
158. 13783
     CLF Asset Management, Inc.Madison, WI · 386 clientsWealth manager
     Schwab 64%Equity Trust 36%
     +00% 1 yr$147M
159. 13904
     MLG Fund Manager LLCBrookfield, WI · 2 clientsPrivate fund adviserHybrid
     No custodian reported
     +00% 1 yr$144M
160. 13918
     Verus Wealth ManagementDe Pere, WI · 59 clientsWealth manager
     Schwab 100%
     +00% 1 yr$143M