A. GILE & CO.
Columbus, WI
AUM
$29.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
920-350-7200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
AEGIS WEALTH ADVISORS. LLC
Hartland, WI
AUM
$27.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
262-369-5200
ASC 401(K) MANAGEMENT
Appleton, WI
AUM
$26.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
920-888-1272
WARDEN WEALTH MANAGEMENT, LLC
Milwaukee, WI
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-270-4500
BUENA VISTA INVESTMENT MANAGEMENT LLC
Wisconsin Rapids, WI
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
715-423-9505
HILLTOP FINANCIAL ADVISORS
Milwaukee, WI
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
414-856-7100
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
Milwaukee, WI
AUM
$22.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
AUM
$22.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
414-688-7547
ETF MODEL SOLUTIONS, LLC
Appleton, WI
AUM
$18.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; LICENSE FEES
920-785-6010
NORTH SHORE INVESTMENT ADVISORS, LLC
Neenah, WI
AUM
$18.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
920-886-0505
BUTTONWOOD PARTNERS, INC.
Madison, WI
AUM
$16.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
608-827-6400
D/B/A FINANCIAL AWARENESS INSTITUTE
Sharon, WI
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
630-963-7000
BRUCE WOOD CAPITAL, LLC
Shorewood, WI
AUM
$13.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
414-666-8102
RED GRANITE WEALTH MANAGEMENT
Manitowoc, WI
AUM
$12.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(920) 482-4322
CIRCLE R WEALTH LLC
Crivitz, WI
AUM
$11.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
715-927-5031
KOLASH WEALTH STRATEGIES, LLC
Appleton, WI
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
920-730-8040
FAMILY INVESTMENT PLANNING, LLC
Elm Grove, WI
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
414-435-0601
HARVEST HORIZON WEALTH STRATEGIES
Amery, WI
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
715-227-5207
WULLSCHLEGER GROUP
Madison, WI
AUM
$8.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
608-514-5328
SIMPLICITY FINANCIAL, LLC
Milwaukee, WI
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(414) 207-6473
LINDENWOOD FINANCIAL LLC
Madison, WI
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
608-218-4646
FREEDOM WEALTH LLC
Appleton, WI
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
920-843-9800
CHRISTIANSEN ASSET MANAGEMENT LLC
Mequon, WI
AUM
$5.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
262-302-1133
ONELEGACY ADVISORS, LLC
Green Bay, WI
AUM
$5.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
920-250-7220