GATEWAY WEALTH PARTNERS, LLC
Appleton, WI
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
83 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 731-9293
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI
143 advisers found
1834 INVESTMENT ADVISORS CO.
Milwaukee, WI
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(414) 615-1012
OPEROSE ADVISORS LLC
Milwaukee, WI
AUM
$2.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
414-209-3280
LANDAAS & COMPANY
Milwaukee, WI
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
414-223-1099
HEARTLAND ADVISORS, INC.
Milwaukee, WI
AUM
$1.92B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
414-347-7777
KLCM ADVISORS, INC.
Milwaukee, WI
AUM
$1.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
414-765-1234
IAG WEALTH PARTNERS, LLC
Waukesha, WI
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-446-8150
AUM
$1.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
920-727-1137
N.E.W. ADVISORY SERVICES, LLC
De Pere, WI
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
920-712-7800
CAMPBELL NEWMAN ASSET MANAGEMENT INC
Milwaukee, WI
AUM
$1.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
414-908-6670
ISTHMUS PARTNERS, LLC
Madison, WI
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-729-0949
PACKERLAND BROKERAGE SERVICES, INC.
Green Bay, WI
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-662-9500
THE MILWAUKEE COMPANY
Thiensville, WI
AUM
$1.35B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
262-238-6980
CAPITAL INVESTMENT SERVICES OF AMERICA INC
Milwaukee, WI
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM
414-278-7744
ASSOCIATED INVESTMENT SERVICES, INC.
Green Bay, WI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & Estates
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM
800-595-7722
OARSMAN CAPITAL, INC
Milwaukee, WI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
414-221-0081
KERBERROSE WEALTH MANAGEMENT, LLC
Shawano, WI
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
715.526.9400
CANOPY WEALTH MANAGEMENT
Middleton, WI
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
608-662-9018
SPECTRUM INVESTMENT ADVISORS, INC.
Mequon, WI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
262-238-4010
FORM WEALTH ADVISORS, LLC
Lake Geneva, WI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
262-686-3005
WALKNER CONDON FINANCIAL ADVISORS LLC
Verona, WI
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
608-234-4127
ROSEMEYER MANAGEMENT GROUP
Platteville, WI
AUM
$914.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
608-348-2274
PARK CAPITAL MANAGEMENT, LLC
Madison, WI
AUM
$868.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-440-8608
PJS INVESTMENT MANAGEMENT
Cedarburg, WI
AUM
$852.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
262-377-0484