ADVISORS MANAGEMENT GROUP INC
La Crosse, WI
AUM
$819.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
608-782-0200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI
143 advisers found
CAPITAL INNOVATIONS, LLC
Waukesha, WI
AUM
$806.7M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-746-3100
COPPER HARBOR INVESTMENT ADVISORS, LLC
Appleton, WI
AUM
$805.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(920)441-0300
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Waukesha, WI
AUM
$775.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
107 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
262-650-1030
SKYLANDS CAPITAL, LLC
Milwaukee, WI
AUM
$746.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
414-256-3380
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
Milwaukee, WI
AUM
$737.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
MARIETTA INVESTMENT PARTNERS, LLC
Milwaukee, WI
AUM
$683.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
414-289-9080
LEVERTY FINANCIAL GROUP, LLC
Hudson, WI
AUM
$676.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
715-377-2080
JACOBSON & SCHMITT ADVISORS, LLC
Middleton, WI
AUM
$676.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(608) 662-7500
RIVERWATER PARTNERS LLC
Milwaukee, WI
AUM
$660.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
414-858-8000
BKM WEALTH MANAGEMENT
Brookfield, WI
AUM
$651.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-955-7147
MIDWEST PROFESSIONAL PLANNERS, LTD.
Wausau, WI
AUM
$649.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
715-848-3474
SHAKESPEARE WEALTH MANAGEMENT, LLC
Pewaukee, WI
AUM
$641.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
262-814-1600
ENDOWMENT WEALTH MANAGEMENT, INC.
Appleton, WI
AUM
$609.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
920-785-6010
POEHLING CAPITAL MANAGEMENT, INC.
Madison, WI
AUM
$591.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(608) 664-9600
WINCH FINANCIAL
Appleton, WI
AUM
$580.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
920-739-8577
ENRICH FINANCIAL PARTNERS LLC
Madison, WI
AUM
$556.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-275-3442
ARCATAUR CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$469.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
414-225-8200
JOHN F SUBY WEALTH MANAGEMENT LLC
Madison, WI
AUM
$464.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
608-273-3100
RICHMOND INVESTMENT SERVICES LLC
Mequon, WI
AUM
$453.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-242-4200
BLACKHAWK CAPITAL PARTNERS, LLC
Thiensville, WI
AUM
$452.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
262-242-4487
GENEVA PARTNERS, LLC
Lake Geneva, WI
AUM
$423.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
262-248-1350
KOM WEALTH MANAGEMENT GROUP, LLC
Appleton, WI
AUM
$407.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
920-733-3865
ECIO, INC.
Madison, WI
AUM
$395.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
608-291-4646