EVEXIA WEALTH, LLC
Stevens Point, WI
AUM
$386.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(715) 344-9496
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI
143 advisers found
VESTURA, LLC
Hobart, WI
AUM
$336.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
920-430-3775
UNIPLAN INVESTMENT COUNSEL, INC.
Milwaukee, WI
AUM
$330.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
262-534-3000
H. C. DENISON CO.
Sheboygan, WI
AUM
$310.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
920 457-9451
SUGAR MAPLE ASSET MANAGEMENT, LLC
Sister Bay, WI
AUM
$291.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
9205854985
BROOK CAPITAL
Brookfield, WI
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-784-7205
1492 CAPITAL MANAGEMENT, LLC
Milwaukee, WI
AUM
$274.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
414-276-1492
CLIENT FIRST INVESTMENT MANAGEMENT LLC
West Bend, WI
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-335-1700
WISCONSIN CAPITAL MANAGEMENT, LLC
Madison, WI
AUM
$256.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
608-960-4616
MENDOTA FINANCIAL GROUP, LLC
Madison, WI
AUM
$254.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(608) 223-9211
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$252.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
414-319-1080
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
Milwaukee, WI
AUM
$252.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
WINDWARD WEALTH STRATEGIES, INC.
Oshkosh, WI
AUM
$251.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
920-230-2215
BEADELL A D INVESTMENT COUNSEL INC
Mequon, WI
AUM
$250.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
262-241-0331
AUM
$236.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
608-784-9100
DENALI WEALTH MANAGEMENT, INC.
Mequon, WI
AUM
$226.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-978-0020
GLOBAL VALUE INVESTMENT CORPORATION
Milwaukee, WI
AUM
$225.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
262-478-0640
CORNERSTONE FINANCIAL GROUP
Appleton, WI
AUM
$220.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-832-3821
ENTASIS ASSET MANAGEMENT LLC
Brookfield, WI
AUM
$197.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-754-5299
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
Milwaukee, WI
AUM
$195.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
GRANITE FINANCIAL GROUP
Brookfield, WI
AUM
$186.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-792-1111
ELITE RETIREMENT GROUP
Plover, WI
AUM
$168.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-341-8899
ELITE WEALTH MANAGEMENT, INC.
Plover, WI
AUM
$161.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-341-8899
COORDINATED CAPITAL SECURITIES, INC.
Fort Atkinson, WI
AUM
$159.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
608-221-4545