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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI
248 advisers found
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
AFFILIATED FINANCIAL ADVISORS INC
Milwaukee, WI
AUM
$541.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
414-476-4999
BUSKA WEALTH MANAGEMENT, LLC
Wausau, WI
AUM
$538.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-355-4445
UNCOMMON CENTS INVESTING
Janesville, WI
AUM
$519.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
608-563-2437
WEA FINANCIAL ADVISORS, INC.
Madison, WI
AUM
$507.8M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
800-279-4030
GOOGINS ADVISORS, INC.
Middleton, WI
AUM
$501.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
608 514-1044
THE MILWEALTH GROUP, LLC
Milwaukee, WI
AUM
$496.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
414-475-1369
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
CHARTER CAPITAL MANAGEMENT, INC
Brookfield, WI
AUM
$462.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
414-257-3700
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
ATLATL ADVISERS
Madison, WI
AUM
$392.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(608) 351-4500
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
T. ANTON INVESTMENT HOUSE, INC.
Madison, WI
AUM
$366.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
608-501-1549
BLACK MAPLE CAPITAL MANAGEMENT LP
Milwaukee, WI
AUM
$352.9M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-294-7777
ENVISION FINANCIAL LLC
Brookfield, WI
AUM
$352.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
262-354-7155
FORTRESS PLANNING GROUP
Pewaukee, WI
AUM
$345.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
262-264-5838
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