RETIREMENT INCOME STRATEGIES, LLC
Evansville, WI
AUM
$159.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
608-208-1800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI
143 advisers found
PLUS GROUP WEALTH ADVISORS, LLC
Belgium, WI
AUM
$158.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-285-7654
PORTFOLIO DESIGN SERVICES, LLC
River Falls, WI
AUM
$149.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
715-629-9095
MUELLER WEALTH
Mishicot, WI
AUM
$148.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
920-267-6710
CLF ASSET MANAGEMENT, INC.
Madison, WI
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
8885053956
AMERICAN INVESTMENT ADVISORS INC
Madison, WI
AUM
$137.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
608-238-3500
JANSEN WEALTH MANAGEMENT LLC
Altoona, WI
AUM
$132.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
715-481-0499
REGAL BAY INVESTMENT GROUP, LLC
Milwaukee, WI
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
414-225-3551
VALLEY WEALTH MANAGEMENT
Oshkosh, WI
AUM
$111.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
920-966-9520
PAVLIC INVESTMENT ADVISORS, INC.
Delafield, WI
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
262-646-4300
RIVER1 ASSET MANAGEMENT LLC
Milwaukee, WI
AUM
$107.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
920-583-1476
MILBORN ADVISORS, LTD
Milwaukee, WI
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-585-0070
SUMMIT INVESTMENT MANAGEMENT, LTD.
Greenfield, WI
AUM
$87.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
414-291-4488
WINDERMERE WEALTH ADVISORS, LLC
Elm Grove, WI
AUM
$84.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-759-7824
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
Milwaukee, WI
AUM
$83.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
WISMED FINANCIAL, INC.
Fitchburg, WI
AUM
$82.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
608-442-3750
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
Milwaukee, WI
AUM
$81.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
PORTSIDE INVESTMENT ADVISORS, LLC
Port Washington, WI
AUM
$76.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
262-518-0347
SUMMIT FINANCIAL MANAGEMENT LLC
Mequon, WI
AUM
$65.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(262) 236-5090
SIMS CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$56.4M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; MINIMUM ANNUAL FEE
(414) 765-1107
KEYSTONE FINANCIAL
Eau Claire, WI
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
715-835-6022
ANTHONY CAPITAL MANAGEMENT, LLC
De Pere, WI
AUM
$37.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(561) 371-1303
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