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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
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
SENTINEL ADVISORY GROUP, LLC
Middleton, WI
AUM
$320.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-579-9350
401K INVESTMENT PROFESSIONALS
Waunakee, WI
AUM
$311.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(608) 334-9367
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
MACCO FINANCIAL GROUP, INC.
Green Bay, WI
AUM
$277.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(920) 617-6830
WALLEYE PARTNERS LLC
Madison, WI
AUM
$276.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(608) 332-8434
CWP PRIVATE WEALTH MANAGEMENT
West Bend, WI
AUM
$276.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-226-2729
CUSHING CAPITAL PARTNERS, LLC
Delafield, WI
AUM
$274.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-256-0590
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
TRANSCEND ADVISOR GROUP, LLC
Milwaukee, WI
AUM
$253.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
262-884-9983
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