MCKINLEY MONEY, LLC
Eau-Claire, WI
AUM
$163.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(715) 835-2732
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
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
WARNKE/NICHOLS LTD.
Delafield, WI
AUM
$160.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
262-303-4113
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
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
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
WISCONSIN WEALTH ADVISORS, LLC
Sun Prairie, WI
AUM
$157.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
608-837-9099
TITLETOWN WEALTH MANAGEMENT, LLC
Green Bay, WI
AUM
$150.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(920) 468-7443
FINANCIAL STRATEGIES, INC.
Brookfield, WI
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-821-1664
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
MLG FUND MANAGER LLC
Brookfield, WI
AUM
$143.6M
Wealth Mgmt
Team
29 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
262-797-9400
VERUS WEALTH MANAGEMENT
De Pere, WI
AUM
$143.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
920-328-0793
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
CENTRAL WEALTH MANAGEMENT LLC
Madison, WI
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-841-1555
KULT WEALTH MANAGEMENT GROUP, LLC
Brookfield, WI
AUM
$135.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; TAX RETURN PREP FEES
(262) 787-0704
JANSEN WEALTH MANAGEMENT LLC
Altoona, WI
AUM
$132.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
715-481-0499
INTRINSIC INVESTORS LLC
Wauwatosa, WI
AUM
$129.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
414-831-5700
BREAKTHRU ADVISORY SERVICES, LLC
Muskego, WI
AUM
$125.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
4148375337
COAST ADVISORY LLC
East Troy, WI
AUM
$122.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
262-977-9907
OMNI FINANCIAL LLC
Madison, WI
AUM
$116.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
608-467-4333
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
Appleton, WI
AUM
$115.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-687-2600
AUM
$115.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
608-286-1321