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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
YAHARA WEALTH MANAGEMENT LLC
Madison, WI
AUM
$112.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
608-467-1010
SULLIVAN INVESTMENT MANAGEMENT LLC
Wisconsin Rapids, WI
AUM
$111.8M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
7154220701
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
SUMNICHT & ASSOCIATES, LLC
Appleton, WI
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
920-731-4455
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
JORDAN FINANCIAL LIFE PLANNING
Kenosha, WI
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
262-656-1141
MORGAN-ALY WEALTH MANAGEMENT, LLC
Waukesha, WI
AUM
$105.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
2626910100
TRINITY FINANCIAL PLANNING
Middleton, WI
AUM
$102.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
608-999-4049
AUM
$99.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
312 961 7149
MELOTTE FINANCIAL ADVISORS
Green Bay, WI
AUM
$97.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
9202416632
MORGAN KENWOOD ADVISORS, LLC
Greendale, WI
AUM
$96.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-423-4020
WISCO INVESTMENT MANAGEMENT LLC
Madison, WI
AUM
$92.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(608) 442-5507
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
PROPHET WEALTH MANAGEMENT
Kenosha, WI
AUM
$80.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
262-657-5555
ANEW ADVISORS, LLC
Wauwatosa, WI
AUM
$79.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
414-704-2875
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
GOALBRIDGE WEALTH MANAGEMENT, LLC
Appleton, WI
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(920) 750-7262