{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the biggest asset gains over one year in Wisconsin","lead":"As of October 2, 2026, Orgel Wealth Management, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $1.5 billion.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the biggest asset gains over one year","how_it_is_computed":"SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.","unit":"usd","scope":"Wisconsin","firms_listed":100,"rows":[{"rank":1,"crd":168219,"firm":"Orgel Wealth Management, LLC","city":"Altoona","state":"WI","value":1488450478,"base_value":8060225434,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168219/"},{"rank":2,"crd":127987,"firm":"Annex Wealth Management, LLC","city":"Brookfield","state":"WI","value":1104286272,"base_value":6945737689,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127987/"},{"rank":3,"crd":322789,"firm":"Gateway Wealth Partners, LLC","city":"Appleton","state":"WI","value":1029063168,"base_value":1249772416,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322789/"},{"rank":4,"crd":298451,"firm":"Resonant Capital Advisors, LLC","city":"Madison","state":"WI","value":738379798,"base_value":2216682348,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298451/"},{"rank":5,"crd":287465,"firm":"Operose Advisors LLC","city":"Milwaukee","state":"WI","value":442024648,"base_value":1596142434,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287465/"},{"rank":6,"crd":107847,"firm":"KLCM Advisors, Inc.","city":"Milwaukee","state":"WI","value":414939768,"base_value":1461996538,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107847/"},{"rank":7,"crd":173851,"firm":"Ellenbecker Investment Group","city":"Waukesha","state":"WI","value":331411914,"base_value":1731276641,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173851/"},{"rank":8,"crd":160109,"firm":"Walkner Condon Financial Advisors LLC","city":"Verona","state":"WI","value":298362882,"base_value":732818029,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/160109/"},{"rank":9,"crd":109721,"firm":"Iag Wealth Partners, LLC","city":"Waukesha","state":"WI","value":283616884,"base_value":1585348067,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109721/"},{"rank":10,"crd":337398,"firm":"Macco Financial Group, Inc.","city":"Green Bay","state":"WI","value":277794920,"base_value":0,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337398/"},{"rank":11,"crd":106489,"firm":"North Star Asset Management Inc","city":"Neenah","state":"WI","value":272276576,"base_value":3079601758,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106489/"},{"rank":12,"crd":290405,"firm":"N.E.W. Advisory Services, LLC","city":"De Pere","state":"WI","value":260490467,"base_value":1341505840,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290405/"},{"rank":13,"crd":168787,"firm":"Kerberrose Wealth Management, LLC","city":"Shawano","state":"WI","value":245403052,"base_value":909761204,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168787/"},{"rank":14,"crd":109993,"firm":"Oarsman Capital, Inc","city":"Milwaukee","state":"WI","value":240185571,"base_value":926809806,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109993/"},{"rank":15,"crd":310363,"firm":"Rosemeyer Management Group","city":"Platteville","state":"WI","value":222106160,"base_value":691857332,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310363/"},{"rank":16,"crd":305824,"firm":"Madison Partners","city":"Madison","state":"WI","value":208923147,"base_value":1094186882,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305824/"},{"rank":17,"crd":149830,"firm":"McGlone Suttner Wealth Management, Inc.","city":"Appleton","state":"WI","value":189877944,"base_value":815977938,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149830/"},{"rank":18,"crd":154854,"firm":"Drake & Associates, LLC","city":"Waukesha","state":"WI","value":188505210,"base_value":418750691,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154854/"},{"rank":19,"crd":107630,"firm":"Schaper Benz & Wise Investment Counsel Inc","city":"Neenah","state":"WI","value":187196850,"base_value":1574160063,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107630/"},{"rank":20,"crd":108652,"firm":"Endowment Wealth Management, Inc.","city":"Appleton","state":"WI","value":181622551,"base_value":427600085,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108652/"},{"rank":21,"crd":106680,"firm":"Diversified Management Inc","city":"Milwaukee","state":"WI","value":174814322,"base_value":1691445557,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106680/"},{"rank":22,"crd":336690,"firm":"Financial Justus","city":"Racine","state":"WI","value":169301719,"base_value":0,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336690/"},{"rank":23,"crd":284036,"firm":"Atlatl Advisers","city":"Madison","state":"WI","value":162780788,"base_value":229891703,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284036/"},{"rank":24,"crd":298165,"firm":"Avaii Wealth Management, LLC","city":"Appleton","state":"WI","value":160163344,"base_value":442587428,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298165/"},{"rank":25,"crd":107003,"firm":"Campbell Newman Asset Management Inc","city":"Milwaukee","state":"WI","value":156999246,"base_value":1285363650,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107003/"},{"rank":26,"crd":171279,"firm":"Isthmus Partners, LLC","city":"Madison","state":"WI","value":142289351,"base_value":1296248165,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171279/"},{"rank":27,"crd":169978,"firm":"Copper Harbor Investment Advisors, LLC","city":"Appleton","state":"WI","value":140000000,"base_value":665000000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169978/"},{"rank":28,"crd":323125,"firm":"Goldstein Advisors, LLC","city":"Madison","state":"WI","value":135901335,"base_value":943408109,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323125/"},{"rank":29,"crd":158965,"firm":"Park Capital Management, LLC","city":"Madison","state":"WI","value":135222154,"base_value":732763918,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158965/"},{"rank":30,"crd":111950,"firm":"Shakespeare Wealth Management, LLC","city":"Pewaukee","state":"WI","value":129432293,"base_value":512457248,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111950/"},{"rank":31,"crd":326519,"firm":"Form Wealth Advisors, LLC","city":"Lake Geneva","state":"WI","value":123251243,"base_value":932320041,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/326519/"},{"rank":32,"crd":165516,"firm":"Mbe Wealth Management, LLC","city":"Tomah","state":"WI","value":117455770,"base_value":859645230,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165516/"},{"rank":33,"crd":158020,"firm":"Blackhawk Capital Partners, LLC","city":"Thiensville","state":"WI","value":115606586,"base_value":336418039,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158020/"},{"rank":34,"crd":170627,"firm":"Buska Wealth Management, LLC","city":"Wausau","state":"WI","value":113529469,"base_value":425198316,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170627/"},{"rank":35,"crd":310258,"firm":"Leverty Financial Group, LLC","city":"Hudson","state":"WI","value":109438341,"base_value":567398554,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310258/"},{"rank":36,"crd":113020,"firm":"Advisors Management Group Inc","city":"La Crosse","state":"WI","value":107020104,"base_value":712612877,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113020/"},{"rank":37,"crd":290105,"firm":"Uncommon Cents Investing","city":"Janesville","state":"WI","value":102244855,"base_value":417353611,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290105/"},{"rank":38,"crd":131668,"firm":"Poehling Capital Management, Inc.","city":"Madison","state":"WI","value":101990000,"base_value":489280000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131668/"},{"rank":39,"crd":314365,"firm":"Envision Financial LLC","city":"Brookfield","state":"WI","value":100927585,"base_value":251993929,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314365/"},{"rank":40,"crd":112995,"firm":"Midwest Professional Planners, Ltd.","city":"Wausau","state":"WI","value":95003506,"base_value":554338160,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112995/"},{"rank":41,"crd":140431,"firm":"Jacobson & Schmitt Advisors, LLC","city":"Middleton","state":"WI","value":86473081,"base_value":589962622,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140431/"},{"rank":42,"crd":110639,"firm":"Capital Investment Services of America Inc","city":"Milwaukee","state":"WI","value":85947276,"base_value":1228290821,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110639/"},{"rank":43,"crd":108154,"firm":"Affiliated Financial Advisors Inc","city":"Milwaukee","state":"WI","value":79367838,"base_value":462110856,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108154/"},{"rank":44,"crd":108479,"firm":"Marietta Investment Partners, LLC","city":"Milwaukee","state":"WI","value":78568816,"base_value":605176009,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108479/"},{"rank":45,"crd":111234,"firm":"Enrich Financial Partners LLC","city":"Madison","state":"WI","value":78347800,"base_value":478464240,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111234/"},{"rank":46,"crd":143550,"firm":"Broadview Financial Management, LLC","city":"Wauwatosa","state":"WI","value":75946729,"base_value":623294951,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143550/"},{"rank":47,"crd":333435,"firm":"Walleye Partners LLC","city":"Madison","state":"WI","value":75589539,"base_value":201088461,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333435/"},{"rank":48,"crd":323928,"firm":"BKM Wealth Management","city":"Brookfield","state":"WI","value":69826816,"base_value":582015571,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323928/"},{"rank":49,"crd":110194,"firm":"Winch Financial","city":"Appleton","state":"WI","value":69457362,"base_value":510720782,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110194/"},{"rank":50,"crd":111272,"firm":"Liberty Financial Group, Inc.","city":"Elm Grove","state":"WI","value":69154977,"base_value":125162344,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111272/"},{"rank":51,"crd":158292,"firm":"Global View Capital Management LLC","city":"Waukesha","state":"WI","value":67174711,"base_value":707976833,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158292/"},{"rank":52,"crd":157900,"firm":"Fortress Planning Group","city":"Pewaukee","state":"WI","value":66224307,"base_value":279072572,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157900/"},{"rank":53,"crd":124663,"firm":"Arcataur Capital Management LLC","city":"Milwaukee","state":"WI","value":65927706,"base_value":403608166,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124663/"},{"rank":54,"crd":104701,"firm":"PJS Investment Management","city":"Cedarburg","state":"WI","value":64740959,"base_value":787269029,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104701/"},{"rank":55,"crd":145946,"firm":"Wisconsin Wealth Advisors, LLC","city":"Sun Prairie","state":"WI","value":63763456,"base_value":114201602,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145946/"},{"rank":56,"crd":105150,"firm":"Friedlander & Co Inc","city":"Milwaukee","state":"WI","value":62021793,"base_value":502825694,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105150/"},{"rank":57,"crd":108931,"firm":"The Milwealth Group, LLC","city":"Milwaukee","state":"WI","value":61116636,"base_value":435783988,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108931/"},{"rank":58,"crd":283540,"firm":"Riverwater Partners LLC","city":"Milwaukee","state":"WI","value":60656052,"base_value":600209973,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283540/"},{"rank":59,"crd":327451,"firm":"Richmond Investment Services LLC","city":"Mequon","state":"WI","value":59725438,"base_value":393484617,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327451/"},{"rank":60,"crd":318985,"firm":"Calculated Wealth","city":"Madison","state":"WI","value":58480153,"base_value":142298803,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318985/"},{"rank":61,"crd":323788,"firm":"Evexia Wealth, LLC","city":"Stevens Point","state":"WI","value":56762934,"base_value":329350000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323788/"},{"rank":62,"crd":331128,"firm":"The Kieckhefer Group","city":"Mequon","state":"WI","value":56197945,"base_value":184624588,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331128/"},{"rank":63,"crd":130985,"firm":"Richardson Capital Management, LLC","city":"Menomonee Falls","state":"WI","value":55741781,"base_value":526467728,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130985/"},{"rank":64,"crd":281520,"firm":"CWP Private Wealth Management","city":"West Bend","state":"WI","value":54353996,"base_value":221743528,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281520/"},{"rank":65,"crd":148566,"firm":"1492 Capital Management, LLC","city":"Milwaukee","state":"WI","value":54238415,"base_value":220388507,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148566/"},{"rank":66,"crd":168429,"firm":"Milestone Investment Advisors, LLC","city":"Middleton","state":"WI","value":53359897,"base_value":824244648,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168429/"},{"rank":67,"crd":317253,"firm":"Retirement Wealth Solutions LLC","city":"Marshfield","state":"WI","value":51169000,"base_value":175822000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317253/"},{"rank":68,"crd":35919,"firm":"Charter Capital Management, Inc","city":"Brookfield","state":"WI","value":50446942,"base_value":411737769,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/35919/"},{"rank":69,"crd":175126,"firm":"Windward Wealth Strategies, Inc.","city":"Oshkosh","state":"WI","value":49061582,"base_value":202174551,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/175126/"},{"rank":70,"crd":301001,"firm":"Hoff Private Wealth","city":"Wausau","state":"WI","value":48422742,"base_value":129073766,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301001/"},{"rank":71,"crd":311746,"firm":"Transcend Advisor Group, LLC","city":"Milwaukee","state":"WI","value":46593956,"base_value":206601562,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311746/"},{"rank":72,"crd":153323,"firm":"Denali Wealth Management, Inc.","city":"Mequon","state":"WI","value":43158000,"base_value":182964000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153323/"},{"rank":73,"crd":313497,"firm":"Cushing Capital Partners, LLC","city":"Delafield","state":"WI","value":41801417,"base_value":232901370,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313497/"},{"rank":74,"crd":106822,"firm":"Sterling Capital Management Inc","city":"Brookfield","state":"WI","value":41728471,"base_value":255218348,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106822/"},{"rank":75,"crd":292959,"firm":"Toptier Wealth Management","city":"Muskego","state":"WI","value":40461046,"base_value":135269993,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/292959/"},{"rank":76,"crd":310559,"firm":"Direct Financial Care","city":"Black Earth","state":"WI","value":40269829,"base_value":192345763,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310559/"},{"rank":77,"crd":110277,"firm":"Review Services Inc","city":"Brookfield","state":"WI","value":38144718,"base_value":189210196,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110277/"},{"rank":78,"crd":142926,"firm":"Vestura, LLC","city":"Hobart","state":"WI","value":37748900,"base_value":299000400,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142926/"},{"rank":79,"crd":150824,"firm":"John F Suby Wealth Management LLC","city":"Madison","state":"WI","value":37376067,"base_value":427505173,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150824/"},{"rank":80,"crd":284060,"firm":"CLF Asset Management, Inc.","city":"Madison","state":"WI","value":36424422,"base_value":110460547,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284060/"},{"rank":81,"crd":324255,"firm":"Cornerstone Financial Group","city":"Appleton","state":"WI","value":36359215,"base_value":183820785,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324255/"},{"rank":82,"crd":130768,"firm":"Geneva Partners, LLC","city":"Lake Geneva","state":"WI","value":36281982,"base_value":387318871,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130768/"},{"rank":83,"crd":108739,"firm":"Tower View Wealth Management LLC","city":"Shorewood","state":"WI","value":36027968,"base_value":281916345,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108739/"},{"rank":84,"crd":174970,"firm":"T. Anton Investment House, Inc.","city":"Madison","state":"WI","value":34765592,"base_value":331877251,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174970/"},{"rank":85,"crd":307752,"firm":"Titletown Wealth Management, LLC","city":"Green Bay","state":"WI","value":34047050,"base_value":116233307,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307752/"},{"rank":86,"crd":106946,"firm":"Beadell A D Investment Counsel Inc","city":"Mequon","state":"WI","value":32724853,"base_value":217281000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106946/"},{"rank":87,"crd":282632,"firm":"Sugar Maple Asset Management, LLC","city":"Sister Bay","state":"WI","value":32464632,"base_value":259047603,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282632/"},{"rank":88,"crd":144260,"firm":"Global Value Investment Corporation","city":"Milwaukee","state":"WI","value":31347610,"base_value":194279852,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144260/"},{"rank":89,"crd":125531,"firm":"Grant Koehler & Levin Ltd.","city":"Mequon","state":"WI","value":31063902,"base_value":258286888,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125531/"},{"rank":90,"crd":152325,"firm":"Collar Capital Management, LLC","city":"Appleton","state":"WI","value":29414476,"base_value":146848133,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152325/"},{"rank":91,"crd":145571,"firm":"McKinley Money, LLC","city":"Eau-Claire","state":"WI","value":28912198,"base_value":134817362,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145571/"},{"rank":92,"crd":110394,"firm":"Wisconsin Capital Management, LLC","city":"Madison","state":"WI","value":27759095,"base_value":265877858,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110394/"},{"rank":93,"crd":317824,"firm":"Jansen Wealth Management LLC","city":"Altoona","state":"WI","value":27548783,"base_value":104745317,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317824/"},{"rank":94,"crd":282711,"firm":"Entasis Asset Management LLC","city":"Brookfield","state":"WI","value":26883085,"base_value":170995814,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282711/"},{"rank":95,"crd":130919,"firm":"Brook Capital","city":"Brookfield","state":"WI","value":26871135,"base_value":256436755,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130919/"},{"rank":96,"crd":306943,"firm":"Mueller Wealth","city":"Mishicot","state":"WI","value":26791339,"base_value":121311429,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306943/"},{"rank":97,"crd":167513,"firm":"Conceptual Financial Advisors, LLC","city":"Appleton","state":"WI","value":26334582,"base_value":163575190,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167513/"},{"rank":98,"crd":323130,"firm":"Verus Wealth Management","city":"De Pere","state":"WI","value":25507424,"base_value":117570150,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323130/"},{"rank":99,"crd":125179,"firm":"Neuenschwander Asset Management, LLC","city":"McFarland","state":"WI","value":24465595,"base_value":149045460,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125179/"},{"rank":100,"crd":142682,"firm":"Kom Wealth Management Group, LLC","city":"Appleton","state":"WI","value":22737032,"base_value":385046776,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142682/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the biggest asset gains over one year, nationally","url":"https://advisoriq.com/ria/rankings/biggest-asset-gains/"},{"title":"RIA market data for Wisconsin","url":"https://advisoriq.com/ria/states/wisconsin/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/biggest-asset-gains/wisconsin/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/wisconsin/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}