IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Wisconsin

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Wisconsin

As of October 2, 2026, Drake & Associates, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 244.2%, from a base of 988.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Rank Firm City Growth Starting value
1 Drake & Associates, LLC Waukesha 244.2% 988
2 Gateway Wealth Partners, LLC Appleton 78.2% 4,170
3 Calculated Wealth Madison 78.0% 109
4 H. C. Denison Co. Broker-dealer affiliated Sheboygan 61.8% 212
5 Global Value Investment Corporation Milwaukee 35.2% 142
6 Walkner Condon Financial Advisors LLC Verona 27.4% 632
7 Harbour Investments, Inc. Broker-dealer affiliated Madison 26.0% 26,592
8 Avaii Wealth Management, LLC Appleton 24.1% 809
9 Endowment Wealth Management, Inc. Appleton 23.7% 397
10 Cornerstone Financial Group Appleton 23.2% 470
11 Liberty Financial Group, Inc. Elm Grove 19.6% 199
12 Rosemeyer Management Group Platteville 17.3% 994
13 Atlatl Advisers Madison 17.1% 234
14 Envision Financial LLC Brookfield 16.8% 107
15 Blackhawk Capital Partners, LLC Thiensville 15.9% 295
16 Kerberrose Wealth Management, LLC Shawano 15.5% 1,545
17 Wisconsin Wealth Advisors, LLC Sun Prairie 15.3% 255
18 Neuenschwander Asset Management, LLC McFarland 15.3% 190
19 Resonant Capital Advisors, LLC Madison 14.9% 549
20 Packerland Brokerage Services, Inc. Broker-dealer affiliated Green Bay 14.6% 4,269
21 Mueller Wealth Mishicot 14.2% 346
22 Richardson Capital Management, LLC Menomonee Falls 12.4% 234
23 CWP Private Wealth Management West Bend 12.3% 455
24 Elevated Private Wealth Hartland 12.0% 100
25 Jacobson & Schmitt Advisors, LLC Middleton 11.9% 413
26 N.E.W. Advisory Services, LLC De Pere 11.8% 4,347
27 Shakespeare Wealth Management, LLC Pewaukee 11.4% 280
28 Operose Advisors LLC Milwaukee 11.3% 471
29 Broadview Financial Management, LLC Wauwatosa 10.7% 335
30 American Investment Advisors Inc Madison 10.7% 159
31 Midwest Professional Planners, Ltd. Wausau 9.8% 803
32 Collar Capital Management, LLC Appleton 9.6% 114
32 Copper Harbor Investment Advisors, LLC Appleton 9.6% 228
34 Park Capital Management, LLC Madison 9.6% 591
35 Madison Partners Madison 9.4% 1,899
36 KCD Financial, Inc. Broker-dealer affiliated Green Bay 9.2% 1,220
37 Jansen Wealth Management LLC Altoona 8.7% 218
38 Denali Wealth Management, Inc. Mequon 8.7% 242
39 Schaper Benz & Wise Investment Counsel Inc Neenah 8.6% 371
40 Fortress Planning Group Pewaukee 8.4% 522
41 North Star Asset Management Inc Neenah 8.0% 3,290
42 Leverty Financial Group, LLC Hudson 7.2% 637
43 Retirement Wealth Solutions LLC Marshfield 6.8% 176
44 Campbell Newman Asset Management Inc Milwaukee 6.7% 1,382
45 McKinley Money, LLC Eau-Claire 6.6% 152
46 Plus Group Wealth Advisors, LLC Belgium 6.2% 486
47 Arcataur Capital Management LLC Milwaukee 6.1% 230
48 Omni Financial LLC Madison 6.0% 496
49 Hoff Private Wealth Wausau 6.0% 167
50 Ellenbecker Investment Group Waukesha 5.9% 2,187
51 Marietta Investment Partners, LLC Milwaukee 5.8% 139
52 Iag Wealth Partners, LLC Waukesha 5.7% 2,229
53 Capital Investment Services of America Inc Milwaukee 5.5% 888
54 Associated Investment Services, Inc. Broker-dealer affiliated Green Bay 5.4% 3,655
55 Evexia Wealth, LLC Stevens Point 5.3% 400
56 Isthmus Partners, LLC Madison 4.7% 364
57 Winch Financial Appleton 4.3% 817
58 Sterling Capital Management Inc Brookfield 3.7% 700
59 Richmond Investment Services LLC Mequon 3.2% 862
60 Oarsman Capital, Inc Milwaukee 3.2% 655
61 Googins Advisors, Inc. Broker-dealer affiliated Middleton 3.0% 773
62 Mbe Wealth Management, LLC Tomah 2.9% 2,526
63 Affiliated Financial Advisors Inc Milwaukee 2.7% 874
64 Form Wealth Advisors, LLC Lake Geneva 2.7% 774
65 Entasis Asset Management LLC Brookfield 2.6% 155
66 Titletown Wealth Management, LLC Green Bay 2.5% 448
67 Uncommon Cents Investing Janesville 2.4% 578
68 KLCM Advisors, Inc. Milwaukee 2.2% 623
69 Landaas & Company Broker-dealer affiliated Milwaukee 1.9% 1,771
70 Orgel Wealth Management, LLC Altoona 1.6% 3,912
71 CLF Asset Management, Inc. Madison 1.5% 395
72 Milestone Investment Advisors, LLC Middleton 1.5% 408
73 Sugar Maple Asset Management, LLC Sister Bay 1.5% 205
74 Tower View Wealth Management LLC Shorewood 1.5% 206
75 Enrich Financial Partners LLC Madison 1.4% 434
76 Review Services Inc Brookfield 1.2% 171
77 The Milwealth Group, LLC Milwaukee 0.9% 234
78 Poehling Capital Management, Inc. Madison 0.7% 432
79 John F Suby Wealth Management LLC Madison 0.5% 195
80 Cushing Capital Partners, LLC Delafield 0.5% 198
81 BKM Wealth Management Brookfield 0.2% 607
82 Granite Financial Group Brookfield 0.0% 252
83 Advisors Management Group Inc La Crosse -0.6% 1,931
84 Nicolet Wealth Management Broker-dealer affiliated Green Bay -0.9% 3,885
85 Geneva Partners, LLC Lake Geneva -1.1% 571
86 Portfolio Design Services, LLC River Falls -1.5% 260
87 PJS Investment Management Cedarburg -1.7% 482
88 McGlone Suttner Wealth Management, Inc. Appleton -1.7% 720
89 Transcend Advisor Group, LLC Milwaukee -1.9% 367
90 T. Anton Investment House, Inc. Madison -2.1% 335
91 Riverwater Partners LLC Milwaukee -2.1% 189
92 Charter Capital Management, Inc Brookfield -2.1% 373
93 Financial Strategies, Inc. Brookfield -2.5% 204
94 Brook Capital Brookfield -2.8% 649
95 Mendota Financial Group, LLC Madison -2.9% 171
96 1492 Capital Management, LLC Milwaukee -2.9% 102
97 Global View Capital Management LLC Waukesha -3.5% 3,959
98 Capital Wealth Advisors, Ltd. West Bend -4.1% 193
99 Stonehaven Wealth & Tax Solutions Appleton -4.3% 324
100 Grant Koehler & Levin Ltd. Mequon -4.7% 211

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Client growth by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.