# Independent RIAs with the fastest client growth over one year in Wisconsin

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

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/wisconsin/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Wisconsin
- firms_listed: 100
- rows: rank: 1, crd: 154854, firm: Drake & Associates, LLC, city: Waukesha, state: WI, value: 2.44230769230769, base_value: 988, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154854/; rank: 2, crd: 322789, firm: Gateway Wealth Partners, LLC, city: Appleton, state: WI, value: 0.782254196642686, base_value: 4170, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322789/; rank: 3, crd: 318985, firm: Calculated Wealth, city: Madison, state: WI, value: 0.779816513761468, base_value: 109, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318985/; rank: 4, crd: 144260, firm: Global Value Investment Corporation, city: Milwaukee, state: WI, value: 0.352112676056338, base_value: 142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144260/; rank: 5, crd: 160109, firm: Walkner Condon Financial Advisors LLC, city: Verona, state: WI, value: 0.27373417721519, base_value: 632, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160109/; rank: 6, crd: 298165, firm: Avaii Wealth Management, LLC, city: Appleton, state: WI, value: 0.241038318912237, base_value: 809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298165/; rank: 7, crd: 108652, firm: Endowment Wealth Management, Inc., city: Appleton, state: WI, value: 0.236775818639799, base_value: 397, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108652/; rank: 8, crd: 324255, firm: Cornerstone Financial Group, city: Appleton, state: WI, value: 0.231914893617021, base_value: 470, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324255/; rank: 9, crd: 111272, firm: Liberty Financial Group, Inc., city: Elm Grove, state: WI, value: 0.195979899497488, base_value: 199, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111272/; rank: 10, crd: 310363, firm: Rosemeyer Management Group, city: Platteville, state: WI, value: 0.173038229376258, base_value: 994, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310363/; rank: 11, crd: 284036, firm: Atlatl Advisers, city: Madison, state: WI, value: 0.170940170940171, base_value: 234, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284036/; rank: 12, crd: 314365, firm: Envision Financial LLC, city: Brookfield, state: WI, value: 0.168224299065421, base_value: 107, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314365/; rank: 13, crd: 158020, firm: Blackhawk Capital Partners, LLC, city: Thiensville, state: WI, value: 0.159322033898305, base_value: 295, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158020/; rank: 14, crd: 168787, firm: Kerberrose Wealth Management, LLC, city: Shawano, state: WI, value: 0.155339805825243, base_value: 1545, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168787/; rank: 15, crd: 145946, firm: Wisconsin Wealth Advisors, LLC, city: Sun Prairie, state: WI, value: 0.152941176470588, base_value: 255, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145946/; rank: 16, crd: 125179, firm: Neuenschwander Asset Management, LLC, city: McFarland, state: WI, value: 0.152631578947368, base_value: 190, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125179/; rank: 17, crd: 298451, firm: Resonant Capital Advisors, LLC, city: Madison, state: WI, value: 0.14936247723133, base_value: 549, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298451/; rank: 18, crd: 306943, firm: Mueller Wealth, city: Mishicot, state: WI, value: 0.141618497109827, base_value: 346, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306943/; rank: 19, crd: 130985, firm: Richardson Capital Management, LLC, city: Menomonee Falls, state: WI, value: 0.123931623931624, base_value: 234, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130985/; rank: 20, crd: 281520, firm: CWP Private Wealth Management, city: West Bend, state: WI, value: 0.123076923076923, base_value: 455, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281520/; rank: 21, crd: 335270, firm: Elevated Private Wealth, city: Hartland, state: WI, value: 0.12, base_value: 100, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335270/; rank: 22, crd: 140431, firm: Jacobson & Schmitt Advisors, LLC, city: Middleton, state: WI, value: 0.11864406779661, base_value: 413, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140431/; rank: 23, crd: 290405, firm: N.E.W. Advisory Services, LLC, city: De Pere, state: WI, value: 0.118472509776858, base_value: 4347, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290405/; rank: 24, crd: 111950, firm: Shakespeare Wealth Management, LLC, city: Pewaukee, state: WI, value: 0.114285714285714, base_value: 280, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111950/; rank: 25, crd: 287465, firm: Operose Advisors LLC, city: Milwaukee, state: WI, value: 0.112526539278132, base_value: 471, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287465/; rank: 26, crd: 143550, firm: Broadview Financial Management, LLC, city: Wauwatosa, state: WI, value: 0.107462686567164, base_value: 335, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143550/; rank: 27, crd: 104579, firm: American Investment Advisors Inc, city: Madison, state: WI, value: 0.106918238993711, base_value: 159, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104579/; rank: 28, crd: 112995, firm: Midwest Professional Planners, Ltd., city: Wausau, state: WI, value: 0.0983810709838107, base_value: 803, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112995/; rank: 29, crd: 152325, firm: Collar Capital Management, LLC, city: Appleton, state: WI, value: 0.0964912280701755, base_value: 114, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152325/; rank: 29, crd: 169978, firm: Copper Harbor Investment Advisors, LLC, city: Appleton, state: WI, value: 0.0964912280701755, base_value: 228, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169978/; rank: 31, crd: 158965, firm: Park Capital Management, LLC, city: Madison, state: WI, value: 0.0964467005076142, base_value: 591, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158965/; rank: 32, crd: 305824, firm: Madison Partners, city: Madison, state: WI, value: 0.0937335439705107, base_value: 1899, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305824/; rank: 33, crd: 317824, firm: Jansen Wealth Management LLC, city: Altoona, state: WI, value: 0.0871559633027523, base_value: 218, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317824/; rank: 34, crd: 153323, firm: Denali Wealth Management, Inc., city: Mequon, state: WI, value: 0.0867768595041323, base_value: 242, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153323/; rank: 35, crd: 107630, firm: Schaper Benz & Wise Investment Counsel Inc, city: Neenah, state: WI, value: 0.0862533692722371, base_value: 371, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107630/; rank: 36, crd: 157900, firm: Fortress Planning Group, city: Pewaukee, state: WI, value: 0.0842911877394636, base_value: 522, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157900/; rank: 37, crd: 106489, firm: North Star Asset Management Inc, city: Neenah, state: WI, value: 0.0802431610942249, base_value: 3290, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106489/; rank: 38, crd: 310258, firm: Leverty Financial Group, LLC, city: Hudson, state: WI, value: 0.0722135007849294, base_value: 637, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310258/; rank: 39, crd: 317253, firm: Retirement Wealth Solutions LLC, city: Marshfield, state: WI, value: 0.0681818181818181, base_value: 176, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317253/; rank: 40, crd: 107003, firm: Campbell Newman Asset Management Inc, city: Milwaukee, state: WI, value: 0.0672937771345876, base_value: 1382, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107003/; rank: 41, crd: 145571, firm: McKinley Money, LLC, city: Eau-Claire, state: WI, value: 0.0657894736842106, base_value: 152, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145571/; rank: 42, crd: 300714, firm: Plus Group Wealth Advisors, LLC, city: Belgium, state: WI, value: 0.0617283950617284, base_value: 486, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300714/; rank: 43, crd: 124663, firm: Arcataur Capital Management LLC, city: Milwaukee, state: WI, value: 0.0608695652173914, base_value: 230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124663/; rank: 44, crd: 314670, firm: Omni Financial LLC, city: Madison, state: WI, value: 0.060483870967742, base_value: 496, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314670/; rank: 45, crd: 301001, firm: Hoff Private Wealth, city: Wausau, state: WI, value: 0.0598802395209581, base_value: 167, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301001/; rank: 46, crd: 173851, firm: Ellenbecker Investment Group, city: Waukesha, state: WI, value: 0.0589849108367626, base_value: 2187, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173851/; rank: 47, crd: 108479, firm: Marietta Investment Partners, LLC, city: Milwaukee, state: WI, value: 0.0575539568345325, base_value: 139, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108479/; rank: 48, crd: 109721, firm: Iag Wealth Partners, LLC, city: Waukesha, state: WI, value: 0.05697622252131, base_value: 2229, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109721/; rank: 49, crd: 110639, firm: Capital Investment Services of America Inc, city: Milwaukee, state: WI, value: 0.0551801801801801, base_value: 888, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110639/; rank: 50, crd: 323788, firm: Evexia Wealth, LLC, city: Stevens Point, state: WI, value: 0.0525, base_value: 400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323788/; rank: 51, crd: 171279, firm: Isthmus Partners, LLC, city: Madison, state: WI, value: 0.0467032967032968, base_value: 364, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171279/; rank: 52, crd: 110194, firm: Winch Financial, city: Appleton, state: WI, value: 0.0428396572827416, base_value: 817, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110194/; rank: 53, crd: 106822, firm: Sterling Capital Management Inc, city: Brookfield, state: WI, value: 0.0371428571428571, base_value: 700, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106822/; rank: 54, crd: 327451, firm: Richmond Investment Services LLC, city: Mequon, state: WI, value: 0.0324825986078887, base_value: 862, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327451/; rank: 55, crd: 109993, firm: Oarsman Capital, Inc, city: Milwaukee, state: WI, value: 0.03206106870229, base_value: 655, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109993/; rank: 56, crd: 165516, firm: Mbe Wealth Management, LLC, city: Tomah, state: WI, value: 0.0285035629453683, base_value: 2526, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165516/; rank: 57, crd: 108154, firm: Affiliated Financial Advisors Inc, city: Milwaukee, state: WI, value: 0.0274599542334095, base_value: 874, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108154/; rank: 58, crd: 326519, firm: Form Wealth Advisors, LLC, city: Lake Geneva, state: WI, value: 0.0271317829457365, base_value: 774, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326519/; rank: 59, crd: 282711, firm: Entasis Asset Management LLC, city: Brookfield, state: WI, value: 0.0258064516129033, base_value: 155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282711/; rank: 60, crd: 307752, firm: Titletown Wealth Management, LLC, city: Green Bay, state: WI, value: 0.0245535714285714, base_value: 448, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307752/; rank: 61, crd: 290105, firm: Uncommon Cents Investing, city: Janesville, state: WI, value: 0.0242214532871972, base_value: 578, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290105/; rank: 62, crd: 107847, firm: KLCM Advisors, Inc., city: Milwaukee, state: WI, value: 0.0224719101123596, base_value: 623, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107847/; rank: 63, crd: 168219, firm: Orgel Wealth Management, LLC, city: Altoona, state: WI, value: 0.0163599182004091, base_value: 3912, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168219/; rank: 64, crd: 284060, firm: CLF Asset Management, Inc., city: Madison, state: WI, value: 0.0151898734177216, base_value: 395, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284060/; rank: 65, crd: 168429, firm: Milestone Investment Advisors, LLC, city: Middleton, state: WI, value: 0.0147058823529411, base_value: 408, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168429/; rank: 66, crd: 282632, firm: Sugar Maple Asset Management, LLC, city: Sister Bay, state: WI, value: 0.0146341463414634, base_value: 205, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282632/; rank: 67, crd: 108739, firm: Tower View Wealth Management LLC, city: Shorewood, state: WI, value: 0.0145631067961165, base_value: 206, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108739/; rank: 68, crd: 111234, firm: Enrich Financial Partners LLC, city: Madison, state: WI, value: 0.0138248847926268, base_value: 434, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111234/; rank: 69, crd: 110277, firm: Review Services Inc, city: Brookfield, state: WI, value: 0.0116959064327486, base_value: 171, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110277/; rank: 70, crd: 108931, firm: The Milwealth Group, LLC, city: Milwaukee, state: WI, value: 0.00854700854700852, base_value: 234, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108931/; rank: 71, crd: 131668, firm: Poehling Capital Management, Inc., city: Madison, state: WI, value: 0.00694444444444442, base_value: 432, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131668/; rank: 72, crd: 150824, firm: John F Suby Wealth Management LLC, city: Madison, state: WI, value: 0.00512820512820511, base_value: 195, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150824/; rank: 73, crd: 313497, firm: Cushing Capital Partners, LLC, city: Delafield, state: WI, value: 0.00505050505050497, base_value: 198, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313497/; rank: 74, crd: 323928, firm: BKM Wealth Management, city: Brookfield, state: WI, value: 0.00164744645799009, base_value: 607, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323928/; rank: 75, crd: 168675, firm: Granite Financial Group, city: Brookfield, state: WI, value: 0, base_value: 252, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168675/; rank: 76, crd: 113020, firm: Advisors Management Group Inc, city: La Crosse, state: WI, value: -0.00621439668565515, base_value: 1931, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113020/; rank: 77, crd: 130768, firm: Geneva Partners, LLC, city: Lake Geneva, state: WI, value: -0.010507880910683, base_value: 571, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130768/; rank: 78, crd: 131506, firm: Portfolio Design Services, LLC, city: River Falls, state: WI, value: -0.0153846153846153, base_value: 260, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131506/; rank: 79, crd: 104701, firm: PJS Investment Management, city: Cedarburg, state: WI, value: -0.016597510373444, base_value: 482, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104701/; rank: 80, crd: 149830, firm: McGlone Suttner Wealth Management, Inc., city: Appleton, state: WI, value: -0.0166666666666667, base_value: 720, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149830/; rank: 81, crd: 311746, firm: Transcend Advisor Group, LLC, city: Milwaukee, state: WI, value: -0.0190735694822888, base_value: 367, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311746/; rank: 82, crd: 174970, firm: T. Anton Investment House, Inc., city: Madison, state: WI, value: -0.0208955223880597, base_value: 335, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174970/; rank: 83, crd: 283540, firm: Riverwater Partners LLC, city: Milwaukee, state: WI, value: -0.0211640211640212, base_value: 189, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283540/; rank: 84, crd: 35919, firm: Charter Capital Management, Inc, city: Brookfield, state: WI, value: -0.0214477211796247, base_value: 373, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/35919/; rank: 85, crd: 113097, firm: Financial Strategies, Inc., city: Brookfield, state: WI, value: -0.0245098039215687, base_value: 204, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113097/; rank: 86, crd: 130919, firm: Brook Capital, city: Brookfield, state: WI, value: -0.0277349768875192, base_value: 649, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130919/; rank: 87, crd: 136294, firm: Mendota Financial Group, LLC, city: Madison, state: WI, value: -0.0292397660818714, base_value: 171, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136294/; rank: 88, crd: 148566, firm: 1492 Capital Management, LLC, city: Milwaukee, state: WI, value: -0.0294117647058824, base_value: 102, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148566/; rank: 89, crd: 158292, firm: Global View Capital Management LLC, city: Waukesha, state: WI, value: -0.0353624652690073, base_value: 3959, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158292/; rank: 90, crd: 155263, firm: Capital Wealth Advisors, Ltd., city: West Bend, state: WI, value: -0.0414507772020726, base_value: 193, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155263/; rank: 91, crd: 332731, firm: Stonehaven Wealth & Tax Solutions, city: Appleton, state: WI, value: -0.0432098765432098, base_value: 324, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332731/; rank: 92, crd: 125531, firm: Grant Koehler & Levin Ltd., city: Mequon, state: WI, value: -0.04739336492891, base_value: 211, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125531/; rank: 93, crd: 167513, firm: Conceptual Financial Advisors, LLC, city: Appleton, state: WI, value: -0.0522875816993464, base_value: 459, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167513/; rank: 94, crd: 106680, firm: Diversified Management Inc, city: Milwaukee, state: WI, value: -0.0710382513661202, base_value: 366, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106680/; rank: 95, crd: 111968, firm: Intrinsic Investors LLC, city: Wauwatosa, state: WI, value: -0.0714285714285714, base_value: 168, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111968/; rank: 96, crd: 323125, firm: Goldstein Advisors, LLC, city: Madison, state: WI, value: -0.0722175021240442, base_value: 1177, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323125/; rank: 97, crd: 318052, firm: Retirement Income Strategies, LLC, city: Evansville, state: WI, value: -0.107894736842105, base_value: 380, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318052/; rank: 98, crd: 293172, firm: Central Wealth Management LLC, city: Madison, state: WI, value: -0.112299465240642, base_value: 187, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293172/; rank: 99, crd: 333159, firm: Elite Wealth Management, Inc., city: Plover, state: WI, value: -0.113936927772126, base_value: 983, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333159/; rank: 100, crd: 142682, firm: Kom Wealth Management Group, LLC, city: Appleton, state: WI, value: -0.123475609756098, base_value: 656, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142682/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [RIA market data for Wisconsin](https://advisoriq.com/ria/states/wisconsin/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/wisconsin/

License: https://advisoriq.com/license/