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AdvisorIQ

Ranking, Wisconsin

Fastest-growing wealth firms over three years, including broker-dealer firms in Wisconsin

As of October 2, 2026, Park Capital Management, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 41.6%, from a base of $305.6 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Park Capital Management, LLC Madison 41.6% $305.6 million
2 Madison Partners Madison 41.3% $461.6 million
3 Buska Wealth Management, LLC Wausau 40.4% $194.6 million
4 Envision Financial LLC Brookfield 39.9% $129.0 million
5 Rosemeyer Management Group Platteville 39.3% $338.1 million
6 Drake & Associates, LLC Waukesha 38.8% $227.2 million
7 Oarsman Capital, Inc Milwaukee 38.4% $440.0 million
8 Operose Advisors LLC Milwaukee 36.3% $805.7 million
9 Resonant Capital Advisors, LLC Madison 30.0% $1.3 billion
10 Mbe Wealth Management, LLC Tomah 29.5% $449.6 million
11 Blackhawk Capital Partners, LLC Thiensville 29.4% $208.7 million
12 Harbour Investments, Inc. Broker-dealer affiliated Madison 29.0% $4.5 billion
13 Cornerstone Financial Group Appleton 28.9% $102.9 million
14 Walkner Condon Financial Advisors LLC Verona 28.4% $486.7 million
15 Endowment Wealth Management, Inc. Appleton 27.2% $296.2 million
16 Evexia Wealth, LLC Stevens Point 26.2% $192.3 million
17 Avaii Wealth Management, LLC Appleton 25.7% $303.7 million
18 Gateway Wealth Partners, LLC Appleton 25.5% $1.2 billion
19 Kerberrose Wealth Management, LLC Shawano 24.9% $592.8 million
20 KLCM Advisors, Inc. Milwaukee 24.4% $974.0 million
21 N.E.W. Advisory Services, LLC De Pere 24.1% $838.1 million
22 Liberty Financial Group, Inc. Elm Grove 24.0% $101.9 million
23 Fortress Planning Group Pewaukee 23.3% $184.1 million
24 Jacobson & Schmitt Advisors, LLC Middleton 22.9% $364.4 million
25 McGlone Suttner Wealth Management, Inc. Appleton 22.4% $549.1 million
26 Leverty Financial Group, LLC Hudson 21.5% $377.1 million
27 Shakespeare Wealth Management, LLC Pewaukee 20.7% $365.4 million
28 Poehling Capital Management, Inc. Madison 20.5% $338.1 million
29 Winch Financial Appleton 20.2% $333.9 million
30 Copper Harbor Investment Advisors, LLC Appleton 20.1% $465.0 million
31 Boardwalk Financial Strategies LLC Hartland 20.0% $114.4 million
32 Entasis Asset Management LLC Brookfield 19.7% $115.2 million
33 Goldstein Advisors, LLC Madison 19.3% $634.9 million
34 Midwest Professional Planners, Ltd. Wausau 19.3% $382.6 million
35 Iag Wealth Partners, LLC Waukesha 19.3% $1.1 billion
36 Sterling Capital Management Inc Brookfield 19.1% $175.7 million
37 Annex Wealth Management, LLC Brookfield 18.5% $4.8 billion
38 Uncommon Cents Investing Janesville 18.2% $314.4 million
39 Ellenbecker Investment Group Waukesha 18.1% $1.3 billion
40 Arcataur Capital Management LLC Milwaukee 18.0% $285.9 million
41 Vestura, LLC Hobart 17.8% $205.9 million
42 Charter Capital Management, Inc Brookfield 17.7% $283.2 million
43 KCD Financial, Inc. Broker-dealer affiliated Green Bay 17.7% $123.8 million
44 Global Value Investment Corporation Milwaukee 17.7% $138.3 million
45 Conceptual Financial Advisors, LLC Appleton 17.4% $117.3 million
46 Enrich Financial Partners LLC Madison 17.1% $347.1 million
47 Affiliated Financial Advisors Inc Milwaukee 16.7% $340.6 million
48 1492 Capital Management, LLC Milwaukee 16.2% $174.9 million
49 Googins Advisors, Inc. Broker-dealer affiliated Middleton 16.2% $360.2 million
50 T. Anton Investment House, Inc. Madison 16.0% $235.1 million
51 Neuenschwander Asset Management, LLC McFarland 15.9% $111.6 million
52 Brook Capital Brookfield 15.6% $183.6 million
53 Orgel Wealth Management, LLC Altoona 15.1% $6.3 billion
54 Windward Wealth Strategies, Inc. Oshkosh 14.7% $166.5 million
55 Broadview Financial Management, LLC Wauwatosa 14.5% $465.3 million
56 Transcend Advisor Group, LLC Milwaukee 14.2% $170.0 million
57 Advisors Management Group Inc La Crosse 13.9% $555.0 million
58 Tower View Wealth Management LLC Shorewood 13.8% $215.8 million
59 Isthmus Partners, LLC Madison 13.8% $977.3 million
60 Cushing Capital Partners, LLC Delafield 13.7% $186.8 million
61 Capital Investment Services of America Inc Milwaukee 13.7% $894.5 million
62 The Milwealth Group, LLC Milwaukee 13.7% $338.2 million
63 Schaper Benz & Wise Investment Counsel Inc Neenah 13.6% $1.2 billion
64 Sugar Maple Asset Management, LLC Sister Bay 13.6% $198.8 million
65 Nicolet Wealth Management Broker-dealer affiliated Green Bay 13.6% $2.9 billion
66 Financial Strategies, Inc. Brookfield 13.5% $102.5 million
67 Packerland Brokerage Services, Inc. Broker-dealer affiliated Green Bay 13.5% $930.0 million
68 Geneva Partners, LLC Lake Geneva 13.4% $290.4 million
69 Richardson Capital Management, LLC Menomonee Falls 13.0% $403.0 million
70 Landaas & Company Broker-dealer affiliated Milwaukee 13.0% $1.3 billion
71 North Star Asset Management Inc Neenah 13.0% $2.3 billion
72 Review Services Inc Brookfield 12.6% $159.3 million
73 Marietta Investment Partners, LLC Milwaukee 12.4% $481.9 million
74 CWP Private Wealth Management West Bend 12.4% $194.7 million
75 Grant Koehler & Levin Ltd. Mequon 12.3% $204.3 million
76 Associated Investment Services, Inc. Broker-dealer affiliated Green Bay 12.2% $827.3 million
77 Friedlander & Co Inc Milwaukee 11.9% $402.9 million
78 Portfolio Design Services, LLC River Falls 11.8% $107.2 million
79 Kom Wealth Management Group, LLC Appleton 11.0% $298.3 million
80 BKM Wealth Management Brookfield 10.6% $481.4 million
81 PJS Investment Management Cedarburg 10.1% $637.5 million
82 Campbell Newman Asset Management Inc Milwaukee 10.1% $1.1 billion
83 Wisconsin Capital Management, LLC Madison 9.8% $222.1 million
84 Global View Capital Management LLC Waukesha 9.5% $591.2 million
85 Diversified Management Inc Milwaukee 9.1% $1.4 billion
86 Milestone Investment Advisors, LLC Middleton 8.8% $681.1 million
87 Beadell A D Investment Counsel Inc Mequon 8.7% $194.4 million
88 Capital Wealth Advisors, Ltd. West Bend 6.9% $103.3 million
89 Intrinsic Investors LLC Wauwatosa 6.6% $106.9 million
90 Schamberger, Greylak & Utterback Wealth Management, LLC Broker-dealer affiliated La Crosse 4.5% $207.5 million
91 Denali Wealth Management, Inc. Mequon 2.5% $210.2 million
92 Canopy Wealth Management Middleton 2.4% $1.1 billion
93 Riverwater Partners LLC Milwaukee -4.0% $746.7 million
94 Granite Financial Group Brookfield -5.6% $221.1 million
95 Freeboard Capital, LLC Broker-dealer affiliated Not reported -7.2% $125.0 million
96 Mendota Financial Group, LLC Madison -8.0% $326.3 million
97 Financial Service Group Inc Mount Pleasant -10.1% $295.6 million
98 Coordinated Capital Securities, Inc. Broker-dealer affiliated Fort Atkinson -16.2% $232.5 million
99 Sumnicht & Associates, LLC Appleton -24.9% $255.1 million
100 John F Suby Wealth Management LLC Madison -35.7% $1.8 billion

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

More rankings

Fastest growing, 3 years 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.