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AdvisorIQ

Ranking, Wisconsin

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

As of October 2, 2026, McGlone Suttner Wealth Management, Inc. ranked #1 in Wisconsin in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 47.0%, from a base of $146.5 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 five years between the SEC snapshots of October 4, 2021 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 McGlone Suttner Wealth Management, Inc. Appleton 47.0% $146.5 million
2 Operose Advisors LLC Milwaukee 43.2% $339.0 million
3 Madison Partners Madison 40.9% $235.0 million
4 Park Capital Management, LLC Madison 37.5% $176.5 million
5 Rosemeyer Management Group Platteville 33.5% $215.6 million
6 Buska Wealth Management, LLC Wausau 32.7% $131.1 million
7 Drake & Associates, LLC Waukesha 30.0% $163.4 million
8 Nicolet Wealth Management Broker-dealer affiliated Green Bay 28.7% $1.2 billion
9 Resonant Capital Advisors, LLC Madison 28.6% $840.1 million
10 Walkner Condon Financial Advisors LLC Verona 25.1% $336.1 million
11 Kerberrose Wealth Management, LLC Shawano 24.5% $385.7 million
12 Harbour Investments, Inc. Broker-dealer affiliated Madison 23.4% $3.4 billion
13 Envision Financial LLC Brookfield 22.9% $125.7 million
14 Oarsman Capital, Inc Milwaukee 21.8% $435.6 million
15 Avaii Wealth Management, LLC Appleton 21.7% $226.2 million
16 Mbe Wealth Management, LLC Tomah 21.6% $367.1 million
17 Endowment Wealth Management, Inc. Appleton 21.5% $229.8 million
18 Transcend Advisor Group, LLC Milwaukee 19.9% $102.0 million
19 N.E.W. Advisory Services, LLC De Pere 18.6% $682.5 million
20 Blackhawk Capital Partners, LLC Thiensville 17.8% $198.9 million
21 Packerland Brokerage Services, Inc. Broker-dealer affiliated Green Bay 17.6% $604.4 million
22 KLCM Advisors, Inc. Milwaukee 17.0% $857.6 million
23 Leverty Financial Group, LLC Hudson 16.4% $316.2 million
24 Shakespeare Wealth Management, LLC Pewaukee 16.3% $301.5 million
25 Annex Wealth Management, LLC Brookfield 16.3% $3.8 billion
26 Global Value Investment Corporation Milwaukee 15.9% $107.7 million
27 Iag Wealth Partners, LLC Waukesha 14.8% $937.1 million
28 Uncommon Cents Investing Janesville 14.8% $260.8 million
29 Midwest Professional Planners, Ltd. Wausau 14.7% $327.6 million
30 Jacobson & Schmitt Advisors, LLC Middleton 13.8% $354.3 million
31 Poehling Capital Management, Inc. Madison 13.3% $316.1 million
32 Arcataur Capital Management LLC Milwaukee 13.1% $253.9 million
33 Isthmus Partners, LLC Madison 13.0% $779.6 million
34 Ellenbecker Investment Group Waukesha 13.0% $1.1 billion
35 Copper Harbor Investment Advisors, LLC Appleton 12.7% $442.9 million
36 Charter Capital Management, Inc Brookfield 12.7% $254.3 million
37 Enrich Financial Partners LLC Madison 11.9% $317.8 million
38 Affiliated Financial Advisors Inc Milwaukee 11.4% $315.4 million
39 Orgel Wealth Management, LLC Altoona 11.2% $5.6 billion
40 T. Anton Investment House, Inc. Madison 11.1% $216.7 million
41 Advisors Management Group Inc La Crosse 11.1% $485.3 million
42 KCD Financial, Inc. Broker-dealer affiliated Green Bay 10.7% $121.5 million
43 Googins Advisors, Inc. Broker-dealer affiliated Middleton 10.7% $340.9 million
44 Winch Financial Appleton 10.3% $355.7 million
45 CWP Private Wealth Management West Bend 10.2% $169.9 million
46 Brook Capital Brookfield 10.2% $174.6 million
47 Canopy Wealth Management Middleton 10.0% $716.3 million
48 Vestura, LLC Hobart 10.0% $209.5 million
49 Campbell Newman Asset Management Inc Milwaukee 9.8% $905.3 million
50 Richardson Capital Management, LLC Menomonee Falls 9.7% $365.6 million
51 North Star Asset Management Inc Neenah 9.0% $2.2 billion
52 Global View Capital Management LLC Waukesha 9.0% $504.8 million
53 Friedlander & Co Inc Milwaukee 8.5% $375.3 million
54 Geneva Partners, LLC Lake Geneva 8.4% $282.4 million
55 Broadview Financial Management, LLC Wauwatosa 8.3% $468.9 million
56 Tower View Wealth Management LLC Shorewood 8.1% $215.0 million
57 Schaper Benz & Wise Investment Counsel Inc Neenah 8.1% $1.2 billion
58 1492 Capital Management, LLC Milwaukee 7.9% $188.1 million
59 Windward Wealth Strategies, Inc. Oshkosh 7.7% $173.3 million
60 Review Services Inc Brookfield 7.7% $157.1 million
61 Milestone Investment Advisors, LLC Middleton 7.5% $610.2 million
62 The Milwealth Group, LLC Milwaukee 7.0% $354.7 million
63 Landaas & Company Broker-dealer affiliated Milwaukee 6.6% $1.4 billion
64 Diversified Management Inc Milwaukee 6.5% $1.4 billion
65 Marietta Investment Partners, LLC Milwaukee 6.2% $505.8 million
66 Titletown Wealth Management, LLC Green Bay 6.1% $112.0 million
67 Capital Investment Services of America Inc Milwaukee 5.8% $991.9 million
68 Grant Koehler & Levin Ltd. Mequon 5.7% $219.6 million
69 PJS Investment Management Cedarburg 5.5% $652.5 million
70 Beadell A D Investment Counsel Inc Mequon 5.1% $195.1 million
71 Granite Financial Group Brookfield 5.1% $145.5 million
72 Portfolio Design Services, LLC River Falls 4.8% $118.3 million
73 Cushing Capital Partners, LLC Delafield 4.1% $224.7 million
74 Associated Investment Services, Inc. Broker-dealer affiliated Green Bay 3.7% $973.1 million
75 Central Wealth Management LLC Madison 2.9% $118.7 million
76 Sterling Capital Management Inc Brookfield 2.6% $261.0 million
77 Capital Wealth Advisors, Ltd. West Bend 2.5% $111.5 million
78 Intrinsic Investors LLC Wauwatosa 1.0% $123.2 million
79 Mendota Financial Group, LLC Madison -1.7% $277.6 million
80 Riverwater Partners LLC Milwaukee -2.5% $749.1 million
81 Wisconsin Capital Management, LLC Madison -2.9% $340.8 million
82 Freeboard Capital, LLC Broker-dealer affiliated Not reported -4.9% $128.7 million
83 Financial Service Group Inc Mount Pleasant -5.5% $285.0 million
84 Kom Wealth Management Group, LLC Appleton -6.4% $566.4 million
85 Coordinated Capital Securities, Inc. Broker-dealer affiliated Fort Atkinson -9.2% $222.2 million
86 John F Suby Wealth Management LLC Madison -21.3% $1.5 billion
87 Sumnicht & Associates, LLC Appleton -21.8% $369.9 million

87 firms ranked. Figures are as firms reported them on Form ADV.

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Fastest growing, 5 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.