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AdvisorIQ

Ranking, Wisconsin

Fastest-growing wealth firms over one year, including broker-dealer firms in Wisconsin

As of October 2, 2026, Gateway Wealth Partners, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 82.3%, from a base of $1.2 billion.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Gateway Wealth Partners, LLC Appleton 82.3% $1.2 billion
2 H. C. Denison Co. Broker-dealer affiliated Sheboygan 74.8% $177.3 million
3 Atlatl Advisers Madison 70.8% $229.9 million
4 Wisconsin Wealth Advisors, LLC Sun Prairie 55.8% $114.2 million
5 Liberty Financial Group, Inc. Elm Grove 55.3% $125.2 million
6 Packerland Brokerage Services, Inc. Broker-dealer affiliated Green Bay 49.3% $909.5 million
7 Drake & Associates, LLC Waukesha 45.0% $418.8 million
8 Endowment Wealth Management, Inc. Appleton 42.5% $427.6 million
9 Calculated Wealth Madison 41.1% $142.3 million
10 Walkner Condon Financial Advisors LLC Verona 40.7% $732.8 million
11 Envision Financial LLC Brookfield 40.1% $252.0 million
12 Walleye Partners LLC Madison 37.6% $201.1 million
13 Hoff Private Wealth Wausau 37.5% $129.1 million
14 Avaii Wealth Management, LLC Appleton 36.2% $442.6 million
15 Blackhawk Capital Partners, LLC Thiensville 34.4% $336.4 million
16 Resonant Capital Advisors, LLC Madison 33.3% $2.2 billion
17 CLF Asset Management, Inc. Madison 33.0% $110.5 million
18 Rosemeyer Management Group Platteville 32.1% $691.9 million
19 Googins Advisors, Inc. Broker-dealer affiliated Middleton 31.8% $429.1 million
20 The Kieckhefer Group Mequon 30.4% $184.6 million
21 Toptier Wealth Management Muskego 29.9% $135.3 million
22 Titletown Wealth Management, LLC Green Bay 29.3% $116.2 million
23 Retirement Wealth Solutions LLC Marshfield 29.1% $175.8 million
24 KLCM Advisors, Inc. Milwaukee 28.4% $1.5 billion
25 Operose Advisors LLC Milwaukee 27.7% $1.6 billion
26 Kerberrose Wealth Management, LLC Shawano 27.0% $909.8 million
27 Harbour Investments, Inc. Broker-dealer affiliated Madison 26.8% $7.6 billion
28 Buska Wealth Management, LLC Wausau 26.7% $425.2 million
29 Jansen Wealth Management LLC Altoona 26.3% $104.7 million
30 Oarsman Capital, Inc Milwaukee 25.9% $926.8 million
31 Shakespeare Wealth Management, LLC Pewaukee 25.3% $512.5 million
32 1492 Capital Management, LLC Milwaukee 24.6% $220.4 million
33 CWP Private Wealth Management West Bend 24.5% $221.7 million
34 Uncommon Cents Investing Janesville 24.5% $417.4 million
35 Windward Wealth Strategies, Inc. Oshkosh 24.3% $202.2 million
36 Fortress Planning Group Pewaukee 23.7% $279.1 million
37 Denali Wealth Management, Inc. Mequon 23.6% $183.0 million
38 McGlone Suttner Wealth Management, Inc. Appleton 23.3% $816.0 million
39 Transcend Advisor Group, LLC Milwaukee 22.6% $206.6 million
40 Mueller Wealth Mishicot 22.1% $121.3 million
41 Verus Wealth Management De Pere 21.7% $117.6 million
42 McKinley Money, LLC Eau-Claire 21.4% $134.8 million
43 Copper Harbor Investment Advisors, LLC Appleton 21.1% $665.0 million
44 Direct Financial Care Black Earth 20.9% $192.3 million
45 Poehling Capital Management, Inc. Madison 20.8% $489.3 million
46 Review Services Inc Brookfield 20.2% $189.2 million
47 Collar Capital Management, LLC Appleton 20.0% $146.8 million
48 Cornerstone Financial Group Appleton 19.8% $183.8 million
49 N.E.W. Advisory Services, LLC De Pere 19.4% $1.3 billion
50 Leverty Financial Group, LLC Hudson 19.3% $567.4 million
51 Ellenbecker Investment Group Waukesha 19.1% $1.7 billion
52 Madison Partners Madison 19.1% $1.1 billion
53 Orgel Wealth Management, LLC Altoona 18.5% $8.1 billion
54 Park Capital Management, LLC Madison 18.5% $732.8 million
55 Cushing Capital Partners, LLC Delafield 17.9% $232.9 million
56 Iag Wealth Partners, LLC Waukesha 17.9% $1.6 billion
57 Evexia Wealth, LLC Stevens Point 17.2% $329.4 million
58 Affiliated Financial Advisors Inc Milwaukee 17.2% $462.1 million
59 Midwest Professional Planners, Ltd. Wausau 17.1% $554.3 million
60 Associated Investment Services, Inc. Broker-dealer affiliated Green Bay 16.8% $1.0 billion
61 Neuenschwander Asset Management, LLC McFarland 16.4% $149.0 million
62 Enrich Financial Partners LLC Madison 16.4% $478.5 million
63 Sterling Capital Management Inc Brookfield 16.4% $255.2 million
64 Arcataur Capital Management LLC Milwaukee 16.3% $403.6 million
65 Global Value Investment Corporation Milwaukee 16.1% $194.3 million
66 Conceptual Financial Advisors, LLC Appleton 16.1% $163.6 million
67 Annex Wealth Management, LLC Brookfield 15.9% $6.9 billion
68 Plus Group Wealth Advisors, LLC Belgium 15.9% $137.1 million
69 Entasis Asset Management LLC Brookfield 15.7% $171.0 million
70 Richmond Investment Services LLC Mequon 15.2% $393.5 million
71 Beadell A D Investment Counsel Inc Mequon 15.1% $217.3 million
72 Advisors Management Group Inc La Crosse 15.0% $712.6 million
73 Jacobson & Schmitt Advisors, LLC Middleton 14.7% $590.0 million
74 Goldstein Advisors, LLC Madison 14.4% $943.4 million
75 The Milwealth Group, LLC Milwaukee 14.0% $435.8 million
76 Mbe Wealth Management, LLC Tomah 13.7% $859.6 million
77 Winch Financial Appleton 13.6% $510.7 million
78 Central Wealth Management LLC Madison 13.4% $120.6 million
79 Form Wealth Advisors, LLC Lake Geneva 13.2% $932.3 million
80 Elevated Private Wealth Hartland 13.0% $108.6 million
81 Marietta Investment Partners, LLC Milwaukee 13.0% $605.2 million
82 Tower View Wealth Management LLC Shorewood 12.8% $281.9 million
83 Vestura, LLC Hobart 12.6% $299.0 million
84 Sugar Maple Asset Management, LLC Sister Bay 12.5% $259.0 million
85 Boardwalk Financial Strategies LLC Hartland 12.5% $175.6 million
86 Friedlander & Co Inc Milwaukee 12.3% $502.8 million
87 Charter Capital Management, Inc Brookfield 12.3% $411.7 million
88 Campbell Newman Asset Management Inc Milwaukee 12.2% $1.3 billion
89 Broadview Financial Management, LLC Wauwatosa 12.2% $623.3 million
90 Grant Koehler & Levin Ltd. Mequon 12.0% $258.3 million
91 BKM Wealth Management Brookfield 12.0% $582.0 million
92 Schaper Benz & Wise Investment Counsel Inc Neenah 11.9% $1.6 billion
93 Landaas & Company Broker-dealer affiliated Milwaukee 11.7% $1.7 billion
94 Nicolet Wealth Management Broker-dealer affiliated Green Bay 11.6% $3.8 billion
95 Omni Financial LLC Madison 11.3% $105.0 million
96 Isthmus Partners, LLC Madison 11.0% $1.3 billion
97 American Investment Advisors Inc Madison 10.9% $124.3 million
98 Capital Wealth Advisors, Ltd. West Bend 10.8% $113.8 million
99 Kult Wealth Management Group, LLC Brookfield 10.8% $121.9 million
100 KCD Financial, Inc. Broker-dealer affiliated Green Bay 10.7% $182.6 million

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

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Fastest growing 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.