# Fastest-growing independent RIAs over one year in Wisconsin

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

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Wisconsin
- firms_listed: 100
- rows: rank: 1, crd: 322789, firm: Gateway Wealth Partners, LLC, city: Appleton, state: WI, value: 0.823400448614158, base_value: 1249772416, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322789/; rank: 2, crd: 284036, firm: Atlatl Advisers, city: Madison, state: WI, value: 0.708075958704782, base_value: 229891703, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284036/; rank: 3, crd: 145946, firm: Wisconsin Wealth Advisors, LLC, city: Sun Prairie, state: WI, value: 0.558341169329656, base_value: 114201602, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145946/; rank: 4, crd: 111272, firm: Liberty Financial Group, Inc., city: Elm Grove, state: WI, value: 0.55252222665309, base_value: 125162344, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111272/; rank: 5, crd: 154854, firm: Drake & Associates, LLC, city: Waukesha, state: WI, value: 0.450160952689628, base_value: 418750691, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154854/; rank: 6, crd: 108652, firm: Endowment Wealth Management, Inc., city: Appleton, state: WI, value: 0.42474863165661, base_value: 427600085, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108652/; rank: 7, crd: 318985, firm: Calculated Wealth, city: Madison, state: WI, value: 0.410967286913861, base_value: 142298803, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318985/; rank: 8, crd: 160109, firm: Walkner Condon Financial Advisors LLC, city: Verona, state: WI, value: 0.407144570947776, base_value: 732818029, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160109/; rank: 9, crd: 314365, firm: Envision Financial LLC, city: Brookfield, state: WI, value: 0.400515938620093, base_value: 251993929, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314365/; rank: 10, crd: 333435, firm: Walleye Partners LLC, city: Madison, state: WI, value: 0.3759019220899, base_value: 201088461, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333435/; rank: 11, crd: 301001, firm: Hoff Private Wealth, city: Wausau, state: WI, value: 0.375155568018369, base_value: 129073766, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301001/; rank: 12, crd: 298165, firm: Avaii Wealth Management, LLC, city: Appleton, state: WI, value: 0.361879560663888, base_value: 442587428, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298165/; rank: 13, crd: 158020, firm: Blackhawk Capital Partners, LLC, city: Thiensville, state: WI, value: 0.343639676230322, base_value: 336418039, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158020/; rank: 14, crd: 298451, firm: Resonant Capital Advisors, LLC, city: Madison, state: WI, value: 0.333101311816825, base_value: 2216682348, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298451/; rank: 15, crd: 284060, firm: CLF Asset Management, Inc., city: Madison, state: WI, value: 0.32975051264231, base_value: 110460547, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284060/; rank: 16, crd: 310363, firm: Rosemeyer Management Group, city: Platteville, state: WI, value: 0.321028844715633, base_value: 691857332, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310363/; rank: 17, crd: 331128, firm: The Kieckhefer Group, city: Mequon, state: WI, value: 0.304390361049851, base_value: 184624588, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331128/; rank: 18, crd: 292959, firm: Toptier Wealth Management, city: Muskego, state: WI, value: 0.299113240879668, base_value: 135269993, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292959/; rank: 19, crd: 307752, firm: Titletown Wealth Management, LLC, city: Green Bay, state: WI, value: 0.292919911501787, base_value: 116233307, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307752/; rank: 20, crd: 317253, firm: Retirement Wealth Solutions LLC, city: Marshfield, state: WI, value: 0.291027288962701, base_value: 175822000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317253/; rank: 21, crd: 107847, firm: KLCM Advisors, Inc., city: Milwaukee, state: WI, value: 0.283817202855784, base_value: 1461996538, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107847/; rank: 22, crd: 287465, firm: Operose Advisors LLC, city: Milwaukee, state: WI, value: 0.276933084782583, base_value: 1596142434, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287465/; rank: 23, crd: 168787, firm: Kerberrose Wealth Management, LLC, city: Shawano, state: WI, value: 0.269744468021962, base_value: 909761204, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168787/; rank: 24, crd: 170627, firm: Buska Wealth Management, LLC, city: Wausau, state: WI, value: 0.267003571575763, base_value: 425198316, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170627/; rank: 25, crd: 317824, firm: Jansen Wealth Management LLC, city: Altoona, state: WI, value: 0.263007299887211, base_value: 104745317, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317824/; rank: 26, crd: 109993, firm: Oarsman Capital, Inc, city: Milwaukee, state: WI, value: 0.259153031663111, base_value: 926809806, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109993/; rank: 27, crd: 111950, firm: Shakespeare Wealth Management, LLC, city: Pewaukee, state: WI, value: 0.252571884786768, base_value: 512457248, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111950/; rank: 28, crd: 148566, firm: 1492 Capital Management, LLC, city: Milwaukee, state: WI, value: 0.246103645504527, base_value: 220388507, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148566/; rank: 29, crd: 281520, firm: CWP Private Wealth Management, city: West Bend, state: WI, value: 0.245121003035543, base_value: 221743528, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281520/; rank: 30, crd: 290105, firm: Uncommon Cents Investing, city: Janesville, state: WI, value: 0.244983755513739, base_value: 417353611, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290105/; rank: 31, crd: 175126, firm: Windward Wealth Strategies, Inc., city: Oshkosh, state: WI, value: 0.242669424798178, base_value: 202174551, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175126/; rank: 32, crd: 157900, firm: Fortress Planning Group, city: Pewaukee, state: WI, value: 0.237301381950212, base_value: 279072572, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157900/; rank: 33, crd: 153323, firm: Denali Wealth Management, Inc., city: Mequon, state: WI, value: 0.235882468682364, base_value: 182964000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153323/; rank: 34, crd: 149830, firm: McGlone Suttner Wealth Management, Inc., city: Appleton, state: WI, value: 0.232699850274628, base_value: 815977938, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149830/; rank: 35, crd: 311746, firm: Transcend Advisor Group, LLC, city: Milwaukee, state: WI, value: 0.225525671485485, base_value: 206601562, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311746/; rank: 36, crd: 306943, firm: Mueller Wealth, city: Mishicot, state: WI, value: 0.220847608678322, base_value: 121311429, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306943/; rank: 37, crd: 323130, firm: Verus Wealth Management, city: De Pere, state: WI, value: 0.216954932863486, base_value: 117570150, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323130/; rank: 38, crd: 145571, firm: McKinley Money, LLC, city: Eau-Claire, state: WI, value: 0.214454559643438, base_value: 134817362, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145571/; rank: 39, crd: 169978, firm: Copper Harbor Investment Advisors, LLC, city: Appleton, state: WI, value: 0.210526315789474, base_value: 665000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169978/; rank: 40, crd: 310559, firm: Direct Financial Care, city: Black Earth, state: WI, value: 0.209361663973851, base_value: 192345763, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310559/; rank: 41, crd: 131668, firm: Poehling Capital Management, Inc., city: Madison, state: WI, value: 0.208449149771092, base_value: 489280000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131668/; rank: 42, crd: 110277, firm: Review Services Inc, city: Brookfield, state: WI, value: 0.201599696033294, base_value: 189210196, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110277/; rank: 43, crd: 152325, firm: Collar Capital Management, LLC, city: Appleton, state: WI, value: 0.200305413484555, base_value: 146848133, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152325/; rank: 44, crd: 324255, firm: Cornerstone Financial Group, city: Appleton, state: WI, value: 0.197797082631325, base_value: 183820785, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324255/; rank: 45, crd: 290405, firm: N.E.W. Advisory Services, LLC, city: De Pere, state: WI, value: 0.194177661574697, base_value: 1341505840, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290405/; rank: 46, crd: 310258, firm: Leverty Financial Group, LLC, city: Hudson, state: WI, value: 0.192877370286707, base_value: 567398554, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310258/; rank: 47, crd: 173851, firm: Ellenbecker Investment Group, city: Waukesha, state: WI, value: 0.19142631867809, base_value: 1731276641, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173851/; rank: 48, crd: 305824, firm: Madison Partners, city: Madison, state: WI, value: 0.190939180899447, base_value: 1094186882, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305824/; rank: 49, crd: 168219, firm: Orgel Wealth Management, LLC, city: Altoona, state: WI, value: 0.184666110171231, base_value: 8060225434, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168219/; rank: 50, crd: 158965, firm: Park Capital Management, LLC, city: Madison, state: WI, value: 0.184537134919353, base_value: 732763918, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158965/; rank: 51, crd: 313497, firm: Cushing Capital Partners, LLC, city: Delafield, state: WI, value: 0.179481198414591, base_value: 232901370, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313497/; rank: 52, crd: 109721, firm: Iag Wealth Partners, LLC, city: Waukesha, state: WI, value: 0.178898810869146, base_value: 1585348067, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109721/; rank: 53, crd: 323788, firm: Evexia Wealth, LLC, city: Stevens Point, state: WI, value: 0.172348364961287, base_value: 329350000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323788/; rank: 54, crd: 108154, firm: Affiliated Financial Advisors Inc, city: Milwaukee, state: WI, value: 0.17175064590995, base_value: 462110856, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108154/; rank: 55, crd: 112995, firm: Midwest Professional Planners, Ltd., city: Wausau, state: WI, value: 0.171381861930631, base_value: 554338160, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112995/; rank: 56, crd: 125179, firm: Neuenschwander Asset Management, LLC, city: McFarland, state: WI, value: 0.164148542330642, base_value: 149045460, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125179/; rank: 57, crd: 111234, firm: Enrich Financial Partners LLC, city: Madison, state: WI, value: 0.16374849664836, base_value: 478464240, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111234/; rank: 58, crd: 106822, firm: Sterling Capital Management Inc, city: Brookfield, state: WI, value: 0.163501062235541, base_value: 255218348, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106822/; rank: 59, crd: 124663, firm: Arcataur Capital Management LLC, city: Milwaukee, state: WI, value: 0.163345817933723, base_value: 403608166, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124663/; rank: 60, crd: 144260, firm: Global Value Investment Corporation, city: Milwaukee, state: WI, value: 0.161352861232363, base_value: 194279852, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144260/; rank: 61, crd: 167513, firm: Conceptual Financial Advisors, LLC, city: Appleton, state: WI, value: 0.160993742388439, base_value: 163575190, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167513/; rank: 62, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 0.158987615347016, base_value: 6945737689, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 63, crd: 300714, firm: Plus Group Wealth Advisors, LLC, city: Belgium, state: WI, value: 0.15864165607741, base_value: 137109871, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300714/; rank: 64, crd: 282711, firm: Entasis Asset Management LLC, city: Brookfield, state: WI, value: 0.157214871938327, base_value: 170995814, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282711/; rank: 65, crd: 327451, firm: Richmond Investment Services LLC, city: Mequon, state: WI, value: 0.151785954061833, base_value: 393484617, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327451/; rank: 66, crd: 106946, firm: Beadell A D Investment Counsel Inc, city: Mequon, state: WI, value: 0.150610743691349, base_value: 217281000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106946/; rank: 67, crd: 113020, firm: Advisors Management Group Inc, city: La Crosse, state: WI, value: 0.150179862663357, base_value: 712612877, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113020/; rank: 68, crd: 140431, firm: Jacobson & Schmitt Advisors, LLC, city: Middleton, state: WI, value: 0.146573829892566, base_value: 589962622, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140431/; rank: 69, crd: 323125, firm: Goldstein Advisors, LLC, city: Madison, state: WI, value: 0.144053600667111, base_value: 943408109, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323125/; rank: 70, crd: 108931, firm: The Milwealth Group, LLC, city: Milwaukee, state: WI, value: 0.140245253802212, base_value: 435783988, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108931/; rank: 71, crd: 165516, firm: Mbe Wealth Management, LLC, city: Tomah, state: WI, value: 0.136632840968594, base_value: 859645230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165516/; rank: 72, crd: 110194, firm: Winch Financial, city: Appleton, state: WI, value: 0.135998699187455, base_value: 510720782, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110194/; rank: 73, crd: 293172, firm: Central Wealth Management LLC, city: Madison, state: WI, value: 0.134189823098416, base_value: 120644991, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293172/; rank: 74, crd: 326519, firm: Form Wealth Advisors, LLC, city: Lake Geneva, state: WI, value: 0.132198427127879, base_value: 932320041, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326519/; rank: 75, crd: 335270, firm: Elevated Private Wealth, city: Hartland, state: WI, value: 0.130153415184328, base_value: 108558811, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335270/; rank: 76, crd: 108479, firm: Marietta Investment Partners, LLC, city: Milwaukee, state: WI, value: 0.1298280414814, base_value: 605176009, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108479/; rank: 77, crd: 108739, firm: Tower View Wealth Management LLC, city: Shorewood, state: WI, value: 0.127796662517031, base_value: 281916345, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108739/; rank: 78, crd: 142926, firm: Vestura, LLC, city: Hobart, state: WI, value: 0.126250332775474, base_value: 299000400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142926/; rank: 79, crd: 282632, firm: Sugar Maple Asset Management, LLC, city: Sister Bay, state: WI, value: 0.125323035704754, base_value: 259047603, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282632/; rank: 80, crd: 165048, firm: Boardwalk Financial Strategies LLC, city: Hartland, state: WI, value: 0.125214892697435, base_value: 175610900, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165048/; rank: 81, crd: 105150, firm: Friedlander & Co Inc, city: Milwaukee, state: WI, value: 0.123346507030327, base_value: 502825694, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105150/; rank: 82, crd: 35919, firm: Charter Capital Management, Inc, city: Brookfield, state: WI, value: 0.122522017162822, base_value: 411737769, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/35919/; rank: 83, crd: 107003, firm: Campbell Newman Asset Management Inc, city: Milwaukee, state: WI, value: 0.122143835326291, base_value: 1285363650, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107003/; rank: 84, crd: 143550, firm: Broadview Financial Management, LLC, city: Wauwatosa, state: WI, value: 0.121847175046345, base_value: 623294951, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143550/; rank: 85, crd: 125531, firm: Grant Koehler & Levin Ltd., city: Mequon, state: WI, value: 0.120268985547574, base_value: 258286888, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125531/; rank: 86, crd: 323928, firm: BKM Wealth Management, city: Brookfield, state: WI, value: 0.119974137255513, base_value: 582015571, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323928/; rank: 87, crd: 107630, firm: Schaper Benz & Wise Investment Counsel Inc, city: Neenah, state: WI, value: 0.118918561333111, base_value: 1574160063, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107630/; rank: 88, crd: 314670, firm: Omni Financial LLC, city: Madison, state: WI, value: 0.113287738757222, base_value: 105013368, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314670/; rank: 89, crd: 171279, firm: Isthmus Partners, LLC, city: Madison, state: WI, value: 0.109770146521287, base_value: 1296248165, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171279/; rank: 90, crd: 104579, firm: American Investment Advisors Inc, city: Madison, state: WI, value: 0.109184955618442, base_value: 124305010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104579/; rank: 91, crd: 155263, firm: Capital Wealth Advisors, Ltd., city: West Bend, state: WI, value: 0.107849743372859, base_value: 113830906, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155263/; rank: 92, crd: 126740, firm: Kult Wealth Management Group, LLC, city: Brookfield, state: WI, value: 0.107846112209164, base_value: 121933000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126740/; rank: 93, crd: 130985, firm: Richardson Capital Management, LLC, city: Menomonee Falls, state: WI, value: 0.105878818463874, base_value: 526467728, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130985/; rank: 94, crd: 130919, firm: Brook Capital, city: Brookfield, state: WI, value: 0.104786597381487, base_value: 256436755, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130919/; rank: 95, crd: 174970, firm: T. Anton Investment House, Inc., city: Madison, state: WI, value: 0.104754368957937, base_value: 331877251, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174970/; rank: 96, crd: 110394, firm: Wisconsin Capital Management, LLC, city: Madison, state: WI, value: 0.10440544093747, base_value: 265877858, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110394/; rank: 97, crd: 106680, firm: Diversified Management Inc, city: Milwaukee, state: WI, value: 0.103352024117203, base_value: 1691445557, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106680/; rank: 98, crd: 283540, firm: Riverwater Partners LLC, city: Milwaukee, state: WI, value: 0.101058054228632, base_value: 600209973, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283540/; rank: 99, crd: 158292, firm: Global View Capital Management LLC, city: Waukesha, state: WI, value: 0.0948826400368952, base_value: 707976833, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158292/; rank: 100, crd: 332731, firm: Stonehaven Wealth & Tax Solutions, city: Appleton, state: WI, value: 0.0942380857463152, base_value: 153732017, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332731/

## 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

- [Fastest-growing independent RIAs over one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [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/fastest-growing/wisconsin/

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