# Independent RIAs with the most accounts in Wisconsin

As of October 2, 2026, Annex Wealth Management, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of independent RIAs with the most accounts, with 22,003.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: Wisconsin
- firms_listed: 100
- rows: rank: 1, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 22003, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 2, crd: 168219, firm: Orgel Wealth Management, LLC, city: Altoona, state: WI, value: 10680, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168219/; rank: 3, crd: 322789, firm: Gateway Wealth Partners, LLC, city: Appleton, state: WI, value: 10635, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322789/; rank: 4, crd: 290405, firm: N.E.W. Advisory Services, LLC, city: De Pere, state: WI, value: 9375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290405/; rank: 5, crd: 158292, firm: Global View Capital Management LLC, city: Waukesha, state: WI, value: 8863, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158292/; rank: 6, crd: 109721, firm: Iag Wealth Partners, LLC, city: Waukesha, state: WI, value: 6310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109721/; rank: 7, crd: 305824, firm: Madison Partners, city: Madison, state: WI, value: 6213, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305824/; rank: 8, crd: 165516, firm: Mbe Wealth Management, LLC, city: Tomah, state: WI, value: 5412, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165516/; rank: 9, crd: 113020, firm: Advisors Management Group Inc, city: La Crosse, state: WI, value: 4960, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113020/; rank: 10, crd: 323125, firm: Goldstein Advisors, LLC, city: Madison, state: WI, value: 4070, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323125/; rank: 11, crd: 106489, firm: North Star Asset Management Inc, city: Neenah, state: WI, value: 3554, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106489/; rank: 12, crd: 170627, firm: Buska Wealth Management, LLC, city: Wausau, state: WI, value: 3532, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170627/; rank: 13, crd: 154854, firm: Drake & Associates, LLC, city: Waukesha, state: WI, value: 3401, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154854/; rank: 14, crd: 168787, firm: Kerberrose Wealth Management, LLC, city: Shawano, state: WI, value: 3345, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168787/; rank: 15, crd: 160109, firm: Walkner Condon Financial Advisors LLC, city: Verona, state: WI, value: 3164, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160109/; rank: 16, crd: 108652, firm: Endowment Wealth Management, Inc., city: Appleton, state: WI, value: 3057, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108652/; rank: 17, crd: 298165, firm: Avaii Wealth Management, LLC, city: Appleton, state: WI, value: 2927, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298165/; rank: 18, crd: 149830, firm: McGlone Suttner Wealth Management, Inc., city: Appleton, state: WI, value: 2913, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149830/; rank: 19, crd: 298451, firm: Resonant Capital Advisors, LLC, city: Madison, state: WI, value: 2816, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298451/; rank: 20, crd: 112995, firm: Midwest Professional Planners, Ltd., city: Wausau, state: WI, value: 2726, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112995/; rank: 21, crd: 326519, firm: Form Wealth Advisors, LLC, city: Lake Geneva, state: WI, value: 2724, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326519/; rank: 22, crd: 297717, firm: Canopy Wealth Management, city: Middleton, state: WI, value: 2608, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297717/; rank: 23, crd: 310258, firm: Leverty Financial Group, LLC, city: Hudson, state: WI, value: 2365, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310258/; rank: 24, crd: 110194, firm: Winch Financial, city: Appleton, state: WI, value: 2323, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110194/; rank: 25, crd: 173851, firm: Ellenbecker Investment Group, city: Waukesha, state: WI, value: 2287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173851/; rank: 26, crd: 109993, firm: Oarsman Capital, Inc, city: Milwaukee, state: WI, value: 2256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109993/; rank: 27, crd: 108154, firm: Affiliated Financial Advisors Inc, city: Milwaukee, state: WI, value: 2207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108154/; rank: 28, crd: 142682, firm: Kom Wealth Management Group, LLC, city: Appleton, state: WI, value: 2126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142682/; rank: 29, crd: 323928, firm: BKM Wealth Management, city: Brookfield, state: WI, value: 1921, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323928/; rank: 30, crd: 171279, firm: Isthmus Partners, LLC, city: Madison, state: WI, value: 1894, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171279/; rank: 31, crd: 111950, firm: Shakespeare Wealth Management, LLC, city: Pewaukee, state: WI, value: 1871, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111950/; rank: 32, crd: 158965, firm: Park Capital Management, LLC, city: Madison, state: WI, value: 1853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158965/; rank: 33, crd: 287465, firm: Operose Advisors LLC, city: Milwaukee, state: WI, value: 1655, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287465/; rank: 34, crd: 106680, firm: Diversified Management Inc, city: Milwaukee, state: WI, value: 1650, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106680/; rank: 35, crd: 111234, firm: Enrich Financial Partners LLC, city: Madison, state: WI, value: 1636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111234/; rank: 36, crd: 333159, firm: Elite Wealth Management, Inc., city: Plover, state: WI, value: 1583, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333159/; rank: 37, crd: 130919, firm: Brook Capital, city: Brookfield, state: WI, value: 1490, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130919/; rank: 38, crd: 131668, firm: Poehling Capital Management, Inc., city: Madison, state: WI, value: 1489, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131668/; rank: 39, crd: 107003, firm: Campbell Newman Asset Management Inc, city: Milwaukee, state: WI, value: 1475, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107003/; rank: 40, crd: 337398, firm: Macco Financial Group, Inc., city: Green Bay, state: WI, value: 1467, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337398/; rank: 41, crd: 323788, firm: Evexia Wealth, LLC, city: Stevens Point, state: WI, value: 1452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323788/; rank: 42, crd: 327451, firm: Richmond Investment Services LLC, city: Mequon, state: WI, value: 1438, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327451/; rank: 43, crd: 324255, firm: Cornerstone Financial Group, city: Appleton, state: WI, value: 1429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324255/; rank: 44, crd: 104701, firm: PJS Investment Management, city: Cedarburg, state: WI, value: 1368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104701/; rank: 45, crd: 337424, firm: Luedtke & Associates LLC, city: Adell, state: WI, value: 1320, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337424/; rank: 46, crd: 140431, firm: Jacobson & Schmitt Advisors, LLC, city: Middleton, state: WI, value: 1292, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140431/; rank: 47, crd: 143550, firm: Broadview Financial Management, LLC, city: Wauwatosa, state: WI, value: 1284, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143550/; rank: 48, crd: 168429, firm: Milestone Investment Advisors, LLC, city: Middleton, state: WI, value: 1264, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168429/; rank: 49, crd: 130768, firm: Geneva Partners, LLC, city: Lake Geneva, state: WI, value: 1261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130768/; rank: 50, crd: 35919, firm: Charter Capital Management, Inc, city: Brookfield, state: WI, value: 1188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/35919/; rank: 51, crd: 281520, firm: CWP Private Wealth Management, city: West Bend, state: WI, value: 1173, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281520/; rank: 52, crd: 310363, firm: Rosemeyer Management Group, city: Platteville, state: WI, value: 1170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310363/; rank: 53, crd: 284060, firm: CLF Asset Management, Inc., city: Madison, state: WI, value: 1160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284060/; rank: 54, crd: 313361, firm: Fiduciary Financial Planning Network, city: Onalaska, state: WI, value: 1147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313361/; rank: 55, crd: 284036, firm: Atlatl Advisers, city: Madison, state: WI, value: 1124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284036/; rank: 56, crd: 290105, firm: Uncommon Cents Investing, city: Janesville, state: WI, value: 1121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290105/; rank: 57, crd: 338121, firm: Sentinel Advisory Group, LLC, city: Middleton, state: WI, value: 1089, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338121/; rank: 58, crd: 107630, firm: Schaper Benz & Wise Investment Counsel Inc, city: Neenah, state: WI, value: 1077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107630/; rank: 59, crd: 300714, firm: Plus Group Wealth Advisors, LLC, city: Belgium, state: WI, value: 1050, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300714/; rank: 60, crd: 318052, firm: Retirement Income Strategies, LLC, city: Evansville, state: WI, value: 947, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318052/; rank: 61, crd: 110639, firm: Capital Investment Services of America Inc, city: Milwaukee, state: WI, value: 937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110639/; rank: 62, crd: 306943, firm: Mueller Wealth, city: Mishicot, state: WI, value: 936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306943/; rank: 63, crd: 157900, firm: Fortress Planning Group, city: Pewaukee, state: WI, value: 902, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157900/; rank: 64, crd: 174970, firm: T. Anton Investment House, Inc., city: Madison, state: WI, value: 891, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174970/; rank: 65, crd: 136294, firm: Mendota Financial Group, LLC, city: Madison, state: WI, value: 881, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136294/; rank: 66, crd: 340229, firm: Coast Advisory LLC, city: East Troy, state: WI, value: 869, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340229/; rank: 67, crd: 158020, firm: Blackhawk Capital Partners, LLC, city: Thiensville, state: WI, value: 836, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158020/; rank: 68, crd: 114149, firm: JMR Financial Group, city: Superior, state: WI, value: 835, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114149/; rank: 69, crd: 332731, firm: Stonehaven Wealth & Tax Solutions, city: Appleton, state: WI, value: 832, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332731/; rank: 70, crd: 108931, firm: The Milwealth Group, LLC, city: Milwaukee, state: WI, value: 822, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108931/; rank: 71, crd: 311746, firm: Transcend Advisor Group, LLC, city: Milwaukee, state: WI, value: 799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311746/; rank: 72, crd: 167513, firm: Conceptual Financial Advisors, LLC, city: Appleton, state: WI, value: 778, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167513/; rank: 73, crd: 110277, firm: Review Services Inc, city: Brookfield, state: WI, value: 768, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110277/; rank: 74, crd: 111272, firm: Liberty Financial Group, Inc., city: Elm Grove, state: WI, value: 766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111272/; rank: 74, crd: 124663, firm: Arcataur Capital Management LLC, city: Milwaukee, state: WI, value: 766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124663/; rank: 76, crd: 314670, firm: Omni Financial LLC, city: Madison, state: WI, value: 762, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314670/; rank: 77, crd: 307752, firm: Titletown Wealth Management, LLC, city: Green Bay, state: WI, value: 731, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307752/; rank: 78, crd: 317824, firm: Jansen Wealth Management LLC, city: Altoona, state: WI, value: 678, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317824/; rank: 79, crd: 128322, firm: Morgan Kenwood Advisors, LLC, city: Greendale, state: WI, value: 674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128322/; rank: 80, crd: 313497, firm: Cushing Capital Partners, LLC, city: Delafield, state: WI, value: 664, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313497/; rank: 81, crd: 154016, firm: Professional Financial Management, Inc., city: Appleton, state: WI, value: 659, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154016/; rank: 81, crd: 291305, firm: Milborn Advisors, Ltd, city: Milwaukee, state: WI, value: 659, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291305/; rank: 83, crd: 107893, firm: Financial Service Group Inc, city: Mount Pleasant, state: WI, value: 645, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107893/; rank: 84, crd: 107847, firm: KLCM Advisors, Inc., city: Milwaukee, state: WI, value: 637, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107847/; rank: 85, crd: 281302, firm: Leach, Bickmore & Weiss Wealth Management, LLC, city: Madison, state: WI, value: 608, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281302/; rank: 86, crd: 125179, firm: Neuenschwander Asset Management, LLC, city: McFarland, state: WI, value: 604, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125179/; rank: 87, crd: 165048, firm: Boardwalk Financial Strategies LLC, city: Hartland, state: WI, value: 593, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165048/; rank: 88, crd: 317253, firm: Retirement Wealth Solutions LLC, city: Marshfield, state: WI, value: 589, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317253/; rank: 89, crd: 145571, firm: McKinley Money, LLC, city: Eau-Claire, state: WI, value: 574, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145571/; rank: 90, crd: 169769, firm: Kramer Investment Services, LLC, city: Lake Geneva, state: WI, value: 568, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169769/; rank: 91, crd: 113097, firm: Financial Strategies, Inc., city: Brookfield, state: WI, value: 560, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113097/; rank: 92, crd: 301001, firm: Hoff Private Wealth, city: Wausau, state: WI, value: 550, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301001/; rank: 93, crd: 283540, firm: Riverwater Partners LLC, city: Milwaukee, state: WI, value: 548, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283540/; rank: 94, crd: 336237, firm: Keystone Financial, city: Eau Claire, state: WI, value: 547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336237/; rank: 95, crd: 144260, firm: Global Value Investment Corporation, city: Milwaukee, state: WI, value: 539, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144260/; rank: 96, crd: 155263, firm: Capital Wealth Advisors, Ltd., city: West Bend, state: WI, value: 522, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155263/; rank: 97, crd: 327845, firm: Valley Wealth Management, city: Oshkosh, state: WI, value: 513, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327845/; rank: 98, crd: 317183, firm: Cornerstone Financial Consulting, LLC, city: Depere, state: WI, value: 512, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317183/; rank: 99, crd: 146633, firm: Jordan Financial Life Planning, city: Kenosha, state: WI, value: 510, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146633/; rank: 100, crd: 282711, firm: Entasis Asset Management LLC, city: Brookfield, state: WI, value: 497, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282711/

## 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 most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/wisconsin/

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