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AdvisorIQ

Ranking, Wisconsin

Independent RIAs with the most advisory staff in Wisconsin

As of October 2, 2026, Global View Capital Management LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 107.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Rank Firm City Most advisory staff
1 Global View Capital Management LLC Waukesha 107
2 Gateway Wealth Partners, LLC Appleton 83
3 Annex Wealth Management, LLC Brookfield 74
4 Orgel Wealth Management, LLC Altoona 31
5 North Star Asset Management Inc Neenah 19
6 Winch Financial Appleton 17
6 Madison Partners Madison 17
8 Walkner Condon Financial Advisors LLC Verona 16
9 Iag Wealth Partners, LLC Waukesha 15
9 Midwest Professional Planners, Ltd. Wausau 15
9 Drake & Associates, LLC Waukesha 15
12 Resonant Capital Advisors, LLC Madison 14
13 Oarsman Capital, Inc Milwaukee 13
13 Kerberrose Wealth Management, LLC Shawano 13
13 Ellenbecker Investment Group Waukesha 13
16 Advisors Management Group Inc La Crosse 12
16 Jacobson & Schmitt Advisors, LLC Middleton 12
16 N.E.W. Advisory Services, LLC De Pere 12
19 Schaper Benz & Wise Investment Counsel Inc Neenah 11
19 Operose Advisors LLC Milwaukee 11
19 Richmond Investment Services LLC Mequon 11
22 Endowment Wealth Management, Inc. Appleton 10
22 Mbe Wealth Management, LLC Tomah 10
22 Avaii Wealth Management, LLC Appleton 10
22 Goldstein Advisors, LLC Madison 10
26 Capital Investment Services of America Inc Milwaukee 9
26 Geneva Partners, LLC Lake Geneva 9
26 Rosemeyer Management Group Platteville 9
29 McGlone Suttner Wealth Management, Inc. Appleton 8
29 Buska Wealth Management, LLC Wausau 8
29 Isthmus Partners, LLC Madison 8
29 Riverwater Partners LLC Milwaukee 8
29 Evexia Wealth, LLC Stevens Point 8
29 Form Wealth Advisors, LLC Lake Geneva 8
29 Sentinel Advisory Group, LLC Middleton 8
36 Arcataur Capital Management LLC Milwaukee 7
36 Richardson Capital Management, LLC Menomonee Falls 7
36 Kom Wealth Management Group, LLC Appleton 7
36 Broadview Financial Management, LLC Wauwatosa 7
36 Global Value Investment Corporation Milwaukee 7
36 Milestone Investment Advisors, LLC Middleton 7
36 Gentian Financial, Inc. Mequon 7
36 Atlatl Advisers Madison 7
36 Canopy Wealth Management Middleton 7
45 PJS Investment Management Cedarburg 6
45 Diversified Management Inc Milwaukee 6
45 Shakespeare Wealth Management, LLC Pewaukee 6
45 Poehling Capital Management, Inc. Madison 6
45 Blackhawk Capital Partners, LLC Thiensville 6
45 Copper Harbor Investment Advisors, LLC Appleton 6
45 Leverty Financial Group, LLC Hudson 6
52 KLCM Advisors, Inc. Milwaukee 5
52 The Milwealth Group, LLC Milwaukee 5
52 LaSalle Investment Advisors, Inc. Pewaukee 5
52 Mendota Financial Group, LLC Madison 5
52 1492 Capital Management, LLC Milwaukee 5
52 Fortress Planning Group Pewaukee 5
52 Park Capital Management, LLC Madison 5
52 Entasis Asset Management LLC Brookfield 5
52 CLF Asset Management, Inc. Madison 5
52 Transcend Advisor Group, LLC Milwaukee 5
52 Fiduciary Financial Planning Network Onalaska 5
52 BKM Wealth Management Brookfield 5
52 Cornerstone Financial Group Appleton 5
65 Charter Capital Management, Inc Brookfield 4
65 Campbell Newman Asset Management Inc Milwaukee 4
65 Affiliated Financial Advisors Inc Milwaukee 4
65 Tower View Wealth Management LLC Shorewood 4
65 Enrich Financial Partners LLC Madison 4
65 Financial Strategies, Inc. Brookfield 4
65 Brook Capital Brookfield 4
65 Portfolio Design Services, LLC River Falls 4
65 Denali Wealth Management, Inc. Mequon 4
65 Plus Group Wealth Advisors, LLC Belgium 4
65 Envision Financial LLC Brookfield 4
65 Calculated Wealth Madison 4
65 Elite Wealth Management, Inc. Plover 4
65 Elevated Private Wealth Hartland 4
65 Macco Financial Group, Inc. Green Bay 4
80 Sterling Capital Management Inc Brookfield 3
80 Financial Service Group Inc Mount Pleasant 3
80 Marietta Investment Partners, LLC Milwaukee 3
80 Review Services Inc Brookfield 3
80 Sumnicht & Associates, LLC Appleton 3
80 2nd Market Capital Advisory Corp. Madison 3
80 Intrinsic Investors LLC Wauwatosa 3
80 Vogel Consulting, LLC Brookfield 3
80 Neuenschwander Asset Management, LLC McFarland 3
80 Grant Koehler & Levin Ltd. Mequon 3
80 Vestura, LLC Hobart 3
80 Wisconsin Wealth Advisors, LLC Sun Prairie 3
80 Jordan Financial Life Planning Kenosha 3
80 John F Suby Wealth Management LLC Madison 3
80 Collar Capital Management, LLC Appleton 3
80 Professional Financial Management, Inc. Appleton 3
80 Gallatin Financial Advisors, LLC Mequon 3
80 Boardwalk Financial Strategies LLC Hartland 3
80 Perk Planning Madison 3
80 T. Anton Investment House, Inc. Madison 3
80 CWP Private Wealth Management West Bend 3
80 Sugar Maple Asset Management, LLC Sister Bay 3
80 Uncommon Cents Investing Janesville 3
80 Behl Wealth Management Delafield 3
80 Hoff Private Wealth Wausau 3
80 Cornerstone Financial Consulting, LLC Depere 3
80 Retirement Wealth Solutions LLC Marshfield 3
80 Borger Capital Management LLC Wausau 3
80 Wealth Planning Advisors LLC Stoughton 3
80 Stonehaven Wealth & Tax Solutions Appleton 3
80 Walleye Partners LLC Madison 3
80 Luedtke & Associates LLC Adell 3
80 Mapt Capital Madison 3

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

More rankings

Most advisory staff 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.