# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Wisconsin
- firms_listed: 112
- rows: rank: 1, crd: 158292, firm: Global View Capital Management LLC, city: Waukesha, state: WI, value: 107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158292/; rank: 2, crd: 322789, firm: Gateway Wealth Partners, LLC, city: Appleton, state: WI, value: 83, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322789/; rank: 3, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 4, crd: 168219, firm: Orgel Wealth Management, LLC, city: Altoona, state: WI, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168219/; rank: 5, crd: 106489, firm: North Star Asset Management Inc, city: Neenah, state: WI, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106489/; rank: 6, crd: 110194, firm: Winch Financial, city: Appleton, state: WI, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110194/; rank: 6, crd: 305824, firm: Madison Partners, city: Madison, state: WI, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305824/; rank: 8, crd: 160109, firm: Walkner Condon Financial Advisors LLC, city: Verona, state: WI, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160109/; rank: 9, crd: 109721, firm: Iag Wealth Partners, LLC, city: Waukesha, state: WI, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109721/; rank: 9, crd: 112995, firm: Midwest Professional Planners, Ltd., city: Wausau, state: WI, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112995/; rank: 9, crd: 154854, firm: Drake & Associates, LLC, city: Waukesha, state: WI, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154854/; rank: 12, crd: 298451, firm: Resonant Capital Advisors, LLC, city: Madison, state: WI, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298451/; rank: 13, crd: 109993, firm: Oarsman Capital, Inc, city: Milwaukee, state: WI, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109993/; rank: 13, crd: 168787, firm: Kerberrose Wealth Management, LLC, city: Shawano, state: WI, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168787/; rank: 13, crd: 173851, firm: Ellenbecker Investment Group, city: Waukesha, state: WI, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173851/; rank: 16, crd: 113020, firm: Advisors Management Group Inc, city: La Crosse, state: WI, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113020/; rank: 16, crd: 140431, firm: Jacobson & Schmitt Advisors, LLC, city: Middleton, state: WI, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140431/; rank: 16, crd: 290405, firm: N.E.W. Advisory Services, LLC, city: De Pere, state: WI, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290405/; rank: 19, crd: 107630, firm: Schaper Benz & Wise Investment Counsel Inc, city: Neenah, state: WI, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107630/; rank: 19, crd: 287465, firm: Operose Advisors LLC, city: Milwaukee, state: WI, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287465/; rank: 19, crd: 327451, firm: Richmond Investment Services LLC, city: Mequon, state: WI, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327451/; rank: 22, crd: 108652, firm: Endowment Wealth Management, Inc., city: Appleton, state: WI, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108652/; rank: 22, crd: 165516, firm: Mbe Wealth Management, LLC, city: Tomah, state: WI, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165516/; rank: 22, crd: 298165, firm: Avaii Wealth Management, LLC, city: Appleton, state: WI, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298165/; rank: 22, crd: 323125, firm: Goldstein Advisors, LLC, city: Madison, state: WI, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323125/; rank: 26, crd: 110639, firm: Capital Investment Services of America Inc, city: Milwaukee, state: WI, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110639/; rank: 26, crd: 130768, firm: Geneva Partners, LLC, city: Lake Geneva, state: WI, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130768/; rank: 26, crd: 310363, firm: Rosemeyer Management Group, city: Platteville, state: WI, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310363/; rank: 29, crd: 149830, firm: McGlone Suttner Wealth Management, Inc., city: Appleton, state: WI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149830/; rank: 29, crd: 170627, firm: Buska Wealth Management, LLC, city: Wausau, state: WI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170627/; rank: 29, crd: 171279, firm: Isthmus Partners, LLC, city: Madison, state: WI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171279/; rank: 29, crd: 283540, firm: Riverwater Partners LLC, city: Milwaukee, state: WI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283540/; rank: 29, crd: 323788, firm: Evexia Wealth, LLC, city: Stevens Point, state: WI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323788/; rank: 29, crd: 326519, firm: Form Wealth Advisors, LLC, city: Lake Geneva, state: WI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326519/; rank: 29, crd: 338121, firm: Sentinel Advisory Group, LLC, city: Middleton, state: WI, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338121/; rank: 36, crd: 124663, firm: Arcataur Capital Management LLC, city: Milwaukee, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124663/; rank: 36, crd: 130985, firm: Richardson Capital Management, LLC, city: Menomonee Falls, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130985/; rank: 36, crd: 142682, firm: Kom Wealth Management Group, LLC, city: Appleton, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142682/; rank: 36, crd: 143550, firm: Broadview Financial Management, LLC, city: Wauwatosa, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143550/; rank: 36, crd: 144260, firm: Global Value Investment Corporation, city: Milwaukee, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144260/; rank: 36, crd: 168429, firm: Milestone Investment Advisors, LLC, city: Middleton, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168429/; rank: 36, crd: 174216, firm: Gentian Financial, Inc., city: Mequon, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174216/; rank: 36, crd: 284036, firm: Atlatl Advisers, city: Madison, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284036/; rank: 36, crd: 297717, firm: Canopy Wealth Management, city: Middleton, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297717/; rank: 45, crd: 104701, firm: PJS Investment Management, city: Cedarburg, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104701/; rank: 45, crd: 106680, firm: Diversified Management Inc, city: Milwaukee, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106680/; rank: 45, crd: 111950, firm: Shakespeare Wealth Management, LLC, city: Pewaukee, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111950/; rank: 45, crd: 131668, firm: Poehling Capital Management, Inc., city: Madison, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131668/; rank: 45, crd: 158020, firm: Blackhawk Capital Partners, LLC, city: Thiensville, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158020/; rank: 45, crd: 169978, firm: Copper Harbor Investment Advisors, LLC, city: Appleton, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169978/; rank: 45, crd: 310258, firm: Leverty Financial Group, LLC, city: Hudson, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310258/; rank: 52, crd: 107847, firm: KLCM Advisors, Inc., city: Milwaukee, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107847/; rank: 52, crd: 108931, firm: The Milwealth Group, LLC, city: Milwaukee, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108931/; rank: 52, crd: 109303, firm: LaSalle Investment Advisors, Inc., city: Pewaukee, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109303/; rank: 52, crd: 136294, firm: Mendota Financial Group, LLC, city: Madison, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136294/; rank: 52, crd: 148566, firm: 1492 Capital Management, LLC, city: Milwaukee, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148566/; rank: 52, crd: 157900, firm: Fortress Planning Group, city: Pewaukee, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157900/; rank: 52, crd: 158965, firm: Park Capital Management, LLC, city: Madison, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158965/; rank: 52, crd: 282711, firm: Entasis Asset Management LLC, city: Brookfield, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282711/; rank: 52, crd: 284060, firm: CLF Asset Management, Inc., city: Madison, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284060/; rank: 52, crd: 311746, firm: Transcend Advisor Group, LLC, city: Milwaukee, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311746/; rank: 52, crd: 313361, firm: Fiduciary Financial Planning Network, city: Onalaska, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313361/; rank: 52, crd: 323928, firm: BKM Wealth Management, city: Brookfield, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323928/; rank: 52, crd: 324255, firm: Cornerstone Financial Group, city: Appleton, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324255/; rank: 65, crd: 35919, firm: Charter Capital Management, Inc, city: Brookfield, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/35919/; rank: 65, crd: 107003, firm: Campbell Newman Asset Management Inc, city: Milwaukee, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107003/; rank: 65, crd: 108154, firm: Affiliated Financial Advisors Inc, city: Milwaukee, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108154/; rank: 65, crd: 108739, firm: Tower View Wealth Management LLC, city: Shorewood, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108739/; rank: 65, crd: 111234, firm: Enrich Financial Partners LLC, city: Madison, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111234/; rank: 65, crd: 113097, firm: Financial Strategies, Inc., city: Brookfield, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113097/; rank: 65, crd: 130919, firm: Brook Capital, city: Brookfield, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130919/; rank: 65, crd: 131506, firm: Portfolio Design Services, LLC, city: River Falls, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131506/; rank: 65, crd: 153323, firm: Denali Wealth Management, Inc., city: Mequon, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153323/; rank: 65, crd: 300714, firm: Plus Group Wealth Advisors, LLC, city: Belgium, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300714/; rank: 65, crd: 314365, firm: Envision Financial LLC, city: Brookfield, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314365/; rank: 65, crd: 318985, firm: Calculated Wealth, city: Madison, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318985/; rank: 65, crd: 333159, firm: Elite Wealth Management, Inc., city: Plover, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333159/; rank: 65, crd: 335270, firm: Elevated Private Wealth, city: Hartland, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335270/; rank: 65, crd: 337398, firm: Macco Financial Group, Inc., city: Green Bay, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337398/; rank: 80, crd: 106822, firm: Sterling Capital Management Inc, city: Brookfield, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106822/; rank: 80, crd: 107893, firm: Financial Service Group Inc, city: Mount Pleasant, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107893/; rank: 80, crd: 108479, firm: Marietta Investment Partners, LLC, city: Milwaukee, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108479/; rank: 80, crd: 110277, firm: Review Services Inc, city: Brookfield, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110277/; rank: 80, crd: 111421, firm: Sumnicht & Associates, LLC, city: Appleton, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111421/; rank: 80, crd: 111562, firm: 2nd Market Capital Advisory Corp., city: Madison, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111562/; rank: 80, crd: 111968, firm: Intrinsic Investors LLC, city: Wauwatosa, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111968/; rank: 80, crd: 114661, firm: Vogel Consulting, LLC, city: Brookfield, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114661/; rank: 80, crd: 125179, firm: Neuenschwander Asset Management, LLC, city: McFarland, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125179/; rank: 80, crd: 125531, firm: Grant Koehler & Levin Ltd., city: Mequon, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125531/; rank: 80, crd: 142926, firm: Vestura, LLC, city: Hobart, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142926/; rank: 80, crd: 145946, firm: Wisconsin Wealth Advisors, LLC, city: Sun Prairie, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145946/; rank: 80, crd: 146633, firm: Jordan Financial Life Planning, city: Kenosha, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146633/; rank: 80, crd: 150824, firm: John F Suby Wealth Management LLC, city: Madison, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150824/; rank: 80, crd: 152325, firm: Collar Capital Management, LLC, city: Appleton, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152325/; rank: 80, crd: 154016, firm: Professional Financial Management, Inc., city: Appleton, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154016/; rank: 80, crd: 164901, firm: Gallatin Financial Advisors, LLC, city: Mequon, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164901/; rank: 80, crd: 165048, firm: Boardwalk Financial Strategies LLC, city: Hartland, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165048/; rank: 80, crd: 166369, firm: Perk Planning, city: Madison, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166369/; rank: 80, crd: 174970, firm: T. Anton Investment House, Inc., city: Madison, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174970/; rank: 80, crd: 281520, firm: CWP Private Wealth Management, city: West Bend, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281520/; rank: 80, crd: 282632, firm: Sugar Maple Asset Management, LLC, city: Sister Bay, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282632/; rank: 80, crd: 290105, firm: Uncommon Cents Investing, city: Janesville, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290105/; rank: 80, crd: 300281, firm: Behl Wealth Management, city: Delafield, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300281/; rank: 80, crd: 301001, firm: Hoff Private Wealth, city: Wausau, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301001/; rank: 80, crd: 317183, firm: Cornerstone Financial Consulting, LLC, city: Depere, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317183/; rank: 80, crd: 317253, firm: Retirement Wealth Solutions LLC, city: Marshfield, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317253/; rank: 80, crd: 323065, firm: Borger Capital Management LLC, city: Wausau, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323065/; rank: 80, crd: 327765, firm: Wealth Planning Advisors LLC, city: Stoughton, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327765/; rank: 80, crd: 332731, firm: Stonehaven Wealth & Tax Solutions, city: Appleton, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332731/; rank: 80, crd: 333435, firm: Walleye Partners LLC, city: Madison, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333435/; rank: 80, crd: 337424, firm: Luedtke & Associates LLC, city: Adell, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337424/; rank: 80, crd: 341390, firm: Mapt Capital, city: Madison, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341390/

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

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