# Independent RIAs with the most CFP professionals 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 CFP professionals, with 33.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 148
- rows: rank: 1, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 2, crd: 322789, firm: Gateway Wealth Partners, LLC, city: Appleton, state: WI, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322789/; rank: 3, crd: 305824, firm: Madison Partners, city: Madison, state: WI, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305824/; rank: 4, crd: 168219, firm: Orgel Wealth Management, LLC, city: Altoona, state: WI, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168219/; rank: 5, crd: 149830, firm: McGlone Suttner Wealth Management, Inc., city: Appleton, state: WI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149830/; rank: 6, crd: 140431, firm: Jacobson & Schmitt Advisors, LLC, city: Middleton, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140431/; rank: 6, crd: 143550, firm: Broadview Financial Management, LLC, city: Wauwatosa, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143550/; rank: 6, crd: 168429, firm: Milestone Investment Advisors, LLC, city: Middleton, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168429/; rank: 6, crd: 173851, firm: Ellenbecker Investment Group, city: Waukesha, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173851/; rank: 6, crd: 326519, firm: Form Wealth Advisors, LLC, city: Lake Geneva, state: WI, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326519/; rank: 11, crd: 106680, firm: Diversified Management Inc, city: Milwaukee, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106680/; rank: 11, crd: 108652, firm: Endowment Wealth Management, Inc., city: Appleton, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108652/; rank: 11, 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: 11, crd: 109721, firm: Iag Wealth Partners, LLC, city: Waukesha, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109721/; rank: 11, crd: 111950, firm: Shakespeare Wealth Management, LLC, city: Pewaukee, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111950/; rank: 11, crd: 160109, firm: Walkner Condon Financial Advisors LLC, city: Verona, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160109/; rank: 11, crd: 327451, firm: Richmond Investment Services LLC, city: Mequon, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327451/; rank: 11, crd: 337398, firm: Macco Financial Group, Inc., city: Green Bay, state: WI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337398/; rank: 19, crd: 107893, firm: Financial Service Group Inc, city: Mount Pleasant, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107893/; rank: 19, crd: 110639, firm: Capital Investment Services of America Inc, city: Milwaukee, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110639/; rank: 19, 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: 19, crd: 112995, firm: Midwest Professional Planners, Ltd., city: Wausau, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112995/; rank: 19, crd: 158020, firm: Blackhawk Capital Partners, LLC, city: Thiensville, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158020/; rank: 19, crd: 165516, firm: Mbe Wealth Management, LLC, city: Tomah, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165516/; rank: 19, crd: 171279, firm: Isthmus Partners, LLC, city: Madison, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171279/; rank: 19, crd: 298451, firm: Resonant Capital Advisors, LLC, city: Madison, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298451/; rank: 19, crd: 310258, firm: Leverty Financial Group, LLC, city: Hudson, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310258/; rank: 19, crd: 323125, firm: Goldstein Advisors, LLC, city: Madison, state: WI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323125/; rank: 29, 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: 29, crd: 158292, firm: Global View Capital Management LLC, city: Waukesha, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158292/; rank: 29, crd: 158965, firm: Park Capital Management, LLC, city: Madison, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158965/; rank: 29, 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: 29, crd: 168787, firm: Kerberrose Wealth Management, LLC, city: Shawano, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168787/; rank: 29, crd: 169978, firm: Copper Harbor Investment Advisors, LLC, city: Appleton, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169978/; rank: 29, crd: 174216, firm: Gentian Financial, Inc., city: Mequon, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174216/; rank: 29, crd: 287465, firm: Operose Advisors LLC, city: Milwaukee, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287465/; rank: 29, crd: 298165, firm: Avaii Wealth Management, LLC, city: Appleton, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298165/; rank: 29, crd: 313361, firm: Fiduciary Financial Planning Network, city: Onalaska, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313361/; rank: 29, crd: 323788, firm: Evexia Wealth, LLC, city: Stevens Point, state: WI, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323788/; rank: 40, crd: 113020, firm: Advisors Management Group Inc, city: La Crosse, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113020/; rank: 40, crd: 125179, firm: Neuenschwander Asset Management, LLC, city: McFarland, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125179/; rank: 40, crd: 131668, firm: Poehling Capital Management, Inc., city: Madison, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131668/; rank: 40, crd: 132024, firm: Paladin Partners, city: Hartland, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132024/; rank: 40, crd: 142682, firm: Kom Wealth Management Group, LLC, city: Appleton, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142682/; rank: 40, crd: 154016, firm: Professional Financial Management, Inc., city: Appleton, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154016/; rank: 40, crd: 154854, firm: Drake & Associates, LLC, city: Waukesha, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154854/; rank: 40, crd: 165048, firm: Boardwalk Financial Strategies LLC, city: Hartland, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165048/; rank: 40, crd: 168325, firm: Yahara Wealth Management LLC, city: Madison, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168325/; rank: 40, crd: 174970, firm: T. Anton Investment House, Inc., city: Madison, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174970/; rank: 40, crd: 281302, firm: Leach, Bickmore & Weiss Wealth Management, LLC, city: Madison, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281302/; rank: 40, crd: 284036, firm: Atlatl Advisers, city: Madison, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284036/; rank: 40, crd: 284060, firm: CLF Asset Management, Inc., city: Madison, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284060/; rank: 40, crd: 290405, firm: N.E.W. Advisory Services, LLC, city: De Pere, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290405/; rank: 40, crd: 293191, firm: Chambers Financial Group, LLC., city: Green Bay, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293191/; rank: 40, crd: 297717, firm: Canopy Wealth Management, city: Middleton, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297717/; rank: 40, crd: 300281, firm: Behl Wealth Management, city: Delafield, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300281/; rank: 40, crd: 306943, firm: Mueller Wealth, city: Mishicot, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306943/; rank: 40, crd: 311746, firm: Transcend Advisor Group, LLC, city: Milwaukee, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311746/; rank: 40, crd: 313497, firm: Cushing Capital Partners, LLC, city: Delafield, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313497/; rank: 40, crd: 314365, firm: Envision Financial LLC, city: Brookfield, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314365/; rank: 40, crd: 318985, firm: Calculated Wealth, city: Madison, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318985/; rank: 40, crd: 323928, firm: BKM Wealth Management, city: Brookfield, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323928/; rank: 40, crd: 338121, firm: Sentinel Advisory Group, LLC, city: Middleton, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338121/; rank: 40, crd: 341390, firm: Mapt Capital, city: Madison, state: WI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341390/; rank: 65, crd: 35919, firm: Charter Capital Management, Inc, city: Brookfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/35919/; rank: 65, crd: 104701, firm: PJS Investment Management, city: Cedarburg, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104701/; rank: 65, crd: 105422, firm: Financial Services of Northeast Wisconsin, Inc., city: Hortonville, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105422/; rank: 65, crd: 106489, firm: North Star Asset Management Inc, city: Neenah, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106489/; rank: 65, crd: 106822, firm: Sterling Capital Management Inc, city: Brookfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106822/; rank: 65, crd: 108154, firm: Affiliated Financial Advisors Inc, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108154/; rank: 65, crd: 108479, firm: Marietta Investment Partners, LLC, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108479/; rank: 65, crd: 108739, firm: Tower View Wealth Management LLC, city: Shorewood, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108739/; rank: 65, crd: 109993, firm: Oarsman Capital, Inc, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109993/; rank: 65, crd: 110194, firm: Winch Financial, city: Appleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110194/; rank: 65, crd: 110866, firm: Wegner Asset Management, LLC, city: Middleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110866/; rank: 65, crd: 111421, firm: Sumnicht & Associates, LLC, city: Appleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111421/; rank: 65, crd: 111968, firm: Intrinsic Investors LLC, city: Wauwatosa, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111968/; rank: 65, crd: 112837, firm: Blue Chip Financial Planning, LLC, city: Oxford, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112837/; rank: 65, crd: 113097, firm: Financial Strategies, Inc., city: Brookfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113097/; rank: 65, crd: 114149, firm: JMR Financial Group, city: Superior, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114149/; rank: 65, crd: 115490, firm: Pro Advisors, Ltd. DBA R J Pickle Financial Services, city: Prescott, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115490/; rank: 65, crd: 115924, firm: Trinity Financial Planning, city: Middleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115924/; rank: 65, crd: 120726, firm: Thomas Financial Planning, LLC, city: Land O' Lakes, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120726/; rank: 65, crd: 126740, firm: Kult Wealth Management Group, LLC, city: Brookfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126740/; rank: 65, crd: 129665, firm: Allison & Company Financial Counselors, LLC, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129665/; rank: 65, crd: 130768, firm: Geneva Partners, LLC, city: Lake Geneva, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130768/; rank: 65, crd: 130985, firm: Richardson Capital Management, LLC, city: Menomonee Falls, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130985/; rank: 65, crd: 135993, firm: Circle R Wealth LLC, city: Crivitz, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135993/; rank: 65, crd: 136294, firm: Mendota Financial Group, LLC, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136294/; rank: 65, crd: 137361, firm: Korbitz Financial Planning LLC, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137361/; rank: 65, crd: 140148, firm: Fiscal Fitness, LLC, city: Verona, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140148/; rank: 65, crd: 142926, firm: Vestura, LLC, city: Hobart, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142926/; rank: 65, crd: 145946, firm: Wisconsin Wealth Advisors, LLC, city: Sun Prairie, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145946/; rank: 65, crd: 146633, firm: Jordan Financial Life Planning, city: Kenosha, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146633/; rank: 65, crd: 146800, firm: Jones Financial Consulting, LLC, city: Eau Claire, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146800/; rank: 65, crd: 146960, firm: A to Z Financial Planning LLC, city: Oak Creek, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146960/; rank: 65, crd: 150824, firm: John F Suby Wealth Management LLC, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150824/; rank: 65, crd: 156132, firm: Family Investment Planning, LLC, city: Elm Grove, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156132/; rank: 65, crd: 157900, firm: Fortress Planning Group, city: Pewaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157900/; rank: 65, crd: 158921, firm: Kolash Wealth Strategies, LLC, city: Appleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158921/; rank: 65, crd: 164901, firm: Gallatin Financial Advisors, LLC, city: Mequon, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164901/; rank: 65, crd: 165985, firm: Direction Financial Management, LLC, city: Germantown, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165985/; rank: 65, crd: 167513, firm: Conceptual Financial Advisors, LLC, city: Appleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167513/; rank: 65, crd: 168675, firm: Granite Financial Group, city: Brookfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168675/; rank: 65, crd: 168989, firm: Denarius Wealth Management, city: Appleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168989/; rank: 65, crd: 171869, firm: Stockbridge Private Wealth Management, LLC, city: Sun Prairie, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171869/; rank: 65, crd: 274030, firm: Hilltop Financial Advisors, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/274030/; rank: 65, crd: 281702, firm: Prism Wealth Management, city: Middleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281702/; rank: 65, crd: 282632, firm: Sugar Maple Asset Management, LLC, city: Sister Bay, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282632/; rank: 65, crd: 283540, firm: Riverwater Partners LLC, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283540/; rank: 65, crd: 284578, firm: Simplicity Financial, LLC, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284578/; rank: 65, crd: 285623, firm: Goalbridge Wealth Management, LLC, city: Appleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285623/; rank: 65, crd: 286218, firm: Melotte Financial Advisors, city: Green Bay, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286218/; rank: 65, crd: 289745, firm: Evolution Financial LLC, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289745/; rank: 65, crd: 290105, firm: Uncommon Cents Investing, city: Janesville, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290105/; rank: 65, crd: 291528, firm: Midwest Wealth Solutions LLC, city: Brookfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291528/; rank: 65, crd: 292959, firm: Toptier Wealth Management, city: Muskego, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292959/; rank: 65, crd: 293172, firm: Central Wealth Management LLC, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293172/; rank: 65, crd: 307752, firm: Titletown Wealth Management, LLC, city: Green Bay, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307752/; rank: 65, crd: 310363, firm: Rosemeyer Management Group, city: Platteville, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310363/; rank: 65, crd: 310559, firm: Direct Financial Care, city: Black Earth, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310559/; rank: 65, crd: 310946, firm: Wismed Financial, Inc., city: Fitchburg, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310946/; rank: 65, crd: 311906, firm: Borges Financial, city: Brookfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311906/; rank: 65, crd: 313178, firm: Valkyrie Financial, city: Appleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313178/; rank: 65, crd: 314670, firm: Omni Financial LLC, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314670/; rank: 65, crd: 314817, firm: Harmony Wealth, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314817/; rank: 65, crd: 316730, firm: Kardinal Financial, city: Verona, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316730/; rank: 65, crd: 316923, firm: Kindness Financial Planning, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316923/; rank: 65, crd: 317183, firm: Cornerstone Financial Consulting, LLC, city: Depere, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317183/; rank: 65, crd: 317253, firm: Retirement Wealth Solutions LLC, city: Marshfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317253/; rank: 65, crd: 318143, firm: Real Wealth Advisors LLC, city: Brookfield, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318143/; rank: 65, crd: 323117, firm: Dream Bigger Financial, LLC, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323117/; rank: 65, crd: 323130, firm: Verus Wealth Management, city: De Pere, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323130/; rank: 65, crd: 324255, firm: Cornerstone Financial Group, city: Appleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324255/; rank: 65, crd: 325122, firm: Clarke Financial Counsel, LLC, city: Whitefish Bay, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325122/; rank: 65, crd: 327390, firm: Lindenwood Financial LLC, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327390/; rank: 65, crd: 327522, firm: Prepared Financial Planning, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327522/; rank: 65, crd: 327737, firm: Fiduciaone, city: Pewaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327737/; rank: 65, crd: 327765, firm: Wealth Planning Advisors LLC, city: Stoughton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327765/; rank: 65, crd: 329299, firm: Jby Financial Planning, city: Sun Prairie, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329299/; rank: 65, crd: 330359, firm: Entirement Financial Planning LLC, city: Watertown, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330359/; rank: 65, crd: 334068, firm: 808 Investments, city: Ellsworth, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334068/; rank: 65, crd: 334549, firm: Spruce Hill Capital, city: Madison, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334549/; rank: 65, crd: 336690, firm: Financial Justus, city: Racine, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336690/; rank: 65, crd: 337358, firm: Compound Wealth, Advisory and Tax LLC, city: Waunakee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337358/; rank: 65, crd: 340316, firm: Shellcrest Financial LLC, city: Middleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340316/; rank: 65, crd: 342294, firm: Blackhorn Partners, city: Middleton, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342294/; rank: 65, crd: 342821, firm: Quintessence Wealth Collective LLC, city: Milwaukee, state: WI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342821/

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

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