# Independent RIAs with the most clients in Wisconsin

As of October 2, 2026, Gateway Wealth Partners, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of independent RIAs with the most clients, with 7,432.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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: 322789, firm: Gateway Wealth Partners, LLC, city: Appleton, state: WI, value: 7432, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322789/; rank: 2, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 6802, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 3, crd: 290405, firm: N.E.W. Advisory Services, LLC, city: De Pere, state: WI, value: 4862, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290405/; rank: 4, crd: 168219, firm: Orgel Wealth Management, LLC, city: Altoona, state: WI, value: 3976, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168219/; rank: 5, crd: 158292, firm: Global View Capital Management LLC, city: Waukesha, state: WI, value: 3819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158292/; rank: 6, 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: 7, 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: 8, crd: 165516, firm: Mbe Wealth Management, LLC, city: Tomah, state: WI, value: 2598, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165516/; rank: 9, crd: 109721, firm: Iag Wealth Partners, LLC, city: Waukesha, state: WI, value: 2356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109721/; rank: 10, crd: 173851, firm: Ellenbecker Investment Group, city: Waukesha, state: WI, value: 2316, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173851/; rank: 11, crd: 305824, firm: Madison Partners, city: Madison, state: WI, value: 2077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305824/; rank: 12, crd: 113020, firm: Advisors Management Group Inc, city: La Crosse, state: WI, value: 1919, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113020/; rank: 13, crd: 168787, firm: Kerberrose Wealth Management, LLC, city: Shawano, state: WI, value: 1785, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168787/; rank: 14, crd: 170627, firm: Buska Wealth Management, LLC, city: Wausau, state: WI, value: 1734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170627/; rank: 15, 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: 16, crd: 310363, firm: Rosemeyer Management Group, city: Platteville, state: WI, value: 1166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310363/; rank: 17, crd: 323125, firm: Goldstein Advisors, LLC, city: Madison, state: WI, value: 1092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323125/; rank: 18, crd: 298165, firm: Avaii Wealth Management, LLC, city: Appleton, state: WI, value: 1004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298165/; rank: 19, 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: 20, crd: 108154, firm: Affiliated Financial Advisors Inc, city: Milwaukee, state: WI, value: 898, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108154/; rank: 21, crd: 327451, firm: Richmond Investment Services LLC, city: Mequon, state: WI, value: 890, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327451/; rank: 22, crd: 112995, firm: Midwest Professional Planners, Ltd., city: Wausau, state: WI, value: 882, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112995/; rank: 23, crd: 333159, firm: Elite Wealth Management, Inc., city: Plover, state: WI, value: 871, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333159/; rank: 24, crd: 169769, firm: Kramer Investment Services, LLC, city: Lake Geneva, state: WI, value: 857, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169769/; rank: 25, crd: 110194, firm: Winch Financial, city: Appleton, state: WI, value: 852, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110194/; rank: 26, 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: 27, crd: 160109, firm: Walkner Condon Financial Advisors LLC, city: Verona, state: WI, value: 805, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160109/; rank: 28, crd: 326519, firm: Form Wealth Advisors, LLC, city: Lake Geneva, state: WI, value: 795, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326519/; rank: 29, crd: 106822, firm: Sterling Capital Management Inc, city: Brookfield, state: WI, value: 726, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106822/; rank: 30, crd: 149830, firm: McGlone Suttner Wealth Management, Inc., city: Appleton, state: WI, value: 708, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149830/; rank: 31, crd: 310258, firm: Leverty Financial Group, LLC, city: Hudson, state: WI, value: 683, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310258/; rank: 32, crd: 109993, firm: Oarsman Capital, Inc, city: Milwaukee, state: WI, value: 676, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109993/; rank: 33, crd: 158965, firm: Park Capital Management, LLC, city: Madison, state: WI, value: 648, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158965/; rank: 34, 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: 35, crd: 130919, firm: Brook Capital, city: Brookfield, state: WI, value: 631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130919/; rank: 35, crd: 298451, firm: Resonant Capital Advisors, LLC, city: Madison, state: WI, value: 631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298451/; rank: 37, crd: 323928, firm: BKM Wealth Management, city: Brookfield, state: WI, value: 608, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323928/; rank: 38, crd: 297717, firm: Canopy Wealth Management, city: Middleton, state: WI, value: 601, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297717/; rank: 39, crd: 290105, firm: Uncommon Cents Investing, city: Janesville, state: WI, value: 592, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290105/; rank: 40, crd: 324255, firm: Cornerstone Financial Group, city: Appleton, state: WI, value: 579, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324255/; rank: 41, crd: 142682, firm: Kom Wealth Management Group, LLC, city: Appleton, state: WI, value: 575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142682/; rank: 42, crd: 157900, firm: Fortress Planning Group, city: Pewaukee, state: WI, value: 566, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157900/; rank: 43, crd: 130768, firm: Geneva Partners, LLC, city: Lake Geneva, state: WI, value: 565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130768/; rank: 44, crd: 126273, firm: GTG Wealth Management, LLC, city: Elm Grove, state: WI, value: 564, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126273/; rank: 45, crd: 340229, firm: Coast Advisory LLC, city: East Troy, state: WI, value: 546, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340229/; rank: 46, crd: 314670, firm: Omni Financial LLC, city: Madison, state: WI, value: 526, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314670/; rank: 47, crd: 287465, firm: Operose Advisors LLC, city: Milwaukee, state: WI, value: 524, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287465/; rank: 48, crd: 300714, firm: Plus Group Wealth Advisors, LLC, city: Belgium, state: WI, value: 516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300714/; rank: 49, 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: 50, crd: 281520, firm: CWP Private Wealth Management, city: West Bend, state: WI, value: 511, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281520/; rank: 51, crd: 108652, firm: Endowment Wealth Management, Inc., city: Appleton, state: WI, value: 491, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108652/; rank: 52, crd: 337424, firm: Luedtke & Associates LLC, city: Adell, state: WI, value: 482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337424/; rank: 53, crd: 104701, firm: PJS Investment Management, city: Cedarburg, state: WI, value: 474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104701/; rank: 54, crd: 140431, firm: Jacobson & Schmitt Advisors, LLC, city: Middleton, state: WI, value: 462, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140431/; rank: 55, crd: 307752, firm: Titletown Wealth Management, LLC, city: Green Bay, state: WI, value: 459, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307752/; rank: 56, crd: 156476, firm: Wisco Investment Management LLC, city: Madison, state: WI, value: 449, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156476/; rank: 57, crd: 111234, firm: Enrich Financial Partners LLC, city: Madison, state: WI, value: 440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111234/; rank: 58, crd: 131668, firm: Poehling Capital Management, Inc., city: Madison, state: WI, value: 435, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131668/; rank: 58, crd: 167513, firm: Conceptual Financial Advisors, LLC, city: Appleton, state: WI, value: 435, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167513/; rank: 60, crd: 323788, firm: Evexia Wealth, LLC, city: Stevens Point, state: WI, value: 421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323788/; rank: 61, crd: 168429, firm: Milestone Investment Advisors, LLC, city: Middleton, state: WI, value: 414, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168429/; rank: 62, crd: 107630, firm: Schaper Benz & Wise Investment Counsel Inc, city: Neenah, state: WI, value: 403, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107630/; rank: 63, crd: 284060, firm: CLF Asset Management, Inc., city: Madison, state: WI, value: 401, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284060/; rank: 64, crd: 175126, firm: Windward Wealth Strategies, Inc., city: Oshkosh, state: WI, value: 397, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175126/; rank: 65, crd: 306943, firm: Mueller Wealth, city: Mishicot, state: WI, value: 395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306943/; rank: 66, crd: 171279, firm: Isthmus Partners, LLC, city: Madison, state: WI, value: 381, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171279/; rank: 66, crd: 338121, firm: Sentinel Advisory Group, LLC, city: Middleton, state: WI, value: 381, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338121/; rank: 68, crd: 146264, firm: Veritas Financial Services, LLC, city: Plymouth, state: WI, value: 374, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146264/; rank: 69, crd: 143550, firm: Broadview Financial Management, LLC, city: Wauwatosa, state: WI, value: 371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143550/; rank: 70, crd: 35919, firm: Charter Capital Management, Inc, city: Brookfield, state: WI, value: 365, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/35919/; rank: 71, crd: 311746, firm: Transcend Advisor Group, LLC, city: Milwaukee, state: WI, value: 360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311746/; rank: 72, crd: 318143, firm: Real Wealth Advisors LLC, city: Brookfield, state: WI, value: 350, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318143/; rank: 73, crd: 327845, firm: Valley Wealth Management, city: Oshkosh, state: WI, value: 347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327845/; rank: 74, crd: 313361, firm: Fiduciary Financial Planning Network, city: Onalaska, state: WI, value: 343, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313361/; rank: 75, crd: 158020, firm: Blackhawk Capital Partners, LLC, city: Thiensville, state: WI, value: 342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158020/; rank: 76, crd: 106680, firm: Diversified Management Inc, city: Milwaukee, state: WI, value: 340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106680/; rank: 77, crd: 318052, firm: Retirement Income Strategies, LLC, city: Evansville, state: WI, value: 339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318052/; rank: 78, crd: 337398, firm: Macco Financial Group, Inc., city: Green Bay, state: WI, value: 333, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337398/; rank: 79, crd: 281302, firm: Leach, Bickmore & Weiss Wealth Management, LLC, city: Madison, state: WI, value: 330, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281302/; rank: 80, crd: 154016, firm: Professional Financial Management, Inc., city: Appleton, state: WI, value: 328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154016/; rank: 80, crd: 174970, firm: T. Anton Investment House, Inc., city: Madison, state: WI, value: 328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174970/; rank: 82, crd: 290939, firm: Bridgeport Asset Management, LLC., city: Madison, state: WI, value: 326, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290939/; rank: 83, crd: 111950, firm: Shakespeare Wealth Management, LLC, city: Pewaukee, state: WI, value: 312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111950/; rank: 84, crd: 332731, firm: Stonehaven Wealth & Tax Solutions, city: Appleton, state: WI, value: 310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332731/; rank: 85, crd: 145946, firm: Wisconsin Wealth Advisors, LLC, city: Sun Prairie, state: WI, value: 294, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145946/; rank: 86, crd: 121829, firm: Regal Bay Investment Group, LLC, city: Milwaukee, state: WI, value: 287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121829/; rank: 87, crd: 125048, firm: Wall Investment Group, Inc., city: Chippewa Falls, state: WI, value: 285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125048/; rank: 88, crd: 113481, firm: Prophet Wealth Management, city: Kenosha, state: WI, value: 274, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113481/; rank: 88, crd: 284036, firm: Atlatl Advisers, city: Madison, state: WI, value: 274, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284036/; rank: 90, crd: 130985, firm: Richardson Capital Management, LLC, city: Menomonee Falls, state: WI, value: 263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130985/; rank: 90, crd: 153323, firm: Denali Wealth Management, Inc., city: Mequon, state: WI, value: 263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153323/; rank: 92, crd: 336237, firm: Keystone Financial, city: Eau Claire, state: WI, value: 258, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336237/; rank: 93, crd: 131506, firm: Portfolio Design Services, LLC, city: River Falls, state: WI, value: 256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131506/; rank: 94, crd: 168675, firm: Granite Financial Group, city: Brookfield, state: WI, value: 252, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168675/; rank: 95, crd: 169978, firm: Copper Harbor Investment Advisors, LLC, city: Appleton, state: WI, value: 250, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169978/; rank: 96, crd: 124663, firm: Arcataur Capital Management LLC, city: Milwaukee, state: WI, value: 244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124663/; rank: 97, crd: 143387, firm: Alliance Wealth Management Milwaukee, Inc., city: Milwaukee, state: WI, value: 241, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143387/; rank: 98, crd: 111272, firm: Liberty Financial Group, Inc., city: Elm Grove, state: WI, value: 238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111272/; rank: 99, crd: 317824, firm: Jansen Wealth Management LLC, city: Altoona, state: WI, value: 237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317824/; rank: 100, crd: 108931, firm: The Milwealth Group, LLC, city: Milwaukee, state: WI, value: 236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108931/

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

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