# Independent RIAs with the most high net worth clients 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 high net worth clients, with 2,891.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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: 100
- rows: rank: 1, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 2891, 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: 1605, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322789/; rank: 3, crd: 168219, firm: Orgel Wealth Management, LLC, city: Altoona, state: WI, value: 1493, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168219/; rank: 4, crd: 106489, firm: North Star Asset Management Inc, city: Neenah, state: WI, value: 839, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106489/; rank: 5, crd: 173851, firm: Ellenbecker Investment Group, city: Waukesha, state: WI, value: 684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173851/; rank: 6, crd: 154854, firm: Drake & Associates, LLC, city: Waukesha, state: WI, value: 645, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154854/; rank: 7, crd: 109721, firm: Iag Wealth Partners, LLC, city: Waukesha, state: WI, value: 547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109721/; rank: 8, crd: 290405, firm: N.E.W. Advisory Services, LLC, city: De Pere, state: WI, value: 535, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290405/; rank: 9, crd: 298451, firm: Resonant Capital Advisors, LLC, city: Madison, state: WI, value: 416, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298451/; rank: 10, crd: 107847, firm: KLCM Advisors, Inc., city: Milwaukee, state: WI, value: 397, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107847/; rank: 11, crd: 327451, firm: Richmond Investment Services LLC, city: Mequon, state: WI, value: 393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327451/; rank: 12, crd: 305824, firm: Madison Partners, city: Madison, state: WI, value: 367, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305824/; rank: 13, crd: 109993, firm: Oarsman Capital, Inc, city: Milwaukee, state: WI, value: 356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109993/; rank: 14, crd: 323125, firm: Goldstein Advisors, LLC, city: Madison, state: WI, value: 334, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323125/; rank: 15, crd: 160109, firm: Walkner Condon Financial Advisors LLC, city: Verona, state: WI, value: 327, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160109/; rank: 16, crd: 287465, firm: Operose Advisors LLC, city: Milwaukee, state: WI, value: 302, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287465/; rank: 17, crd: 297717, firm: Canopy Wealth Management, city: Middleton, state: WI, value: 293, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297717/; rank: 18, crd: 149830, firm: McGlone Suttner Wealth Management, Inc., city: Appleton, state: WI, value: 290, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149830/; rank: 19, crd: 111234, firm: Enrich Financial Partners LLC, city: Madison, state: WI, value: 288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111234/; rank: 20, crd: 107630, firm: Schaper Benz & Wise Investment Counsel Inc, city: Neenah, state: WI, value: 277, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107630/; rank: 21, crd: 112995, firm: Midwest Professional Planners, Ltd., city: Wausau, state: WI, value: 264, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112995/; rank: 22, crd: 310258, firm: Leverty Financial Group, LLC, city: Hudson, state: WI, value: 263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310258/; rank: 23, crd: 110639, firm: Capital Investment Services of America Inc, city: Milwaukee, state: WI, value: 256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110639/; rank: 24, crd: 310363, firm: Rosemeyer Management Group, city: Platteville, state: WI, value: 243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310363/; rank: 25, crd: 107003, firm: Campbell Newman Asset Management Inc, city: Milwaukee, state: WI, value: 236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107003/; rank: 26, crd: 168429, firm: Milestone Investment Advisors, LLC, city: Middleton, state: WI, value: 218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168429/; rank: 27, crd: 106680, firm: Diversified Management Inc, city: Milwaukee, state: WI, value: 212, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106680/; rank: 28, crd: 143550, firm: Broadview Financial Management, LLC, city: Wauwatosa, state: WI, value: 209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143550/; rank: 29, crd: 171279, firm: Isthmus Partners, LLC, city: Madison, state: WI, value: 208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171279/; rank: 30, crd: 323928, firm: BKM Wealth Management, city: Brookfield, state: WI, value: 202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323928/; rank: 31, crd: 170627, firm: Buska Wealth Management, LLC, city: Wausau, state: WI, value: 193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170627/; rank: 32, crd: 104701, firm: PJS Investment Management, city: Cedarburg, state: WI, value: 188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104701/; rank: 33, crd: 111950, firm: Shakespeare Wealth Management, LLC, city: Pewaukee, state: WI, value: 184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111950/; rank: 33, crd: 298165, firm: Avaii Wealth Management, LLC, city: Appleton, state: WI, value: 184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298165/; rank: 35, crd: 165516, firm: Mbe Wealth Management, LLC, city: Tomah, state: WI, value: 180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165516/; rank: 36, crd: 108931, firm: The Milwealth Group, LLC, city: Milwaukee, state: WI, value: 179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108931/; rank: 37, crd: 108154, firm: Affiliated Financial Advisors Inc, city: Milwaukee, state: WI, value: 178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108154/; rank: 38, crd: 131668, firm: Poehling Capital Management, Inc., city: Madison, state: WI, value: 162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131668/; rank: 38, crd: 158020, firm: Blackhawk Capital Partners, LLC, city: Thiensville, state: WI, value: 162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158020/; rank: 40, crd: 142682, firm: Kom Wealth Management Group, LLC, city: Appleton, state: WI, value: 156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142682/; rank: 41, crd: 307752, firm: Titletown Wealth Management, LLC, city: Green Bay, state: WI, value: 154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307752/; rank: 42, crd: 130985, firm: Richardson Capital Management, LLC, city: Menomonee Falls, state: WI, value: 153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130985/; rank: 43, crd: 156476, firm: Wisco Investment Management LLC, city: Madison, state: WI, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156476/; rank: 44, crd: 290105, firm: Uncommon Cents Investing, city: Janesville, state: WI, value: 148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290105/; rank: 45, crd: 110194, firm: Winch Financial, city: Appleton, state: WI, value: 147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110194/; rank: 46, crd: 108652, firm: Endowment Wealth Management, Inc., city: Appleton, state: WI, value: 145, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108652/; rank: 47, crd: 326519, firm: Form Wealth Advisors, LLC, city: Lake Geneva, state: WI, value: 142, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326519/; rank: 48, crd: 124663, firm: Arcataur Capital Management LLC, city: Milwaukee, state: WI, value: 141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124663/; rank: 49, crd: 168787, firm: Kerberrose Wealth Management, LLC, city: Shawano, state: WI, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168787/; rank: 50, crd: 35919, firm: Charter Capital Management, Inc, city: Brookfield, state: WI, value: 139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/35919/; rank: 51, crd: 140431, firm: Jacobson & Schmitt Advisors, LLC, city: Middleton, state: WI, value: 138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140431/; rank: 52, crd: 158292, firm: Global View Capital Management LLC, city: Waukesha, state: WI, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158292/; rank: 53, crd: 174970, firm: T. Anton Investment House, Inc., city: Madison, state: WI, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174970/; rank: 53, crd: 314365, firm: Envision Financial LLC, city: Brookfield, state: WI, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314365/; rank: 55, crd: 106822, firm: Sterling Capital Management Inc, city: Brookfield, state: WI, value: 123, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106822/; rank: 56, crd: 323788, firm: Evexia Wealth, LLC, city: Stevens Point, state: WI, value: 122, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323788/; rank: 57, crd: 169978, firm: Copper Harbor Investment Advisors, LLC, city: Appleton, state: WI, value: 120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169978/; rank: 58, crd: 125531, firm: Grant Koehler & Levin Ltd., city: Mequon, state: WI, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125531/; rank: 59, crd: 314670, firm: Omni Financial LLC, city: Madison, state: WI, value: 115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314670/; rank: 60, crd: 137361, firm: Korbitz Financial Planning LLC, city: Milwaukee, state: WI, value: 110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137361/; rank: 61, crd: 113020, firm: Advisors Management Group Inc, city: La Crosse, state: WI, value: 105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113020/; rank: 62, crd: 284036, firm: Atlatl Advisers, city: Madison, state: WI, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284036/; rank: 63, crd: 175126, firm: Windward Wealth Strategies, Inc., city: Oshkosh, state: WI, value: 100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175126/; rank: 64, crd: 284060, firm: CLF Asset Management, Inc., city: Madison, state: WI, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284060/; rank: 65, crd: 313497, firm: Cushing Capital Partners, LLC, city: Delafield, state: WI, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313497/; rank: 66, crd: 153323, firm: Denali Wealth Management, Inc., city: Mequon, state: WI, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153323/; rank: 66, crd: 338121, firm: Sentinel Advisory Group, LLC, city: Middleton, state: WI, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338121/; rank: 68, crd: 110277, firm: Review Services Inc, city: Brookfield, state: WI, value: 94, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110277/; rank: 69, crd: 158965, firm: Park Capital Management, LLC, city: Madison, state: WI, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158965/; rank: 69, crd: 283540, firm: Riverwater Partners LLC, city: Milwaukee, state: WI, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283540/; rank: 71, crd: 337398, firm: Macco Financial Group, Inc., city: Green Bay, state: WI, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337398/; rank: 72, crd: 130768, firm: Geneva Partners, LLC, city: Lake Geneva, state: WI, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130768/; rank: 73, crd: 145571, firm: McKinley Money, LLC, city: Eau-Claire, state: WI, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145571/; rank: 74, crd: 136294, firm: Mendota Financial Group, LLC, city: Madison, state: WI, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136294/; rank: 75, crd: 317253, firm: Retirement Wealth Solutions LLC, city: Marshfield, state: WI, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317253/; rank: 76, crd: 107893, firm: Financial Service Group Inc, city: Mount Pleasant, state: WI, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107893/; rank: 76, crd: 148566, firm: 1492 Capital Management, LLC, city: Milwaukee, state: WI, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148566/; rank: 78, crd: 167513, firm: Conceptual Financial Advisors, LLC, city: Appleton, state: WI, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167513/; rank: 79, crd: 281520, firm: CWP Private Wealth Management, city: West Bend, state: WI, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281520/; rank: 80, crd: 108739, firm: Tower View Wealth Management LLC, city: Shorewood, state: WI, value: 70, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108739/; rank: 81, crd: 310559, firm: Direct Financial Care, city: Black Earth, state: WI, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310559/; rank: 82, crd: 130919, firm: Brook Capital, city: Brookfield, state: WI, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130919/; rank: 82, crd: 157900, firm: Fortress Planning Group, city: Pewaukee, state: WI, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157900/; rank: 84, crd: 165048, firm: Boardwalk Financial Strategies LLC, city: Hartland, state: WI, value: 67, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165048/; rank: 85, crd: 106946, firm: Beadell A D Investment Counsel Inc, city: Mequon, state: WI, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106946/; rank: 85, crd: 164901, firm: Gallatin Financial Advisors, LLC, city: Mequon, state: WI, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164901/; rank: 87, crd: 142926, firm: Vestura, LLC, city: Hobart, state: WI, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142926/; rank: 87, crd: 150824, firm: John F Suby Wealth Management LLC, city: Madison, state: WI, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150824/; rank: 87, crd: 336690, firm: Financial Justus, city: Racine, state: WI, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336690/; rank: 90, crd: 311746, firm: Transcend Advisor Group, LLC, city: Milwaukee, state: WI, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311746/; rank: 90, crd: 318143, firm: Real Wealth Advisors LLC, city: Brookfield, state: WI, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318143/; rank: 92, crd: 324255, firm: Cornerstone Financial Group, city: Appleton, state: WI, value: 56, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324255/; rank: 93, crd: 108479, firm: Marietta Investment Partners, LLC, city: Milwaukee, state: WI, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108479/; rank: 93, crd: 306943, firm: Mueller Wealth, city: Mishicot, state: WI, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306943/; rank: 93, crd: 337424, firm: Luedtke & Associates LLC, city: Adell, state: WI, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337424/; rank: 96, crd: 144260, firm: Global Value Investment Corporation, city: Milwaukee, state: WI, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144260/; rank: 97, crd: 292959, firm: Toptier Wealth Management, city: Muskego, state: WI, value: 52, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292959/; rank: 97, crd: 315625, firm: Point Wealth, LLC, city: Wausau, state: WI, value: 52, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315625/; rank: 99, crd: 328913, firm: Selerski Asset Management, LLC, city: Hartland, state: WI, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328913/; rank: 99, crd: 333435, firm: Walleye Partners LLC, city: Madison, state: WI, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333435/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-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-hnw-clients/wisconsin/

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