{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Newest independent RIAs in Wisconsin","lead":"As of October 2, 2026, Sentinel Advisory Group, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of newest independent RIAs, with $320.8 million.","as_of":"2026-10-02","facts":{"ranking":"Newest independent RIAs","how_it_is_computed":"Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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":"usd","scope":"Wisconsin","firms_listed":30,"rows":[{"rank":1,"crd":338121,"firm":"Sentinel Advisory Group, LLC","city":"Middleton","state":"WI","value":320751824,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338121/"},{"rank":2,"crd":132024,"firm":"Paladin Partners","city":"Hartland","state":"WI","value":198517308,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132024/"},{"rank":3,"crd":313361,"firm":"Fiduciary Financial Planning Network","city":"Onalaska","state":"WI","value":175656748,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313361/"},{"rank":4,"crd":293172,"firm":"Central Wealth Management LLC","city":"Madison","state":"WI","value":136834321,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/293172/"},{"rank":5,"crd":109303,"firm":"LaSalle Investment Advisors, Inc.","city":"Pewaukee","state":"WI","value":133609468,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109303/"},{"rank":6,"crd":340229,"firm":"Coast Advisory LLC","city":"East Troy","state":"WI","value":122463362,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340229/"},{"rank":7,"crd":154016,"firm":"Professional Financial Management, Inc.","city":"Appleton","state":"WI","value":115520555,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154016/"},{"rank":8,"crd":281302,"firm":"Leach, Bickmore & Weiss Wealth Management, LLC","city":"Madison","state":"WI","value":115343421,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281302/"},{"rank":9,"crd":168325,"firm":"Yahara Wealth Management LLC","city":"Madison","state":"WI","value":112048767,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168325/"},{"rank":10,"crd":289217,"firm":"Sullivan Investment Management LLC","city":"Wisconsin Rapids","state":"WI","value":111800000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289217/"},{"rank":11,"crd":327845,"firm":"Valley Wealth Management","city":"Oshkosh","state":"WI","value":111533034,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327845/"},{"rank":12,"crd":111246,"firm":"Pavlic Investment Advisors, Inc.","city":"Delafield","state":"WI","value":108843269,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111246/"},{"rank":13,"crd":291305,"firm":"Milborn Advisors, Ltd","city":"Milwaukee","state":"WI","value":107692612,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291305/"},{"rank":14,"crd":146633,"firm":"Jordan Financial Life Planning","city":"Kenosha","state":"WI","value":107087243,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146633/"},{"rank":15,"crd":328483,"firm":"Morgan-Aly Wealth Management, LLC","city":"Waukesha","state":"WI","value":105268201,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328483/"},{"rank":16,"crd":338173,"firm":"LNB Financial LLC","city":"Casco","state":"WI","value":37156617,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338173/"},{"rank":17,"crd":126173,"firm":"Capital Management Investor Services, Inc.","city":"Wausau","state":"WI","value":11000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126173/"},{"rank":18,"crd":341390,"firm":"Mapt Capital","city":"Madison","state":"WI","value":5930000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341390/"},{"rank":19,"crd":338414,"firm":"Launch Wealth Management","city":"Waukesha","state":"WI","value":5625865,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338414/"},{"rank":20,"crd":338962,"firm":"Castle Financial","city":"Verona","state":"WI","value":1068512,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338962/"},{"rank":21,"crd":334549,"firm":"Spruce Hill Capital","city":"Madison","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334549/"},{"rank":21,"crd":339296,"firm":"FOUNDER360° Family Office","city":"Mequon","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339296/"},{"rank":21,"crd":339767,"firm":"Marchi Investments LLC","city":"Waunakee","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339767/"},{"rank":21,"crd":340316,"firm":"Shellcrest Financial LLC","city":"Middleton","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340316/"},{"rank":21,"crd":341524,"firm":"Epiphany Health & Wealth","city":"Green Bay","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341524/"},{"rank":21,"crd":342294,"firm":"Blackhorn Partners","city":"Middleton","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342294/"},{"rank":21,"crd":342821,"firm":"Quintessence Wealth Collective LLC","city":"Milwaukee","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342821/"},{"rank":21,"crd":342875,"firm":"Precision Capital Planning LLC","city":"Oregon","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342875/"},{"rank":21,"crd":343011,"firm":"Longevity Wealth Advisory LLC","city":"Sparta","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343011/"},{"rank":21,"crd":343529,"firm":"Iron Horse Asset Management LLC","city":"Neenah","state":"WI","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343529/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Newest independent RIAs, nationally","url":"https://advisoriq.com/ria/rankings/newest/"},{"title":"RIA market data for Wisconsin","url":"https://advisoriq.com/ria/states/wisconsin/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/newest/wisconsin/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/wisconsin/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}